Report
Delphine Brault

Knorr-Bremse AG : Nous ajustons nos chiffres en baisse. T1 attendu le 28 mai

>Un T1 probablement en baisse dans les deux activités - La crise actuelle a touché aussi bien le rail (RVS) que les poids lourds (CVS), qui faisaient déjà face à un début de ralentissement cyclique fin 2019. Ce dernier s’est accentué de manière dramatique, avec de très nombreuses fermetures d’usines des clients, aggravées par des soucis de logistique de la supply chain (par ex. fabrication poids lourds au Mexique pour les US). Le Rail a souffert d’un nombre plus rédui...
Underlying
Knorr-Bremse AG

Knorr Bremse AG is a Germany-based company that manufactures braking systems and other subsystems for rail and commercial vehicles. It operates through two segments: Rail Vehicle Systems and Commercial Vehicle Systems. The Rail Vehicle Systems segment equips mass transit vehicles, such as metro cars, and mainline freight and passenger trains with brake systems, as well as entrance systems, heating, ventilation and air conditioning (HVAC) systems, auxiliary power supply, driver assistance systems, electrical traction equipment and control technology, among others. The Commercial Vehicle Systems segment offers products for trucks, buses, trailers and agricultural machinery. Its product portfolio includes brake systems and vehicle dynamics solutions, such as driver assistance, energy supply and distribution systems, such as air compressors, and fuel efficiency products and transmission subsystems, such as vibration dampers, among others. The Company also offers aftermarket services.

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
Delphine Brault

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