Report
Aurelien Sivignon

SES - imagotag : Feedback roadshow : l’horizon du déploiement (rapide) avec Walmart se dessine avant un nouveau plan stratégique qui devrait être annoncé au T4.

>OC relevé à 113 € après un roadshow avec le management. Opinion Surperformance confirmée. - Nous avons organisé cette semaine deux journées de roadshow digital avec SES-imagotag, qui était représenté par Thierry Gadou (Chairman et CEO) et Thierry Lemaître (CFO). Nous avons trouvé le ton du management très positif au regard des perspectives commerciales, surtout en Europe et aux Etats-Unis, dans un contexte d’inflation qui presse les retailers à accélérer leur digita...
Underlying
SES-imagotag SA

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.

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
Aurelien Sivignon

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