Report
Florent Laroche-Joubert

Carmila : Performance opérationnelle solide et nouveaux rachats d’actions à venir

>RNR / action et dividende 2022 légèrement au-dessus des attentes - Carmila délivre en 2022 des résultats légèrement au-dessus des attentes, avec un résultat net récurrent (RNR) / action à 1.56 € (+26%) vs 1.48 €e et cons à 1.44 € et un EPRA NTA en hausse de 2.9% à 25.26 € vs cons à 23.97 €. Cette performance au-dessus de la guidance (i.e. RNR / action 2022 +20%) s’explique par une normalisation plus rapide qu’anticipé et un recouvrement des loyers 2020 et 2021 de 0.0...
Underlying
Carmila SAS

Carmila SA, formerly Cardety SA, is a France-based company that operates in the real estate investment sector. The Company is primarily engaged in the acquisition, holding and managing of commercial real estate assets for lease. The Company's real estate assets include a supermarket under the ED brand in Forges-les-Eaux, a shopping center in Pau Lescar, a retail park in Mondeville, a shopping mall in Besancon Chalezeule, a building complex in Salaise-sur-Sanne and a business park project in Quetigny.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Florent Laroche-Joubert

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