Report
Niko Levikari ...
  • Steven Boumans

EuroCommercial : Recap of the investment case and January adjustments

>Investment case - We maintain a positive view on Eurocommercial Properties (ECP). We expect companies with well-positioned retail portfolios, like ECP, to remain relevant even post pandemic as we expect these cater more as part of the last-mile distribution for retailers. In addition to being part of the solution to the last-mile delivery issue, in the long term, retailers will maintain physical stores (even after rationalising their distribution networks) as it str...
Underlying
Eurocommercial Properties NV

Eurocommercial Properties NV is a closed end property investment company based in the Netherlands. The Company invests, owns and manages retail real estate properties, primarily shopping centers, but also warehouses and office space. Its activities are focused on France, Sweden and Northern Italy, with property portfolio comprising more than 30 shopping centers. Eurocommercial Properties NV operates through a number of subsidiaries, such as Aktiebolaget Laholm Mellby 2:129, Aktiebolaget Norrkoping Silvret 1, Aktiebolaget Skovde K-mannen 2, Bergvik Kopet 3 Kommanditbolag, Betulla Srl, ECP Hogsbo AB, ECP Karlskrona AB, ECP Moraberg Holding AB, Eurocommercial Management Italia Srl, Eurocommercial Properties Ltd, Holgura BV and SAR Degeln AB, among others.

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
Niko Levikari

Steven Boumans

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