Oddo BHF - Jaguar Land Rover : Increasingly strong before new model launches

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Oddo BHF

Joan Sehim

Jaguar Land Rover : Increasingly strong before new model launches

Jaguar Land Rover (JLR) has returned to full health in recent quarters, with record results for Q3 2023/24. Looking ahead, we believe that the manufacturer is partially immune to the slowdown in the sector, thanks to its luxury positioning and strong exposure to hybrid vehicles, among other things. We also believe that it is approaching the launch of its new electric vehicles with greater confidence, bolstered by strategic partnerships and a certain degree of enthusiasm in the in...

25/03/2024 1 FR

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.

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Analysts

Joan Sehim

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Jaguar Land Rover : Increasingly strong before new model launches

Logitech : PC cycle and leadership in gaming: the winning combo

Nordic Semiconductor : Solid momentum in the short term, already well priced in, and probably overestimated in the long term

Logitech : Cycle PC et leadership dans le Gaming : le combo gagnant

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