Report
Nicolas David ...
  • Yan Derocles

Amadeus IT Group : Il est temps de faire une pause après l’excellent parcours ytd

>De bons effets prix permettent de compenser des volumes un peu faibles - Amadeus a publié vendredi matin en séance des résultats T2 2023 globalement en ligne avec les attentes. Le CA ressort à 1381 M€ en croissance de 17% y/y, en ligne avec les attentes (Css : 1371 M€ ; ODDO BHF : 1390 M€). L’activité Distribution génère un CA de 682 M€, 3% au-dessus des attentes du consensus, grâce à des revenus par bookings en hausse de 10.6% (malgré un effet Fx négatif) supérieure...
Underlying
Amadeus IT Group SA Class A

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).

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
Nicolas David

Yan Derocles

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