Report
Delphine Brault

Alstom : Nous ajustons nos prévisions après le roadshow. Achat confirmé

>Une année 2020 difficile, mais un marché qui rebondira vite - Les PDG et CFO d’Alstom ont décrit une crise qui touche toutes les activités du groupe dans quasiment tous les pays. Le T1 fiscal (avril-juin) semble très faible, et il faudra quelques mois pour que la production puisse redevenir normale, notamment parce que les fournisseurs et partenaires sont également désorganisés par le COVID-19. Seuls les services ne pourront pas rattraper les prestations non effectu...
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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