Report
Delphine Brault

Alstom : Un roadshow très rassurant sur le ‘projet Bombardier’

>Les sujets clés ont été clarifiés par le CFO à Paris - L’historique des négociations Alstom-Bombardier, la définition exacte du prix et ses ajustements possibles, les clauses de protection d’Alstom, les risques inhérents au carnet de commandes de Bombardier Transport (BT) et les perspectives anti-trust en Europe ont suscité le plus de questions. Le CFO Laurent Martinez a rassuré sur tous ces points tout en communiquant sur le potentiel important de la ‘newco’ à moyen...
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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