Report
Delphine Brault

Alstom : Commandes et CA du T3 le 16 janvier

>Un T3 riche en commandes - Nous prévoyons des commandes de 3.8 Md€ et un CA de 2.1 Md€, soit un ratio book-to-bill de 1.8x. Alstom vient d’annoncer un contrat de 755 M€ au RU (upgrade de Pendolinos, comptabilisé au T3), faisant suite à 800 M€ à Perth en Australie (Metronet), 430 M€ à Marseille (métro) ou encore 350 M€ à Sydney en Australie (extension du métro). Ce trimestre pourrait ainsi être le meilleur depuis le T2 2018-19, en se situant nettement au-dessus de la ...
Underlying
Alstom SA

Alstom serves the power generation and transmission markets, and rail transport market. Co.'s activities are divided into four sectors: the Thermal Power Sector (Co. offers power generation solutions using gas or coal to services including plant modernization, maintenance and operational support); the Renewable Power sector offers EPC solutions, turbines and generators, control equipment and maintenance for Hydropower and Wind power activities; the Grid Sector designs and manufactures equipment and turnkey solutions to manage power grids and transmit electricity from the power plant to the large end-user; and the Transport Sector provides rail transport products, systems and services.

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
Delphine Brault

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