Alstom : Nous confirmons notre Achat après le T1. OC relevé à 55.0 €
>Nos chiffres ajustés à la hausse - Avec des commandes de 1651 M€ et un CA de 1507 M€, le T1 a dépassé nos attentes de 1030 M€ et 1320 M€ resp. Le backlog s’élève à 41 Md€. Malgré le fort recul trimestriel en volume (-25% organiques), le mix est plutôt favorable avec une meilleure résistance des services (-19%) et de la signalisation (-7%). A mi-juillet, le groupe s’est bien remis en ordre de marche avec des « opérations proches d’un niveau normalisé ». Le S1 sera di...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.