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Olfa Taamallah ...
  • Yan Derocles

Safran : Preview 2021 – L’après-vente au rendez-vous du T4 – L’exposition long-courrier pénalise encore FY22

>L’accélération attendue de l’après-vente a bien eu lieu au T4 2021 - Nous modélisons une croissance de l’après-vente civile de 42% au T4 portée par la poursuite de la progression des cycles de CFM56, par une anticipation des achats avant le relèvement des prix de novembre mais aussi par un mouvement de restockage. Le développement du variant Omicron ne semble pas avoir -à ce stade- modifié le comportement des compagnies aériennes. Sur l’ensemble de 2021, nous tablon...
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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