Report
Olfa Taamallah ...
  • Yan Derocles

Thales : Feedback roadshow – Visibilité et leviers

>Une forte visibilité - Lors d’un roadshow organisé à Paris, le CEO et le CFO ont pu revenir sur les principaux objectifs du CMD et partager leur confiance dans l’atteinte de cette guidance qui permet d’absorber les inévitables aléas. Au-delà du TMVA 2024-28 du CA groupe de 5 à 7% qui intègre à nos yeux de nombreux buffers, Thales insiste sur sa capacité à tenir une croissance de 6 à 7% dans la Défense sur une dizaine d’années grâce à son carnet de près de 4 années, l...
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
Olfa Taamallah

Yan Derocles

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