Thales : Preview S1 2021 – Une belle dynamique enclenchée
>Un book-to-bill supérieur à 1x au T2 - La publication du S1 2021 le 23 juillet devrait à minima permettre de resserrer vers le haut la fourchette des objectifs annuels de CA (entre 17.1 et 17.9 Md€ contre 17 748 M€ pour la médiane du consensus FactSet) et de marge EBIT (entre 9.5% et 10% contre 9.8% pour le consensus). Nous tablons en effet sur un semestre solide à tous niveaux. En termes de prises de commandes, nous modélisons un book-to-bill de 0.98x dont 1.08x sur...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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