A director at Altarea sold 64,904 shares at 99.940EUR and the significance rating of the trade was 100/100. 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 clearly showin...
The property development sector remains disrupted by numerous headwinds, and we will have to wait until H2 2026 for a more pronounced recovery. That said, Altarea is ahead in the property cycle and should begin to benefit from the launch of its new programmes in 2025, with an initial positive impact on its margins. The group is also benefiting from the very strong performance of its cash-generating retail business and can count on the ramp-up of its new businesses in the long term. Existing liqu...
Le secteur de la promotion reste perturbé par de nombreux vents contraires et il faudra attendre le S2 2026 pour un redémarrage plus franc. Cela dit, Altarea est en avance dans le cycle immobilier et devrait commencer à profiter du lancement de ses nouveaux programmes en 2025, avec un effet positif sur ses marges dans un premier temps. Le groupe bénéficie aussi de la très bonne performance de son activité de commerce, génératrice de cash, et pourra compter sur la montée en puissance de ses nouve...
Gradual recovery starting in 2025? INITIATION COV. The initiation of coverage allows us to encompass the majority of the French residential development market, including companies such as Nexity, Icade, Bouygues, Vinci, and Eiffage. Additionally, we monitor some non-covered entities like Kaufman & Broad and Bassac. This also enhances our coverage of the retail property sector in France, including Mercialys, Klépierre, URW, Hammerson, and Wereldhave, with the latter two pursuing exit strategies...
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