Report
Olfa Taamallah ...
  • Yan Derocles

MTU Aero Engines : Un T3 dans la lignée du T2 avant une accélération dès le T4

>Une reprise abordée avec confiance - Le roadshow organisé le 7 et 8 octobre à Paris avec la société nous a confortés dans notre opinion positive sur MTU. Le ton nous est apparu confiant notamment sur i/ l’après-vente avec une amélioration du contenu unitaire qui commence à être observée sur certains passages en ateliers en Chine et aux Etats-Unis. Pour le moment, l’accélération du rythme de retraits d’avions tant redoutée n’a pas été observée ce qui permet d’aborder ...
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
Olfa Taamallah

Yan Derocles

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch