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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Quadient (QDT FP) France

Technology

French small caps expert Julien Onillon’s SOTP analysis implies a valuation 3x higher than today - Julien calculates QDT’s Software division to be worth €2bn; its Mail Related Solutions division €375m and its Parcel Locker division €400m. So, what is the key to unlocking this hidden value? Management should consider listing its Software division. A short video outlining Julien's thesis can be found here.

Edition: 123

- 12 November, 2021