Report
Jean-Baptiste Rouphael ...
  • Olfa Taamallah
  • Yan Derocles

Thales : Feedback from ESG investors’ day: strengths to achieve ambitious targets

>ESG investors’ day: a successful first - Yesterday, Thales hosted an investors’ day dedicated to ESG. This first in the Aerospace & Defence sector (BAE Systems is due to hold its ESG briefing on 13 October) enabled the group to showcase Thales’ solid positioning vs peers but also its strengths to meet the challenges of decarbonisation, notably in air transport. The control of key technologies and often dual-purpose products form, in our view, the foundations to meet ...
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
Jean-Baptiste Rouphael

Olfa Taamallah

Yan Derocles

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