Report
Anthony Dick ...
  • Michael Foundoukidis

Iveco : A catch-up fully priced in

>Q4 results and 2023 guidance ahead of forecasts - Iveco reported on Friday morning full-year results well ahead of expectations (first take here), mainly driven by strong volume growth at the end of the year implying better supply conditions than peers. On the back of these results, 2023 guidance was also far better than expected and still seems conservative to us (growth of “just” 2/3% despite positive price effects and an improvement in the industrial EBIT margin ...
Underlying
IVECO GROUP

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
Anthony Dick

Michael Foundoukidis

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