Siemens AG : Un excellent T2, les commandes se normalisent chez DI, guidance 2023 relevée
>T2 2023 : toujours une très forte dynamique, les commandes se normalisent en DI - Les commandes T2 2023 ont atteint 23.6 Md€, +15% en comparable (consensus à +10.4%). Mobility (MO), grâce au méga contrat indien de locomotives, a été le principal contributeur à cette croissance, tandis que les divisions Digital Industries (DI) et Smart Infrastructure (SI) affichent respectivement -10% et +9%. Le book-to-bill atteint 1.22x (0.95x pour DI). Le CA croît de 15% en compara...Siemens is a technology company. Co.'s Energy sector provides a range of products, solutions and services for generating and transmitting power. The Healthcare sector provides customers a range of medical solutions across the treatment chain. The Industry sector supplies products and solutions for industrial companies, primarily in the process and manufacturing industries. The Infrastructure & Cities sector provides a range of technologies that accelerates the capabilities of metropolitan centers and urban infrastructures. The Investments segment is comprised of Co.'s equity stakes in other companies. The Financial Services segment provides business-to-business financial solutions.
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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