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Matthias Desmarais
  • Matthias Desmarais
Matthias Desmarais
  • Matthias Desmarais
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet

Robertet : Spéculation disparue, retour aux fondamentaux

Nous initions Robertet, un aromaticien multi-spécialiste, occupant la 7e place sur le marché mondial des parfums et arômes, avec une recommandation Neutre du fait de son profil de croissance moindre en 2025 (effets de base défavorables), des effets induits par les tarifs douaniers ou le dollar et de la fin de son statut spéculatif. Fondé sur un DCF et des comparables boursiers (après une décote de taille de 20%), notre OC se situe à 931 €.

Carole Braudeau
  • Carole Braudeau

Credit Morning 05/16/2025

Reportedly, Bayer thinks about sending Monsanto into chapter 11 to solve litigation|Teva: Moody’s upgrades the rating to Ba1/stable from Ba2/positive|Techem Q2 25 call notes: Likely no imminent call of EUR 750 Temporary Notes|Crédit Logement released its 2024 results|BFCM announces the call for its Perp CMS on 16/06/2025|

Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet

Robertet : Speculation over, back to fundamentals

We are initiating coverage of Robertet, a multi-specialist flavour and fragrance company, ranked 7th in the global fragrance and flavour market, with a Neutral rating due to a weaker growth profile in 2025 (unfavourable base effects), the fallout from US tariffs or the US dollar and the end of the speculative appeal. Based on DCF and peer comparison (with a size discount of 20%), we came up with a target price of € 931.

Emmanuel Matot
  • Emmanuel Matot
Carole Braudeau
  • Carole Braudeau

Morning Crédit 16/05/2025

Reportedly, Bayer thinks about sending Monsanto into chapter 11 to solve litigation|Teva : Moody’s rehausse le rating de Ba2/positive à Ba1/stable|Techem Q2 25 call notes: Likely no imminent call of EUR 750 Temporary Notes|Crédit Logement a publié ses résultats 2024|BFCM annonce le call de son Perp CMS à la date du 16/06/2025|

Amira Manai ... (+2)
  • Amira Manai
  • Aurelien Sivignon
Amira Manai ... (+2)
  • Amira Manai
  • Aurelien Sivignon
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