Report
Olfa Taamallah ...
  • Yan Derocles

Airbus Group : Volatilité à court terme vs préparation du ramp-up

>2021, une année de transition… - A peine quelques semaines après avoir détaillé l’évolution des cadences de production, le degré de prudence incorporé dans la guidance 2021 a pu surprendre. Toutefois, nous pensons qu’il reflète surtout la dégradation récente du trafic et le flou qui entoure le timing de l’inflexion mais qu’il ne remet en rien en cause la trajectoire d’accélération au-delà de 2021. Le niveau du T4 2020 peut également être un bon témoin de la prudence ...
Underlying
Airbus SE

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.

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
Olfa Taamallah

Yan Derocles

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