Report
Florent Laroche-Joubert

Gecina : Pourquoi le titre est en capacité de surperformer ses pairs !

>Un effet rareté qui se matérialise par une capacité à faire croitre les revenus locatifs plus rapidement que l’indexation - Nous venons d’accompagner Samuel Henry-Diesbach (Head of IR) en roadshow en Suisse.Pour lui, Gecina se distingue de ses pairs avant tout par sa stratégie sur le long terme axée sur la centralité ET l’effet rareté de son portefeuille. Ainsi, 85% de ses bureaux (80% du portefeuille) sont situés dans Paris intramuros, Neuilly-sur-Seine et Boul...
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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