Talgo : L’amélioration est en cours : révisions de nos chiffres. Le potentiel reste très important
>Nous ajustons nos chiffres en baisse pour 2021, 2022 quasi-inchangé - Nous avons retravaillé nos prévisions avec la nouvelle guidance fournie : nous estimons que la marge d’EBITDA reviendra vers les 15-17% mais pas avant 2022. Notre marge en 2021e et 2022e est désormais de 11.2% et 15.5% resp., soit 12.0% et 16.4% en EBITDA ajusté (2020 : 7.0% en ajusté). Nos prévisions d’EBITDA et d’EBIT sont ainsi revues en baisse d’environ 10-15% en 2021e mais quasi-inchangées en ...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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