Report
Jean Danjou

EssilorLuxottica : La valeur conserve un bon potentiel

>OC rehaussé à 235 € pour refléter une valeur plus élevée des opportunités de croissance et la prise en compte des acquisitions annoncées récemment - La prise en compte dans notre valorisation par DCF des acquisitions de Supreme et Heidelberg Engineering (elles devraient être finalisées avant la fin de 2024), des nouveaux paramètres de marché ODDO BHF et la mise à jour de notre calcul de surcroît de valeur associé aux opportunités potentielles de croissance (Stellest ...
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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