Report
Anthony Dick ...
  • Michael Foundoukidis

Stellantis : A necessary reset …. …but already priced in?

>Downgrade to our estimates: more cautious for 2024 but in line on 2025 - Ahead of the H1 2024 earnings release (July 25th), we have lowered our estimates (-11% for 2024-2025) to reflect our now more cautious view, on the OEM in the short term (inventories, market share) but also more generally on the environment (consumption in Europe/US). However, we are still in line with the full-year guidance (double-digit operating margin, sequential improvement in H2) and, whi...
Underlying
Stellantis N.V.

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
Anthony Dick

Michael Foundoukidis

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch