reports
- Emna Ben Bdira
- Maxime Kogge
- Bruno Cavalier
- Emna Ben Bdira
- Maxime Kogge
- Johanna Jourdain
Edenred : What to expect from the H1 2024 earnings release? (on 23/07)
>Confident message on growth momentum and margin improvement - Edenred is set to report its H1 2024 results on 23/07 before the start of trading. We expect total revenues of € 1,385m (+19.2%e reported, consensus € 1,388m), with operating revenues of € 1,265m. Our operating revenue organic growth estimate of +15.9%e in H1 (consensus 15.9%) implies Q2 growth of +15.0%e (consensus 14.9%), a robust level after +16.9% in Q1. Trends are likely to remain very positive in H1,...
- Johanna Jourdain
Edenred : Qu’attendre de la publication des résultats S1 24 ? (le 23/0...
>Message confiant sur la dynamique de croissance et l’amélioration de la marge - Edenred publiera ses résultats S1 24 le 23/07 avant Bourse. Nous attendons un CA total de 1 385 M€ (+19.2%e publié, consensus 1 388 M€), dont un CA opérationnel de 1 265 M€. Notre croissance organique du CA opérationnel à +15.9%e au S1 (consensus 15.9%) implique un T2 à +15.0%e (consensus 14.9%), soit un niveau solide après +16.9% au T1. Les tendances devraient rester très positives dans ...
- Paul Charpentier
- Thomas Hynes
Have payments hit bottom yet?
In October 2023, we adopted a negative view on the payment sector, citing commoditisation risks and a bleak macroeconomic outlook as threats to the companies in our coverage. While commoditisation remains a concern, we are now more optimistic about the macro environment. To answer the initial quest
- Paul Charpentier
Have payments hit the bottom yet ? - Edenred
In October 2023, we adopted a negative view on the payment sector, citing commoditization risks and a bleak macroeconomic outlook as threats to the companies in our coverage. While commoditization remains a concern, we are now more optimistic about the macro. To answer the initial question, we beli
Edenred SE: 2 directors
Two Directors at Edenred SE sold after exercising options/bought 3,400 shares at between 47.033EUR and 47.306EUR. The significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the com...
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Johanna Jourdain
Edenred : Encouraging start to 2024, to be confirmed in the next publi...
>Solid growth in Q1 2024, reassuring on underlying business - Edenred reported yesterday before the market open organic growth in Q1 operating revenues up +16.9%, ahead of expectations at 14.2%. This momentum is underpinned by all of the group’s businesses and products, including the meal voucher business, engagement platforms, mobility solutions and beyond fuel (maintenance and tolls in particular), which continue to benefit from a low penetration rate (meal voucher...
- Johanna Jourdain
Edenred : Démarrage 2024 encourageant, à confirmer au cours des procha...
>Solide croissance au T1 2024, rassurante sur l’activité sous-jacente - Edenred a publié hier avant Bourse une croissance organique du CA opérationnel au T1 de 16.9%, au-dessus des attentes à 14.2%. Ce dynamisme est soutenu par l’ensemble des métiers et produits, dont le Ticket Restaurant (TR), les plateformes d’engagement, les solutions de mobilité et beyond fuel (maintenance et péage en particulier), qui continuent de bénéficier d’un faible taux de pénétration (TR ...
- Carole Braudeau
- Carole Braudeau
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Johanna Jourdain
Edenred : Q1 2024 beating estimates and reassuring on underlying growt...
>Q1 2024 revenue higher, with organic beat - Edenred has reported total Q1 2024 revenue of € 685m, 3% above forecasts (consensus at € 666m), i.e. a reported increase of 21.4%, of which +20.5% organic, +5.2% from M&A and -4.4% from the forex effect. Organic growth in operating revenues in Q1 was +16.9%, above the consensus at 14.2% (ODDO BHF 13.9%). All the regions are dynamic in organic terms, o/w Europe at +12.8% in Q1 (vs consensus +11.8%), including +7.9% in Fran...
- Paul Charpentier
Edenred: re-accelerating in Q1 2024
Edenred has reported robust sales numbers with operating revenue re-accelerating to +16.9%, well ahead of market expectations at 14.2%. Resilient demand and the largely under-penetrated market addressed by the firm hint at a continuation in the growth trends observed today, and add weight to our or
- Johanna Jourdain
Edenred : Q1 2024 beating estimates and reassuring on underlying growt...
>Q1 2024 revenue higher, with organic beat - Edenred has reported total Q1 2024 revenue of € 685m, 3% above forecasts (consensus at € 666m), i.e. a reported increase of 21.4%, of which +20.5% organic, +5.2% from M&A and -4.4% from the forex effect. Organic growth in operating revenues in Q1 was +16.9%, above the consensus at 14.2% (ODDO BHF 13.9%). All the regions are dynamic in organic terms, o/w Europe at +12.8% in Q1 (vs consensus +11.8%), including +7.9% in Fran...
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
EDEN EDENRED SA
JMT JERONIMO MARTINS SGPS S.A.
VIV VIVENDI SE
TEP TELEPERFORMANCE SE
HAL HAL TRUST
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
AENA AENA SME SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
IBE IBERDROLA SA
COLO B COLOPLAST A/S CLASS B
ASML ASML HOLDING NV
HFG HELLOFRESH SE
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
EDEN EDENRED SA
JMT JERONIMO MARTINS SGPS S.A.
VIV VIVENDI SE
TEP TELEPERFORMANCE SE
HAL HAL TRUST
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
AENA AENA SME SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
IBE IBERDROLA SA
COLO B COLOPLAST A/S CLASS B
ASML ASML HOLDING NV
HFG HELLOFRESH SE
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