reports
- Florent Laroche-Joubert
- Steven Boumans
ODDO : Champagne in Cannes, Spreads on the Screen: Post-MIPIM Views on...
Geopolitical risk has resurfaced, but the nearterm impact on European listed real estate remains contained. Rising energydriven inflation and rates are driving greater dispersion and sharpening the focus on balancesheet quality, while MIPIM 2026 highlighted a pragmatic investor approach. In this report, we adjust target prices and refresh our top picks, removing CTP and adding Irish Residential REIT. Geopolitics and energy: duration matters more than headlines
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Roy Külter
- Steven Boumans
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
TPE PVA TEPLA AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
FDR FLUIDRA S.A.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HBH HORNBACH HOLDING AG & CO. KGAA
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
UPG UNIFIEDPOST GROUP
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Roy Külter
- Steven Boumans
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
TPE PVA TEPLA AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
FDR FLUIDRA S.A.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HBH HORNBACH HOLDING AG & CO. KGAA
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
UPG UNIFIEDPOST GROUP
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Delphine Brault
- Nathan Mietlicki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
CDR CD PROJEKT S.A.
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
TLX TALANX AG
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
TIT TELECOM ITALIA S.P.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Delphine Brault
- Nathan Mietlicki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
CDR CD PROJEKT S.A.
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
TLX TALANX AG
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
TIT TELECOM ITALIA S.P.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
Colonial Sfl Socimi S.A: 1 director
A director at Colonial Sfl Socimi S.A bought 5,000 shares at 5.120EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
Dassault Aviation: Availability of a complete form of the 2025 Annual ...
Dassault Aviation: Availability of a complete form of the 2025 Annual Financial Report Availability of a complete form of the 2025 Annual Financial ReportDassault Aviation complete version of the 2025 Annual Financial Report (Rapport financier annuel) as of 31 December 2025 is available to the public and has been filed with the French Financial Markets Authority (Autorité des Marchés Financiers), including in ESEF format.This financial annual report can be found on the company’s website at , in the “Finance / Regulated information / 2026 Regulated information” and “Finance / Publications / ...
Dassault Aviation : Communiqué de mise à disposition de la version int...
Dassault Aviation : Communiqué de mise à disposition de la version intégrale du Rapport Financier Annuel 2025 Communiqué de mise à disposition de la version intégrale du Rapport Financier Annuel 2025La société Dassault Aviation annonce avoir mis à la disposition du public et déposé auprès de l’Autorité des Marchés Financiers la version intégrale de son Rapport Financier Annuel au 31 décembre 2025, y compris au format ESEF.Cette version peut être consultée sur le site internet de la société à l’adresse dans les rubriques « Finance / Information réglementée / Information réglementée 2026 » e...
Dassault Aviation Unveils the Falcon 10X - New Top of the Line Falcon
Dassault Aviation Unveils the Falcon 10X - New Top of the Line Falcon Dassault Aviation Unveils the Falcon 10X New Top of the Line Falcon A New Standard of Comfort, Performance and Innovation in Business Aviation (Saint-Cloud, France, March 10, 2026) – In a dramatic unveiling before more than 400 customers, partners and aviation leaders gathered in a new production hall in Bordeaux-Mérignac, Dassault Aviation has rolled out the Falcon 10X—its most ambitious business jet ever. As the drape lifted at 8:00 p.m. CET, the aircraft emerged as a bold new benchmark for the future of long-range bu...
Dassault Aviation dévoile le Falcon 10X, nouveau summum de la gamme Fa...
Dassault Aviation dévoile le Falcon 10X, nouveau summum de la gamme Falcon Dassault Aviation dévoile le Falcon 10X,nouveau summum de la gamme Falcon Un nouveau standard de confort, de performance et d'innovation dans l'aviation d'affaires (Saint-Cloud, 10 mars 2026) – Lors d'une spectaculaire présentation devant plus de 400 clients, partenaires et dirigeants de l'aviation réunis dans un nouveau hall de production à Bordeaux-Mérignac, Dassault Aviation a dévoilé le Falcon 10X, son avion d'affaires le plus ambitieux à ce jour. À 20h00, lorsque le voile a été retiré, l'avion est apparu comme...
Dassault Aviation: Total number of shares and voting rights - 06 03 26
Dassault Aviation: Total number of shares and voting rights - 06 03 26 DASSAULT AVIATION French corporation (société anonyme) with a share capital of 62,170,196.80 euros Headquarters: 78, quai Marcel Dassault 92210 SAINT-CLOUD 712 042 456 RCS Nanterre Information concerning the total number of voting rights and shares as per article L. 233-8 II of the French Commercial Code (Code de commerce) and article 223-16 of the General Regulations (Règlement Général) of the French Market Authority (Autorité des Marchés Financiers) DateTotal number of shares Total number of voting rights03/06/202677...
Dassault Aviation : Nombre d'actions et droits de vote - 06 03 26
Dassault Aviation : Nombre d'actions et droits de vote - 06 03 26 DASSAULT AVIATION Société anonyme au capital de 62 170 196,80 euros Siège social : 78, quai Marcel Dassault 92210 SAINT-CLOUD 712 042 456 RCS Nanterre Informations relatives au nombre total de droits de vote et d’actions prévues par les articles L. 233-8 II du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers Date Nombre total d’actions composant le capital Nombre total de droits de vote06/03/202677 712 746Nombre de droits de vote théoriques : 129 882 307 Nombre de droits de vote exerçable...
