Schaeffler AG : Roadshow feedback – Cautious on macro, but confident on its own performance in FY23
>Schaeffler had a good start to the year and shall continue to deliver - We had the pleasure of organizing a day of investor meetings for Schaeffler in Frankfurt last week. The company had a good start to FY 23 and our overall impression is that their business in two out of three divisions is developing slightly better compared to their FY 2023 budget (namely Auto Tech and Auto Aftermarket). Their business outlook is solid, but it has no more than the usual visibility...
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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