Report
Delphine Brault

Alstom : Nous confirmons notre vue positive sur le groupe

>Ajustements légers de nos prévisions - Après la publication des comptes incluant Bombardier Transport (BT), nous avons revu nos chiffres mais ne changeons quasiment pas les revenus ni les résultats opérationnels des prochains exercices. Nous avons en revanche intégré que les projets problématiques de BT mettront plus de temps que prévu à se résoudre : il en reste 6 Md€ à facturer (dont environ la moitié en 2021e), et ceci prendra 2-3 ans, soit un an de plus que ce qu...
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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