Report
Delphine Brault

ABB : ABB a bien résisté au T2, mais le titre est devenu très cher

>Ajustements à la hausse de nos chiffres - Le T2 a été bien au-dessus des attentes (revenus 10% supérieurs, « operational EBITA » 46%) malgré le plein impact du COVID-19. La demande reste faible selon ABB, qui ne fournit pas de guidance chiffrée dans ce contexte. Nous attendons désormais un CA annuel en recul de -7% en comparable et une marge opérationnelle en baisse de -50 pb à 10.6% ; notre estimation précédente était de -10% et -180 pb / 9.3% resp. Dans nos prévisi...
Underlying
ABB Ltd.

ABB specializes in power and automation technologies. Co. provides a broad range of products, systems, solutions and services that are designed to boost industrial productivity, increase power grid reliability, and enhance energy efficiency. Co.'s automation businesses serve a full range of industries with process optimization, control, measurement and protection applications. Co.'s power businesses focus on power transmission, distribution and power-plant automation, and support electric, gas and water utilities, as well as industrial and commercial customers.

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
Delphine Brault

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