Report
Olfa Taamallah ...
  • Yan Derocles

Dassault Aviation : No re-rating without signs of a tangible improvement in the supply chain

>The supply chain remains convalescent and regulators more demanding - The magnitude of the difference between deliveries executed in FY 2023 and the initial target (9 Falcon and 2 Rafale) as well as caution on the FY 2024 target (35 Falcon, just in line with the initial target for FY 2023) demonstrates that the challenge of supply chain management remains intact. In particular, the group blames aerostructure suppliers, such as GKN Aerospace, Daher and Latécoère, as t...
Underlying
DASSAULT AVIATION

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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