Talgo : Nous révisons nos chiffres à la hausse et restons positifs
>Rebond des marges et retour des services - Au T3 Talgo a profité de la production de trains en hausse, de la gestion serrée des coûts et de la nouvelle amélioration de l’activité services pour doper ses marges (14.4% au T3, vs 11.7% au T2, 9.1% au T1, 7.8% au T4). La maintenance repose désormais sur des trains Talgo circulant à 80-85% (vs >75% au T2 et 50-60% en début d’année) ; cette amélioration est pour nous essentielle pour le rétablissement des marges. On peut ...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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