Report
Jean Danjou

EssilorLuxottica : Asie en retrait au T3 mais la tendance d’ensemble reste favorable, GrandVision et le digital sont des opportunités nouvelles

>La croissance devrait rester soutenue sur le T3, performance solide partout sauf en Asie affectée par les lock-downs en Australie - Sur le périmètre EssilorLuxottica hors GrandVision, nous comprenons que la croissance est restée très favorable au T3 en Amérique du Nord (la décélération par rapport au score exceptionnel de croissance à 2 ans enregistré au T2 -16.4% - devrait être modeste) et ce alors que la tendance se confirme en amélioration à la fois au Lat Am et s...
Underlying
EssilorLuxottica SA

Essilor International (Compagnie Generale d'Optique) designs, manufactures and sells ophthalmic lenses, ophthalmic optical instruments and equipment. Co.'s activities are divided into three segments: Lenses and Optical Instruments (Co. designs, manufactures and customizes corrective lenses such as: Varilux (progressive lenses); anti-reflective, smudge-proof and anti-static lenses (Crizal); Nikon lenses, Transitions variable-tint lenses and Kodak lenses under agreements; polarized lenses (Xperio) and fog-proof lenses (Optifog)), Equipment (Co. produces, distributes and sells equipment and consumables used by prescription laboratories) and Readers (Co. designs and sells reading glasses).

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
Jean Danjou

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