{"id":51309,"date":"2026-03-06T10:48:07","date_gmt":"2026-03-06T10:48:07","guid":{"rendered":"https:\/\/le12.ma\/fr\/?p=51309"},"modified":"2026-03-06T10:48:07","modified_gmt":"2026-03-06T10:48:07","slug":"bourse-le-portefeuille-de-bkgr-recule-de-507-en-fevrier-2026","status":"publish","type":"post","link":"https:\/\/le12.ma\/fr\/bourse-le-portefeuille-de-bkgr-recule-de-507-en-fevrier-2026\/","title":{"rendered":"Bourse : le portefeuille de BKGR recule de 5,07% en f\u00e9vrier 2026"},"content":{"rendered":"<h2><strong>Le portefeuille de BMCE Capital Global Research (BKGR) a enregistr\u00e9 une baisse mensuelle de 5,07% \u00e0 fin f\u00e9vrier 2026.<\/strong><\/h2>\n<p><strong>Pour sa part, son benchmark le MASI-RB s\u2019est repli\u00e9 de 3,75%, fait savoir BKGR dans sa publication \u201cStrategy \u2013 F\u00e9vrier 2026\u201d.<\/strong><\/p>\n<p><strong>En termes de valorisation, le portefeuille traite \u00e0 21,7x ses b\u00e9n\u00e9fices en 2025 et 20,1x en 2026, des niveaux identiques \u00e0 ceux du MASI, tout en affichant un Dividend Yield (D\/Y) de 2,8% en 2025 et 2,9% en 2026, \u00e9galement en ligne avec celui de l\u2019indice.<\/strong><\/p>\n<p><strong>Les titres ayant enregistr\u00e9 les meilleures performances sont CMGP Group et Colorado.<\/strong><\/p>\n<p><strong>En revanche, les principales contre-performances ont \u00e9t\u00e9 accus\u00e9es par LafargeHolcim, TGCC et Sodep-Marsa Maroc.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Le portefeuille de BMCE Capital Global Research (BKGR) a enregistr\u00e9 une baisse mensuelle de 5,07% \u00e0 fin f\u00e9vrier 2026. Pour sa part, son benchmark le MASI-RB s\u2019est repli\u00e9 de 3,75%, fait savoir BKGR dans sa publication \u201cStrategy \u2013 F\u00e9vrier 2026\u201d. En termes de valorisation, le portefeuille traite \u00e0 21,7x ses b\u00e9n\u00e9fices en 2025 et 20,1x [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":51310,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[26,25,54],"tags":[3560,9484,16903],"yst_prominent_words":[2077],"jetpack_featured_media_url":"https:\/\/le12.ma\/fr\/wp-content\/uploads\/2026\/03\/BKGR.jpg","_links":{"self":[{"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/posts\/51309"}],"collection":[{"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/comments?post=51309"}],"version-history":[{"count":1,"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/posts\/51309\/revisions"}],"predecessor-version":[{"id":51311,"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/posts\/51309\/revisions\/51311"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/media\/51310"}],"wp:attachment":[{"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/media?parent=51309"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/categories?post=51309"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/tags?post=51309"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/le12.ma\/fr\/wp-json\/wp\/v2\/yst_prominent_words?post=51309"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}