Report
Jean Danjou

EssilorLuxottica : Une position robuste pour faire face à un contexte macro qui va rester mitigé

>Le T3 ne devrait pas surprendre négativement - Nous tablons sur une croissance de 4.9% y/y tcc au T3 après +8% au T2 reflétant principalement une normalisation de la croissance en Asie (+7.4% après +23.9% au T2 porté par la base de comparaison très favorable en Chine) et dans une certaine mesure en Europe aussi (10.8% publié T2, 7.2% attendus T3) tandis que l’Amérique du Nord est censée rester en faible croissance (T2 publié à +2.3%, T3 attendu à +2.4%). Les commenta...
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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