Report
Olfa Taamallah ...
  • Yan Derocles

Leonardo : Neutre vs Surperformance – Le temps d’une pause

>Neutre vs Surperformance mais OC relevé à 17.5 € - Nous préférons prendre une pause et abaisser notre recommandation de Surperformance à Neutre avec un nouvel objectif de cours de 17.5 € dérivé d’une moyenne entre un DCF et une SOTP 2025. Avec une appréciation de 85% en 2023, le titre a réalisé la meilleure performance du secteur défense en Europe, surperformant ses pairs de 54%, alors même que le consensus a réduit ses estimations sur les 12 derniers mois. Le rerat...
Underlying
Leonardo SpA

Leonardo is the holding company for The Finmeccanica Group, and is responsible for guiding and controlling industrial and strategic operations, coordinates its subsidiaries. The Finmeccanica Group operates in the Aerospace and Defence sector, which includes the Helicopters, Defence and Security Electronics, Aeronautics, Space and Defence Systems segments; and in the Transportation sector, which also includes Fata S.p.a., in addition to the companies operating in the transportation sector.

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
Olfa Taamallah

Yan Derocles

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