Ekinops SA

Ekinops SA. Ekinops SA is a France-based company engaged in the provision of optical transport solutions for service providers and private networks. The Company develops optical aggregation and transportation sub-systems for metropolitan and long-distance networks. Its products include switching, routing and multi-protocol solutions; optical amplifiers, optical filters, as well as optical protection units, among others. Its system can be configured through a software download to manage the aggregation of multiprotocol services through integration of systems and functionalities, allowing systems to be used through a single protocol. Ekinops operates a network of business offices in Americas, Europe, the Middle East and Africa.
  • TickerEKI
  • ISINFR0011466069
  • ExchangeEuronext Paris
  • SectorElectronic & Electrical Equipment
  • CountryFrance
Thomas Coudry

EKINOPS: Strong convictions on strong catalysts: upgrade to Conviction Buy | CONVICTION BUY vs. BUY | EUR8.0 vs. EUR7.6

EKINOPS - CONVICTION BUY vs. BUY | EUR8.0 vs. EUR7.6 (+35%) Strong convictions on strong catalysts: upgrade to Conviction Buy Sustainable market catalysts… … combined with solid company-specific catalysts… … leading to significant upside opportunity

Thomas Coudry

Telecom: No room for Conviction Buy among telecom service providers

Telecom No room for Conviction Buy among telecom service providers Monetisation of “flight to quality” and bandwidth still awaited Only Ekinops qualifies for “Conviction Buy”, TIM downgraded New Target Prices

Thomas Coudry

EKINOPS (BUY, FV EUR7.6) | New CTO hired from SFR:

EKINOPS (BUY, FV EUR7.6) | New CTO hired from SFR:

Hana Maalej

Ekinops : H1 2020 results fall short of expectations – LT targets reiterated

>EBITDA down 20% at € 6.5m (vs € 7.8m est.) - Ekinops released its H1 results yesterday evening and they generally fell short of expectations. For sales up 1.7% (+1.2% LFL) to € 45.8m, the gross margin contracted by 1 point from 55.3% to 54.3%, although this is still close to the high end of its normative range of 50%-55%. EBITDA fell by around 20% to € 6.5m (vs € 7.8m est.), so the EBITDA margin shrank by 360bp to 14.5% (vs -90bp to 17%e). The underlying operating p...

Thomas Coudry

EKINOPS: Strong convictions on strong catalysts: upgrade to Conviction Buy | CONVICTION BUY vs. BUY | EUR8.0 vs. EUR7.6

EKINOPS - CONVICTION BUY vs. BUY | EUR8.0 vs. EUR7.6 (+35%) Strong convictions on strong catalysts: upgrade to Conviction Buy Sustainable market catalysts… … combined with solid company-specific catalysts… … leading to significant upside opportunity

Thomas Coudry

Telecom: No room for Conviction Buy among telecom service providers

Telecom No room for Conviction Buy among telecom service providers Monetisation of “flight to quality” and bandwidth still awaited Only Ekinops qualifies for “Conviction Buy”, TIM downgraded New Target Prices

Thomas Coudry

EKINOPS (BUY, FV EUR7.6) | New CTO hired from SFR:

EKINOPS (BUY, FV EUR7.6) | New CTO hired from SFR:

Hana Maalej

Ekinops : H1 2020 results fall short of expectations – LT targets reiterated

>EBITDA down 20% at € 6.5m (vs € 7.8m est.) - Ekinops released its H1 results yesterday evening and they generally fell short of expectations. For sales up 1.7% (+1.2% LFL) to € 45.8m, the gross margin contracted by 1 point from 55.3% to 54.3%, although this is still close to the high end of its normative range of 50%-55%. EBITDA fell by around 20% to € 6.5m (vs € 7.8m est.), so the EBITDA margin shrank by 360bp to 14.5% (vs -90bp to 17%e). The underlying operating p...

Hana Maalej

Ekinops : Résultats S1 2020 inférieurs aux attentes – Objectifs LT maintenus

>EBITDA en baisse de 20% à 6.5 M€ (vs 7.8 M€e) - Ekinops a publié hier soir des résultats S1 globalement inférieurs à nos attentes. Pour un CA en hausse de 1.7% (+1.2% lfl) à 45.8 M€, la marge brute en repli d’un point, passant de 55.3% à 54.3% mais reste proche du haut de la fourchette normative de 50%-55%. L’EBITDA baisse de près de 20% à 6.5 M€ (vs 7.8 M€e), soit une marge en retrait de 360pb à 14.5% (vs -90pb à 17%e). Le ROC ressort à 1.1 M€ (vs 1.9 M€e), en bai...

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...

Christophe Chaput ...
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Hana Maalej

ODDO BHF Small & MIDCAP MORNING NEWS - 04/09/2020

...

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 we...

Florian Béchaz

Ekinops - Assemblée Générale des actionnaires du 21 mai 2019

Proxinvest attire l'attention tout d'abord sur la résolution 1 qui propose de réduire la durée des mandats des administrateurs à 3 années. Cette modification est la bienvenu et connait une recommandation positive de la part de Proxinvest. Ensuite lors de cette assemblée, le Président Directeur Général est proposé au renouvellement. Nous recommandons l'opposition à son renouvellement au regard de l'instauration du droit de vote double et la baisse du cours de bourse depuis sa nomination. Enfin concernant les rémunérations, Proxinvest recommande l'opposition à la rémunération attribuée et à la...

Jehanne Leroy

Etude de l'AG du 12/12/2017

Alors que la proposition avait été rejetée en septembre dernier, la société insiste et propose de nouveau d’instaurer un droit de vote double. Ainsi, le clair message envoyé par les actionnaires en septembre n’a pas été entendu ; cet état de fait semble démontrer le peu de cas que la société fait de l'avis de ses actionnaires. Cette proposition est donc un double manquement de la direction envers ses actionnaires : non seulement elle ne semble pas prêter attention aux avis émis lors de la précédente assemblée, mais en plus, elle met en place un mécanisme largement reconnu comme disrupteur de l...

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