Report
Olfa Taamallah ...
  • Yan Derocles

Safran : Feedback road show – Visibilité, revue de portefeuille et rachat d’actions

>Moindre croissance des livraisons Leap neuves : mix positif mais risque sur le BFR - Lors d’un road show, la société a indiqué que les livraisons neuves de Leap en FY24 devraient ressortir proche du bas de fourchette de +20% à +25%, en raison des difficultés rencontrées par Boeing. A court terme, les conséquences pourraient être positives pour Safran avec un effet relutif sur la marge et un soutien à la flotte de CFM56 (moins de retraits et plus d’heures de vol). Mai...
Underlying
Safran S.A.

Safran designs, develops and manufactures high technology electronics through three businesses: Aerospace, Defense and Security. Aerospace includes Aerospace Propulsion (propulsion systems for commercial aircraft, military transport, training and combat aircraft, rocket engines, civil and military helicopters) and Aircraft Equipment (mechanical, hydromechanical and electromechanical equipment); Defense (optronic, avionic and electronic systems); and Security (biometric technologies for fingerprint, iris and face recognition, identity management products, access management and transaction security, including tomographic systems for detection of dangerous or illicit substances in baggage).

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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