Report
Eric Lemarie

SPIE: Waiting for the European green deal | BUY Top Picks | EUR23(+7%)

SPIE - BUY Top Picks | EUR23(+7%)
Waiting for the European green deal

EUR22bn of addressable market
Recent acquisitions strengthen the exposure to optic fibre network
Inflation is not an issue
Positive stance reiterated
Underlying
SPIE SA

Spie is a provider of electrical engineering and IT services and an infrastructure and building contractor. Co. helps to design, finance, manage and implement an array of projects ranging from high-speed TGV and conventional rail lines to metros and light rail systems. In addition, Co. offers telecom and information network services. Through the Commercial Segment, Co. is engaged in construction and renovation projects. Co. also offers wired building services as well as multi-disciplinary industrial maintenance and facilities management solutions.

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
Eric Lemarie

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