LNA Sante

LNA Sante SA Formerly known as Le Noble Age. LNA Sante SA, formerly known as Le Noble Age SA is a France-based company that owns and operates retirement homes and complexes for elderly residents. The Company's residences provide care and assistance for elderly people with a variety of needs, from those with a high level of independence, to those who are completely dependent. LNA Sante SA is also engaged in real estate operations. The Company has residences in France and Belgium. LNA Sante SA operates through its several subsidiaries, including Le Parc de Diane Sarl, Institut Medicalise de Mar Vivo, Gerhome, Residence le Point du Jour and the home healthcare service provider ARAIR Assistance, as well as ARAIR Group's support and training services, among others.
  • TickerLNA
  • ISINFR0004170017
  • ExchangeEuronext Paris
  • SectorHealth Care Equipment & Services
  • CountryFrance

Analysts

Alain William ...
  • Antoine Boivin-Champeaux
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Ayachi
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jeremy Garnier
  • Johanna Jourdain
  • Michael Foundoukidis
  • Nicolas David
  • Nicolas Thorez
  • Olivier Lebrun
  • Roland Pfaender
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 19/07/2019

La nouvelle stratégie, dont Ben Smith consolide actuellement méthodiquement les fondations, pourrait apporter un supplément net de 200 pb de marge EBIT (vs 4.6% en 2019) grâce à l’activation de leviers à la main du management à horizon 3 ans. Une adhésion des pilotes rendrait possible une évolution en profondeur et une appréciation des multiples avec un best case ajoutant 20 € à notre OC. Achat réitéré. Le titre fait partie de notre liste de Convictions large caps. - ...

Alain William ...
  • Antoine Boivin-Champeaux
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Ayachi
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jeremy Garnier
  • Johanna Jourdain
  • Michael Foundoukidis
  • Nicolas David
  • Nicolas Thorez
  • Olivier Lebrun
  • Roland Pfaender
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 07/19/2019

The new strategy, the foundations of which Ben Smith is methodically consolidating, could add an extra 200bp of EBIT margin (vs. 4.6% in 2019) thanks to the activation of the levers in management’s hands over the next three years. Support from the pilots would facilitate a radical change and a re-rating with a best case adding € 20 to our target price. Buy recommendation reiterated. The stock is part of our Large Cap Convictions List. - - ...

Christophe-Raphaël Ganet

LNA Santé : Good Q2 2019: acceleration in organic growth. Guidance / estimates raised. Buy vs Neutral

>Good Q2 revenues: +8.3% (acceleration in organic growth) - Q2 operating revenues came to € 117.5m (+8.3% and +6.4% l-f-l.). At end-H1, operating revenues amounted to € 230.5m, up +7.7% with 5.2% organic growth and 2.5% external growth. In the press release, the group also said that it is increasing its targets. The H1 performance, which was ahead of schedule, led the group to reset its organic growth target at “+4.5% and external growth at +2.5% in 2019, for operatin...

Christophe-Raphaël Ganet

LNA Santé : Bon T2 2019 : organique en accélération. Guidances / estimations relevées. Achat vs Neutre

>Bon CA T2 : +8,3% (organique en accélération) - Les revenus Exploitation du T2 se montent à 117,5 M€ (+8,3% et +6,4% lfl.). A fin S1, le CA Exploitation s’élève ainsi à 230,5 M€, +7,7% dont 5,2% de croissance organique et 2,5% de croissance externe. Dans son communiqué, le groupe indique, par ailleurs, relever ses objectifs. La performance du S1, en avance sur la prévision conduit à rebaser l’objectif de croissance organique à « +4,5% et de croissance externe à + 2,5...

Alfred Glaser ...
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Laurence Hofmann
  • Martial Descoutures
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/27/2019

...

Bruno de La Rochebrochard

LNA Santé: Q2 revenue: Ahead our expectation with sustained organic. FY organic now expected over 4%.

Brief Comment - LNA Santé: (BUY, Fair Value EUR68 (+24%)) Q2 revenue: Ahead our expectation with sustained organic. FY organic now expected over 4%.

Alain William ...
  • Antoine Boivin-Champeaux
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Ayachi
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jeremy Garnier
  • Johanna Jourdain
  • Michael Foundoukidis
  • Nicolas David
  • Nicolas Thorez
  • Olivier Lebrun
  • Roland Pfaender
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 19/07/2019

La nouvelle stratégie, dont Ben Smith consolide actuellement méthodiquement les fondations, pourrait apporter un supplément net de 200 pb de marge EBIT (vs 4.6% en 2019) grâce à l’activation de leviers à la main du management à horizon 3 ans. Une adhésion des pilotes rendrait possible une évolution en profondeur et une appréciation des multiples avec un best case ajoutant 20 € à notre OC. Achat réitéré. Le titre fait partie de notre liste de Convictions large caps. - ...

