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

Analysts

Aurelien Sivignon ...
  • Christophe-Raphaël Ganet
  • Jean-François Granjon
  • Jeremy Garnier

ODDO BHF Small & MIDCAP MORNING NEWS - 12/10/2019

...

Aurelien Sivignon ...
  • Christophe-Raphaël Ganet
  • Jean-François Granjon
  • Jeremy Garnier

ODDO BHF Small & MIDCAP MORNING NEWS - 10/12/2019

...

Jeremy Garnier

STEF : Uncertainties in the maritime division – Downward adjustment to our 2020-2021 forecasts, Neutral (vs Buy)

>The division could substantially undermine the group’s earnings - Following a company contact, this note provides an update on the latest developments concerning the Maritime business of La Méridionale (freight and passenger transport between Corsica and the mainland). Although it accounts for only 3% of group sales (€ 107m est. of 2019 sales), the latest events around the award of public service delegations and significant economic and social uncertainties going for...

Jeremy Garnier

STEF : Incertitudes dans le Maritime – Ajustement à la baisse de nos prévisions 2020/2021, Neutre (vs Achat)

>Un pôle qui pourrait fortement pénaliser les résultats du groupe - Suite à un contact société, nous revenons sur les dernières actualités concernant l’activité Maritime de La Méridionale (transport de fret et de personnes entre la Corse et le continent). Cette activité représente seulement 3% du CA groupe (107 M€e du CA 2019) mais les derniers évènements sur les attributions de DSP (Délégation de Service Public) et les fortes incertitudes économiques et sociales à ve...

Alexandre Iatrides ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Rémi Adam

ODDO BHF Small & MIDCAP MORNING NEWS - 10/25/2019

...

Jeremy Garnier

STEF : Uncertainties in the maritime division – Downward adjustment to our 2020-2021 forecasts, Neutral (vs Buy)

>The division could substantially undermine the group’s earnings - Following a company contact, this note provides an update on the latest developments concerning the Maritime business of La Méridionale (freight and passenger transport between Corsica and the mainland). Although it accounts for only 3% of group sales (€ 107m est. of 2019 sales), the latest events around the award of public service delegations and significant economic and social uncertainties going for...

Jeremy Garnier

STEF : Incertitudes dans le Maritime – Ajustement à la baisse de nos prévisions 2020/2021, Neutre (vs Achat)

>Un pôle qui pourrait fortement pénaliser les résultats du groupe - Suite à un contact société, nous revenons sur les dernières actualités concernant l’activité Maritime de La Méridionale (transport de fret et de personnes entre la Corse et le continent). Cette activité représente seulement 3% du CA groupe (107 M€e du CA 2019) mais les derniers évènements sur les attributions de DSP (Délégation de Service Public) et les fortes incertitudes économiques et sociales à ve...

Jeremy Garnier

STEF : Strong Q3 revenue, a shade ahead of our expectations

>Q3 revenue up 6.7% to € 886.9m (vs € 873m estimated) - STEF reported yesterday evening € 886.9m in Q3 revenue (vs € 873m estimated), up 6.7% (vs 5% estimated). The consolidation effect excluded (+0.7% vs +0.5% estimated) tied to the acquisition of Transports Galliard and Netko (STEF Raalte) at the start of the year, organic growth would work out at 6% (vs 4.5% estimated). In the first nine months, revenue came in at € 2,552.7m (vs € 2,538.8m estimated), up 6.9% (+4.7...

Jeremy Garnier

STEF : Bon niveau d’activité au T3 légèrement supérieur à notre attente

>CA T3 en croissance de 6.7% à 886.9 M€ (vs 873 M€e) - Au titre du T3, STEF a publié hier soir un CA de 886.9 M€ (vs 873 M€e). L’activité ressort en progression de 6.7% (vs 5%e). Hors effet périmètre (+0.7% vs +0.5%e) lié au rachat de Transports Galliard et Netko (STEF Raalte) en début d'année, la croissance organique s’établit à 6% (vs 4.5%e). Sur 9 mois, le CA cumulé ressort à 2 552.7 M€ (vs 2 538.8 M€e) en croissance de 6.9% (+4.7% lfl). Bonne croissan...

Jeremy Garnier

STEF : Feedback from roadshow: down but not out

>Bright prospects on core business activities, uncertainty on the maritime activity - 1/ The marked improvement in interim earnings stems from the acceleration in the group’s intrinsic performances i/ in France (sales +2.8% l-f-l, operating margin 4.4%) with brisk volume growth, the ramp-up of the new warehouses (Darvault, etc.) and the improvement in the level of the group’s quality of service (decline in litigation costs) and ii/ international activities (sales +7% ...

1 director bought

A director at Stef bought 5,000 shares at 79.000EUR and the significance rating of the trade was 61/100. 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 ...

Aurelien Sivignon ...
  • Christophe-Raphaël Ganet
  • Jean-François Granjon
  • Jeremy Garnier

ODDO BHF Small & MIDCAP MORNING NEWS - 12/10/2019

...

Aurelien Sivignon ...
  • Christophe-Raphaël Ganet
  • Jean-François Granjon
  • Jeremy Garnier

ODDO BHF Small & MIDCAP MORNING NEWS - 10/12/2019

...

Alexandre Iatrides ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Rémi Adam

ODDO BHF Small & MIDCAP MORNING NEWS - 10/25/2019

...

Alexandre Iatrides ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Rémi Adam

ODDO BHF Small & MIDCAP MORNING NEWS - 25/10/2019

...

With a more favourable environment, STEF improves to Slightly Positive

STEF (FR), a company active in the Delivery Services industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date September 10, 2019, the closing price was EUR 89.80 and its potential was estimated at EUR 94.29.

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...

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.

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.

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