Bénéteau : Pour 2024, nous confirmons le scénario d’une baisse des volumes sous l’effet de la réduction des stocks des concessionnaires. OC 15.5 € vs 17 €
>Nous adoptons un scénario plus prudent sur le CA Bateaux en 2024 - A l’occasion d’un contact avec le groupe (IR) et de publication récente de concurrent au sein du secteur, nous sommes revenus sur les perspectives de croissance de Bénéteau à CT et MT. Nous retiendrons principalement : A l’issue des 9 premiers mois de l’exercice, le chiffre d’affaires s’est apprécié de 30.2% à 1 343.9 M€ (dont +31.2% pour les Bateaux à 1 105.1 M€) et pour l’ensemble de l’exercice...Beneteau designs, manufactures and sells yachts and powerboats through an international network of dealers. Co. also designs, manufactures and sells mobile homes. Its operations can be divided into two segments: The Boats segment and the Leisure Homes segment. The Boats segment groups together the activities for manufacturing and marketing boats with a customer base made up of dealers; The Leisure Homes segment groups together the activities for manufacturing and marketing mobile homes with a customer base made up of campsites and wholesalers, and the the activities for manufacturing and marketing wood-frame houses. Some of Co.'s brands are Beneteau, Jeanneau, CNB, IRM and O'Hara.
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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