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Olfa Taamallah ...
  • Yan Derocles

BAE Systems : Une belle visibilité qui se reflète dans la valorisation

>Le fort momentum de prises de commandes améliore encore la visibilité - Après un book-to-bill de c1.8x sur le S1 2023 notamment porté par la commande du support Typhoon par l’Arabie Saoudite et par le programme Dreadnought (respectivement 4.1 Md£ et 2.4 Md£), le momentum devrait se poursuivre avec une anticipation de plus de 10 Md£ de commandes sur le S2, ce qui permettrait de terminer l’exercice sur un B/B supérieur à 1.3x et d’offrir une visibilité équivalente à pl...
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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