reports
Elis: Termination of discussions with Vestis and UniFirst
Elis: Termination of discussions with Vestis and UniFirst Termination of discussions with Vestis and UniFirst Saint-Cloud, 4 October 2024 – Elis continuously considers a range of strategic opportunities. As part of its exploratory conversations around a potential entry into the US market, Elis held conversations with Vestis and UniFirst. Both discussions have been terminated, as neither would have allowed Elis to complete a transaction that would be in line with the company’s strict financial discipline. Elis therefore remains focused on its strategy combining organic growth and value-...
Elis : Fin des discussions avec Vestis et UniFirst
Elis : Fin des discussions avec Vestis et UniFirst Fin des discussions avec Vestis et UniFirst Saint-Cloud, le 4 octobre 2024 – Elis étudie en permanence une série d'opportunités stratégiques. Dans le cadre de ses discussions exploratoires concernant une potentielle entrée sur le marché américain, Elis a engagé des conversations avec Vestis et UniFirst. Il a été mis fin à ces deux discussions, aucune des deux ne permettant à Elis de réaliser une transaction conforme à sa discipline financière stricte. Le Groupe reste donc concentré sur sa stratégie alliant croissance organique et acquis...
- Carole Braudeau
- Carole Braudeau
Casino Group: Confirmation of a repayment to Quatrim secured bondholde...
Casino Group: Confirmation of a repayment to Quatrim secured bondholders Confirmation of a repayment to Quatrim secured bondholders Paris, 3 October 2024 Following the sale on September 26, 2024 of a portfolio of real estate assets1, Casino Group announces that it has made yesterday a payment of €198.7m to holders of the secured bonds of its subsidiary Quatrim, including €190.4m in principal and €8.3m in accrued interest. The nominal amount of Quatrim's secured bonds has thus been reduced to €300.5m. In addition, an interest payment will take place on October 7 for an amount o...
Groupe Casino : Confirmation d’un remboursement aux porteurs d’obligat...
Groupe Casino : Confirmation d’un remboursement aux porteurs d’obligations sécurisées Quatrim Confirmation d’un remboursement aux porteurs d’obligations sécurisées Quatrim Paris, le 3 octobre 2024 Suite à la cession le 26 septembre 2024 d’un portefeuille d’actifs immobiliers1, le Groupe Casino annonce avoir réalisé hier le paiement de 198,7M€ aux porteurs de la dette obligataire sécurisée portée par sa filiale Quatrim, dont 190,4M€ de capital et 8,3 M€ d’intérêts courus. Le montant nominal des obligations sécurisées Quatrim est ainsi réduit à 300,5 M€. Par ailleurs, un paiement d’intér...
Renault Group and Suez join forces to fast-track circularity in Europe...
Renault Group and Suez join forces to fast-track circularity in Europe’s automotive sector PRESS RELEASE 03/10/2024 RENAULT GROUP AND SUEZ JOIN FORCES TO FAST-TRACK CIRCULARITY IN EUROPE’S AUTOMOTIVE SECTOR The two groups agree to step up their long-term cooperation and position The Future Is NEUTRAL as a standard-setter in the automotive sector’s circular economy.SUEZ acquires a 20% stake in The Future Is NEUTRAL to team up with Renault Group, which will henceforth own 80% of the company. Through this operation, The Future Is NEUTRAL receives €140 million from its two shareholders to boo...
- Carole Braudeau
- Carole Braudeau
Casino Group: Store disposals
Casino Group: Store disposals Casino Group completes two waves of store disposals Paris, 2 October 2024 Following the agreements reached on 26 May 2023, Casino Group announces that it has sold its controlling 51% stake in 60 stores1 to Groupement les Mousquetaires on 30 September 2024. Groupement les Mousquetaires already holds a 49% stake in these stores from 30 September 2023. *** Following the agreements communicated on 22 June 2024, Casino Group announces the completion yesterday of the acquisition by Rocca Group of 100% of Codim 22, which employs all the employees of the stores so...
Groupe Casino : Cessions de magasins
Groupe Casino : Cessions de magasins Le groupe Casino finalise deux vagues de cession de magasins Paris, le 2 octobre 2024 Conformément aux accords conclus le 26 mai 2023, le groupe Casino annonce avoir cédé le 30 septembre 2024 au Groupement les Mousquetaires sa participation contrôlante de 51% dans 60 magasins1, déjà détenus par le Groupement les Mousquetaires à hauteur de 49% depuis le 30 septembre 2023. *** Conformément aux accords communiqués le 22 juin 2024, le groupe Casino annonce la finalisation hier de l’acquisition par le groupe Rocca de 100% de la société Codim 22, qui empl...
