BAE Systems : Une valorisation équitable pour une croissance qui accélèrera à partir de 2024 - OC relevé à 1 000p
>Une croissance relativement modérée en 2023, avant… - L’objectif de croissance topline 2023 de 3% à 5% déçoit alors qu’il répercute, certes pour une faible portion, une part d’inflation (contrats cost plus et impact des clauses d’indexation). Une partie de l’explication vient du lead time d’environ 18 mois afin de transformer les commandes en CA. Cette fourchette est également à mettre en perspective avec les guidances des primes américains (milieu de fourchette à -0...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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