Thales : Sell-side diner : inflation et risque de récession sous-contrôle
>Confiance dans la capacité à transférer l’inflation aux clients finaux - Lors d’un sell-side diner organisé à Londres, Patrice Caine et Pascal Bouchiat (respectivement CEO et CFO) ont affiché leur confiance dans la capacité de Thales à transférer l’essentiel de l’inflation aux clients finaux via l’activation de clauses d’indexation ou d’un pur pricing power. Les activités militaires sont aujourd’hui les mieux protégées puisque 70 à 80% des contrats intègrent des clau...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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