Orpea : Les rendements ne reflètent pas encore la remise en cause radicale du business model
Orpea qui était jusqu'à présent le leader des établissements de santé en termes de résultats financiers et de notation ESG est devenu en quelques jours l'incarnation des maux du secteur. Il aborde la crise issue de la parution du livre "Les fossoyeurs" dans une situation compliquée avec un endettement très élevé au regard de sa génération de cash et une liquidité entravée par de nombreuses échéances à court terme. Les risques sont selon nous centrés sur une chute des admissions e...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.
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.
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