Solutions 30

Solutions 30 SE is a France-based company that specializes in information technology (IT) repair services for individual and business clients. Its activity is divided into five key fields, such as IT-Telecom, Energy, Audiovisual, Piont of services and Security. Solutions 30 SE has a network of locally based teams throughout France that provide on-site IT assistance either at home or in the workplace. The Company is also present in Italy. Solutions 30 SE operates through Telima Mediterranee, Telima Ile de France, Mulot Assistance, Telima Reims Family, Telima Mediterranee Family, Mixnet, B&F GmbH in Germany, Connecting Cable GmbH and Vodafone Kabel Deutschland Field Services Gmbh, among others.
  • TickerALS30
  • ISINFR0013379484
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance
Charles Lepetitpas ...
  • Nicolas David

Solutions 30 : Telecoms, a powerful driver of post-crisis growth

>The telecoms activity has demonstrated its resilience in the crisis - As a reminder, Solutions 30 published Q2 2020 revenue of € 174m on Tuesday, up 10.3% (+3.0% organic), very clearly above our expectations (ODDO BHF: € 144m; -11.0% organic yoy), a qoq deceleration of 7 points. This outperformance can be attributed chiefly to a Telecoms France activity that has not slowed down despite the crisis, delivering organic growth of 37% (vs +35% in Q1), whereas we were expe...

Charles Lepetitpas ...
  • Nicolas David

Solutions 30 : Les Télécoms, un puissant vecteur de croissance post-crise

>L’activité télécoms a démontré sa résilience dans la crise - Pour rappel, Solutions 30 a publié mardi un CA T2 2020 de 174 M€ en croissance de 10.3% dont +3.0% org., très nettement au-dessus de nos attentes (ODDO BHF : 144 M€ ; -11.0% org. y/y) en ralentissement séquentiel de 7 pt. Cette surperformance s’explique principalement par une activité Télécoms France qui n’a pas ralenti en dépit de la crise, en croissance org. de +37% (vs. +35% au T1), tandis que nous atten...

Charles Lepetitpas ...
  • Nicolas David

Solutions 30 : Stellar Q2 performances and positive message on H2

>Q2 2020 organic growth well ahead of our expectations +3% (vs -11%e) - Solutions 30 yesterday evening published its Q2 2020 sales, which came in at € 174m, up 10.3%, of which +3.0% organic, i.e. well above our forecast (ODDO BHF: € 144m; -11.0% org. y-o-y). The slowdown vis-à-vis Q1 is 7 points (vs +10.5% organic). This outperformance is mainly attributable to a telecoms France business which has not slowed despite the pandemic, with organic growth of +37% vs +35% in...

Charles Lepetitpas ...
  • Nicolas David

Solutions 30 : Performances T2 stellaires et message positif sur le S2

>Croissance org T2 très supérieure à nos attentes à +3% (vs -12%e) - Solutions 30 a publié hier soir un CA T2 2020 qui ressort à 174 M€ en croissance de 10.3% dont +3.0% org., très nettement au-dessus de nos attentes (ODDO BHF : 144 M€ ; -11.0% org. y/y).Le ralentissement vis-à-vis du T1 est de 7 pt (vs +10.5% org). Cette surperformance s’explique principalement par une activité Télécoms France qui n’a pas ralenti en dépit de la crise sanitaire, avec une croissance or...

Charles Lepetitpas ...
  • Nicolas David

Solutions 30 : Well positioned to benefit from accelerating fibre roll-out

>We expect Q2 sales at -11% in organic terms y-o-y, due to the lockdown - We forecast Q2 2020 sales of € 144m, which equates to an organic decline of 11% y-o-y (vs +13% in organic terms in Q1) and a q-o-q decline of 24%. Based on our recent contact with management, we understand that the group posted a drop in sales in April of around 30% compared to March. Business then recovered sharply as of May. We anticipate negative organic growth of 12% in France (see page 2), ...

Emmanuel Matot ...
  • Sylvain Goyon, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 07/20/2020

Discussing a return of inflation may seem irrelevant at a time when there is so much downward pressure on prices (unemployment, raw materials). Inflation swaps are nonetheless picking up. Perhaps this is due to the effects of several long-term trends (ageing of the population, de-globalisation, etc.) combined with base effects on raw materials. While this return is likely to be gradual, it will imply an adjustment of portfolios. Value (banks) and commodities (mining) should benefit, e...

SOLUTIONS 30 SE sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of SOLUTIONS 30 SE (FR), a company active in the Computer Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date June 26, 2020, the closing price was EUR 12.09 and its potential was estimated at EUR 13.86.

Jehanne Leroy

Solutions 30 - AG 26/06/2020

La société publie habituellement sa documentation relative à l'AG 21 jours avant l'AG. Cette année, la documentation a été publié 16 jours avant l'AG. Ce délai très court ne permet pas aux actionnaires de prendre connaissance de façon approfondie de toutes les informations nécessaires à une vote en toute connaissance. Ce manque de respect envers les actionnaires est sanctionné en résolution relative au quitus. Nous y sanctionnons également le manque de communication concernant les politiques de rémunérations. en effet, la communication de la société sur la rémunération long-terme est parfaite...

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