Report
Olfa Taamallah ...
  • Yan Derocles

Thales : La croissance se diffuse – OC relevé de 95 € à 97 €

>Aerospace se redresse plus rapidement que prévu - Deux composantes de la division Aerospace semblent se redresser plus rapidement que nos anticipations. D’un côté, l’Espace (après une croissance de 24% au T1) devrait non seulement pouvoir être capable de croître en 2021 sur un rythme « high single to low double digit » mais la tendance se poursuivrait au-delà puisque la société pense pouvoir atteindre un CA de 2.5 Md€ à horizon 3-4 ans, soit un TMVA compris entre 6% ...
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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