Report
Nicolas David

Bechtle AG : CEO roadshow feedback: Driving fast with low visibility

>Supply shortage is unprecedented – impact manageable so far - The current situation is unprecedented for the whole IT service industry, a market with fast delivery times and annual price declines to reflect technological developments. This is very different in 2021: availability has become a USP, in particular for customised hardware solutions, and prices are trending upwards. In this environment, Bechtle’s performance (H1 revenues up almost 10% y-o-y) is a strong st...
Underlying
Bechtle AG

Bechtle is engaged in the business as an information technology (IT) dealer. Co. provides IT services combining with online marketing of IT products. Co. provides vendor-independent, IT portfolio to its customers from the fields of industry and trade, the public sector and the financial industry. Co. operates within two segments: IT system house & managed services segment, which provides its customers with IT strategy consulting services, hardware and software, project planning and implementation, system integration, IT services, training and IT operation; and the IT e-commerce segment, which comprisesCo.'s Internet, catalogue and telesales trading activities.

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

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