Oddo BHF - SGS SA (SGSN) SGS : Un début d’année de bonne facture malgré un FX pénalisant– Guidance maintenue

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Oddo BHF

Eya Drira ...

Geoffroy Michalet

SGS : Un début d’année de bonne facture malgré un FX pénalisant– Guidance maintenue

>T1 2024 : 7.1% en organique vs 6.0%e tirée par I&E et NR - SGS a publié ce matin pour la première fois son CA T1 alors qu'auparavant, il ne communiquait que selon un rythme semestriel. Le CA s’élève à 1 577 MCHF en baisse de 2.1% en ligne avec nos attentes (1 576 MCHF) incluant un effet Forex très négatif de 8.6% plus important qu’attendu (-4.8%e). La croissance organique est ressortie à 7.1% au-dessus de notre attente de 6.0%e. À ce stade, les chiffres trimestriel...

26/04/2024 1 FR

Underlying

SGS SA

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CH1256740924 Switzerland

Provider

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.

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Analysts

Eya Drira

Geoffroy Michalet

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SGS : Un début d’année de bonne facture malgré un FX pénalisant– Guidance maintenue

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/29/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 29/04/2024

SGS : Q1 postview: steady top line momentum, comments remain qualitative on margins

Infineon Technologies AG : A revision is virtually certain, perhaps below the current consensus, but how far can it reasonably go?

Infineon Technologies AG : Une révision est quasi-certaine, peut-être même au-delà du consensus actuel, mais jusqu’où cela peut-il raisonnablement aller ?

Credit Morning 05/06/2024

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