NORDEX SE : La patience est mère de toutes les vertus
>Un discours rassurant sur les prix mais prudent sur la demande - Nous étions hier en roadshow physique à Paris avec le responsable IR de Nordex. Le discours du groupe nous a semblé rassurant sur la hausse des prix mais un peu prudent sur le contexte logistique et sur la demande à court terme. Malgré la baisse des coûts de transport et du prix de l’acier, par rapport au pic connu il y’a quelques mois, le groupe fait encore face à des problèmes de surcoûts, de disponib...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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