Report
Geoffroy Michalet

ALD Automotive : Feedback confcall : quelques éléments complémentaires

>Les véhicules électriques dépasseront bientôt les véhicules diesel - Le groupe a délivré près de 23% (et 26% en Europe) de nouveaux véhicules électriques (10% au S1 2020) contre environ 30% de véhicules diesel (39% en 2020). Nous pensons que d’ici 12 mois, les contrats sur des véhicules électriques dépasseront ceux des véhicules diesel. Pour rappel, l’objectif du plan stratégique 2025 est d’atteindre 30% de nouveaux contrats sur des véhicules électriques, nous penson...
Underlying
ALD SA

ALD is a service leasing and vehicle fleet management group with a fleet of more than 1,375,000 vehicles in 41 countries. Under a full-service lease, the client pays the leasing company a regular monthly lease payment to cover financing, depreciation of the vehicle and the cost of various services provided in relation to the use of the vehicle (such as maintenance, replacement car, tyre management, fuel cards and insurance). Fleet management services include the provision of outsourcing contracts to clients under which the vehicle is not owned by Co., but is managed by Co. and for which the client pays fees for the various fleet management services provided.

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
Geoffroy Michalet

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