Report
Jean-François Granjon

Quadient : Feedback roadshow – Une stratégie pour renouer avec la croissance qui s’inscrit sur le long terme – OC ajusté à 14 € (vs 16 €)

>Une stratégie convaincante mais il faut transformer l’essai… - Dans le cadre d’un roadshow avec le management de Quadient (CEO, CFO, Team IR), ce dernier s’est voulu didactique pour expliquer son positionnement, sa stratégie, ses objectifs alors que le marché éprouve quelques difficultés à comprendre le business model du groupe. Sa stratégie, qui nous paraît totalement pertinente, s’inscrit dans la durée avec actuellement une phase d’investissement. Aussi, à ce stade...
Underlying
Quadient SA

Neopost supplies mailroom equipment, offering products for franking, folding & inserting, addressing, address cleansing, tracking, tracing letters, parcels & the supply chain. Co. also offers various services, including consulting, maintenance, financial services & online service. Co.'s activities can be summed up to 2 segments: Mailroom Solutions & Communication & Shipping Solutions, divided into 9 operations: Automated mail opening, Management of incoming mail & traceability of important mail, Address printers, Automated insertion equipment, Intelligent franking, Financing solutions, Data quality, Customer Communication Management and Shipping Solutions, mainly in Europe & North America.

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
Jean-François Granjon

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