Report
Aurelien Sivignon

SES - imagotag : Feedback roadshow à Londres : une trajectoire de croissance sécurisée pour 2023 et des perspectives MT toujours très positives

>Nous réitérons notre opinion Surperformance après un roadshow CFO - Nous avons organisé jeudi et vendredi un roadshow à Londres avec Thierry Lemaître (CFO). Nous en ressortons rassurés sur la trajectoire de croissance 2023 ainsi que la dynamique de commandes. Le probable contrat avec Walmart, qui cristallise toujours beaucoup d’attentes, semble être toujours en bonne voie pour un aboutissement sur les prochains mois alors qu’il pourrait se traduire par un déploieme...
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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