Report
Olfa Taamallah ...
  • Yan Derocles

Rheinmetall AG : Preview T2 – Un faible T2 mais la notification des commandes s’accélère et sécurise FY 23

>Un faible T2 2023 comme attendu… - Rheinmetall confirme que la saisonnalité sera encore plus prononcée cette année que celle que nous avons connu sur l’historique. A l’image du T1, ce trimestre (publication le 10/08) souffrira des conséquences du décalage dans les prises de commandes sur le segment militaire et d’un impact négatif de la contribution des SME (« low single digit » pour 4iG et « high single digit » pour les JV chinoises). Au-delà de ces éléments, il fa...
Underlying
Rheinmetall AG

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Olfa Taamallah

Yan Derocles

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