Report
Emmanuel Matot ...
  • Stephane Houri

ODDO : Feedback de notre conférence de paiement de rentrée

>Un message assez ‘bullish’ - ODDO BHF a organisé une série de conférence calls consacrées au secteur du paiement. Etaient représentés Edenred (pour la partie crédit), Nexi, Ingenico et Worldline. Nous retenons globalement un message positif sur le rétablissement des volumes après la crise du COVID-19 et sur la poursuite du M&A. Nexi (Achat, OC 20 €) : retour à la croissance et toujours du M&A en vue - Nexi était représenté par Bernardo Mingrone (CFO)...
Underlyings
Ingenico Group SA

Ingenico Group is a business technology company, operating in 125 countries. Co. designs, develops and supplies payment terminals, offering mercantile payment solutions, cross-border and global payment services and certified global service platform. Co.'s services are done around Payment terminals and software; Terminal estate management, security application updates; Connectivity ensuring the terminal-to-bank host connection; Full after-sales service taking charge of every phase in the lifecycle of terminals and software; 24/7, from installation, maintenance & repair to upgrades; Centralization of transactions; End-to-end security - from terminal to bank or processor..

Nexi S.p.A.

Nexi SpA. Nexi SpA is an Italy-based financial technology company. The Company is specialized in the payment technology field offering digital services and infrastructure to banks, businesses, institutions and the public administration.

Worldline SA

Worldline is a financial transaction processing company based in France. Co's operations are organized along three segments covering payments and digital services: Merchant Services & Terminals (facilitating consumer engagement around end-to-end e-payment transactional services on any device – before, during and after the point of sale); eMobility and eTransactional Services (assists businesses and governments in developing new digital services enabling strategic digital transformation); and Financial Processing & Software Licensing (provides processing services to banks and financial institutions for managing card-based and online cashless payments).

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
Emmanuel Matot

Stephane Houri

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch