Report
Delphine Brault ...
  • Quentin Borie

Alstom : Feedback roadshow : le groupe déroule son plan de recovery

>Les problèmes de supply chain se sont accentués au S1, mais restent gérables - Sans surprise, beaucoup de questions ont tourné autour de ce sujet après que le groupe ait mentionné des difficultés avec plusieurs de ses fournisseurs (69 d’entre eux au total rencontrent des difficultés, dont 4 qui ont impacté le timing de production et donc de livraison). Les retards sont attribués à, d’une part une mauvaise anticipation de la part des fournisseurs de la montée en caden...
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

Quentin Borie

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