Report
Antoine Boivin-Champeaux ...
  • Olfa Taamallah

MTU Aero Engines : Une visibilité accrue

>Un ton particulièrement confiant - MTU a tenu vendredi dernier son CMD à Londres. Nous avons trouvé le ton particulièrement confiant qui trouve justification dans les éléments suivants. 1/ Une normalisation de l’exécution du GTF et une amélioration progressive de la courbe d’apprentissage : si le management s’est abstenu de donner un objectif chiffré de livraisons sur 2019 et un horizon pour l’atteinte du point mort, il nous a paru confiant sur le ramp up du GTF...
Underlying
MTU Aero Engines AG

MTU Aero Engines manufacturers engine modules and components, and providers MRO (Maintenance, Repair and Overhaul) services for commercial aero engines. Co.'s activities range through the development, construction, testing and production of new commercial and military engines and spare parts, through to maintenance, repair and overhaul of commercial and military engines. Co.'s segments comprised of: OEM business (Original Equipment Manufacturing), which covers new commercial engines, including spare parts, and the whole of the military sector; and MRO business, which engaged in commercial maintenance activities covering the areas of maintenance and logistical support for commercial engines.

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
Antoine Boivin-Champeaux

Olfa Taamallah

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