Dassault Aviation: Reduction of capital by cancellation of treasury sh...
Dassault Aviation: Reduction of capital by cancellation of treasury shares Reduction of capital by cancellation of treasury shares On March 3, 2026, the Board of directors of Dassault Aviation decided to reduce the share capital of the company by cancelling 684,288 treasury shares held in registered form, representing 0.87% of its share capital. This decision was taken by the Board of directors upon the authorization of the Combined General Meeting held on May 16, 2025. The reduction of capital has become effective on March 6, 2026. The share capital of Dassault Aviation now amounts to ...
Dassault Aviation : Réduction de capital par voie d’annulation d’actio...
Dassault Aviation : Réduction de capital par voie d’annulation d’actions propres Réduction de capital par voie d’annulation d’actions propres Le Conseil d’administration de Dassault Aviation réuni le 3 mars 2026 a décidé de réduire le capital de la société par voie d’annulation de 684 288 actions propres détenues au nominatif, représentant 0,87% de son capital social. Cette décision a été prise par le Conseil d’administration sur autorisation de l’Assemblée Générale Mixte réunie le 16 mai 2025. Cette réduction de capital a pris effet le 6 mars 2026. Le capital social de Dassault Aviatio...
Dassault Aviation: Availability of a short form of the 2025 Annual Fin...
Dassault Aviation: Availability of a short form of the 2025 Annual Financial Report Availability of a short formof the 2025 Annual Financial Report A short form of the Dassault Aviation 2025 Annual Financial Report (version abrégée du Rapport Financier Annuel 2025) is available to the public, awaiting the issuance of the statutory auditors' reports. This short form of the 2025 Annual Financial Report can be found on the company’s website at , in the “Finance / Publications / 2026 Publications” section. The full 2025 Annual Financial Report will be made available to the public and filed w...
Dassault Aviation : Mise à disposition d'une version abrégée du Rappor...
Dassault Aviation : Mise à disposition d'une version abrégée du Rapport Financier Annuel 2025 Communiqué de mise à disposition d'une version abrégéedu Rapport Financier Annuel 2025 La société Dassault Aviation annonce avoir mis à la disposition du public une version abrégée de son Rapport Financier Annuel 2025, en attente d'émission par les Commissaires aux comptes de leurs rapports d'audit. Cette version abrégée du Rapport Financier Annuel peut être consultée sur le site internet de la société à l’adresse , dans la rubrique « Finance / Publications / Publications 2026 ». La version inté...
Dassault Aviation: 2025 Annual Results Financial Release
Dassault Aviation: 2025 Annual Results Financial Release DASSAULT AVIATION RESULTSCONSOLIDATED DATA 20252024Order intakeEUR 10,941 million26 Export Rafale31 FalconEUR 10,869 million30 Export Rafale26 FalconAdjusted Net Sales(*)EUR 7,420 million26 Rafaleof which 15 Export and 11 France37 FalconEUR 6,230 million21 Rafale of which 14 France and 7 Export31 FalconBacklogas of December 31EUR 46,596 million220 Rafaleof which 175 Export and 45 France73 FalconEUR 43,224 million220 Rafaleof which 164 Export and 56 France79 FalconAdjusted operating income(*)Adjusted operating marginEUR 635 million8...
Dassault Aviation : Communiqué Financier Résultats annuels 2025
Dassault Aviation : Communiqué Financier Résultats annuels 2025 RÉSULTATS DASSAULT AVIATION DONNÉES CONSOLIDÉES 20252024Prises de commandes10 941 M€ 26 Rafale Export31 Falcon10 869 M€ 30 Rafale Export26 FalconChiffre d'affaires ajusté (*)7 420 M€ 26 Rafale dont 15 Export et 11 France 37 Falcon6 230 M€ 21 Rafale dont 14 France et 7 Export 31 FalconCarnet de commandesau 31 décembre46 596 M€ 220 Rafaledont 175 Export et 45 France 73 Falcon43 224 M€ 220 Rafaledont 164 Export et 56 France 79 FalconRésultat opérationnel ajusté (*)Marge opérationnelle ajustée635 M€8,6% du chiffre d’affaires519 M...
Dassault Aviation: Total number of shares and voting rights - 28 02 26
Dassault Aviation: Total number of shares and voting rights - 28 02 26 DASSAULT AVIATION French corporation (société anonyme) with a share capital of 62,717,627.20 euros Headquarters: 78, quai Marcel Dassault 92210 SAINT-CLOUD 712 042 456 RCS Nanterre Information concerning the total number of voting rights and shares as per article L. 233-8 II of the French Commercial Code (Code de commerce) and article 223-16 of the General Regulations (Règlement Général) of the French Market Authority (Autorité des Marchés Financiers) DateTotal number of shares Total number of voting rights02/28/202678...
Dassault Aviation : Nombre d'actions et droits de vote - 28 02 26
Dassault Aviation : Nombre d'actions et droits de vote - 28 02 26 DASSAULT AVIATION Société anonyme au capital de 62 717 627,20 euros Siège social : 78, quai Marcel Dassault 92210 SAINT-CLOUD 712 042 456 RCS Nanterre Informations relatives au nombre total de droits de vote et d’actions prévues par les articles L. 233-8 II du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers Date Nombre total d’actions composant le capital Nombre total de droits de vote28/02/202678 397 034Nombre de droits de vote théoriques : 130 566 574 Nombre de droits de vote exerçable...
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