Report
Delphine Brault

Alstom : Roadshow avec le management – demande soutenue, objectifs confirmés

>Roadshow à Paris avec le CEO et le CFO - Le management a souligné la demande soutenue dans ses marchés, confirmé ses objectifs financiers et répondu aux questions sur des sujets aussi divers que le M&A potentiel, CRRC et Vossloh, le placement de Bouygues, les relations avec TMH ou le potentiel des trains à hydrogène. Nous avons noté que le discours est très confiant et qu’il n’y a pas d’élément perturbateur qui serait apparu depuis le CMD fin juin.Une de...
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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