Aggiornato al 16 Marzo 2018
|Società||Analista||data ultime note/ricerca||Raccomandazione||Commento*|
||"...Clean up some numbers to address the ambitious plan..........We welcome the company's effort on improvement of working capital which has seen an acceleration in 4Q, since Working Capital evolution has traditionally being the Achille's heel of the company..."
||'"..... We were reassured by this figure which highlighted the effectiveness of the measures Acea’s management is implementing in order to keep working capital evolution under control. ......."|
|Banca IMI Gruppo Intesa SanPaolo
||Meris Tonin||15/03/2018||Add||"....Acea remains committed to implementing all actions for a continuous and constant improvement of the billing and sale process with a view to pursuing the reduction of working capital and curbing the group’s debt...... "
||Claudia Introvigne||15/03/2018||Add||'"We are at the upper end of the guidance range, but we are confident in the company’s ability to outperform its initial yearly targets."
"......migliore invece il debito netto a 2.420 mn per il miglioramento del Working Capital nel 4Q, solo in parte
||15/03/2018||Hold||'"...... In our view, the catalyst on the stock relies on the business plan target achievements and/or in any potential M&A deals....."
||Neutral||'"We judge the new plan positively as it has unveiled a number of interesting opportunities in sectors with high visibility (RAB +25% by 2022)."
|Banca Akros||29/11/2017||Neutral||".....For sure, this business plan is a clear sign of discontinuity vs. the past. We have factored-in the new strategic guidelines, slightly improving our previous estimates."
* commento estrapolato da studi più approfonditi.