Oddo BHF - DASSAULT AVIATION (AM) Dassault Aviation : FY 2024 deliveries broadly in line (+1 Rafale/-2 Falcon vs consensus) – Supply chain continues to weigh

Report

Oddo BHF

Olfa Taamallah ...

Yan Derocles

Dassault Aviation : FY 2024 deliveries broadly in line (+1 Rafale/-2 Falcon vs consensus) – Supply chain continues to weigh

08/01/2025 1 EN

Underlying

DASSAULT AVIATION

See profile

FR0014004L86 Euronext Paris France

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

Olfa Taamallah

Yan Derocles

Other Reports on these Companies

Oddo BHF

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/01/2025

16h / 40m 16h / 40m 1 FR

Oddo BHF

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/08/2025

16h / 40m 16h / 40m 1 EN

France: political stability vs fiscal consolidation?

France ended 2024 without a budget, without growth, and without much political visibility. What will the situation be in 2025? Political stability is the key to securing approval of the budget, which is itself a prerequisite to lifting the weight of uncertainty depressing the morale of households and businesses. If it wants to survive, the Bayrou government must gain the neutrality of the Socialist Party and, to this end, it says it is ready to tighten taxes on the productive forces, to reduce efforts on spending, and even to re-examine the latest pension reform. This amounts to buying politic...

11h / 22m 11h / 22m 1 EN

Bruno Cavalier

Bruno Cavalier

France : stabilité politique vs assainissement budgétaire ?

La France a fini 2024 sans budget, sans croissance, et sans grande visibilité politique. Qu’en sera-t-il en 2025 ? La stabilité politique est la clé pour faire passer un budget en bonne et due forme, condition elle-même nécessaire pour lever la chappe d’incertitude qui pèse sur le moral des ménages et des entreprises. S’il veut survivre, le gouvernement Bayrou doit se concilier la neutralité du parti socialiste et, pour cela, il se dit prêt à durcir la fiscalité sur les forces productives, à réduire les efforts sur les dépenses, voire à réexaminer la dernière réforme des retraites. Cela revien...

12h / 34m 12h / 34m 1 FR

Baptiste Salaville ... (+4)

Baptiste Salaville
Emira Sagaama
Emmanuel Matot
Jerôme Bodin

ODDO BHF Small & MIDCAP MORNING NEWS – 01/08/2025

16h / 22m 16h / 22m 1 EN

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

Dassault Aviation : FY 2024 deliveries broadly in line (+1 Rafale/-2 Falcon vs consensus) – Supply chain continues to weigh

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/01/2025

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/08/2025

France: political stability vs fiscal consolidation?

France : stabilité politique vs assainissement budgétaire ?

ODDO BHF Small & MIDCAP MORNING NEWS – 01/08/2025

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