Fnac Darty: Information on the total number of voting rights and share...
Fnac Darty: Information on the total number of voting rights and shares Ivry-sur-Seine – France, October 2, 2024 Regulated information INFORMATION ON THE TOTAL NUMBER OF SHARES AND VOTING RIGHTS Statement in compliance with article L. 233-8 II of the French commercial code and article 223- 16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des marchés financiers) Stock MarketEuronext ParisISIN CodeFR0011476928Date Total number of shares composing the share capital of the companyTotal number of gross voting rights Total number of net voting rights (*)S...
- Christophe Chaput
- Florent Laroche-Joubert
- Steven Boumans
ODDO : The recovery is only beginning and the best is yet to come
The rate cut carried out and yet to come (ECB: -125bp to -150bp to come by end-2025e) is a real driver for listed real estate and creates the conditions enabling it to outperform. In this context, we are lifting 23 target prices for the 42 stocks covered. Covivio, CTP, Merlin Properties, URW, Vonovia and Xior Student Housing are now our Top Picks. Aedifica (Outperform vs Neutral) should also benefit. Lastly, we are lowering Care Property to Neutral and SFL to Underperform. - >...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
MVC METROVACESA SA
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
- Christophe Chaput
- Florent Laroche-Joubert
- Steven Boumans
ODDO : La reprise ne fait que commencer et le meilleur est à venir
La baisse de taux actée et à venir (BCE : -125 à 150 pb à venir d’ici fin 2025e) agit comme un véritable catalyseur pour l’immobilier côté et crée les conditions lui permettant de surperformer. Dans ce cadre, nous relevons 23 objectifs de cours sur 42 valeurs suivies. Covivio, CTP, Merlin Properties, URW, Vonovia et Xior Student Housing constituent désormais nos top picks. Aedifica (Surperformance vs Neutre) devrait également en bénéficier. Enfin, nous abaissons Care Property à N...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
MVC METROVACESA SA
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
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 01 OCTOBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CELLNEX, INDRA, SOLARIA. Political noise and Automobiles continue to add pressure on the Euro STOXX European equity markets dropped, dragged down by the risks of more aggressive taxation to large French companies and by the profit warnings battery in the Automobile sector. In the STOXX 600, Energy and Consumer Goods were the only sectors ending in positive territory whereas Automobiles and Travel&Leisure saw the biggest drops. On the macro side, in Germany, September’s preliminary...
- Research Department
INFORME DIARIO 01 0CTUBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: CELLNEX, INDRA, SOLARIA. El ruido geopolítico y los autos siguen presionando al Euro STOXX Caídas en la renta variable europea, lastradas por los riesgos de una tributación más agresiva a las grandes empresas de Francia y por la ola de profit warnings del sector Autos. En el STOXX 600 sólo Energía y R. Básicos se mantuvieron al margen de las caídas mientras que Autos y Viajes&Ocio sufrieron las mayores pérdidas. Por el lado macro, en Alemania la inf...
Casino Group continues its transformation
Casino Group continues its transformation Paris, 30 September 2024 Casino Group continues its transformation On 24 April 2024, Casino Group launched a transformation plan to align its organisation with its new scope, centred on convenience retailing. Agreements have been signed with the trade unions in the 7 Group host companies concerned by the employment protection plan, and have been validated by management. Most of the entities concerned have initiated employment protection plans, including voluntary redundancy and in-placement schemes. The new strategy, designed to put Casino Group...
Le groupe Casino poursuit sa transformation
Le groupe Casino poursuit sa transformation Paris, 30 septembre 2024 Le groupe Casino poursuit sa transformation Le 24 avril 2024, le groupe Casino a lancé un plan de transformation pour ajuster son organisation à son nouveau périmètre, centré sur le commerce de proximité. Des accords ont été signés avec les organisations syndicales dans les 7 sociétés du Groupe concernées par le Plan de Sauvegarde de l'Emploi et ont été validés par l’administration. Le déploiement des plans de sauvegarde de l’emploi a ainsi débuté dans la plupart des entités concernées avec, notamment, les phases de dé...
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