Report
Nicolas David

Reply Spa : Message rassurant sur l’impact de la crise, pour le moment

>Impact mineur sur le T1, le management n’exclut pas un T2 stable - Suite à une conférence téléphonique avec le management de Reply, qui a délivré un message relativement rassurant vis-à-vis de l’impact du COVID-19, nous relevons légèrement nos estimations. En particulier, le groupe mentionne que l’impact sur la croissance du  T1 (qui sera publié le 15 mai) n’est pas significatif. Sur le T2, le groupe ne dispose pas encore d’une visibilité suffisante à ce stade, toute...
Underlying
Reply S.p.A.

Reply is engaged in the provision of consulting, system integration and digital services, dedicated to the creation, design and implementation of solutions based on new communication channels and digital media. Co. is consisting of a network of specialist companies, supports European industries belonging to the Telco & Media, Manufacturing & Retail, Bank & Insurances and Public Administration segments, in defining and developing new business models utilizing Big Data, Cloud Computing, CRM, Mobile, Social Media and Internet of Things paradigms.

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
Nicolas David

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