Report
Baptiste Lebacq ...
  • Michael B. Schäfer

Air Liquide : Dynamique toujours solide sur le S1 2024

>Opinion Surperformance, OC 216 € - La publication de ce 1er semestre est en ligne avec le plan Advance (et ses ambitions relevées qui visent notamment un ROCE> à 10% et une amélioration de la marge opérationnelle de 320 bp sur 2022/25). Les opportunités d'investissements pour les 12 mois à venir s'élèvent à 4 Md€ (dont plus de 40% liés à la transition énergétique vs 3.4 Md€ à fin 2023), ce qui en fait un acteur incontournable pour jouer la transition énergétique. §rc...
Underlying
Air Liquide SA

L'Air Liquide is engaged in the market of gases for industry, health and the environment. Oxygen, nitrogen, hydrogen, and rare gases make up Co.'s core activities. Co. structures its activities in three segments: Gas and Services, Engineering and Technology, and Other activities. The Gas and Services segment comprises four business lines: Industrial Merchant, Large Industries, Healthcare and Electronics; Engineering and Technology designs, develops and builds industrial gas production plants for Co. and third parties; and the Other Activities segment develops welding and cutting edge technologies, and markets deep-sea diving and swimming equipment to professionals and privates individuals.

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
Baptiste Lebacq

Michael B. Schäfer

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