ALD Automotive : De quoi rassurer sur la Russie et l’Ukraine mais peu de momentum jusqu’au closing de Lease Plan (T4)
>Ukraine : une situation correcte à date - Le groupe a passé une provision de 27 M€ au T1, correspondant à 50% de la flotte et des créances clients (au total, le groupe avait près de 70 M€ d’actifs dans le pays, dont du cash). Pour rappel, la plupart des clients du pays sont des multinationales non-domestiques, qui continuent de payer. Les 2 M€ d’impairment sur les créances clients sont plutôt liés à des difficultés opérationnelles pour éditer les factures et les enca...ALD is a service leasing and vehicle fleet management group with a fleet of more than 1,375,000 vehicles in 41 countries. Under a full-service lease, the client pays the leasing company a regular monthly lease payment to cover financing, depreciation of the vehicle and the cost of various services provided in relation to the use of the vehicle (such as maintenance, replacement car, tyre management, fuel cards and insurance). Fleet management services include the provision of outsourcing contracts to clients under which the vehicle is not owned by Co., but is managed by Co. and for which the client pays fees for the various fleet management services provided.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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