Report
Geoffroy Michalet

ALD Automotive : Feedback confcall : quelques points complémentaires, des dynamiques positives. OC porté à 15.0 € vs 14.0 €, Surperformance maintenue

>Sur la croissance à venir : la dynamique commerciale est là, et se matérialisera plus tard sur les chiffres - Si la flotte de véhicules est ressortie stable par rapport à fin 2020 (1 759k vs 1 758k), le groupe indique que la dynamique commerciale reste bonne, avec un certain nombre de contrats gagnés sur le trimestre. Pour autant, ces contrats ne se matérialisent pas encore dans les chiffres, le temps entre la signature et la remise des véhicules (et donc la fac...
Underlying
ALD SA

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Geoffroy Michalet

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