Report
Johanna Jourdain ...
  • Matthias Desmarais

Sodexo : CA T3 le 01/07 : Et pourquoi pas une bonne nouvelle pour changer ?

>CA T3 : une bonne nouvelle à l’image de Compass ? - Nous tablons sur un CA T3 (mars à mai) de 5.38 Md€ en hausse de 20.1%, 1% au-dessus du consensus. Nous anticipons une croissance organique de 14.0% (14.1% sur On-Site Services et +12.0% sur BRS), comparé avec 13.0% pour le consensus, tirée par l’allègement des contraintes sanitaires (particulièrement sur les segments Entreprises & Administrations et Education en Amérique du Nord, 26% du CA groupe, et E&A en Europe,...
Underlying
Sodexo SA

Sodexo is a services company which partners with companies, institutions and local authorities. Co. designs, manages and delivers Quality of Life services. Co.'s offers are: On-Site Service Solutions (Co.'s services are: Corporate, Defense, Justice Services, Remote sites, Health Care, Seniors, Education and Sports and Leisure), Benefits and Rewards Services Solutions (Co.'s offers focus on the following services: recruit and retain employees and increase their motivation; mobilize teams around quantitative or qualitative objectives; ensure delivery of Public Benefits), and Personal and Home Services (services in childcare; tutoring and adult education; concierge services and senior care).

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
Johanna Jourdain

Matthias Desmarais

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