Report
Aurelien Sivignon

SES - imagotag : Les planètes s’alignent

>Principales métriques du contrat Walmart US - Le premier contrat avec WMT US porte dans un premier temps sur 500 magasins pour un total de 60m d’ESL traduisant un déploiement intégral des magasins concernés (~120k ESL chacun). Ce déploiement devrait démarrer fin 2023 et se terminer en 2024. C’est donc une première commande ferme dans le cadre d’un engagement plus large de WMT pour équiper l’intégralité de ses magasins US. Les prochaines commandes devraient donc être ...
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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