APRIL, 2022
ALSO + brMalls
Market Announcement
CREATION OF A LEADING NATIONWIDE PORTFOLIO
The combination of Aliansce Sonae and brMalls will create
ONE OF THE LEADERS in Latin America
1. | 5. | |
Partner of Choice for consumers, retailers and real | ||
Leading nationwide portfolio with leading malls | ||
estate developers | ||
2. | 6. | |
Top-notch governance, combining corporation structure with | ||
Leaner, more effective and more efficient organization | ||
long-term, strategic reference shareholders | ||
3. | The most liquid stock within the LatAm mall sector and the | 7. |
only one under Novo Mercado governance, the asset of choice | Clear potential synergies to be captured | |
of any global investor | ||
4. | Platform ready to deliver unique "phygital" experiences to | 8. |
Focus on ESG initiatives | ||
clients |
LEADING MALLS IN ALL REGIONS
Extensive portfolio of malls under management with a solid footprint in the entire country
Complementary footprint with high-performance malls and low overlap
Source: Company Information
Note: (1) Includes third-party malls managed by ALSO and BRML (2019A); (2) Disregards straight-line rent adjustments and key-money effect and NOI is reduced by PDA
RELEVANT COMMERCIAL PRESENCE
+
Source: Company Information
Player AMall
Mall Player B
# Malls
69
38,5
19
16
Mall Player A
Sales (R$ billion)
16,3
Mall Player B
14,2
Mall Player AMall Player B
Notes: Estimated total stores: Renner +635 (3Q21), Arezzo 894 (3Q21 - including stores abroad), Riachuelo 344 (3Q21), Soma 1,052 stores (3Q21- after Hering acquisition, 773 Hering Stores), Centauro 245 (3Q21), and Kopenhagen +900
CREATION OF THE MOST LIQUID STOCK AND THE BEST GOVERNANCE STRUCTURE IN THE BRAZILIAN MALL SPACE
Significantly higher liquidity(1), combined with top-notch governance, corporation structure and strategic institutional, reference shareholders
ADTV (R$ million)
Source: Factset as of April 28, 2022
Note: (1) Considering Average Daily Trading Volume (ADTV)
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BR MALLS Participações SA published this content on 29 April 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 29 April 2022 15:26:03 UTC.