2025-06-04-Jefferies-汉默森（HMSO）_初步观点_丽塔-罗斯·加涅将于2026年辞去首席执行官职务_7页_100kb

Hammerson (HMSO LN) is a UK-French REIT focused on shopping centres and retail properties.

Key personnel change: CEO Rita-Rose Gagné announced her intention to step down and retire in 2026. She will remain with the company until a successor is found.

The current investment rating from Jefferies is "Underperform", with a price target of 205p (-27.0% from the current price of 282.2p). The market capitalization is £1.4 billion ($1.9 billion).

The rating is based on a discounted cash flow (DCF) valuation, with risks including slower rental growth and expiring rent rolls.

Jefferies analysts involved are Mike Prew and Sarim Chaudhry. Both certify their views are independent and not affected by compensation tied to recommendations.

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