Agta Record AG

Agta Record is an automatic door systems manufacturing group based in Switzerland. Co. is primarily involved in the manufacturing, installation and maintenance of automatic door systems. Co.'s product range includes all types of sliding doors, telescopic, swing or folding as well as revolving doors. Additionally, Co. offers hygienic and air-tight doors, plus burglar and fire-resistant doors and break-out systems for the use in escape and rescue routes. Co. also manufactures telescopic, round and angled sliding doors, as well as burglar resistant models.
  • TickerAGTA
  • ISINCH0008853209
  • ExchangeEuronext Paris
  • SectorConstruction & Materials
  • CountrySwitzerland
Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 07/17/2020 Date Performance since listing Date Performance since listing

We are forecasting an historically low H1 2020, penalised by the lockdown effects. On the basis of our H1 estimates and the full-year consensus, several stocks are likely to disappoint (Imerys and Vicat). Conversely, the full-year consensus seems to incorporate a margin for error and, possibly, potential for upward revision for LafargeHolcim, Getlink and Eiffage. Saint-Gobain and Eiffage remain our favourite stocks, particularly as the market and investors are already looking to 2021....

Jeremy Garnier

Agta Record : H1 sales in line – Pending the close of the deal to sell Agta Finance’s majority block to Assa Abloy

>H1 sales down 7.3% (-8% l-f-l) to € 178.1m (vs € 178.5m est.) - Yesterday evening, Agta Record published H1 sales that were down 7.3% to € 178.1m, in line with our forecast of € 178.5m (-7%e) and implying Q2 sales of € 86.4m (vs € 86.8m est.). Excluding the forex effect, which remains relatively insignificant, the decline in organic growth stood at -8% over the first half of the year. Over this same period, the maintenance business limited its decline to 2.4% (sal...

Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 17/07/2020 Date Performance depuis l’entrée Date Performance depuis l’entrée

Nous tablons sur un S1 2020 historiquement bas, pénalisé par les effets du confinement. Sur la base de nos estimations S1 et du consensus annuel, plusieurs valeurs nous semblent susceptibles de décevoir (Imerys et Vicat). A l’inverse, le consensus annuel nous semble intégrer une marge d’erreur, voire un potentiel de révision à la hausse pour LafargeHolcim, Getlink et Eiffage. Saint-Gobain et Eiffage restent nos valeurs préférées d’autant que le marché et les investisseurs ont déjà tou...

Jeremy Garnier

Agta Record : CA S1 en ligne – Dans l’attente du closing de l’opération de cession du bloc majoritaire Agta Finance à Assa Abloy

>CA S1 en baisse de 7.3% (-8% lfl) à 178.1 M€ (vs 178.5 M€e) - Agta Record a publié hier soir son CA S1 qui ressort en décroissance de 7.3% à 178.1 M€ en ligne avec notre attente de 178.5 M€e (-7%e) et impliquant un CA T2 de 86.4 M€ (vs 86.8 M€e). Hors impact devises qui reste négligeable, la décroissance organique s’établit à -8% sur le semestre. Sur cette même période, l’activité maintenance limite son recul à 2.4% (CA de 76.4 M€). Bonne résilience d...

Alfred Glaser ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA

ODDO BHF Small & MIDCAP MORNING NEWS - 04/24/2020

...

Insider sold: A director sold 2,000 shares at 60.015EUR and

A director at Agta Record sold 2,000 shares at 60.015EUR and the significance rating of the trade was 51/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boa...

Jeremy Garnier

Agta Record : H1 sales in line – Pending the close of the deal to sell Agta Finance’s majority block to Assa Abloy

>H1 sales down 7.3% (-8% l-f-l) to € 178.1m (vs € 178.5m est.) - Yesterday evening, Agta Record published H1 sales that were down 7.3% to € 178.1m, in line with our forecast of € 178.5m (-7%e) and implying Q2 sales of € 86.4m (vs € 86.8m est.). Excluding the forex effect, which remains relatively insignificant, the decline in organic growth stood at -8% over the first half of the year. Over this same period, the maintenance business limited its decline to 2.4% (sal...

