Report
Delphine Brault

Stadler Rail AG : Le creux de la vague est passé : reco relevée à Achat

>Le groupe a de nouveau du potentiel - Après plusieurs profit warnings et un premier semestre logiquement faible mais pas pire qu’attendu, nous estimons que le groupe va désormais remonter la pente : nous attendons un CA en légère croissance dès le S2 2020e, puis fortement en 2021e grâce au carnet de commandes record de 16.8 MdCHF. Malgré la COVID-19, les services ont crû de 29% au S1, ce qui est rare dans le secteur, et doivent renforcer leur poids dans le mix au co...
Underlying
Stadler Rail AG

Stadler Rail AG is a Switzerland-based company engaged in design and manufacturing of rail vehicles. The Company's product portfolio includes suburban and regional transport trains, light rail vehicles, trams, high-speed and intercity trains, city transport vehicles, locomotives, passenger trains and tailor-made vehicles. The Company serves customers worldwide.

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

Other Reports on these Companies
Other Reports from Oddo BHF
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David

ResearchPool Subscriptions

Get the most out of your insights

Get in touch