SES - imagotag : Feedback from road show in London: growth trajectory secured for 2023 and medium-term outlook still very positive
>Our Outperform rating maintained after road show with CFO - On Thursday and Friday we organised a roadshow in London with CFO Thierry Lemaître. We came away reassured about the 2023 growth trajectory and the order momentum. A likely Walmart deal, which is still the focus of many expectations, seems to be on track to be sealed in the next few months and could result in a more front-end loaded roll-out than initially anticipated in the 2027 plan. In the shorter term,...Ses Imagotag SA Formerly known as Ses-Imagotag SA. Ses Imagotag SA is a France-based company, which designs and markets electronic shelf labeling systems for food and non-food retail industries. The Company's solutions include store electronic systems (SES), electronic labels, software, radio and mounting systems. The Company's solutions are designed for every type of retail environment, including hypermarkets, supermarkets, electronics stores, garden centers, pharmacies and service stations. The Company's products are distributed in approximately 50 countries worldwide. Ses Imagotag SA's main clients include Intermarche, E. Leclerc, Monoprix, Groupe Casino, Carrefour and Auchan. The Company has a global presence, through its own subsidiaries and representations, in Italy, Spain, the United Kingdom, Scandinavia, Canada, Mexico and Singapore, as well as more than 60 international partners. It operates through imagotag GmbH, a manufacturer of electronic components.
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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