Report
Nicolas David ...
  • Yan Derocles

Amadeus IT Group : La surperformance d’Amadeus, par rapport à l’industrie, redevient nette

>La recovery des volumes est finalement solide au T3 2023 - Amadeus a publié hier matin des chiffres T3 solides, légèrement supérieurs aux attentes au niveau de Air Distribution et de Air IT Solutions malgré des impacts changes plus négatifs qu’attendu. Alors qu’Amadeus avait donné un message prudent sur le mois de septembre, impacté par un effet calendaire négatif, les bookings sont finalement solides. Les Air TA bookings poursuivent leur recovery sequentielle de +3 ...
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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