Report
Jeremy Garnier

Chargeurs : Des ambitions moyen termes inchangées – OC abaissé à 24 € (vs 27 €), Achat réitéré

>2019 : un point bas en rentabilité et une année d’investissements - Abaissement de notre scénario - Suite à la réunion SFAF et à la visite de la nouvelle ligne d’enduction de Naples que nous avons pu faire hier, nous revenons sur les éléments marquants et les perspectives du groupe.2019 est une année de structuration pour le groupe Chargeurs avec un environnement complexe (exposition à la Chine et à l’Allemagne), un investissement important au sein du pôle Prote...
Underlying
Chargeurs SA

Chargeurs SA is a France-based company, which provides customizable specialty material solutions. The Company and its subsidiaries operate in four sectors: Protective Films, Fashion Technologies, Museum Solutions and Luxury Materials. Protective Films designs, produces and markets technical solutions to protect the quality of steel, aluminum, plastic or other surfaces during the transformation process, as well as film application machines. Fashion Technologies produces and markets linings for clothing. Museum Solutions includes the industrial divisions Senfa, specialized in the functionalization of technical textiles, and Chargeurs Creative Collection, specialized in the provision of services to cultural institutions. Luxury Materials manufactures and markets combed wool ribbons. The Company is active globally.

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
Jeremy Garnier

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