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Florent Laroche-Joubert ... (+2)
  • 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

Bruno Cavalier ... (+3)
  • Bruno Cavalier
  • Roy Külter
  • Steven Boumans
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
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 ... (+3)
  • Bruno Cavalier
  • Roy Külter
  • Steven Boumans
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
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 ... (+3)
  • Bruno Cavalier
  • Delphine Brault
  • Nathan Mietlicki
BKW BKW AG
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 ... (+3)
  • Bruno Cavalier
  • Delphine Brault
  • Nathan Mietlicki
BKW BKW AG
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
 PRESS RELEASE

Orange: Orange Board of Directors appoints Frédéric Sanchez as Chairma...

Orange: Orange Board of Directors appoints Frédéric Sanchez as Chairman Press releaseParis, 20 March 2026 Orange Board of Directors appoints Frédéric Sanchez as Chairman The Board of Directors of Orange has decided to appoint Frédéric Sanchez, an independent director of Orange since 2020 and Chair of the Strategy and Technology Committee, as Chairman of the Board of Directors of Orange at the close of the Annual Shareholders’ Meeting to be held on 19 May 2026. This decision is based on the recommendations of the Governance, Corporate Social and Environmental Responsibility Committee (CG...

 PRESS RELEASE

Orange : Frédéric Sanchez nommé président du conseil d’administration ...

Orange : Frédéric Sanchez nommé président du conseil d’administration d’Orange Communiqué de presseParis, le 20 mars 2026 Frédéric Sanchez nommé président du conseil d’administration d’Orange Le conseil d’administration d’Orange a décidé de nommer Frédéric Sanchez, administrateur indépendant d’Orange depuis 2020 et président du Comité stratégie et technologie, président du conseil d’administration d’Orange à l’issue de l’assemblée générale des actionnaires du 19 mai 2026. Cette décision s’appuie sur les recommandations du comité de gouvernance, de responsabilité sociale et environnement...

Deutsche Lufthansa AG: 1 director

A director at Deutsche Lufthansa AG bought 10,000 shares at 7.520EUR and the significance rating of the trade was 58/100. 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 ...

 PRESS RELEASE

Berichtigung der Veröffentlichung vom 20. Mar 2026/ 09:15 CET/CEST - D...

Berichtigung der Veröffentlichung vom 20. Mar 2026/ 09:15 CET/CEST - Deutsche Lufthansa AG: Herr Carsten Spohr, Kauf Berichtigung der Veröffentlichung vom 20. Mar 2026/ 09:15 CET/CEST - Deutsche Lufthansa AG: Herr Carsten Spohr, Kauf Korrektur einer Meldung und öffentliche Bekanntgabe der Geschäfte von Personen, die Führungsaufgaben wahrnehmen, sowie in enger Beziehung zu ihnen stehenden Personen,20. Mar 2026 / 12:22 CET/CEST, übermittelt von GlobeNewswire. Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. 1. Angaben zu den Personen, die Führungsau...

 PRESS RELEASE

Correction of the publication from 20. Mar 2026/ 09:15 CET/CEST - Deut...

Correction of the publication from 20. Mar 2026/ 09:15 CET/CEST - Deutsche Lufthansa AG: Mr Carsten Spohr, Acquisition Correction of the publication from 20. Mar 2026/ 09:15 CET/CEST - Deutsche Lufthansa AG: Mr Carsten Spohr, Acquisition Correction of a Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them,20. Mar 2026 / 12:22 CET/CEST, transmitted by GlobeNewswire. The issuer is solely responsible for the content of this announcement. 1. Details of the person discharging managerial resp...

 PRESS RELEASE

Deutsche Lufthansa AG: Herr Carsten Spohr, Kauf

Deutsche Lufthansa AG: Herr Carsten Spohr, Kauf Deutsche Lufthansa AG: Herr Carsten Spohr, Kauf Meldung und öffentliche Bekanntgabe der Geschäfte von Personen, die Führungsaufgaben wahrnehmen, sowie in enger Beziehung zu ihnen stehenden Personen,20. Mar 2026 / 09:15 CET/CEST, übermittelt von GlobeNewswire. Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. 1. Angaben zu den Personen, die Führungsaufgaben wahrnehmen, sowie zu den in enger Beziehung zu ihnen stehenden Personen a) Name Titel Herr ...

 PRESS RELEASE

Deutsche Lufthansa AG: Mr Carsten Spohr, Acquisition

Deutsche Lufthansa AG: Mr Carsten Spohr, Acquisition Deutsche Lufthansa AG: Mr Carsten Spohr, Acquisition Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them,20. Mar 2026 / 09:15 CET/CEST, transmitted by GlobeNewswire. The issuer is solely responsible for the content of this announcement. 1. Details of the person discharging managerial responsibilities / person closely associated a) Name Title Mr First n...

Michael B. Schäfer ... (+2)
  • Michael B. Schäfer
  • Stephan Wulf

Bayer : Share price catalysts set to come from various directions

With the glyphosate litigation nearing a decision, we think investors will refocus on Bayer's fundamentals. Improved prospects in the Pharma division and multiple tailwinds in CropScience in 2027 will provide further impetus. Additionally, as litigation risks fade and the DSO programme progresses, the spin-off of Consumer Health could be back on the table. All this fundamentally alters our assessment of Bayer, and we are upgrading the stock to Outperform, with a new TP of € 55.

 PRESS RELEASE

Orange: Transactions carried out as part of a share buyback program an...

Orange: Transactions carried out as part of a share buyback program and outside of a liquidity contract Press releaseParis, 16 March 2026 Transactions carried out as part of a share buyback program and outside of a liquidity contract Orange announces that it has purchased treasury shares within the framework of its share buyback program These shares have been acquired to honor obligations related to long-term incentive plans for corporate officers and senior employees. The long-term incentive plans, which are conditional on presence and performance, were set up with the aim of involving ...

 PRESS RELEASE

Orange : Information sur les opérations effectuées dans le cadre d’un ...

Orange : Information sur les opérations effectuées dans le cadre d’un programme de rachat d’actions, hors contrat de liquidité Communiqué de presseParis, le 16 mars 2026 Information sur les opérations effectuées dans le cadre d’un programme de rachat d’actions, hors contrat de liquidité Orange annonce avoir procédé à l'acquisition d'actions propres dans le cadre de son programme de rachat d'actions. Cette acquisition est destinée à honorer des obligations liées aux plans conditionnés de rémunération variable pluriannuelle des dirigeants mandataires sociaux et des cadres dirigeants (long ...

 PRESS RELEASE

Grifols Shares Results From its Chronos Platform Identifying Early Mol...

Grifols Shares Results From its Chronos Platform Identifying Early Molecular Changes Associated with Parkinson’s Disease Chronos‑PD shows that biological changes associated with Parkinson’s disease (PD) can emerge up to 12 years before clinical diagnosisUncovered reproducible early molecular signals and distinct molecular patterns in PD, supporting future efforts in patient stratification and precision medicine researchChronos is part of a broad Grifols program to find early disease biomarkers leveraging more than 100 million proprietary plasma samples connected to real-world data on thousa...

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