Report
Olfa Taamallah ...
  • Yan Derocles

Thales : Imperva améliore le profil de croissance - OC relevé à 146 €

>La finalisation de l’acquisition d’Imperva offre une taille critique dans la cyber - Thales a annoncé la finalisation de l’acquisition d’Imperva un peu plus tôt que prévu avec une intégration débutant en janvier 2024. Nous avons donc consolidé Imperva dans nos estimations, ce qui permet au nouveau segment DIS (y compris l’activité dilutive de produits de protection souverains) de tendre vers une marge d’EBIT de 14% en 2024 (vs 14.8% en 2023 ancien format) avant d’att...
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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