Report
Florent Laroche-Joubert

Gecina : Tension locative à CT et stratégie de Total Return à MT sont les deux moteurs de croissance !

>Un potentiel de réversion à date de +8,6% ! - La publication semestrielle de Gecina a mis en évidence la matérialisation de l’inflation des valeurs locatives du portefeuille de Gecina dans les zones centrales de Paris (ANR EPRA 5,1% sur le S1 2019 et de 8,0% yoy à 169,8 € / action) sous l’effet notamment d’un marché des bureaux Paris intramuros porteur (vacance dans Paris QCA de 1,7% ; hausse des loyers 2nde main de 9% yoy). Cette matérialisation est pour nous l...
Underlying
Gecina SA

Gecina is a rental real estate company. Co.'s purpose is to operate individual rental properties or group of properties located mainly in France. Co.'s properties include commercial assets (offices and retail outlets), residential assets, logistics assets, hotels and healthcare facilities. Co. is organized around two main sectors and one ancillary segment: Economic sector comprising the commercial segment (offices and retail outlets), the portfolio of logistics properties and of hotel buildings; Demographic sector comprising traditional residential units (housing units property holding), portfolio of students residences and of healthcare facilities; Ancilary segment of real estate services.

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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