Thales : Roadshow feedback –visibility extended and inflation largely under control
>Defence: cavok for the next 10 years - In a roadshow in Paris, Patrice Caine (CEO) and Pascal Bouchiat (CFO) underlined that visibility on a growth rate of 4-6% in defence (54% of sales) now extended over a period of ten years. In the short term, the potential for acceleration may be limited but in the medium term, Thales will benefit from upgraded budgets and from the ongoing discussions aimed at reducing production times. For France (40% of D&S sales), the increase...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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