Report
Nicolas Thorez

Esker : Confiance de mise lors du forum Tech40. Upside court-terme toujours limité mais le potentiel est important à moyen terme. OC ajusté à 150 € (vs 130 €)

>Optimiste sur la fin d’année, en particulier sur le carnet de commandes - Lors de notre forum Tech40, Emmanuel Olivier (COO) a d’abord fait le point sur les tendances observées à court terme. 1/ La société confirme que la part variable des contrats SaaS (63% du CA SaaS) se stabilise au T4 après un rebond progressif depuis l’été, tout en restant encore légèrement en-deçà des niveaux de 2019 (entre 0%/-5%). 2/ Le management s’est montré très rassurant sur le niveau de ...
Underlying
Esker SA

ESKER and its subsidiaries are engaged in the design and production of software applications. Co. operates corporate resource access software such as applications and databases for workstations. Co. has three major product groups: Host Access, DeliveryWare and Fax Server. Host Access products allows users to access applications and databases stored on different servers from their own workstations. DeliveryWare responds to the need of companies for automatic management document delivery. Fax Server allows the user to send a fax directly from their workstation.

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 Thorez

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