NORDEX SE : L’environnement est en général plus favorable pour Nordex mais plusieurs risques peuvent peser sur le rythme de la recovery
>Les principaux sujets abordés lors de notre RS à Madrid - Nous avons organisé un roadshow physique à Madrid le 6 et le 7 mars en compagnie du responsable IR de Nordex Felix Zander. Les principaux sujets relevés par les investisseurs étaient :1/ les principaux risques qui pèsent encore sur la performance de la société et leur degré d’intégration dans la guidance 2024 de marge d’EBITDA de 2 à 4% ; 2/ l’impact de la baisse du prix de marché de l’électricité sur la dynam...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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