Report
Jerôme Bodin ...
  • Martin Marandon-Carlhian

Scout24 : Une sanction boursière sévère et un profil mal valorisé selon nous – OC ajusté à 75 € (vs 80 €), Opinion Surperformance maintenue

>La baisse d’hier est exagérée et nous répétons notre préférence pour Scout24 vs Rightmove – Opinion Surperformance, OC ajusté à 75 € - Scout24 était en baisse de 9% hier en raison d’une guidance sur l’EBITDA 2022 plus faible qu’attendue, cette dernière ressortant ~5% en dessous des attentes. Nous révisons ainsi en baisse nos estimations sur 2022e de 6% et abaissons notre OC à 75€ (vs 80€) mais nous réitérons notre opinion Surperformance. Cette baisse nous semble en e...
Underlying
Scout24 AG

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.

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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