Thales : Preview S1 2024 – Dynamique commerciale et croissance qui plaident pour un resserrement de la fourchette de la guidance
>Un S1 2024 dynamique - Pour le S1 2024 qui sera publié le 23 juillet, nous tablons sur un CA de 9 509 M€, en croissance organique de 6.1% avec un effet de change négligeable (-0.1%) mais un effet périmètre apportant 3.1% supplémentaires. Defence & Security sera le principal driver avec une croissance organique que nous modélisons à 9.7%, reflétant certes un recul par rapport aux 13.4% enregistrés au T1 mais une dynamique qui nous semble compatible avec un niveau supé...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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