Report
Nicolas David

Nemetschek SE : Vers un T4 difficile mais le risk/reward s’améliore nettement

>Vers un T4 difficile menant en bas de fourchette de la guidance annuelle - Nemetschek publiera ses résultats T4 2022 le 23 mars avant Bourse. Nous prévoyons un CA T4 de 204 M€, soit une hausse de 4.1% y/y cc, 3% en dessous du consensus (210 M€, +6.7% à cc). Ce fort ralentissement (vs 11.8% au T3) est principalement dû i/ à l’impact plus marqué qu’attendu de la transition vers les abonnements de la marque Bluebeam sur la croissance T4 du segment Build (-2% y/y cc sel...
Underlying
Nemetschek SE

Nemetschek is a holding company. Through its subsidiaries, Co. is a software provider for the architecture, engineering, construction, and management industry. Co.'s business activities comprises of 12 brands, which provide solutions for architects, structural designers, and civil and specialist engineers as well as software for cost and schedule planning, tenders, awarding of contracts, invoicing, and execution of building work. There are also solutions for technical facility management and commercial property management as well as for architecture, film, animation and advertising visualization software. Co. organizes its operations into four segments: Design, Build, Manage and Multimedia.

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
Nicolas David

ResearchPool Subscriptions

Get the most out of your insights

Get in touch