Report
Florent Laroche-Joubert

Mercialys : Mercialys de nouveau et toujours confronté au cas « Casino »

>Casino, un locataire bon payeur à date mais encombrant … - Mercialys reste significativement exposé à Casino (21% des loyers à fin 2022) alors que ce dernier vient de lancer une procédure de conciliation avec ses créanciers financiers :Casino, un locataire bon payeur à date : nous comprenons qu’il a toujours payé ses loyers comme attendu à ce jour en amont de chaque trimestre et estimons que ce sera toujours le cas tant que celui-ci ne se trouve pas en cessation...
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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