Report
Baptiste Lebacq

Siemens Gamesa : Publication inférieure aux attentes et offre de Siemens Energy en cours

>Lancement de l’offre de Siemens Energy = Apporter à l’offre - A la suite de la publication des résultats annuels (exercice clos à fin septembre), nous ajustons notre séquence de résultats à la baisse (en moyenne -30 %sur 2023/25e). La remontée de la rentabilité prendra plus de temps, même si les fondamentaux du secteur se sont améliorés sous l’effet 1/ des tensions géopolitiques, 2/ de la volonté de l’Europe de sécuriser ses sources d’approvisionnements en énergie a...
Underlying
Siemens Gamesa Renewable Energy S.A.

Siemens Gamesa Renewable Energy is a holding company. Through its subsidiaries, Co. is engaged in the business of renewable energy sources, primarily wind power but also including solar energy where its acts as a supplier and manufacturer of technological products, installations and services. Co. is organized along the lines of: promotion, construction and sale of wind farms, engineering, design, manufacture and sale of wind turbines, manufacture of thermic and photovoltaic solar components, promotion and sale of photovoltaic solar farms. Co. also participates in both Spanish and European working groups aimed at establishing priorities for its sector's research & development work.

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
Baptiste Lebacq

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