Report
Delphine Brault ...
  • Quentin Borie

KONE : Feedback roadshow : du mieux à attendre à partir du S2

>La demande reste contrainte en Chine pour les nouvelles installations - Nous avons organisé en fin de semaine dernière un roadshow avec le CFO de KONE. Sans surprise, beaucoup de questions ont concerné la Chine. L’analyse que le groupe avait faite du marché chinois en début d’année se confirme, à savoir : i/ un recul à attendre de l’ordre de 10% des nouveaux équipements (après -20% en 2022), ii/ des mesures d’allégement (devant permettre aux promoteurs d’être moins c...
Underlying
Kone Oyj Class B

KONE is an elevator and escalator industry group based in Finland. Co. is engaged in the provision of products and services for the installation, modernization and maintenance of elevators, escalators and automatic building doors. Co. provides its products and services throughout the entire lifecycle of the equipment, beginning from the installation of new equipment to the maintenance and modernization during their lifecycle and the full replacement of the equipment. Co.'s customers are active in industry segments such as residential, office, retail, public transportation, hotel, hospital, and marine.

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

Quentin Borie

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