Report
Antoine Boivin-Champeaux ...
  • Yan Derocles

Thales : Confiance affichée … en attendant la quantification des synergies de revenus issues de Gemalto

>Gemalto : confiance sur les synergies de coûts et réflexion engagée sur les synergies de revenus - Dans le cadre d'un road show organisé aux États-Unis, le management de Thales est largement revenu sur l'intégration de Gemalto. La confiance sur la génération des synergies de coûts (100 à 150 M€ en 2021) est forte puisque toutes les actions sont d'ores et déjà définies et la road map précise. Concernant les synergies de revenus, aucun montant n'est encore dévoilé mais...
Underlying
Thales SA

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Antoine Boivin-Champeaux

Yan Derocles

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