STEF-TFE is a provider of transport and logistic services for food products requiring specific temperature control within Europe. Co. divides its operation into four segments: Transport in France (transportation of fresh and frozen products, transportation of seafood and organization of international transport activities); Logistics in France or STEF Logistique (logistics for fresh and frozen products for industrial players, mass retail and the food-service industry); STEF International (international activities in Spain, Portugal, Italy, Benelux, Switerland and U.K.); and Maritime activities (maritime services, passengers and freight, and maritime brokerage).
  • TickerSTF
  • ISINFR0000064271
  • ExchangeEuronext Paris
  • SectorIndustrial Transportation
  • CountryFrance

By reducing its risk exposure, STEF improves to Slightly Positive

STEF (FR), a company active in Delivery Services, reduces its risk exposure and improves its general evaluation despite the loss of a fundamental star(s). The independent financial analyst theScreener has removed a fundamental star(s) of the title, which now shows 1 out of 4 stars; conversely, its market risk is now considered lower and can be described as defensive. Despite the loss of a star, theScreener upgrades the general evaluation of the title to Slightly Positive. As of the analysis date May 22, 2020, the closing price was EUR 68.00 and its potential was estimated at EUR 81.50.

Stef: 1 director sold

A director at Stef sold 300 shares at 69.064EUR and the significance rating of the trade was 52/100. 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 members alon...

Alfred Glaser ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA

ODDO BHF Small & MIDCAP MORNING NEWS - 04/24/2020

...

Alfred Glaser ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA

ODDO BHF Small & MIDCAP MORNING NEWS - 24/04/2020

...

Jeremy Garnier

STEF : Q1 2020 sales slightly below our forecasts, hit by lockdown measures in Europe

>Q1 sales slightly down by 1.1% to € 793.4m (vs € 813m est.) - STEF reported yesterday evening Q1 sales of € 793.4m, slightly below our estimate of € 813m. Sales fell by 1.1% (vs. +1.3% est.). Excluding the scope effect linked to STEF Raalte and DYAD (+0.4%), the organic decline was -1.5% (vs. +1% est.).The resilience of the GMS business partly offset the decline in other businesses (notably RHD, Seafood and Maritime) - Q1 sales were mixed: they grew ...

Matthieu DRIOL

Short term view - STEF : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at €76.72, then €71.38. Passing €94.40 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - STEF : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 76,72 €, puis 71,38 €. Le franchissement de 94,40 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Analyse court terme - STEF : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 76,72 €, puis 71,38 €. Le franchissement de 94,40 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - STEF : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at €76.72, then €71.38. Passing €94.40 would question the continuation of the fall.

Matthieu DRIOL

Analyse moyen terme - STEF : Les cours baissent.

La tendance est incertaine. Les cours baissent, et il y a une possibilité d'accélération baissière. Une nouvelle tendance baissière tente de démarrer.

Stef: 1 director sold

A director at Stef sold 300 shares at 69.064EUR and the significance rating of the trade was 52/100. 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 members alon...

Jeremy Garnier

STEF : Q1 2020 sales slightly below our forecasts, hit by lockdown measures in Europe

>Q1 sales slightly down by 1.1% to € 793.4m (vs € 813m est.) - STEF reported yesterday evening Q1 sales of € 793.4m, slightly below our estimate of € 813m. Sales fell by 1.1% (vs. +1.3% est.). Excluding the scope effect linked to STEF Raalte and DYAD (+0.4%), the organic decline was -1.5% (vs. +1% est.).The resilience of the GMS business partly offset the decline in other businesses (notably RHD, Seafood and Maritime) - Q1 sales were mixed: they grew ...

Jeremy Garnier

STEF : CA T1 2020 légèrement inférieur à notre attente, pénalisé par les mesures de confinement en Europe

>CA T1 en légère décroissance de 1.1% à 793.4 M€ (vs 813 M€e) - STEF a publié hier soir un CA T1 de 793.4 M€ légèrement en dessous de notre attente de 813 M€e. L’activité ressort en baisse de 1.1% (vs +1.3%e). Hors effet périmètre lié à STEF Raalte et DYAD (+0.4%), le recul en organique s’établit à -1.5% (vs +1%e).La bonne tenue de l’activité GMS compense en partie le recul des autres activités (notamment RHD, Seafood et Maritime) - L’activité du T1 ...

Jeremy Garnier

STEF : 2019 results in line with our expectations

>Operating profit of € 162.9m (vs € 164.0m estimated), operating margin of 4.7% - For FY 2019, STEF has reported results that are broadly in line with our forecasts. For sales (already reported) up by 5.7% to € 3,441.0m, operating profit rose by 18.7% to € 162.9m (vs € 164.0m estimated), i.e. an operating margin of 4.7%, up 50bp (vs 4.8% estimated; +60bp). Attributable net profit was up 6.2% to € 100.3m (vs € 99.6m estimated). Management announced that a dividend of €...

Jeremy Garnier

STEF : Résultats 2019 en ligne avec nos attentes

>RO de 162.9 M€ (vs 164.0 M€e), MOp de 4.7% - Au titre de l’exercice 2019, STEF publie des résultats annuels globalement en ligne avec nos prévisions. Pour un CA (déjà publié) en croissance de 5.7% à 3 441.0 M€, le RO progresse de 18.7% à 162.9 M€ (vs 164.0 M€e) soit une MOP de 4.7% en hausse de 50 pb (vs 4.8%e ; +60 pb). Le RNpg ressort en amélioration de 6.2% à 100.3 M€ (vs 99.6 M€e). Le groupe annonce qu’un dividende de 2.65 € par action (+6%) sera proposé lors de ...

Alfred Glaser ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA

ODDO BHF Small & MIDCAP MORNING NEWS - 04/24/2020

...

Alfred Glaser ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA

ODDO BHF Small & MIDCAP MORNING NEWS - 24/04/2020

...

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...

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

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

...

Aurelien Sivignon ...
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Jean-François Granjon
  • Jeremy Garnier
  • Nicolas Thorez
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 01/24/2020

...

By reducing its risk exposure, STEF improves to Slightly Positive

STEF (FR), a company active in Delivery Services, reduces its risk exposure and improves its general evaluation despite the loss of a fundamental star(s). The independent financial analyst theScreener has removed a fundamental star(s) of the title, which now shows 1 out of 4 stars; conversely, its market risk is now considered lower and can be described as defensive. Despite the loss of a star, theScreener upgrades the general evaluation of the title to Slightly Positive. As of the analysis date May 22, 2020, the closing price was EUR 68.00 and its potential was estimated at EUR 81.50.

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...

Pierre-Antoine Bourgoin

Stef - Assemblée Générale des actionnaires du 30 avril 2020

Suite à l'annulation du dividende de 2,65€ par action initialement prévu, la société fait valoir : "Le Groupe a entendu les récents appels lancés par le Gouvernement concernant la politique de dividendes et souhaite apporter sa participation aux efforts demandés à toutes les parties prenantes en cette période de crise". A la vue des récents événéments relatifs au Covid-19, Proxinvest est favorable à cette décision. En conséquence, nous recommandons l'approbation à la résolution 2. Le quitus est regrettablement associé à l'approbation générale des comptes consolidés (résolution 3). La communi...

SRI Quantitative KPIs

Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dediees aux entreprises de tailles intermediaires (PME, ETI) françaises. Elles presentent 120 indicateurs quantitatifs sur les trois derniers exercices.

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