Reply is engaged in the provision of consulting, system integration and digital services, dedicated to the creation, design and implementation of solutions based on new communication channels and digital media. Co. is consisting of a network of specialist companies, supports European industries belonging to the Telco & Media, Manufacturing & Retail, Bank & Insurances and Public Administration segments, in defining and developing new business models utilizing Big Data, Cloud Computing, CRM, Mobile, Social Media and Internet of Things paradigms.
  • TickerREY
  • ISINIT0005282865
  • SectorSoftware & Computer Services
  • CountryItaly

Analysts

Charles Lepetitpas ...
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Nicolas David
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 12/09/2019

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/09/2019

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/12/2019

...

Charles Lepetitpas ...
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Nicolas David
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 09/12/2019

...

Charles Lepetitpas ...
  • Nicolas David

ODDO : Syntec sends out a cautious message on the outlook

>Syntec expects the slowdown to continue in 2020 - At its half-yearly conference, Syntec Numérique delivered a cautious message on the outlook for growth in the sector in France, particularly for IT services and technology consulting (outsourced R&D). This message is based on a survey conducted in September by IDC on a large panel of sector players which revealed a deterioration in indicators. The results of this survey prompted Syntec to make a slight downward revisi...

Charles Lepetitpas ...
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Nicolas David
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 12/09/2019

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/09/2019

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/12/2019

...

Charles Lepetitpas ...
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Nicolas David
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 09/12/2019

...

Charles Lepetitpas ...
  • Nicolas David

ODDO : Syntec sends out a cautious message on the outlook

>Syntec expects the slowdown to continue in 2020 - At its half-yearly conference, Syntec Numérique delivered a cautious message on the outlook for growth in the sector in France, particularly for IT services and technology consulting (outsourced R&D). This message is based on a survey conducted in September by IDC on a large panel of sector players which revealed a deterioration in indicators. The results of this survey prompted Syntec to make a slight downward revisi...

1 director bought

A director at Reply Spa bought 1,000 shares at 54.488EUR and the significance rating of the trade was 56/100. 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 mem...

Aurelien Sivignon ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Jean-François Granjon
  • Jeremy Garnier
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Salma Bouraoui
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 11/15/2019

...

Aurelien Sivignon ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Jean-François Granjon
  • Jeremy Garnier
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Salma Bouraoui
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 15/11/2019

...

Alain William ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean-François Granjon
  • Nicolas David
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 08/02/2019

...

Alain William ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean-François Granjon
  • Nicolas David
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 02/08/2019

...

Charles Lepetitpas ...
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Hela Zarrouk
  • Jeremy Garnier
  • Jerôme Bodin
  • Nicolas David
  • Nicolas Thorez
  • Olivier Lebrun

ODDO BHF Small & MIDCAP MORNING NEWS - 07/11/2019

We have probably reached the bottom of the cycle in the semiconductors sector. The slope of the recovery in H2 remains uncertain. We prefer stocks with their own specific drivers for H2 like ASML, STMicroelectronics and ams. We are downgrading our recommendation for Aixtron to Neutral (vs Buy). - ...

REPLY SPA with less fundamental stars is reduced to Neutral

REPLY SPA (IT), a company active in the Computer Services industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 3 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date November 5, 2019, the closing price was EUR 59.20 and its expected value was estimated at EUR 55.68.

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Overweight Global Technology & Industrials The absence of breakdowns in both the US dollar (DXY) and the MSCI EAFE vs. EM ratio along with the positive correlation between the two allows us to continue sticking with EAFE over EM... see charts below. As long as the DXY's uptrend remains intact, we expect EAFE to continue outperforming EM. Below we highlight attractive and actionable themes within developed int'l markets: • Technology and Industrial Manufacturing. Technology and Industrials continue to be two of the most attractive Sectors globally -- overweight. These two Sectors account fo...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for international equity markets, and supports our neutral outlook (at best)... see page 2. We continue to recommend avoiding broad indexed exposure in favor of selectivity. In today's report we highlight actionable country- and Sector-specific themes: • Norway and India are leadership. Norway's Oslo OBX and India's SENSEX remain global leaders. Overweight these markets... see below and page 3 for overviews and actionable country-specific stocks. • Austral...

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