Report
Geoffroy Michalet

ODDO BHF Small & MIDCAP MORNING NEWS - 06/10/2021

Vers un changement de statut alors que Quadient devrait renouer avec une meilleure dynamique bénéficiaire. Avec le maintien à un niveau élevé des marges de l’activité historique de traitement du courrier, la montée en puissance des nouvelles activités Logicielles et Consignes colis automatiques (50% du CA estimé à terme vs 27% en 2020) et un fort redressement des marges, nous tablons sur un TMVA de plus de 8% pour les BPA sur 2021/2025. De la valeur cachée qui permet de justifier un n...
Underlying
SMCP SA

SMCP is engaged in the apparel and accessories retail market. Co.'s products are sold through a network of points of sale and websites. Co.'s product range is composed of on-trend and quality womenswear, menswear and accessories. Co.'s three brands can be characterized as follows: Sandro, targeted at sophisticated and self-confident women with a sleek, cool sense of style and a Parisian nonchalance; Maje, a bohemian chic positioning, targeting a feminine and young-at-heart and joie de vivre clientele and Claudie Pierlot, characterized as Parisian-preppy, wise and with a rebel touch. Claudie Pierlot is focused on a timeless, effortless style.

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
Geoffroy Michalet

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