Rents stood at EUR 132.6m, up 2.3% YoY. On a LfL basis, invoiced rents were up 4% YoY, primarily driven by indexation.Economic exposure to Casino drops to 17.5% from 18.3% following the transfer of two Casino stores partly owned by Mercialys to Intermarché. FFO per share guidance reiterated (+2% YoY, or EUR 1.15, DPe EUR 1.15) and a dividend of 85-95% of the FFO.‘Buy' reiterated on a decent update, further supported by the undemanding multiples vs peers.
