Report
Olfa Taamallah ...
  • Yan Derocles

Thales : Road show feedback - confidence is the watch word

>Confidence expressed - At a road show organised in Dublin, the group expressed its confidence in the continued growth trend in its key markets. In Defence, momentum remains just as solid on the principal domestic markets (France, with a fresh increase in the budget of around 4.5% anticipated for 2022, Australia, UK, etc.) driven by geopolitical tension and a mix effect that favours the systems that are core to Thales’ portfolio. The regained confidence in the Space s...
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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