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Aurelien Deside ... (+2)
  • Aurelien Deside
  • Paul Charpentier

End of coverage

From 19th July 2024 we will no longer include the following companies in our research coverage:AdyenWorldlineEdenredNexiMensch und Maschine

Paul Charpentier
  • Paul Charpentier

Rating upgrade on momentum inflection

Mensch Und Maschine's first quarter results unveiled yesterday reflected a solid start to the year with revenue up 21%; i.e., 12.8%/5.9% ahead of consensus and our expectations. Although we anticipate a decline in VAR revenues throughout the year, we turn positive on the investment case as we consi

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