Jeremy Garnier

Agta Record : CA S1 en ligne – Dans l’attente du closing de l’opération de cession du bloc majoritaire Agta Finance à Assa Abloy

>CA S1 en baisse de 7.3% (-8% lfl) à 178.1 M€ (vs 178.5 M€e) - Agta Record a publié hier soir son CA S1 qui ressort en décroissance de 7.3% à 178.1 M€ en ligne avec notre attente de 178.5 M€e (-7%e) et impliquant un CA T2 de 86.4 M€ (vs 86.8 M€e). Hors impact devises qui reste négligeable, la décroissance organique s’établit à -8% sur le semestre. Sur cette même période, l’activité maintenance limite son recul à 2.4% (CA de 76.4 M€). Bonne résilience d...

Jeremy Garnier

Agta Record : Decline in Q1 2020 sales due to COVID-19, still little visibility on the overall impact

>Q1 2020 sales down by 3.7% to € 91.7m - Yesterday evening, Agta Record published Q1 2020 sales down 3.7% to € 91.7m, shy of our € 94m estimate (-1.3%e). Over this same period, the maintenance business posted growth of 3.9% to € 40.4m. Note that the group will propose at the AGM scheduled for 14 May, the payment of a dividend of CHF 0.65 (€ 0.62 est.).Business heavily penalised by COVID19 since mid-March - Despite a very robust backlog level at end-Fe...

Jeremy Garnier

Agta Record : Recul du CA au T1 2020 en raison du COVID-19, encore peu de visibilité sur l’impact global

>CA T1 en baisse de 3.7% à 91.7 M€ - Au titre du T1 2020, Agta Record a publié hier soir un CA en repli de 3.7% à 91.7 M€, inférieur à notre attente de 94 M€e (-1.3%e). Sur cette même période, l’activité Maintenance ressort en croissance de 3.9% à 40.4 M€. A noter que le groupe proposera lors de l’AG du 14 mai prochain le versement d’un dividende de 0.65 CHF (0.62 €e).Une activité fortement pénalisée par le COVID19 depuis mi-mars - Malgré un très bon ...

Jeremy Garnier

Agta Record : Excellent 2019 results – good start to the year in 2020 but limited visibility on COVID-19 impact

>2019 operating profit of € 53m, i.e. operating margin of 13.1%, up 310bp - Agta Record yesterday evening reported its full-year results, which were broadly in line with our expectations. On already-reported sales of € 404.5m, up 8.0% (+6.9% l-f-l), EBITDA (after IFRS 16) grew by 39.4% to € 70.8m (vs € 68.5m est.). Operating profit came in 40.2% higher at € 53m (vs € 53m est.), i.e. an underlying operating margin of 13.1%, up 310bp. Lastly, net profit came to € 40.3m ...

Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 07/17/2020 Date Performance since listing Date Performance since listing

We are forecasting an historically low H1 2020, penalised by the lockdown effects. On the basis of our H1 estimates and the full-year consensus, several stocks are likely to disappoint (Imerys and Vicat). Conversely, the full-year consensus seems to incorporate a margin for error and, possibly, potential for upward revision for LafargeHolcim, Getlink and Eiffage. Saint-Gobain and Eiffage remain our favourite stocks, particularly as the market and investors are already looking to 2021....

Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 17/07/2020 Date Performance depuis l’entrée Date Performance depuis l’entrée

Nous tablons sur un S1 2020 historiquement bas, pénalisé par les effets du confinement. Sur la base de nos estimations S1 et du consensus annuel, plusieurs valeurs nous semblent susceptibles de décevoir (Imerys et Vicat). A l’inverse, le consensus annuel nous semble intégrer une marge d’erreur, voire un potentiel de révision à la hausse pour LafargeHolcim, Getlink et Eiffage. Saint-Gobain et Eiffage restent nos valeurs préférées d’autant que le marché et les investisseurs ont déjà tou...

Alfred Glaser ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA

ODDO BHF Small & MIDCAP MORNING NEWS - 04/24/2020

...

Alfred Glaser ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA

ODDO BHF Small & MIDCAP MORNING NEWS - 24/04/2020

...

Anis Zgaya ...
  • Aurelien Sivignon
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Nicolas Thorez
  • Samantha Jeary

ODDO BHF Small & MIDCAP MORNING NEWS - 03/25/2020

...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch