Rheinmetall AG : Opinion Neutre vs Surperformance. Excellente dynamique commerciale et effet de levier mieux reflétés dans la valorisation actuelle
>Neutre vs Surperformance – OC relevé à 520 € - Suite au fort relèvement de nos estimations (20.9% en 2024 y compris rattrapage des 420 M€ de ventes manquantes en 2023, 23% en 2025 et 33.9% en 2026), nous relevons notre OC à 520 € (basé sur une moyenne DCF et SOP 2026). Toutefois, après une progression de 63% YtD contre +27% pour notre indice Défense Europe, le potentiel du titre nous semble aujourd’hui plus limité. Le consensus a désormais intégré une forte accéléra...Rheinmetall is a holding company. Through its subsidiaries, Co. operates in two sectors: defence and automotive. Co.'s defence sector is comprised of three divisions: combat systems, engaging in armored tracked vehicles and NBC protection systems; electronic solutions, engaging in air defence systems and soldier systems; and wheeled vehicles, engaging in wheeled logistics vehicles and wheeled tactical vehicles. Co.'s automotive sector is comprised of three division: mechatronics, engaging in cutting emissions and air management systems; hardparts, engaging in pistons and plain bearings and bushes; and motorservice, which includes aftermarket activities for replacement parts business.
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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