Home 180328 Arcadis | opportunity for buy-side investors
180328 Arcadis | opportunity for buy-side investors

180328 Arcadis | opportunity for buy-side investors

No. pages 9
Description

In these past couple of days Arcadis' shares lost approx. 15% to a level of EUR 14.75 per share on the back of a research report by ABN Amro. One of its analysts argued that the market underestimates the company's risk profile. Neither Arcadis nor ourselves disagrees that there is ample room for improvement but we believe that certain elements are put in the wrong perspective and risks are overstated. We also believe it is biased; the report only focuses on the lesser side of Arcadis. Since Mr. Oosterveer became CEO Arcadis started to blossom again. And according to us the initiatives implemented have not reached maturity yet.

In this note we share our thoughts about the arguments made. Lastly we will draw our conclusions and investment opinion.

Content

Arcadis Logos Energia
Guarantees
Working Capital
Restricted cash
Summarizing
Appendix

Created Date: Monday April 16, 2018 11:47:28
Last Updated Date: Monday April 16, 2018 11:47:28
Download in: 1Downloads
euroirp-logo© 2011 the IDEA! | terms of use | disclaimersitemap |