Report
Florent Laroche-Joubert

ODDO : Merlin Properties & Colonial – Jouer la poursuite des perspectives favorables !

Nous initions le suivi à l’Achat de Merlin Properties et Colonial, les deux 1ères foncières espagnoles. Ayant chacune des stratégies bien spécifiques, nous les voyons poursuivre leur développement dans un contexte économique favorable. - >Jouer les perspectives favorables sur le marché espagnol - L’économie espagnole continue à être plus robuste que ses pays limitrophes. Bien qu’un ralentissement soit attendu, la croissance du PIB en 2020, autour de +2,0% selon notre é...
Underlyings
Inmobiliaria Colonial SOCIMI SA

Inmobiliaria Colonial SOCIMI is engaged in the acquisition, construction, sale, disposal and lease of real estate and related activities, including car garages and parking lots, and the administration and management of real estate properties and land.

MERLIN Properties SOCIMI S.A.

Merlin Properties SOCIMI SA is a Spain-based company engaged in the operation of a real estate investment trust (REIT). The Company focuses on the acquisition, management and rental of commercial properties located in the Iberian Peninsula, primarily in Spain. The Company's activities are divided into the following segments: Office buildings, operating a portfolio of office space; High-street retail, engaged in leasing retail stores; Shopping centers, engaged in managing department stores; Logistics, operating logistics warehouses and distribution centers, and Others. The Company's other activities include property management services rendered to third parties.

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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