Airbus Group : Reprise en main de la génération de cash et confiance dans les cadences
>La cadence 40 est clairement un point bas - Si la société a indiqué avoir repoussé du T2 2021 au T3 2021 la demande de passage d’une production de 40 A320 à 47 à ses fournisseurs compte tenu de la résurgence du COVID (avec un impact sur les livraisons Airbus quelques mois plus tard), nous retenons surtout le commentaire indiquant que la cadence 40 est jugée comme solide et que le carnet et les discussions avec les clients soutiennent le rythme de 47. Nous pensons que...Airbus is an European Aeronautic Defense and Space company whose core business is the manufacturing of commercial aircraft, civil and military helicopters, commercial space launch vehicles, missiles, military aircraft, satellites and defense systems and defense electronics and the rendering of services related to these activities. Co. organizes its businesses into the following five operating divisions: Airbus Commercial, Airbus Military, Eurocopter, Cassidian and Astrium. In addition, Co.'s Other Businesses division engages in the development, manufacturing, marketing and sale of regional turboprop aircraft and aircraft components.
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.
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