Report
Maxime Kogge

Orpea : Feedback du roadshow virtuel : des signaux positifs sur 2021 et un modèle toujours pertinent au-delà de la crise sanitaire

Nous avons organisé le 10 juin une présentation crédit avec Steve Grobet, responsable des relations investisseurs. Nous sommes ressortis confortés sur la capacité du groupe à retrouver son activité pré-COVID. Le business model à la base du succès du groupe reste également pertinent dans un environnement réglementaire qui pourrait se durcir et face à des concurrents parfois plus agressifs en termes de M&A. - >Des signaux encourageants permettant d'envisager une normalisat...
Underlying
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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