Alain William ...
  • Antoine Boivin-Champeaux
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Ayachi
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jeremy Garnier
  • Johanna Jourdain
  • Michael Foundoukidis
  • Nicolas David
  • Nicolas Thorez
  • Olivier Lebrun
  • Roland Pfaender
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 07/19/2019

The new strategy, the foundations of which Ben Smith is methodically consolidating, could add an extra 200bp of EBIT margin (vs. 4.6% in 2019) thanks to the activation of the levers in management’s hands over the next three years. Support from the pilots would facilitate a radical change and a re-rating with a best case adding € 20 to our target price. Buy recommendation reiterated. The stock is part of our Large Cap Convictions List. - - ...

Christophe-Raphaël Ganet

LNA Santé : Good Q2 2019: acceleration in organic growth. Guidance / estimates raised. Buy vs Neutral

>Good Q2 revenues: +8.3% (acceleration in organic growth) - Q2 operating revenues came to € 117.5m (+8.3% and +6.4% l-f-l.). At end-H1, operating revenues amounted to € 230.5m, up +7.7% with 5.2% organic growth and 2.5% external growth. In the press release, the group also said that it is increasing its targets. The H1 performance, which was ahead of schedule, led the group to reset its organic growth target at “+4.5% and external growth at +2.5% in 2019, for operatin...

Christophe-Raphaël Ganet

LNA Santé : Bon T2 2019 : organique en accélération. Guidances / estimations relevées. Achat vs Neutre

>Bon CA T2 : +8,3% (organique en accélération) - Les revenus Exploitation du T2 se montent à 117,5 M€ (+8,3% et +6,4% lfl.). A fin S1, le CA Exploitation s’élève ainsi à 230,5 M€, +7,7% dont 5,2% de croissance organique et 2,5% de croissance externe. Dans son communiqué, le groupe indique, par ailleurs, relever ses objectifs. La performance du S1, en avance sur la prévision conduit à rebaser l’objectif de croissance organique à « +4,5% et de croissance externe à + 2,5...

Christophe-Raphaël Ganet

ODDO : M&A in the retirement homes sector

>Emera and Domidep in talks - According to the French financial daily, Les Echos, Emera is in talks with two funds and a competitor. The group is looking for a value of between € 500m and € 600m.At the same time, Domidep has reportedly opened negotiations with a view to restructuring its capital. The press cites a value of € 1bn.Two different profiles - Emera is the seventh-largest operator in the French retirement home segment (43 retirement hom...

1 director sold

A director at Lna Sante Sa sold 500 shares at 55.178EUR and the significance rating of the trade was 52/100. 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 memb...

Alfred Glaser ...
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Laurence Hofmann
  • Martial Descoutures
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/27/2019

...

Christophe-Raphaël Ganet ...
  • Jean-François Granjon
  • Jeremy Garnier
  • Laurence Hofmann
  • Oussema Denguir
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 06/27/2019

...

Christophe-Raphaël Ganet ...
  • Jean-François Granjon
  • Jeremy Garnier
  • Laurence Hofmann
  • Oussema Denguir
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 27/06/2019

...

Alfred Glaser ...
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Laurence Hofmann
  • Martial Descoutures
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/06/2019

...

Christophe-Raphaël Ganet ...
  • Jean Sassus
  • Martial Descoutures
  • Pierre Corby
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 04/04/2019

...

For LNA SANTE SA, the environment deterioration entails a downgrade to Neutral

LNA SANTE SA (FR), a company active in the Health Care Providers industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 2 stars out of 4, as well as the stock market behaviour of the title as moderately risky. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date March 15, 2019, the closing price was EUR 46.45 and its expected value was estimated at EUR 46.37.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Jehanne Leroy

LNA, 19 juin 2019

Le nombre de conventions réglementées conclues avec la société Fidexi (en lien avec Robert Dardanne, administrateur de LNA Santé) est considérable. Or, le principe de conventions conclues avec une société détenue par un mandataire social est une pratique qui paraît peu saine et qui ne peut que susciter des conflits d'intérêts potentiels. Nous nous opposons aux renouvellements des censeurs car leur présence au sein du Conseil leur permet de bénéficier du même niveau d'autorité que les administrateurs tout en n'ayant pas le même niveau de responsabilité (résolutions 6 et 7). Les rémunérations ...

Jehanne Leroy

Proxy Report - 20/06/2018

Parmi les résolutions proposées par la société, six portent sur la rémunération des dirigeants. Même si les montants indiqués semblentraisonnables, l'absence de communication du bonus annuel total ne nous permet pas de les soutenir (résolutions 10 à 15). En raison de montants demandés trop élevés et de la possibilité d'utilisation en période d'o?re publique, la majorité des autorisations d'augmentation de capital demandées sera refusée (résolutions 18 à 21 et 23 et 24).

SRI Quantitative KPIs

Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dediees aux entreprises de tailles intermediaires (PME, ETI) françaises. Elles presentent 120 indicateurs quantitatifs sur les trois derniers exercices.

SRI Company Analysis

Geol analyses are ESG (Environment, Social, Governance) analyses covering European large caps and small and mid caps, listed or non-listed. Those analyses, based on the ESG risks identified, show the qualitative and quantitative performance of issuers, in a ten-page synthesis.

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