Report
Jerôme Bodin

JCDecaux : Feedback de roadshow : tendance toujours très difficile dans le transport (Neutre vs Achat)

>Opinion Neutre vs Achat - Nous avons organisé plusieurs journées de conférences téléphoniques avec JCDecaux en Suisse, Allemagne, Canada et US. Nous retenons un message prudent sur la tendance publicitaire dans un contexte de trafic aérien toujours très difficile et un manque de visibilité sur les mesures sanitaires (possible reconfinement). Nous abaissons nos attentes d’EBITDA pour 2020 et 2021 suite à cet évènement (33% en moyenne). Nous tablons sur une fin d’anné...
Underlying
JCDecaux SA

JC Decaux specializes in outdoor advertising. Co.'s business mainly consists of the sale of advertising space for these activities: Street Furniture, Transport Advertising and Billboard. The Street Furniture segment covers the advertising agreements relating to public property entered into with cities and local authorities. It also includes advertising in shopping centers, renting of street furniture, sale and rental of equipment, cleaning and maintenance. The Transport Advertising segment covers advertising in airports, subways, buses, tramways and trains. The Billboard segment covers advertising on private property and neon-type activity.

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
Jerôme Bodin

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