Castellum

Large divestment programme, large SBB

27/07/26 -"Our negative recommendation was partly based on the decline in operational metrics, a trend that is continuing. Given the deconsolidation of the best performing assets, this organic decline is ..."

PDF page sample
Pages
83
Language
English
Published on
27/07/26
Download
You may also be interested by these reports :
27/07/26
Our negative recommendation was partly based on the decline in operational metrics, a trend that is continuing. Given the deconsolidation of the best ...
24/07/26
Colonial SFL continues to perform well in an end market in France that keeps deteriorating. The Spanish market is performing very well.
24/07/26
Revenue and bookings are down in the second quarter of 2026. The anticipated market rebound has yet to materialize. Nexity reiterates that its ...
24/07/26
The proposed merger between WDP and ARGAN overshadows the H1 26 earnings. Following Prologis’s bid for SEGRO, the European logistics property ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO