Report
Olfa Taamallah ...
  • Yan Derocles

Rolls-Royce : Une transformation plus rapide qu’anticipée désormais en partie intégrée dans le cours

>Une reprise accélérée du marché des long-courriers - La réouverture de la Chine a accéléré, encore plus rapidement que ce que nous attendions, l’utilisation des appareils long-courrier. La société conserve sa fourchette d’heures de vol (EFH) de moteurs à forte puissance comprise entre 80% et 90% du niveau de 2019 sur FY23 après avoir atteint 83% sur la fin du S1 2023. Or, les données Cirium montrent notamment une inflexion vigoureuse des heures de vols des Trent 700...
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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