Alstom : Roadshow feedback: the group is rolling out its recovery plan
>Supply chain problems worsened in H1 but remain manageable - Unsurprisingly, quite a few questions focused on this issue after the group mentioned difficulties with several of its suppliers (in all 69 of them have been experiencing difficulties, including four impacting on production timing and therefore deliveries). The delays are blamed on a failure by suppliers to adequately anticipate the ramp-up needed to meet demand from rail groups (creating quality issues an...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.
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