Report
Pierre François Merveille

SPIE : Les indicateurs sont au vert

SPIE bénéficie de solides fondamentaux. La croissance organique de la production (estimations Oddo BHF de +8% en 2023 et +5% en 2024) est tirée par la demande pour les services de transition/efficacité énergétique, une faible exposition aux secteurs impactés par le ralentissement économique (comme l’immobilier résidentiel) ainsi qu’une capacité prouvée à répercuter l’inflation dans les prix de vente. Nous prévoyons également une hausse graduelle de la marge (+30bp à 6,6% en 2023 ...
Underlying
SPIE SA

Spie is a provider of electrical engineering and IT services and an infrastructure and building contractor. Co. helps to design, finance, manage and implement an array of projects ranging from high-speed TGV and conventional rail lines to metros and light rail systems. In addition, Co. offers telecom and information network services. Through the Commercial Segment, Co. is engaged in construction and renovation projects. Co. also offers wired building services as well as multi-disciplinary industrial maintenance and facilities management solutions.

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
Pierre François Merveille

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