Report
Olfa Taamallah ...
  • Yan Derocles

Airbus Group : Base 2023 assainie et accélération plus rapide que prévu de la production long-courriers - OC relevé à 145 €

>Soulagement sur FY 2023 - Si les objectifs 2023 sont certes inférieurs aux attentes du consensus, ils ressortent selon nous au-delà des craintes de la plupart des investisseurs. Le soulagement est également visible quant aux conséquences finalement relativement limitées de l’inflation avec un impact de quelques centaines de M€ selon le management (ODDO BHF : 360 M€e). Le FCF à 3 Md€ peut en particulier apparaitre prudent mais le fait de dévoiler une guidance dans l’e...
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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