Whitbread : Tendances court terme difficiles mais notre thèse d’investissement reste intacte - Achat, OC ajusté à 3 050p
>Une reprise très localisée et pas extrapolable en l’état sur les mois à venir - La forte baisse de la croissance organique groupe au S1 (à fin août) n’est pas une surprise, puisqu’elle ressort globalement en ligne avec les performances des pairs. La réouverture de la quasi-totalité du réseau Premier Inn, entre début juillet et fin août (soit au final 98% de la capacité au Royaume-Uni), a eu un impact faible sur l’activité des 6 mois étant donné que la reprise de la d...Whitbread is a hospitality company. Co. serves its customers in the U.K. and beyond through its two businesses: Premier Inn and Restaurants; and Costa. Premier Inn is a hotel business, with over 760 hotels and more than 68,000 rooms as of Mar 2 2017. Co.'s hotel are located alongside its own restaurant brands. Co. also have hotels in the Middle East, and Germany, with more hotels in the pipeline. Costa is the coffee shop, with over 2,200 coffee shops in the U.K., over 1,300 stores in 29 international markets and over 6,800 Costa Express self-serve units as of Mar 2 2017.
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.
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