Report
Olfa Taamallah ...
  • Yan Derocles

Rolls-Royce : Le moteur a encore de la poussée à délivrer ! OC relevé à 605p

>Le S1 2024 crédibilise les plans en cours - Nous relevons nos BPA de 18%/12%/10%/10% respectivement pour FY24/25/26/27 sans faire de pari supplémentaire sur le fameux ratio de coûts cash totaux/marge brute (TCC/GM) que nous voyons passer de 0.48x en FY 24 à 0.45x en FY 27. Sur le S1 2024, en dépit d’une croissance des heures de vol (EFH) un peu plus molle que prévu, RR a pu améliorer de 236pb sa marge brute et augmenter la part de R&D financée par les clients (ce qui...
Underlying
Rolls-Royce Holdings plc

Rolls Royce Holdings is an engineering company. Co. is organised into five businesses: civil aerospace, which develops, manufactures, markets and sells commercial aero engines and aftermarket services; defense aerospace, which develops, manufactures, markets and sells military aero engines and aftermarket services; power systems, which develops, manufactures, markets and sells reciprocating engines and power systems; marine, which is develops, manufactures, markets and sells marine-power propulsion systems and aftermarket services; and nuclear, which develops, manufactures, markets and sells nuclear systems for civil power generation and naval propulsion systems.

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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