Report
Fehmi Ben Naamane

Hapag-Lloyd : Nous retenons une vision plus conservatrice. OC abaissé à 125 € - Neutre

>T3 : une dégradation plus marquée qu’attendu - La publication T3 aura marqué l’entame d’une phase de normalisation après la période faste de plus de deux ans, mais l’atterrissage a été un peu plus violent qu’anticipé au niveau de l’EBITDA qui sous-performe les attentes (-22% vs le consensus société). La baisse du taux de fret de 58% en yoy reflète ainsi le retour des capacités et la normalisation de la supply chain. Malgré la hausse des volumes de près de 5%, cette s...
Underlying
Hapag-Lloyd AG

Hapag-Lloyd is a container liner shipping company. Co.'s core business is the shipping of containers by sea but also encompasses transport services from door to door. Co. transports hazardous goods by sea, road, rail, and inland waterway vessels; and provides reefer solutions to transport temperature-sensitive products, including perishable cargoes; and high value reefer cargoes, such as pharmaceuticals, healthcare products, and more. Co. also offers security information services; e-commerce solutions in the shipping industry; logistics services, such as pre-carriage and on-carriage transport services; and customs clearance services.

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
Fehmi Ben Naamane

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