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Geoffroy Michalet ...
  • Matthias Desmarais

Bureau Veritas : Preview : pas de retournement des fondamentaux au T3, les drivers LT toujours là, les éléments conjoncturels peu impactant à CT.

>Premier message : pas de raison de changer nos estimations ou le CSS - Suite à un contact société, nous n’avons que marginalement ajusté nos estimations (EBITA ajusté 2021e : 795 M€ vs 806 M€ soit -1%). En synthèse, nous n’avons pas de raison de penser que le consensus modifiera sensiblement ses estimations (peut-être un peu sur la topline, mais marginalement sur la marge d’EBITA ajusté).Matières premières, inflation, disruption de supply chain : peu d’i...
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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