Report
Stefano Toffano

Barco NV : Model update

>Very cautious into 2024 - Barco’s 2024 guidance (stable revenue growth and >14% EBITDA margin) is clearly cautious, though understandable, in our opinion. China was the main disappointment over 2023, and Barco remains cautious here, though mentioned that the bottom has (probably) been reached. Nonetheless, despite relatively steady yoy revenue growth, Barco’s FY23 EBITDA margin expanded 1.6ppt. This was due to good cost control, but mainly better gross margins stemmi...
Underlying
Barco NV

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
Stefano Toffano

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