Report
Florent Laroche-Joubert

Carmila : The momentum and growth outlook are still appealing

>Robust fundamentals to start 2024 on the right foot - We received Marie Cheval (CEO), Pierre-Yves Thirion (CFO) and Jonathan Kirk (HIR) on 12 December for their year-end Paris road show. In our view, based on our discussions, Camila has robust fundamentals to start 2024 on the right foot:The REIT has good visibility to bill 2024 indexation at 1 January, which we think could reach +4-4.5% based on the current value of the group’s benchmark indices. Carmila’s adva...
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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