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CaixaBank BPI

Start of Coverage: 14-01-2000

Resume of the last report made by this analyst

Despite the recent sh. price performance, JM remains a clear underperformer (-25% LTM vs. 0% for the Estoxx retail). Q1 should be difficult (negative LfL in Poland; seasonality of Easter) but fears of a margin de-rating should not be confirmed given the current competition “status quo” in Poland.

Analyst: José Rito

The information presented refers to recommendations issued by analysts that follow the Jerónimo Martins share. For more information, please read the Analysts Coverage section in this website’s Terms and Conditions.