Report
Nicolas David

Reply Spa : Reassuring message on the impact of the crisis, for now

>A minor impact on Q1, management does not rule out a stable Q2 - Following a conference call with Reply’s management, which conveyed a fairly reassuring message on the impact of COVID-19, we have shaded up our estimates. In particular, the group mentioned that the impact on Q1 growth (due on 15 May) is not significant. For Q2, the group does not yet have enough visibility at this stage, but it indicated that it cannot completely rule out the possibility of flat sales...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch