Schneider Electric : Le T4 pourrait être moins porteur, mais la marge d’EBITA sera très résiliente
>Le CA T3 a nettement surpris à la hausse - Schneider Electric a enregistré une croissance organique de 1.3% sur le T3 2020, contre -5.9% attendus par le consensus. La division Energy Management a notamment vu son activité progresser de 2.5%, soutenue par la demande en résidentiel et par les data centers. A l’inverse, la division Industrial Automation a enregistré un recul de 2.5% de son activité en organique, pénalisé par le Process automation (mining et oil&gas). ...Schneider Electric is engaged in energy management. Co. is organized into four areas: Buildings and Partner, Infrastructure, Industry and IT; and operates in four principal markets: non-residential & residential buildings, utilities & infrastructure, industry & machine manufacturers and data centers & networks. The non-residential and residential buildings market includes end-users, property developers, design firms, and systems integrators. The utilities and infrastructure market includes energy operators. The industries market serves end users and companies, and engineering firms. The data centers and networks contain servers that process and store digital data in secure rooms.
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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