Talgo : L’amélioration des performances est en cours : nous restons positifs
>Progrès en maintenance, bonne gestion du cash - Au T2, Talgo a profité de la production de trains en hausse, de la gestion serrée des coûts et de l’amélioration de l’activité services pour doper séquentiellement ses marges (11.7% de marge au T2 vs 9.1% au T1, 7.8% au T4 et 6.5% au T3). La maintenance profite désormais de trains Talgo circulant à plus de 75% tandis qu’ils étaient à 50-60% en début d’année ; cette amélioration est pour nous essentielle pour le rétabli...Talgo is engaged in designing, manufacturing, repairing and maintaining the railway rolling stock, as well as the manufacturing, assembling, repairing and maintaining the engines, machinery and parts of the railway systems. Co. has an industrial presence in seven countries: Spain, Germany, Kazakhstan, Uzbekistan, Russia, Saudi Arabia and U.S.A. Co. has an active fleet in Europe, Asia and North America that comprises of 94 high-speed trains and more than 1,400 Talgo tilting passenger cars. Also, Co. purchases, redesigns, constructs, leases and sells all types of real estate.
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.
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