Safran : OC relevé à 171 € - Tendance toujours solide sur l’après-vente et optionnalité offerte avec les problèmes de P&W
>L’après-vente toujours portée par les effets volume + prix - Après une progression de 35% de l’après-vente civile en USD sur le T2 dans la Propulsion, nous relevons à +27% (vs +25%) notre prévision de croissance sur 2023. Ce niveau reste, à nos yeux, prudent puisque l’anticipation de hausse des prix catalogue CFM « high single digit » dès le mois d’août vs novembre traditionnellement permet de capturer un effet prix sur 5 mois. Nos hypothèses correspondent à une très...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).
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.
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