Report
Olfa Taamallah ...
  • Yan Derocles

Thales : Qu’attendre du CMD du 14 novembre ?

>Des objectifs moyen terme d’ores et déjà partiellement dévoilés mais du levier existe… - Thales tiendra son CMD le 14 novembre et en profitera pour dévoiler ses objectifs financiers à horizon 2028. Certes, une partie du scénario est déjà connu -sur près de 2/3 du groupe- puisque le management a déjà réitéré qu’il anticipait 1/ une croissance organique moyenne de 6 à 7%/an pour le segment Defence & Security (52%e du CA groupe) avec une rentabilité se stabilisant autou...
Underlying
Thales SA

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Olfa Taamallah

Yan Derocles

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