BAE Systems : Une belle visibilité déjà bien reflétée dans la valorisation
>La consolidation de Ball Aerospace compense une guidance organique un peu prudente… - Nous modélisons un EBIT Underlying en hausse de 15% en FY 24 à 3 084 M£ (marge de 10.9% +30 pb) grâce à la consolidation de Ball Aerospace et y compris une progression organique de c9% vs. un objectif compris entre 5 et 7%. Nous sommes notamment plus optimistes pour les divisions Air et Electronic Systems. Toutefois, la remontée du taux d’imposition à 21% compense une partie de cett...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.
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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