Report
Maxime Kogge

Orpea : Feedback from virtual roadshow: positive signals for 2021 and a still-compelling business model looking beyond the health crisis

We held a fixed-income meeting with Steve Grobet, Head of Investor Relations, on 10 June. We came away from the meeting feeling confident that the group' has the wherewithal to return to pre-pandemic baselines. What's more, the business model that has been instrumental in Orpea's success, still fits the bill in a regulatory environment 'that could become more strict and amidst fiercer competition for M&A deals. - >Encouraging signals pointing to a return to normal busine...
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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