Dufry is a travel retail company. Co. operates over 1,650 shops worldwide. Co.'s shops are either duty free or duty paid shops, located in airports. Co.'s product categories include: Perfumes and Cosmetics; Confectionery, Food and Catering; Wine and Spirits; Watches, Jewelry and Accessories; Tobacco goods; Fashion, Leather and Baggage; Literature and Publications; Electronics; and Toys, Souvenirs and other goods.
  • TickerDUFN
  • ISINCH0023405456
  • ExchangeSix Swiss Exchange
  • SectorGeneral Retailers
  • CountrySwitzerland

Dufry AG: Update after downgrade to B1

Still severely constrained air travel will materially dent Dufry's results beyond 2020, and the company's liquidity may become tight over the next year.

Dufry Ag: 1 director bought

A director at Dufry Ag bought 6,000 shares at 34.293CHF and the significance rating of the trade was 70/100. 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 memb...

Stephane Houri

Accor : Digitisation post-COVID: what consequences for our sectors and stocks?

This cross-sector report from ODDO BHF equity research aims to identify the sectors and stocks positively affected by or at risk from an acceleration in the digitisation of society and the economy post COVID-19. We arrive at a list of 16 attractive stocks and 12 stocks that we see as being at risk. - >Accelerated digitisation, no turning back - The COVID-19 crisis will without a doubt accelerate use of digital in society in general. The effectiveness of teleworking has...

Stephane Houri

Ageas : Digitalisation post-COVID : quelles conséquences sur nos secteurs et valeurs ?

Cette note transversale du bureau d’étude ODDO BHF a pour but d’identifier les secteurs et valeurs positivement impactés ou en risque face à une accélération de la digitalisation de la société et de l’économie post COVID-19. Nous ressortons avec 16 valeurs attractives et 12 valeurs en risque. - >Digitalisation accélérée, pas de retour en arrière - La crise du COVID-19 va sans aucun doute accélérer l’utilisation du numérique dans la société en général. Le télétravail a ...

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • Hela Zarrouk
  • Jean-François Granjon
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Salma Bouraoui
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 05/12/2020

...

Dufry Ag: 1 director bought

A director at Dufry Ag bought 6,000 shares at 34.293CHF and the significance rating of the trade was 70/100. 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 memb...

Stephane Houri

Accor : Digitisation post-COVID: what consequences for our sectors and stocks?

This cross-sector report from ODDO BHF equity research aims to identify the sectors and stocks positively affected by or at risk from an acceleration in the digitisation of society and the economy post COVID-19. We arrive at a list of 16 attractive stocks and 12 stocks that we see as being at risk. - >Accelerated digitisation, no turning back - The COVID-19 crisis will without a doubt accelerate use of digital in society in general. The effectiveness of teleworking has...

Stephane Houri

Ageas : Digitalisation post-COVID : quelles conséquences sur nos secteurs et valeurs ?

Cette note transversale du bureau d’étude ODDO BHF a pour but d’identifier les secteurs et valeurs positivement impactés ou en risque face à une accélération de la digitalisation de la société et de l’économie post COVID-19. Nous ressortons avec 16 valeurs attractives et 12 valeurs en risque. - >Digitalisation accélérée, pas de retour en arrière - La crise du COVID-19 va sans aucun doute accélérer l’utilisation du numérique dans la société en général. Le télétravail a ...

Fehmi Ben Naamane

Dufry AG : Organic growth down 24% in Q1; impact should be more pronounced in Q2

>Organic growth down 24% in Q1 - Dufry has just published its Q1 trading update (the company has already reported preliminary figures a couple of weeks ago), and it comes as no surprise, the impact of travel restrictions has had a significant impact on the group, with revenues down 24% over the quarter, including a 21% decline in organic growth. Currency effects were also negative, with a 2.8% negative impact from the appreciation of the Swiss franc. All divisions rep...

Fehmi Ben Naamane

Dufry AG : Organic growth down 24% in Q1; impact should be more pronounced in Q2

>Organic growth down 24% in Q1 - Dufry has just published its Q1 trading update (the company has already reported preliminary figures a couple of weeks ago), and it comes as no surprise, the impact of travel restrictions has had a significant impact on the group, with revenues down 24% over the quarter, including a 21% decline in organic growth. Currency effects were also negative, with a 2.8% negative impact from the appreciation of the Swiss franc. All divisions rep...

Fehmi Ben Naamane

Dufry AG : Organic growth contracted by 22% in Q1; implementing a set of financing initiatives to strengthen liquidity

>Organic growth decreased 22% in Q1 - Dufry has just published an update on its business in Q1. Organic growth was severely hurt by the impact of the COVID-19, and fell by 56% in March, compared to -2.3% over the first two months of the year. Over the first quarter, sales amounted to CHF 1,438m (vs CHF 1,883m in Q1 2019) and organic growth decreased by 22%. In the first two weeks of April, the company has seen reduced sales levels of around 90% as compared to the same...

Dufry AG: Update after downgrade to B1

Still severely constrained air travel will materially dent Dufry's results beyond 2020, and the company's liquidity may become tight over the next year.

Dufry AG - December 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Dufry AG: Update after downgrade to Ba3 and review for further downgrade

Covid-19 will materially hurt Dufry's profits and cash flow this year. The review reflects uncertainty on the shutdown severity and the consequent impact on liquidity and credit metrics

Dufry AG - September 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 07/11/2019 - UniCredit - EN

TP ICAP - Europe - Morning CreditUpdate 07/11/2019 - UniCredit - EN

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • Hela Zarrouk
  • Jean-François Granjon
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Salma Bouraoui
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 05/12/2020

...

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • Hela Zarrouk
  • Jean-François Granjon
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Salma Bouraoui
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 12/05/2020

...

Alfred Glaser ...
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Ayachi
  • Fehmi Ben Naamane
  • Hana Maalej
  • Jean-François Granjon
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Martial Descoutures
  • Nicolas Thorez
  • Oussema Denguir
  • Philippe Ourpatian
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 04/23/2020

We estimate that net current cash flow per share for the property companies we cover will be reduced on average by -11.3% in 2020e and -6.0% in 2021e. Retail property companies are likely to be hit the hardest while office and healthcare property groups should prove more resilient. Our Top Picks against this backdrop are Gecina and Colonial in office property, Cofinimmo in healthcare property and Klépierre in retail property. We downgrade Merlin Properties from Buy to Neutral. - ...

Alfred Glaser ...
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Ayachi
  • Fehmi Ben Naamane
  • Hana Maalej
  • Jean-François Granjon
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Martial Descoutures
  • Nicolas Thorez
  • Oussema Denguir
  • Philippe Ourpatian
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 23/04/2020

...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jeremy Garnier
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 03/13/2020

The oil price is set to remain under pressure with a fresh decline possible in April (destocking in Saudi Arabia) and the start of a recovery in H2. We have revised down our scenario to $ 45/b in 2020 and $ 55/b thereafter. Whilst the dividend at Total, still our Top Pick, is not at risk due to its low level of debt, this is not the case for BP (Neutral) or Eni (Neutral vs Buy). We have downgraded RD Shell to Neutral, since the group could once again be forced to cut its share buyback...

DUFRY AG sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of DUFRY AG (CH), active in the Specialty Retailers industry. As regards its fundamental valuation, the title now shows 2 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 7, 2020, the closing price was CHF 97.36 and its target price was estimated at CHF 81.85.

Dufry GRP – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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