Report
Delphine Brault ...
  • Quentin Borie

SKF : Preview T4 2023 : un peu trop tôt par manque de visibilité

>T4 2023e : recul organique du CA de 4%, marge d’EBIT ajusté de 10.8% (+80 pb) - Suite à un contact société et à la publication de données macroéconomiques, nous mettons à jour nos prévisions sur SKF.Pour le T4 2023, nous anticipons un recul organique du CA de 4% (vs -3.7% précédemment), incluant 2.9% d’effet prix et des volumes en baisse de 6.9% (après -1% et -5.6% lors des deux derniers trimestres). Le groupe vise pour le T4 une baisse organique du CA « low sin...
Underlying
SKF AB Class B

AB SKF is the parent company of the SKF Group, which supplies products, solutions and services within rolling bearings, seals, mechatronics, services and lubrication systems. Services include technical support, maintenance services, condition monitoring, asset optimization, engineering consultancy and training. Co.'s business areas are: SKF Industrial Market - Strategic Industries, which includes bearings and bearing accessories and lubrication systems; SKF Industrial Market - Regional Sales and Service, which develops SKF Solution Factory facilities providing engineering capability; and SKF Automotive, which develops and manufactures bearings, seals and related products and services.

Provider
Oddo BHF
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.

Analysts
Delphine Brault

Quentin Borie

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