Report
Anthony Dick ...
  • Michael Foundoukidis

BMW : Des impacts temporaires et d’autres plus structurels

>T3 encore plus faible qu’attendu, guidance confirmée impliquant un meilleur T4 - BMW a publié hier avant Bourse des résultats T3 faibles, inférieurs aux attentes (EBIT Auto -16% vs css), impactés par le rappel sur systèmes de freinage et l’environnement morose en Chine (détails dans First Take ici). Le groupe confirme sa nouvelle guidance 2024 (abaissée au moment du profit warning du 10/09), tablant sur une accélération au T4 (volumes, mix) avec la normalisation de ...
Underlying
Bayerische Motoren Werke AG

Bayerische Motoren Werke is a holding company, engaged in the development, manufacture and sale of cars and motorcycles. Co. owns three brands: BMW, MINI and Rolls-Royce. Co.'s BMW automobile range encompasses the 1 Series, including coupe and convertible models; the 3 Series, including sedan, touring, coupe and convertible models; the 5 Series, including sedan and touring models; the 6 Series, including coupe or convertible; the 7 Series large sedan; the Z4 roadster and coupe; the sports utility vehicles, X3, X5 and X6 and M models. Co. also provides cars under the MINI brand and motorcycles under the BMW brand. The Rolls-Royce brand provides three cars, Phantom, Coupe and Ghost.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Anthony Dick

Michael Foundoukidis

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