NORDEX SE : Nous réitérons notre vision positive sur le titre !
>Nordex exagérément impacté par un newsflow sectoriel dégradé… - Depuis un peu plus de 3 mois, les acteurs du secteur font face à un newsflow sectoriel dégradé ce qui a fortement pesé sur la performance boursière des valeurs du secteur (voir page 2). Trois principaux éléments sont concernés : 1/ la guerre commerciale entre les Etats Unis et la Chine et son potentiel impact sur la disponibilité et les prix des composants; 2/ les difficultés financières de Senvion qu...Nordex is a holding company. Co. is a supplier of multimegawatt onshore wind turbines for locations characterised by strong, medium and light wind conditions. Co. focuses on developing and producing the entire system including the control software as well as the main core components and on providing related services. This mainly refers to the sale of wind power systems and, in selected markets, the upstream wind farm project development and sale of turnkey solutions. In addition, Co. assembles wind turbines and provides the necessary after-sales service. Co.'s finance department also supports customers to raise project finance via national and international commercial banks.
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.
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