Schneider Electric : Feedback roadshow : toujours une histoire de croissance
>S2 2024 : Chine, discrete automation, nouvelles capacités de production - Nous avons organisé un roadshow avec le CEO de Schneider Electric hier. Plusieurs questions ont porté sur les raisons d’une guidance perçue par certains comme prudente au S2 (la nouvelle guidance 2024 implique une marge S2 stable YoY). Le management a indiqué que : L’effet prix serait de 1-2% en 2024, en ligne avec les niveaux avant COVID. La Chine (un peu moins de 13% du CA) sera un ...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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