Report
Maxime Kogge

Orpea : Une exposition directe à la pandémie mais un impact crédit peu matériel à ce stade

Le nombre de décès rattachés au Covid-19 dans les établissements médico-sociaux (qui comprennent principalement les maisons de retraite) en France s’élève 6 524 selon les dernières données communiquées par le directeur général de la santé Jérôme Salomon dans son point quotidien. Ce chiffre est à comparer aux 680 000 résidents des Ehpad de France. Mais il peut aussi être comparé au nombre total de décès rattachés au Covid-19 en France (17 167 à date) : les établissements médico-so...
Underlyings
Korian SA

Korian is an actor on the temporary and permanent dependency care market in France, Germany and Italy. Co. offers and develops services related to dependency through its retirement homes (116 as of Dec 31 2009), follow-up care and rehabilitation facilities (35 as of Dec 31 2009) and psychiatric clinics (11 as of Dec 31 2009). Co.'s operations can be divided into four geographical segments: Medical and Social activity in France (retirement homes); Sanitary activity in France (follow-up care, rehabilitation, psychiatry and home medical care); Italy; and Germany.

Orpea SA

ORPEA is a dependency, physical and psychiatric care group based in France. Co. operates long-term and short-term care facilities, including medical care facilities, medical and social care facilities and residential facilities for the elderly. Co. provides short, medium and long-term global physical and mental dependency care. Co. also operates residential facilities for disabled people of any age, hotels, and hotel-related, as well as leisure accommodation facilities. Co. operates in France and abroad (Belgium, Italy, Spain and Switzerland) in three business segments: Long-term care facilities (nursing homes); Post-acute and Rehabilitation care facilities; and Psychiatric care facilities.

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
Maxime Kogge

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