Schneider Electric : Roadshow feedback: still a growth story
>H2 2024: China, discrete automation, new production capacity - We organised a roadshow with the CEO of Schneider Electric yesterday. Several questions centred on the reasons for guidance that is seen by some investors as cautious for H2 (the new 2024 guidance implies a stable margin in H2 y-o-y). Management indicated that: The price effect should be 1-2% in 2024, in line with pre-Covid levels. China (a little under 13% of revenues) will contribute to growth...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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