Report
Olfa Taamallah ...
  • Yan Derocles

BAE Systems : Belle visibilité mais la croissance est plus forte ailleurs

>Un brin d’optimisme dans le trading update - A la différence des commentaires de la plupart des primes américains de la défense suite au T1 2022, BAE Systems n’a pas fait état dans son trading update de détérioration de sa chaine de fournisseurs ces derniers mois mais indique notamment que ses contrats sur des programmes long terme lui offrent une forte visibilité qui facilite la gestion des délais de production. Sans les quantifier, la société annonce que les prises...
Underlying
BAE Systems plc

BAE Systems is a defense, aerospace and security solutions provider. Co. supplies defense equipment, electronics and services, and cyber, intelligence and security solutions for governments and commercial markets. Co.'s offerings include the: manufacture of Typhoon assemblies for European partner nations and other export customers; design and manufacture of sub-assemblies in the U.K. and provision of equipment in the U.S.; development of future air system capabilities, including unmanned air systems; maintenance, support and training for Typhoon aircraft in service with the U.K. and Saudi Arabian air forces; and design, manufacture and support of defense and commercial avionics equipment.

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
Olfa Taamallah

Yan Derocles

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