Report
Aurelien Sivignon

SES - imagotag : Que peut-on penser en première approche des arguments de Gotham ?

>Les principaux points soulevés par le rapport Gotham - Hier matin avant bourse, Gotham City Research a publié un rapport de 49 pages avec de nombreux éléments à charge contre SES-imagotag, pointant en particulier la relation avec son actionnaire et fournisseur, BOE Technology. Parmi les points évoqués, les accusations de revenus fictifs sont les plus graves (selon Gotham équivalents à 13% du CA 22), avec un argumentaire portant principalement sur i/ des revenus comp...
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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