Thales : Mise à jour de la guidance 2019. Un des derniers facteurs de risque ?
>Le suspense sur Gemalto tire à sa fin… au moins sur 2019 - Le 13 juin à 7.00 CET (avec une conférence téléphonique planifiée à 8.30 CET), Thales mettra à jour ses objectifs 2019 afin de refléter l’acquisition de Gemalto et la cession de l’activité HSM GP. Nous percevons cet évènement comme l’un des derniers facteurs de risque pesant sur le titre. La conférence va, en effet, permettre de répondre aux principales inquiétudes des investisseurs sur Gemalto à l’image i/ d...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.
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.
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