Report
Aurelien Sivignon

SES - imagotag : Bonne dynamique de prises de commandes au T2 – Confirmation du rebond au S2

>CA S1 finalement en légère baisse - SES-imagotag publie des revenus T2 légèrement supérieurs à la fourchette communiquée lors de son trading update fin mai (range 60/65 M€). Voici les éléments que nous retenons du communiqué et du call : Le CA T2 est en baisse de 2% yoy à 67.5 M€ (contre 62.5 M€e) soit une amélioration plutôt marquée en séquentiel (+33%). Rappelons que les installations du T1 ont largement pâti des problèmes de production en Chine. L’activi...
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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