Oddo BHF - Siemens Energy AG (ENR) Siemens Energy AG : Un T4 attendu solide, les objectifs de MT seront relevés, 2025 restera difficile pour Gamesa

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Oddo BHF

Delphine Brault ...

Quentin Borie

Siemens Energy AG : Un T4 attendu solide, les objectifs de MT seront relevés, 2025 restera difficile pour Gamesa

>Le T4 ne devrait pas réserver de grande surprise - Au niveau des commandes, nous anticipons un book-to-bill > 1 pour toutes les divisions et de 1.11x au niveau groupe, l’ensemble des segments montrant une bonne dynamique et ce trimestre intégrant une grosse commande en offshore de près de 3 Md€. Le chiffre d’affaires devrait avoir progressé de 15% en organique, grâce, en large partie, à Grid Technologies (GT) dont la croissance devrait atteindre 38% selon nous. ...

08/10/2024 1 FR

Underlying

Siemens Energy AG

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DE000ENER6Y0 Germany

Provider

Oddo BHF

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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Analysts

Delphine Brault

Quentin Borie

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Siemens Energy AG : Un T4 attendu solide, les objectifs de MT seront relevés, 2025 restera difficile pour Gamesa

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/14/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/11/2024

Siemens Energy AG : New 2028 targets, reflecting growing electrification requirements

Accelleron : Straight and smooth sailing with a compounder profile

Dermapharm Holding SE : All divisions contribute to better-than-expected 9M figures

ODDO BHF Small & MIDCAP MORNING NEWS - Date1

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