Report
Delphine Brault

Assa Abloy : Cybersécurité : une directive européenne en soutien de la croissance

La directive européenne NIS2 (sur la cybersécurité), en cours d’implémentation, va être un soutien pour le segment commercial en Europe d’Assa Abloy. Ceci associé à une reprise dans les pays nordiques en résidentiel et un segment commercial US toujours solide devraient aider progressivement à retrouver une meilleure dynamique de la topline (retour vers les 4-5%) et compenser le sentiment négatif associé aux perspectives décevantes du résidentiel US. Opinion Surperformance confirmée, OC relevé à 363 SEK.
Underlying
ASSA ABLOY AB Class B

ASSA ABLOY provides a range of door opening solutions. Co. is organized into five divisions. Europe, Middle East and Africa division, Americas (North and South America) division and Asia Pacific (Asia, Australia and New Zealand) division manufacture and sell mechanical and electromechanical locks, security doors and hardware in their respective geographical markets. Global Technologies division operates worldwide in the product areas of access control systems, secure card issuance, identification technology and hotel locks. Entrance Systems division is a global supplier of entrance automation products and service.

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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