Report
Anthony Dick ...
  • Michael Foundoukidis

Stellantis : Recurring (impressive) performance far from priced in

>Another best-in-class earnings report and far better than expected - Stellantis has once again delivered a pleasant surprise with an impressive H1 performance in many respects (see yesterday’s note), both on the operational front (EBIT margin at 14.4%, EBIT 20% higher than expected) and financial front (FCF 75% higher than expected at € 8.7bn). Although the OEM only confirmed its (vague) full-year targets (this is management’s usual approach to communication, althoug...
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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