Report
Aurelien Sivignon

SES - imagotag : La valorisation reste attractive au regard des perspectives de croissance et du levier sur les marges – Surperformance et OC 58 €

>Une dynamique commerciale encore sur un rythme soutenu au T1 avec notamment l’annonce de Walmart Canada - Nous étions en roadshow la semaine dernière avec le management (CEO et CFO). Après un T4 record au niveau des prises de commandes (200 M€), le T1 s’est maintenu sur un très bon trend avec plus de 100 M€ de commandes, notamment grâce à un premier contrat avec Walmart Canada (déploiement ESL et plateforme cloud dans 328 magasins sur deux ans).La zone Amérique ...
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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