Thales : Preview T3 – Productivité redressée & demande sous-jacente dynamique
>Retour à la normale de la productivité - En dehors de l’aéronautique civile et de certaines activités dans le Transport, la productivité est revenue à la normale sur le T3, ce qui permet de rattraper un peu de retard. Nous modélisons un CA de 3 826 M€ sur le trimestre, soit un recul organique de 8.7% qui peut être expliqué à près de 60% par l’effondrement de la demande dans l’aéronautique civile. Dans le détail (cf. tableau page suivante), nous estimons que le ...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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