NORDEX SE : Le chemin de la recovery ne sera pas sans embuche
>Les principaux sujets soulevés lors de notre roadshow avec Nordex à Paris - Nous avons organisé hier un roadshow à Paris avec le responsable IR de Nordex Felix Zander. Sans surprise, les questions des investisseurs se sont focalisées sur les risques qui pèsent sur la recovery des marges au T4 2023 et en 2024, la dynamique des commandes sur les principaux marchés du groupe (Europe, US) et sur le risque de la concurrence des OEM chinois. En ce qui concern...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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