Thales : Preview S1 – Ralentissement momentané de la croissance organique et FX plus défavorable
>Une topline un peu molle sur le S1… - Pour le S1 2023 qui sera publié le 21 juillet, nous modélisons un CA de 8 633 M€, en croissance organique de 6.5% (dont 9.2% au T1 et 4.3%e au T2) mais avec un effet changes plus défavorable qu’initialement anticipé au T2 (c-1.5%e). Defence & Security subira un ralentissement momentané de sa croissance sur le T2 combiné à un effet de base élevée pour s’élever à 4.5 Md€. Aerospace bénéficiera, à l’image du T1, d’une forte reprise ...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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