Stroeer SE & Co KGaA

Stroeer SE & Co KGaA. Stroeer SE & Co KGaA is a Germany-based digital multi-channel media company and provider of out-of-home (OOH) and online advertising. The Company operates through three segments: Content Media, Direct Media and OOH Media. The Content Media segment includes display and video advertising, as well as digital marketing services. The Direct Media segment comprises dialog marketing and transactional product groups. The services include direct sales and non-voice channels, such as social media and chat, among others. The OOH Media segment covers activities related to large-format advertising, street furniture and advertising on public transport, and includes the giant poster business BlowUP and the online platform for booking of regional out-of-home campaigns, stroeer-direkt.de, among others.
  • TickerSAX
  • ISINDE0007493991
  • SectorMedia
  • CountryGermany

Stroer SE & Co. KGaA: 1 director sold

A director at Stroer SE & Co. KGaA sold 1,000,000 shares at 59.500EUR and the significance rating of the trade was 100/100. 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 name...

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 ...

STROEER AG sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of STROEER AG (DE), a company active in the Media Agencies industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 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 May 19, 2020, the closing price was EUR 59.50 and its potential was estimated at EUR 69.40.

Alain William ...
  • Aurelien Sivignon
  • Christophe Chaput
  • Hela Zarrouk
  • Jean-François Granjon
  • Jerôme Bodin

ODDO BHF Small & MIDCAP MORNING NEWS - 13/05/2020

Cette crise aura été l’occasion pour les télécoms de démontrer leur résilience opérationnelle et leur aspect stratégique. Nous upgradons à l’Achat Proximus et Orange BE, Iliad et DT restent nos top pick, Telefonica souffre de sa présence au Latam. - ...

Alain William ...
  • Aurelien Sivignon
  • Christophe Chaput
  • Hela Zarrouk
  • Jean-François Granjon
  • Jerôme Bodin

ODDO BHF Small & MIDCAP MORNING NEWS - 05/13/2020

This crisis has provided an opportunity for the telecoms sector to demonstrate its operational resilience and strategic importance. We have upgraded Proximus and Orange BE to Buy, Iliad and Deutsche Telekom remain our Top Picks whilst Telefonica is suffering from its presence in Latin America. Cf. report published today. - ...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Another test of support Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no breakdowns - on the broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remains the most likely scenario. At the same time, new cracks are beginning to show and as a result we believe global equities are vulnerable to a breakdown. • New cracks emerging. Breakdowns in crude oil and new lows for the STOXX 600 Bank supersector are two recent developments which have dampened our overall outlook... see charts below. • Tes...

Stroer SE & Co. KGaA: 1 director sold

A director at Stroer SE & Co. KGaA sold 1,000,000 shares at 59.500EUR and the significance rating of the trade was 100/100. 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 name...

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 ...

Jerôme Bodin

Ströer SE & Co. KGaA : Limited impact of COVID-19 on Q1 2020; sharp contraction in Q2 expected, unsurprisingly

>Organic growth of +6% in Q1 - Yesterday, Ströer reported its Q1 2020 results, with sales up +5% to € 368.2m, ahead of estimates (ODDO BHF: € 360.9m, consensus: € 356.7m). Q1 organic growth came in at +6% after +7.2% in Q1 2019 (consensus estimate: +5.4%). Over the quarter, the group posted adjusted EBITDA of € 123.6m (ODDO BHF: € 115.9m, consensus: € 122.1m) and a stable operating margin of 33.6% (vs 33.5% in Q1 2019). Unsurprisingly, the start of the quarter was rob...

Jerôme Bodin

Ströer SE & Co. KGaA : Impact limité du COVID-19 sur le T1 2020; T2 attendu sans surprise en forte baisse

>Croissance organique de + 6% au T1 - Ströer a publié hier ses résultats T1 avec un CA en hausse de +5% à 368,2 M€, au-dessus des attentes (ODDO BHF: 360,9 M€, css : 356,7 M€). La croissance organique T1 ressort à +6% après +7,2% au T1 2019 (css: +5,4%). Sur le trimestre, le groupe affiche un EBITDA ajusté de 123,6 M€ (ODDO BHF: 115,9 M€, css: 122,1 M€) et une marge opérationnelle stable à 33,6% (vs 33,5% au T1 19). Sans surprise, le début du trimestre a été robuste m...

Stephane Houri

Capgemini : Feedback from the fourth ODDO BHF TMT Forum

We held our fourth ODDO BHF TMT Forum in Paris. Clearly, much of the discussion, but not all of it, centred on the impact of COVID-19 for the companies represented and their sector. In an unprecedented context, we have decided to write factual feedback documents. All our scenarios will be reviewed sector by sector in separate notes in the coming days. - >IT services & software: companies are preparing for COVID-19 - In IT Services (Capgemini, Atos, Sopra Steria) optimi...

Stephane Houri

Capgemini : Feedback du 4ème Forum TMT ODDO BHF

Nous avons organisé notre 4ème Forum TMT à Paris. Bien entendu, une grande partie des discussions (mais pas toutes…) ont porté sur l’impact du COVID-19 sur les sociétés représentées et sur leur secteur. Dans un contexte hors norme, nous avons décidé d’écrire des feedbacks factuels. Tous les scénarios sectoriels seront revus secteur par secteur dans des notes séparées dans les prochains jours. - >IT Services & Software : les sociétés se préparent au COVID-19 - Dans les...

Alain William ...
  • Aurelien Sivignon
  • Christophe Chaput
  • Hela Zarrouk
  • Jean-François Granjon
  • Jerôme Bodin

ODDO BHF Small & MIDCAP MORNING NEWS - 13/05/2020

Cette crise aura été l’occasion pour les télécoms de démontrer leur résilience opérationnelle et leur aspect stratégique. Nous upgradons à l’Achat Proximus et Orange BE, Iliad et DT restent nos top pick, Telefonica souffre de sa présence au Latam. - ...

Alain William ...
  • Aurelien Sivignon
  • Christophe Chaput
  • Hela Zarrouk
  • Jean-François Granjon
  • Jerôme Bodin

ODDO BHF Small & MIDCAP MORNING NEWS - 05/13/2020

This crisis has provided an opportunity for the telecoms sector to demonstrate its operational resilience and strategic importance. We have upgraded Proximus and Orange BE to Buy, Iliad and Deutsche Telekom remain our Top Picks whilst Telefonica is suffering from its presence in Latin America. Cf. report published today. - ...

Alfred Glaser ...
  • Anis Zgaya
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Hela Zarrouk
  • Jerôme Bodin
  • Martial Descoutures
  • Oussema Denguir
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 03/04/2020

...

Alfred Glaser ...
  • Anis Zgaya
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Hela Zarrouk
  • Jerôme Bodin
  • Martial Descoutures
  • Oussema Denguir
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 04/03/2020

...

Alain William ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jeremy Garnier
  • Jerôme Bodin
  • Khaled Ben Amor
  • Matthias Desmarais
  • Nicolas David
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 05/14/2019

...

STROEER AG sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of STROEER AG (DE), a company active in the Media Agencies industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 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 May 19, 2020, the closing price was EUR 59.50 and its potential was estimated at EUR 69.40.

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...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch