Report
Geoffroy Michalet ...
  • Matthias Desmarais

Bureau Veritas : Le message plutôt positif malgré quelques incertitudes (COVID). Surperformance et OC 28.0 €. Titre dans nos Convictions Midcap S1 2021

>Un message à la tonalité plutôt positive, comme notre estimation de croissance organique au T1 - Suite au roadshow organisé avec Laurent Brunelle (HIR), nous avons retenu les principaux messages suivants. i/ le momentum reste plutôt positif, malgré le contexte et quelques restrictions dans certains pays, ii/ l’effet de base joue à plein en Chine (rappel : 17% du CA), et commence à jouer favorablement dans les autres régions, alors que le mois de mars est le plus gros...
Underlying
Bureau Veritas SA

Bureau Veritas specializes in inspecting, testing, auditing or certifying products, assets (such as buildings, industrial infrastructure, equipment and ships) and management systems (particularly against ISO standards) based on regulatory or voluntarily adopted standards. Co.'s operations can be divided into eight businesses: ship classification; industry services; inspection and verification of equipment in service; construction services; certification of management systems or services; inspection and testing of consumer products; services related to customs control and international trade services; and inspection and testing of commodities.

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
Geoffroy Michalet

Matthias Desmarais

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