Report
Jeremy Garnier

Clasquin : Résultats S1 2024 légèrement inférieurs à nos estimations. Dans l’attente de l’OPA au S2

>ROC S1 de 7.6 M€ (vs 9 M€e) soit une MOC de 10.8% (vs 12.5%e) - Clasquin a publié hier soir des résultats semestriels légèrement inférieurs à nos attentes. Pour une marge brute (déjà publiée) de 70.6 M€ en hausse de 4.7%, le ROC ressort à 7.6 M€ (vs 9 M€e) traduisant une MOC de 10.8% (vs 12.5%e). Le RNpg atteint quant à lui 3.7 M€ (vs 5 M€e) soit une baisse de 43%. La forte augmentation du BFR sur le S1 (conséquence directe de la hausse des taux de fret) entraine méc...
Underlying
Clasquin SA

Clasquin Group designs and supervises the entire overseas transport & logistics chain. Co. has two operating segments: air and sea freight forwarding and related services ("overseas freight") and IT service contractor ("IT services"). The air freight forwarding and related services ("overseas freight") segment comprises of three business lines: air freight forwarding and related services, sea freight forwarding and related services, other services not included in air and sea freight (including related services) are grouped into the "others" business line.

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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