Report
Florent Laroche-Joubert

Unibail-Rodamco-Westfield : Des atouts plus solides et des cessions conditionnées à la stabilisation des taux

>Des fondamentaux opérationnels retrouvés pour viser les objectifs de 2024 - Nous avons reçu en fin de semaine dernière à Paris Jean-Marie Tritant (CEO) et Fabrice Mouchel (CFO), accompagnés d’Audrey Arnoux (HIR) pour leur roadshow annuel parisien (cf. feedback détaillée pages suivantes).Les deux managers se sont montrés confiants sur les fondamentaux opérationnels du groupe et la capacité des équipes à mettre en œuvre la stratégie « 2024 and beyond » :La gu...
Underlying
Unibail-Rodamco-Westfield SE Stapled Secs Cons of 1 Sh Unibail Rodamco + 1 Sh WFD Unib Rod

Unibail-Rodamco is a commercial property operator, investor and developer. Co. is operationally organized in six geographical regions: France, Spain, Central Europe, Austria, the Nordics and The Netherlands. Its activities are divided into three business lines or segments: Shopping Centres, Offices and Convention & Exhibition. Co.'s Shopping Centres segment focuses primarily on the retail sector; the Offices segment takes care of office assets that are mainly located in the Parisian Central Business District; and the Convention-Exhibitions segment consists of a real estate venues and operations organization, and trade show organization.

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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