Scout24 : Discours confiant sur les opportunités de croissance et rassurant sur le contexte politique et sectoriel – Opinion Surperformance maintenue
>La valorisation actuelle ne reflète pas les perspectives du groupe et le CMD (2/12) pourrait être un catalyseur – Opinion Surperformance réitérée - Le T3 21 a été solide et bien que la marge d’EBITDA soit ressortie en dessous du css (55.9% vs css 56.8%), elle est ressortie un peu au-dessus de nos attentes (55.6%). Par ailleurs, au regard des commentaires du groupe sur une évolution de l’ARPU ‘mid-to-high single digit’, qui ressort au-dessus de nos attentes (5/6%), no...Scout24 AG, formerly Asa NewCo GmbH, is a Germany-based holding company engaged in the Internet services industry. Through its subsidiaries, the Company provides digital classified advertisement platforms in Germany and other European countries, notably Scout24.com, ImmobilienScout24.de and Autoscout24.com. The Company owns the automotive classifieds Websites AutoScout24.nl and European AutoTrader BV, and the real estate online portals my-next-home.de and immodirekt.at, as well as an online comparison portal for consumer loans FINANZCHECK.de.
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.
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