Report
Cedric Rossi ...
  • Clement Genelot
  • Gregory Ramirez

CLARANOVA: The battle for digital privacy intensifies and supports PlanetArt’s diversification strategy | BUY | EUR11(+132%)

CLARANOVA - BUY | EUR11(+132%)
The battle for digital privacy intensifies and supports PlanetArt’s diversification strategy
Following Apple’s changes that went into effect in April 2021, Google plans to adopt new privacy restrictions to limit tracking across apps on Android smartphones. Although this reshuffling of cards within the USD189bn mobile ad market is temporarily hampering PlanetArt’s growth, its unique business model (fabless, centralized and nimble organisation structure) and mitigants that are being implemented will enable PlanetArt to regain traction soon. The strong momentum of Avanquest and myDevices are also worth mentioning.
Underlying
Claranova SE

Avanquest Software and its subsidiaries are engaged in manufacturing and distributing of communication software. Co. markets its communication software through Original Equipment Manufacturer (OEM) agreements signed with international modem, computer and cellular phone vendors. Co. also sells its communication software "in shops" through a network of Resellers and, currently, on its Web sites. In addition to the software, Co. provides customers with the software medium (floppy disks or CD-ROM), and an electronics User Guide and online help, included with the product. Co.'s Customer Service department can also provide clients with technical assistance for its products.

Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Cedric Rossi

Clement Genelot

Gregory Ramirez

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