Thales : Roadshow feedback – visibility and drivers
>Clear visibility - At a roadshow organised in Paris, the CEO and CFO provided an update on the main targets of the CMD and shared their confidence in the group’s capacity to achieve its guidance which will allow it to absorb the inevitable headwinds. Looking beyond the 2024-28 CAGR for group revenues of 5-7% which we see factoring in a range of buffers, Thales focused on its capacity to maintain growth of 6-7% in defence over around 10 years thanks to its backlog of ...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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