Report
Delphine Brault ...
  • Quentin Borie

ABB Ltd. : Preview T3 : dans la même veine que le T2, discrete automation sous pression

>Preview T3 : book-to-bill de 0.97x et 5% de croissance du CA en comparable - Nous prévoyons un T3 dans la même veine que le T2, les tendances se confirment : demande soutenue sur les segments datacenters et utilities, reprise progressive de quelques activités à cycle court, et toujours un recul marqué de la demande en discrete automation. Nos prévisions sont assez proches de celles du consensus, à l’exception des commandes pour lesquelles nous sommes légèrement plus ...
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

Quentin Borie

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