Alstom : Feedback roadshow : un plan qui se dessine, mais la visibilité va mettre du temps à s’améliorer
>Le ramp-up en production n’est pas terminé - La montée en production à laquelle le groupe doit faire face pour délivrer les 90 Md€ de commandes en carnet n’est pas terminée. Le groupe a encore 1 an et demi de ramp-up à gérer.Le groupe avait livré 4 151 voitures en 2022/23 et prévoit d’en livrer 25% de plus d’ici à 2024/25 (en octobre, le nombre de voitures produites a cru de 30% vs octobre 2022). Ce ramp-up pèse sur le BFR, avec une hausse des stocks et des proj...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.
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.
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