Allos SA (ALOS3.SA)2Q24 First Take:Improving Fundamentals; Income Statement Within Expectations
Goldman Sachs·2024-08-14 10:49

13 August 2024 | 10:10PM BRT Allos SA (ALOS3.SA): 2024 First Take:Improving Fundamentals; Income Statement Within Expectations Jorel Guilloty +55(11)3372-3522 jorel.quilloty@as.com Goldman Sachs do Brasil CTVM S.A. Our take: We expect Allos 2024 results to have a muted impact on shares. Net revenue and NOI came within expectations, while property EBITDA and FFO came slightly ahead driven by better SG&A. Fundamentals generally saw an improvement with occupancy rising 60 bps y/y to 96.3%. Occupancy cost saw a ...