Oddo BHF - ATLAS COPCO AB (ATCO A) Atlas Copco : Preview T3 2024 : un consensus trop prudent sur les commandes

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Oddo BHF

Delphine Brault ...

Quentin Borie

Atlas Copco : Preview T3 2024 : un consensus trop prudent sur les commandes

>Nous prévoyons 3pp d’upside sur la croissance organique des commandes du T3 - Pour le T3 2024, nous anticipons une croissance organique des prises de commandes de 6% yoy (vs consensus à 3% après s’être ajusté à la baisse lors de l’été). Compte tenu des commentaires récents, nous ajustons nos prévisions et anticipons désormais : i/ une reprise plus lente qu’initialement prévu sur les semiconducteurs (légère reprise séquentielle avant une accélération en 2025) ; et ii/...

24/09/2024 1 FR

Underlying

ATLAS COPCO AB

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SE0017486889 Nasdaq Nordic Stockholm Sweden

Provider

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.

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Analysts

Delphine Brault

Quentin Borie

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Atlas Copco : Preview T3 2024 : un consensus trop prudent sur les commandes

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/24/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/09/2024

Apcoa Group : Issuance Focus

Apcoa Group : Focus Emission

Liberty, Equality, Taxation

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