Esker S.A.

ESKER and its subsidiaries are engaged in the design and production of software applications. Co. operates corporate resource access software such as applications and databases for workstations. Co. has three major product groups: Host Access, DeliveryWare and Fax Server. Host Access products allows users to access applications and databases stored on different servers from their own workstations. DeliveryWare responds to the need of companies for automatic management document delivery. Fax Server allows the user to send a fax directly from their workstation.
  • TickerALESK
  • ISINFR0000035818
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance

Esker: 1 director sold

A director at Esker sold 2,000 shares at 138.040EUR and the significance rating of the trade was 72/100. 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 board members ...

Richard Williamson

Esker - Proving resilient despite COVID-19 pressures

Esker’s Q2 revenue update confirmed that transaction-based SaaS revenues were hit by lower levels of customer activity in April and May but from June have started to rebound. The company continued to win new business, launch new functionality and expand its channel partnerships during H1. With the FY20 outlook maintained, we leave our revenue and EPS forecasts unchanged. The strong balance sheet, continued positive new business momentum and high level of recurring revenues make this an attractive stock to be invested in during the pandemic.

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

Esker : Q2 2020 in line – Recovery confirmed and guidance underpinned

>Q2 sales of E26.1m (+0%), stable vs N-1, in line with our expectations - Esker yesterday evening reported Q2 2020 sales broadly in line with our estimates, with a stable level of activity y-o-y at € 26.1m (+0% vs -1.8% est.). SaaS activities reflected a slight increase relative to the year-earlier period (+2% y-o-y), deceleration linked to the impact on the variable share, but sharply offset the decline in licence sales (-12%) and legacy products (-43%). H1 sales ca...

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...

Esker: 1 director sold

A director at Esker sold 2,000 shares at 138.040EUR and the significance rating of the trade was 72/100. 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 board members ...

Richard Williamson

Esker - Proving resilient despite COVID-19 pressures

Esker’s Q2 revenue update confirmed that transaction-based SaaS revenues were hit by lower levels of customer activity in April and May but from June have started to rebound. The company continued to win new business, launch new functionality and expand its channel partnerships during H1. With the FY20 outlook maintained, we leave our revenue and EPS forecasts unchanged. The strong balance sheet, continued positive new business momentum and high level of recurring revenues make this an attractive stock to be invested in during the pandemic.

Nicolas Thorez

Esker : Q2 2020 in line – Recovery confirmed and guidance underpinned

>Q2 sales of E26.1m (+0%), stable vs N-1, in line with our expectations - Esker yesterday evening reported Q2 2020 sales broadly in line with our estimates, with a stable level of activity y-o-y at € 26.1m (+0% vs -1.8% est.). SaaS activities reflected a slight increase relative to the year-earlier period (+2% y-o-y), deceleration linked to the impact on the variable share, but sharply offset the decline in licence sales (-12%) and legacy products (-43%). H1 sales ca...

Nicolas Thorez

Esker : T2 en ligne – Reprise confirmée et guidances confortées

>CA T2 à 26.1 M€ (+0%), stable vs N-1, en ligne avec nos attentes - Esker a publié hier soir un CA T2 globalement en ligne avec nos attentes, avec un niveau d’activité stable y/y à 26.1 M€ (+0% vs -1.8%e). Les activités SaaS ressortent en légère croissance par rapport à l’année dernière (+2% y/y), décélération liée à l’impact sur la partie variable, mais compensent nettement le recul des ventes de licences (-12%) et produits historiques (-43%). Sur le semestre, le CA...

Nicolas Thorez

Esker : The price of quality, but record levels limit upside in the short term

>+45% YTD: markets-wise, Esker has not experienced a crisis - With yesterday’s close at € 135, Esker is at all-time highs, with a market capitalisation now close to € 800m. Esker is thus outperforming the small and midcaps indices by close to 60pt YTD, with a gain of 45% (+60% on the year; +1885% over 10 years). This genuine success story has been driven by: 1/ a solid business model (maturity of SaaS, robust visibility, recurrence), 2/ steady earnings momentum (organ...

Nicolas Thorez

Esker : Le prix de la qualité, mais les niveaux records limitent le potentiel à CT

>+45% en YTD : boursièrement, Esker n’a pas connu de crise - Avec une clôture hier à 135 €, Esker atteint des niveaux historiques, avec une capitalisation boursière désormais proche de 800 M€. Esker surperforme ainsi les indices S&Mcaps de près de 60 pts en YTD avec une progression de 45% (+60% sur 1 an ; +1885% sur 10 ans). Une véritable success story qui, pour rappel, s’explique par 1/ un modèle économique solide (maturité du SaaS, forte visibilité, récurrence), 2/ ...

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...

Alain William ...
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 07/10/2020

While the trajectory of the return of capacity in China may have kindled hope, we anticipate a further postponement of the recovery, with a 60% fall in traffic in 2020 and a rebound of just 40% in 2021. The relatively high multiples make the stocks vulnerable to potential disappointments, which leads us to be selective. We prefer defence stocks such as Thales and Leonardo. Airbus is our only positive recommendation in the civil aerospace segment. In the airline segment, we confirm our...

Alain William ...
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 10/07/2020

Si la trajectoire de retour des capacités en Chine a pu alimenter l’espoir, nous anticipons une reprise une nouvelle fois décalée dans le temps avec une chute du trafic de 60% en 2020 et un rebond limité à 40% en 2021. Les multiples relativement élevés rendent les titres vulnérables à d’éventuelles déceptions ce qui nous pousse à être sélectif. Nous privilégions les valeurs défense comme Thales et Leonardo. Airbus est notre seule recommandation positive sur le civil. Dans l’aérien, no...

Emmanuel Matot ...
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Nicolas Thorez
  • Olfa Taamallah
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 04/15/2020

...

ESKER SA sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of ESKER SA (FR), a company active in the Software industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 2 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date October 18, 2019, the closing price was EUR 84.10 and its potential was estimated at EUR 91.06.

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...

Pauline Delecourt

Esker - Assemblée Générale des actionnaires du 18 Juin 2020

Proxinvest souhaite attirer l'attention des investisseurs sur plusieurs points : - Proxinvest s'oppose tout d'abord à la première résolution, relative notamment à l'approbation des comptes sociaux et à l'approbation de dépenses non déductibles en raison de l'insertion du quitus, contraire à nos principes. En effet, cette situation est regrettable car nous aurions recommandé l'approbation de cette résolution si le quitus avait fait l'objet d'une résolution séparée. - Proxinvest soutient par ailleurs la ratification de la cooptation de Jean-Pierre Lac en tant que membre du Conseil de Surveilla...

Florian Béchaz

Esker - Assemblée Général des Actionnaires du 19 Juin 2020

Proxinvest souhaite attirer l'attention des investisseurs sur plusieurs points : - Proxinvest s'oppose tout d'abord à la première résolution, relative notamment à l'approbation des comptes sociaux et à l'approbation de dépenses non déductibles en raison de l'insertion du quitus, contraire à nos principes. En effet, cette situation est regrettable car nous aurions recommandé l'approbation de cette résolution si le quitus avait fait l'objet d'une résolution séparée. - Proxinvest soutient par ailleurs la ratification de la cooptation de Jean-Pierre Lac en tant que membre du Conseil de Surveilla...

SRI Quantitative KPIs

Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dediees aux entreprises de tailles intermediaires (PME, ETI) françaises. Elles presentent 120 indicateurs quantitatifs sur les trois derniers exercices.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch