Thales : An excellent 2022 but recruitment difficulties set to dent growth in 2023
>2022, an excellent year for order intake… - Thales should end 2022 with order intake of around € 22bn i.e. a book-to-bill of 1.25x close to the all-time high of 2015 (at 1.34x). Defence & security is set to be the biggest contributor with around six contracts of more than € 100m signed in Q4 alone, including an upgrade to the Scorpions for Luxembourg, the 6 Rafale for Indonesia and SCAF. Momentum at the space activity remains favourable with a new Space Inspire satel...Thales is an electronics and systems group, serving defense, aeronautics, transport, space and security markets. Co.'s operations can be divided into four operating segments: Aerospace (Avionics, Space), Transportation (Ground Transport Systems), Defence & Security (Secure Communications & Information Systems Land and Air Systems, Defence Mission Systems), and DCNS. Co. designs and delivers systems for all four environments: air, land, sea and space. These systems detect and assess threats, manage information, support command decisions and control engagements through to threat neutralization. Co. is active in ground transportation; air transport; navigation systems.
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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