Report
Jerôme Bodin ...
  • Martin Marandon-Carlhian

Rightmove : Bonne publication S1 2021 mais absence de fort catalyseur

>Bonne publication S1 2021 mais absence de fort catalyseur – Opinion Sous-performance réitérée, OC relevé à 630p (vs 600p) - La publication du S1 2021 a été solide (principalement grâce à une meilleure maitrise des coûts qu’attendu) et nous relevons nos prévisions de BPA sur 2021/2022 de ~3% et notre OC à 630p (vs 600p). Nous réitérons cependant notre opinion Sous-performance sur le titre. Nous pensons en effet que Rightmove dispose de peu de catalyseurs à court et mo...
Underlying
Rightmove plc

Rightmove operates as an online property portal. Co. provides consumers with a place to search and research U.K. property and by providing its customers a place to reach home hunters. Co.'s segments are: The Agency, which provides resale and lettings property advertising services on Co.'s platforms; and The New Homes, which provides property advertising services to new home developers and housing associations on Co.'s platforms. Co.'s customers are primarily estate agents, lettings agents and new homes developers advertising properties for sale and to rent. Co. also provides software, delivering data, market insight and tools that provides insight, analysis and risk assessment tools.

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
Jerôme Bodin

Martin Marandon-Carlhian

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