The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Florent Laroche -Joubert - Oddo BHF - Analyst
: Hello. So thank you very much for this presentation. I would ask them two questions, if I may. So my first question will be and on the investment
market on offices. So what do you think now of the appetite of the investment market for offices, especially in France, as I due in particular, to the
last two events that we have either in the last months. And that would be my first question.
And my second question would be on the guidance for 2024. Could you just give maybe some more details on what could explain the ways of
guidance. Thank you very much.
Question: Florent Laroche -Joubert - Oddo BHF - Analyst
: Okay, thank you.
Question: CTline Huynh - Barclays - Analyst
: Hi, Christoph and Paul. I've got three question for you guys. Are the first one is about the Berlin transaction, CDC. Do you have any sign that CDC
could take the other half and of the of the transaction? And my second question would be do you have an update on Covivio Hotel share offer to
Covivio Hotel shareholders? And then my third question for you, Paul, on the guidance can you provide the EPS per share guidance, please? Thank
you.
Question: CTline Huynh - Barclays - Analyst
: Okay. Can I call back to the Covivio Hotel shareholder and why you think you failed? Is it because of pricing?
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JULY 22, 2024 / 8:00AM, CVO.PA - Half Year 2024 Covivio SA Earnings Call
Question: CTline Huynh - Barclays - Analyst
: Yeah, make sense. Thank you, Christophe.
Question: StTphanie Dossmann - Jefferies - Analyst
: Everyone and I would have three questions mainly. First one on the strategy on the Germany offices. What is your strategy on that? I mean on in
terms of raising the occupancy and retenanting with us with uplift positive uplifts and disposals going forward on that portfolio.
And the second question, so you're doing very well on French offices, I would say the remaining challenge with BC 21. Could you update us on
that one, please? And the third one relating to disposals. So between the EUR300 million you have currently under distribution. Could you give
some colors on the type of assets or locations and so on and buyers also, please? Thank you.
Question: Jonathan Kownator - Goldman Sachs - Analyst
: Good morning. Thank you for taking my questions. Just to follow up, perhaps on the last point you highlighted in the presentation that you want
to continue increase exposure in hotels. So just two, I understand, obviously, given none of the current shareholders wanted to sell on Covivio
Hotels, are you planning to do acquisitions or what are the other ways you are contemplating to increase exposure to hotel. That's number one.
And number two more generally, I think on a like-for-like rent growth. I mean, obviously you had strong performance this time led by occupancy
increase and most of the elements and indexation, are you able to repeat that performance? Or would you expect like-for-like rent growth to
normalize? And if so, what should we have in mind for trends going forward? Thank you.
Question: Jonathan Kownator - Goldman Sachs - Analyst
: Okay. Thank you very much.
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