Un avertissement de Verifone non extrapolable - ACHAT, OC 125€ vs 124€
L’avertissement de Verifone n’apporte pas d’éclairage nouveau sur Ingenico, ce dernier tenant déjà un discours prudent sur les US et le Brésil pour 2016. Par ailleurs, les difficultés de Verifone en Asie semblent refléter des pertes de parts de marché face à Ingenico. Alors que le titre a été sanctionné hier (-7,2%), nous ne voyons pas de raison de modifier nos estimations. Nous restons avant tout focalisés sur le retour d’une croissance à 2 chiffres de l’activité ePaiement au S2 16 qui doit permettre l’accélération de la croissance des résultats à partir de 2017 et la poursuite du rerating. ACHAT réitéré avec un objectif ajusté à 125€ vs 124€ préc.Ingenico Group is a business technology company, operating in 125 countries. Co. designs, develops and supplies payment terminals, offering mercantile payment solutions, cross-border and global payment services and certified global service platform. Co.'s services are done around Payment terminals and software; Terminal estate management, security application updates; Connectivity ensuring the terminal-to-bank host connection; Full after-sales service taking charge of every phase in the lifecycle of terminals and software; 24/7, from installation, maintenance & repair to upgrades; Centralization of transactions; End-to-end security - from terminal to bank or processor..
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