Schneider Electric : Preview S1 : pas de changement de tendance, le S2 devrait être bien meilleur
>S1 2024e : un semestre correct, qui pâtit de la faiblesse des activités à cycle court - Le T2 ne devrait pas avoir marqué de changements de tendance. La division Energy Management devrait rester le principal moteur de l’activité au T2, avec +8.9% attendus en organique (grâce à des segments tels que Grid et Datacenters), tandis que la division Industrial Automation devrait afficher un recul de 6.6%, fortement pénalisée par les activités à cycle court (Discrete Automat...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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