Thales : Un cycle de révision s’enclenche avant le catalyseur du CMD
Nous relevons notre opinion en Surperformance avec un nouvel OC de 195 €. Le titre bénéficiera du momentum de révision haussière des BPA que nous anticipons, du catalyseur du CMD (14/11) qui pourrait mettre en lumière l’ampleur de la sous-valorisation de la cyber (blue sky scenario +47 €/titre) et d’une stratégie d’allocation du capital que nous espérons plus favorable à l’actionnaire dès le début 2025. Le tout sur une valorisation attrayante avec une décote de c7% par rapport au...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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