Report
Gerardo Ibanez ...
  • Steven Boumans

Montea : Montea finishing its last greenfield development in the Netherlands. We take a closer look at its land bank to see what will be next. TP to € 90

>A strong year-to-date performance, but with more to come - Montea’s share price has done well year to date, outperforming most peers. The question now is whether this was just a normalisation after the underperformance in H2 2022 or that Montea can outperform further. We are becoming more positive on the logistics real estate segment and although rates and yields are still rising and transaction evidence remains limited, talking to market participants, there appears...
Underlying
Montea SCA

Montea Comm VA, formerly Montea CVA, is a Belgium-based real estate investment trust specialized in logistics and semi-industrial real estate in Belgium, the Netherlands and France. The Company's property portfolio represents approximately a surface of 584,694 Square meters (m2) across 37 sites. Its group companies include, among others, Montea Management NV, Montea Comm. VA, Acer Park NV, Montea Nederland NV, Montea Almere NV, Montea Rotterdam NV, SCI Actipole Cambrai, SCI Sagittaire, SCI Saxo, SCI Sevigne, SCI Socrate and SCI 3R. In addition, the Company also partners with Decathlon.

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
Gerardo Ibanez

Steven Boumans

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