Dufry is a travel retail company. Co. operates over 1,650 shops worldwide. Co.'s shops are either duty free or duty paid shops, located in airports. Co.'s product categories include: Perfumes and Cosmetics; Confectionery, Food and Catering; Wine and Spirits; Watches, Jewelry and Accessories; Tobacco goods; Fashion, Leather and Baggage; Literature and Publications; Electronics; and Toys, Souvenirs and other goods.
  • TickerDUFN
  • ISINCH0023405456
  • ExchangeSix Swiss Exchange
  • SectorGeneral Retailers
  • CountrySwitzerland

Analysts

1 director bought

A director at Dufry Ag bought 13,000 shares at 77.112CHF and the significance rating of the trade was 100/100. 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 company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Louis Boujard
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/07/2019

...

Fehmi Ben Naamane

Dufry AG : Un T2 en ligne qui rassure mais la pression continue sur les marges – Achat OC ajusté à 132 CHF

>Des résultats T2 en ligne avec les attentes - Les résultats T2 de Dufry ressortent globalement en ligne avec les attentes. La croissance organique groupe accélère comme attendu à 2.3% sur le trimestre (vs +2.0% au T1 et +1.8% au T4) étant donné l’amélioration des trafics aériens notamment en Asie et en Europe. Ces chiffres rassurent mais le rythme d’accélération reste relativement faible pour espérer revenir à des niveaux de croissance organique fiables et surtout at...

Dufry AG - March 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Dufry AG: Update on Key Credit Factors

Credit metrics will improve with the adoption of IFRS 16, positioning Dufry strongly in the Ba2 rating category

Dufry AG - March 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Dufry AG: Update on Key Credit Factors

Credit metrics will improve with the adoption of IFRS 16, positioning Dufry strongly in the Ba2 rating category

Dufry AG - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Dufry AG - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Dufry AG - June 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Fehmi Ben Naamane

Dufry AG : Un T2 en ligne qui rassure mais la pression continue sur les marges – Achat OC ajusté à 132 CHF

>Des résultats T2 en ligne avec les attentes - Les résultats T2 de Dufry ressortent globalement en ligne avec les attentes. La croissance organique groupe accélère comme attendu à 2.3% sur le trimestre (vs +2.0% au T1 et +1.8% au T4) étant donné l’amélioration des trafics aériens notamment en Asie et en Europe. Ces chiffres rassurent mais le rythme d’accélération reste relativement faible pour espérer revenir à des niveaux de croissance organique fiables et surtout at...

Fehmi Ben Naamane

Dufry AG : Good operating performance in Q1 2019 – Buy rating reiterated

>Slight acceleration in organic growth in Q1 - Dufry’s Q1 earnings release is reassuring in a difficult stock market climate for the stock. The group announced organic growth of 2.0% in the quarter (+5.6% stripping out South America), a slight acceleration from the 1.8% recorded in Q4 2018 and a second quarter of positive organic growth after the low point in Q3. On a reported basis, group revenues therefore grew 3.4% y1eo1ey. There were no surprises in the different re...

Fehmi Ben Naamane

Dufry AG : Bonne performance opérationnelle au T1 2019 – Achat réitéré

>Légère accélération de la croissance organique au T1 - La publication de Dufry au titre de son T1 rassure dans un contexte boursier très difficile pour le titre. Le groupe annonce une croissance organique à 2.0% sur le trimestre (+5.6% hors Amérique du Sud), en légère accélération par rapport au T4 2018 à 1.8% et marquant un deuxième trimestre de croissance organique positive après le point bas du T3. En publié le CA groupe a ainsi crû de 3.4% yoy. Pas de surprises p...

Jelena Sokolova

Morningstar | Dufry's 1Q Sales Solid, but Concession Inflation Weighs; Shares Undervalued

We are maintaining our fair value estimate for narrow-moat Dufry after the company reported first-quarter results. Revenue grew 3.4% in the quarter versus our full-year expectation of 4%, with 2% organic growth on top of strong comparables last year (7.1% organic growth in the first quarter of 2018). Like-for-like growth remained negative (down 1.3%) while new concessions added 3.3% and currency had a positive impact of 1.4%. The main drag on performance continued to be South America with a 10.8% organic revenue decline, driven by the difficult situation in Brazil and Argentina and tough comp...

Jelena Sokolova

Dufry's 1Q Sales Solid, but Concession Inflation Weighs; Shares Undervalued

We are maintaining our fair value estimate for narrow-moat Dufry after the company reported first-quarter results. Revenue grew 3.4% in the quarter versus our full-year expectation of 4%, with 2% organic growth on top of strong comparables last year (7.1% organic growth in the first quarter of 2018). Like-for-like growth remained negative (down 1.3%) while new concessions added 3.3% and currency had a positive impact of 1.4%. The main drag on performance continued to be South America with a 10.8...

1 director bought

A director at Dufry Ag bought 13,000 shares at 77.112CHF and the significance rating of the trade was 100/100. 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 company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Louis Boujard
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/07/2019

...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2019

...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2019

...

Alfred Glaser ...
  • Anis Zgaya
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Khaled Ben Amor
  • Louis Boujard
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Samantha Jeary
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/14/2019

...

Alfred Glaser ...
  • Anis Zgaya
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Khaled Ben Amor
  • Louis Boujard
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Samantha Jeary
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/05/2019

...

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Dufry AG – Mergers & Acquisitions (M&A), Partnerships & Alliances and Investment Report

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Dufry GRP – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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