Lectra : Le point bas sur les commandes semble atteint et les fondamentaux renforcés pour 2024. Surperformance vs Neutre. OC 36.5 € (vs 26 €)
>Le point bas sur les commandes semble avoir été atteint au S2 2023 - Deux éléments ont fait évoluer positivement notre opinion à l’issue de notre Forum : un momentum désormais plus favorable pour les commandes et un message plus volontariste sur la progression des marges. Après 6 trimestres consécutifs de baisse (en supposant T4 2023), Lectra n’anticipe pas une baisse des commandes en 2024 considérant le point bas désormais touché. Le ton était confiant sur l’automob...Lectra markets full-line solutions comprising the sale of software, CAD/CAM equipment and associated services (technical maintenance, support, training, consulting, sales of consumables and spare parts). Co. addresses an array of global markets, including fashion (apparel, accessories, and footwear), automotive (car seats and interiors, airbags), and furniture, as well as other industries, such as the aeronautical and marine industries. Its technology enables its customers to design, develop and manufacture their products (garments, seats, airbags, etc.). For the fashion industry, Co.'s software applications also enable the management of collections and cover the entire product lifecycle.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.