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Olfa Taamallah ...
  • Yan Derocles

Rolls-Royce : Surperformance et OC de 350p – La puissance retrouvée

>Un upside de c30% sur le bas de fourchette des objectifs - Il n’est pas aisé de relever une recommandation en Surperformance après la trajectoire récente du cours mais sur la base de nos nouvelles estimations, qui n’intègrent qu’un succès partiel du plan dévoilé lors du CMD (bas de fourchette), la valorisation est encore largement attrayante. Le titre se traite sur un FCF yield ajusté 2025 de 10.4% vs. 5.2% pour Safran et 6% pour MTU et un PE 2025 de 17.4x (décote d...
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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