Talgo : Les services vont se redresser progressivement : actualisation de nos prévisions
>Nous ajustons nos chiffres en baisse pour 2020 et 2021 - Nous avons retravaillé nos prévisions pour mieux cadrer le redémarrage progressif des services, tandis que la fabrication de trains suit les plans initiaux : nous estimons que la marge d’EBITDA reviendra vers les 16-17% mais pas avant 2022. Notre marge en 2020e et 2021e est désormais de 7.7% et 13.0% resp. contre 9.0% et 14.0% auparavant. Le RN 2020 est réduit à 2.3 M€ en partant d’un niveau déjà très bas. En 2...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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