Oddo BHF - DAIMLER TRUCK (DTG) Daimler Truck : Feedback salon IAA : ambitions toujours fortes, contexte toujours mitigé

Report

Oddo BHF

Anthony Dick ...

Michael Foundoukidis

Daimler Truck : Feedback salon IAA : ambitions toujours fortes, contexte toujours mitigé

>Rencontre CEO/CFO au salon IAA Mobility de Hanovre - Daimler Truck a organisé hier, en présence de la CFO Eva Scherer et de la nouvelle CEO Karin Radstrom (ex responsable de la BU Mercedes-Benz), un évènement de rencontre avec investisseurs/analystes en marge du salon IAA Mobility à Hanovre. L’évènement a été l’occasion d’échanger avec cette nouvelle équipe du top management (CFO en poste depuis le 01/04, prise de fonction de la future CEO prévue pour le 01/10) sur...

18/09/2024 1 FR

Underlying

DAIMLER TRUCK

See profile

DE000DTR0CK8 Germany

Provider

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.

See profile

Analysts

Anthony Dick

Michael Foundoukidis

Other Reports on these Companies

Oddo BHF

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/09/2024

La prochaine acquisition de Campari pourrait être en Inde et intervenir rapidement, selon nous. Rapidement d’abord pour que le groupe puisse pleinement profiter du dynamisme de ce marché. Rapidement ensuite pour se prémunir du ralentissement actuel des liqueurs et apéritifs (L&A) en Europe, segment dont il est historiquement très dépendant. Malgré l’intérêt stratégique du marché indien, une telle opération de M&A pourrait se révéler risquée en s’ajoutant aux multiples défis opérationn...

September 18, 2024 September 18, 2024 1 FR

Oddo BHF

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/18/2024

Campari’s next acquisition might be in India and could materialise quickly, in our view. Speed is of the essence: first so that the group can take full advantage of the dynamic growth of this market; and second to guard against the current slowdown in liqueurs and aperitifs (L&A) in Europe, a segment on which it has historically been very reliant. Despite the strategic value that the Indian market offers, such an M&A deal could prove risky by adding to the multiple operational challen...

September 18, 2024 September 18, 2024 1 EN

Oddo BHF

Daimler Truck : IAA Mobility feedback: ambitions still high, environment still subdued

>CEO/CFO meeting at IAA Mobility in Hannover - Daimler Truck yesterday hosted a meeting between CFO Eva Scherer and incoming CEO Karin Radstrom (ex-head of the Mercedes-Benz unit) and investors/analysts on the sidelines of the IAA Mobility fair in Hannover. The event provided an opportunity to discuss with the new top management team (the CFO having taken the role since 1 April and future CEO due to start on 1 October) the latest trends (demand still lacklustre in Eu...

September 18, 2024 September 18, 2024 1 EN

Tubacex : Middle East catalysts expected to reactivate re-rating

Tubacex is a solutions provider for the energy and mobility sectors through high value-added products (seamless stainless-steel tubes) and services. It has recently completed a successful transformation which should result in a much more stable results and cash flow profile going forward (EBITDA margin c.15% vs 10-year historical average of 9%) although 2024 will be a transition year ahead of the completion of the ADNOC contract and the closing of Mubadala’s transaction (acquisit...

12h / 25m 12h / 25m 1 EN

Jean Danjou

Jean Danjou

ODDO : August watch exports surprisingly up, looks like a misleading signal

>August exports show a growth rebound mainly driven by luxury watches - Strange things can happen in August: watch exports are growing even faster than in July at +6.9% y-o-y versus +1.8% the month before (the year-to-date growth remains negative at -1.4%) but this is entirely driven by 14.9% growth in the luxury segment, mainly fuelled by watches incorporating precious metals, according to Fédération Horlogère. The other categories show a significant decline fo...

15h / 37m 15h / 37m 1 EN

Jean Danjou

Jean Danjou

ODDO : August watch exports surprisingly up, looks like a misleading signal

15h / 43m 15h / 43m 1 FR

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Daimler Truck : Feedback salon IAA : ambitions toujours fortes, contexte toujours mitigé

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/09/2024

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/18/2024

Daimler Truck : IAA Mobility feedback: ambitions still high, environment still subdued

Tubacex : Middle East catalysts expected to reactivate re-rating

ODDO : August watch exports surprisingly up, looks like a misleading signal

ODDO : August watch exports surprisingly up, looks like a misleading signal

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe