Orpea’s challenge to its business model leads us to cut our forecasts in addition to valuation parameters (see 26-01-2022). It is clearly a double-whammy. The new target price is certainly not encompassing the distinct possibility that the crisis is a protracted one for the whole senior care industry leading to a structural drop in margins nor does it account for a change in governance.

27 Jan 2022
ESG mess blows a hole in the earnings outlook

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ESG mess blows a hole in the earnings outlook
Orpea’s challenge to its business model leads us to cut our forecasts in addition to valuation parameters (see 26-01-2022). It is clearly a double-whammy. The new target price is certainly not encompassing the distinct possibility that the crisis is a protracted one for the whole senior care industry leading to a structural drop in margins nor does it account for a change in governance.