Report
Florent Laroche-Joubert

Gecina : Why the stock has the capacity to outperform peers!

>A scarcity effect reflected in a capacity to grow rental income more rapidly than indexation - We have just accompanied Samuel Henry-Diesbach (head of IR) on a road show in Switzerland.As far as he is concerned, Gecina stands apart from peers primarily for its long-term strategy focused on centrality AND the scarcity value of its portfolio. As such, 85% of its offices (80% of the portfolio) are located in Paris intramuros, Neuilly-sur-Seine and Boulogne where mo...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch