Report
Jeremy Garnier

STEF : Incertitudes dans le Maritime – Ajustement à la baisse de nos prévisions 2020/2021, Neutre (vs Achat)

>Un pôle qui pourrait fortement pénaliser les résultats du groupe - Suite à un contact société, nous revenons sur les dernières actualités concernant l’activité Maritime de La Méridionale (transport de fret et de personnes entre la Corse et le continent). Cette activité représente seulement 3% du CA groupe (107 M€e du CA 2019) mais les derniers évènements sur les attributions de DSP (Délégation de Service Public) et les fortes incertitudes économiques et sociales à ve...
Underlying
STEF

STEF-TFE is a provider of transport and logistic services for food products requiring specific temperature control within Europe. Co. divides its operation into four segments: Transport in France (transportation of fresh and frozen products, transportation of seafood and organization of international transport activities); Logistics in France or STEF Logistique (logistics for fresh and frozen products for industrial players, mass retail and the food-service industry); STEF International (international activities in Spain, Portugal, Italy, Benelux, Switerland and U.K.); and Maritime activities (maritime services, passengers and freight, and maritime brokerage).

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
Jeremy Garnier

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