Report
Christophe-Raphaël Ganet

Orpea : T1 en ligne – Guidance 2020 suspendue temporairement – Légère érosion des projections 2020 – Le moyen terme reste solide – OC : 95 € vs 100 €

>CA T1 en ligne (+7.8% et +3.9% à pc. et +4,6% hors COVID-19) - Le CA T1 ressort à 981 M€ (+7,8% et +3.9% à données comparables et +4,6% hors COVID-19).En parallèle, et comme ses concurrents, Orpéa annonce 1/ le versement d’une prime de reconnaissance, 2/ la suspension de ses guidances (le dividende était déjà suspendu): d’une part, certaines activités ont été affectées par le COVID-19 (fermeture des 15 cliniques autrichiennes : réouverture prévue courant mai / ...
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
Christophe-Raphaël Ganet

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