Report
Julian Dobrovolschi ...
  • Nicolas Thorez

Unifiedpost Group : Light at the end of the tunnel, upgrading to Outperform on materially improved investment case

>Recent corporate developments boosting our conviction on the name - To reach a healthy financial position and achieve FCF break-even by 2025, we believe Unifiedpost must: 1) grow its higher-margin core digital services business at a low double-digit rate, 2) maintain tight cost control, and 3) pay off the expensive Francisco Partners debt in full. Following the recent divestment of non-core businesses, we think this is achievable and have become more bullish on the s...
Underlying
UnifiedPost Group

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
Julian Dobrovolschi

Nicolas Thorez

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch