Report
Delphine Brault

Alstom : Léger ajustement en baisse de nos prévisions : activité ralentie mais le gros de la production de trains sera rattrapé

>Production en redémarrage après la grosse perturbation - Alstom, comme d’autres fabricants de trains, a progressivement réduit sa fabrication à partir de mars, avant d’être amené à fermer certaines usines entre 3-4 semaines environ (mars et avril). Les pays les plus touchés du groupe semblent être l’Espagne, l’Italie, la France et les US. L’Inde et l’Afrique du Sud connaissent des problèmes similaires mais décalés de quelques semaines, tandis que la Chine avait été ...
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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