Report
Florent Laroche-Joubert

Mercialys : Envisager le futur en étant patient par rapport à la dilution en cours du risque Casino

>Une exposition locative Casino encore élevée appelée à être diluée à MT - Nous avons accompagné Vincent Ravat (CEO) et Olivier Pouteau (HIR) ce jeudi 31 août pour leur roadshow semestriel aux Pays-Bas.Le CEO estime que la restructuration financière de Casino en cours est un axe positif par rapport au risque de défaut de paiement et voit positivement la diversification à moyen terme des opérateurs alimentaires des hypermarchés des centres de la foncière, même si ...
Underlying
Mercialys SA

Mercialys is a real estate company, specialized in the transformation and management of shopping centers. Co. manages a portfolio of 91 properties located throughout France at Dec 31, 2013. Co.'s assets are classified into three categories: large regional shopping centers (GLA of over 365,800 sq. m.), neighborhood shopping centers (GLA of over 181,600 sq. m.), and Other assets (40,900 sq. m.). At Dec. 31, 2013, the portfolio comprised 25 large regional shopping centers, 36 neighborhood shopping centers, and 18 other sites such as food stores, specialty stores, independent cafeterias, service malls, and convenience stores, representing a total gross leasable area of about 588,300 sq. m.

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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