Amadeus IT Group : Le marché valorise déjà un bull case peu réaliste sur le trafic aérien
>L’efficacité des vaccins améliore le sentiment de marché sur le trafic aérien - Le titre Amadeus a rebondi de plus de 45% depuis le point bas de fin octobre, dont +24% depuis l’annonce de l’efficacité impressionnante du vaccin développé par Pfizer et BioNTech le 9 novembre. Cette annonce joue évidemment un rôle clé sur la perception que le marché peut avoir de la reprise du trafic aérien à partir de 2021. Cela amène même une partie des investisseurs à envisager des s...Amadeus is a transaction processor for the global travel and tourism industry. Co. provides transaction processing power and technology solutions to both travel providers (including full service carriers and low-cost airlines, hotels, rail operators, cruise and ferry operators, car rental companies and tour operators) and travel agencies (both online and offline). Co. acts both as a worldwide network connecting travel providers and travel agencies through a processing platform for the distribution of travel products and services (through the Distribution business), and as a provider of a portfolio of IT solutions which automate certain business processes (through the IT solutions business).
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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