Report
Anthony Dick ...
  • Michael Foundoukidis

Stellantis : Time required to restore credibility after a warning of such magnitude

>Management’s visibility close to zero, consensus estimates too but cut by 40% - While a warning was somewhat expected (and even hoped for) given the weakening macro environment and the OEM's need to address its own company-specific issues (mostly but not only the North American situation), the magnitude of this morning's cut is a shock (~-50% cut to this year's estimates, -40% for consensus) and raises significant questions about management's visibility on the busine...
Underlying
Stellantis N.V.

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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