Report
Anthony Dick ...
  • Michael Foundoukidis

Stellantis : Potential still (largely) underestimated

>We are still >10% above expectations for 2024 after our adjustments - Ahead of the group’s full-year earnings release (15/02), we have adjusted our estimates to factor in both the recent transactions (stake in LeapMotor, acquisition of 50% of the Dongfeng stake in Stellantis), the one-off impacts related to UAW negotiations in H2 2023 and a slightly more cautious scenario for 2024 (volumes, price/mix but particularly FX). While we are broadly in line with consensus e...
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

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