Thales : Un positionnement idéal malgré l’approche conservatrice à court terme - OC relevé à 134 €
>Les effets de phasage limitent les révisions en 2022 - Plusieurs éléments ont poussé la société à tempérer l’ampleur des révisions sur 2022 et à conserver son objectif de marge EBIT de 10.8% à 11.1% (vs. 11.1%e). D’une part, la maitrise visible des coûts indirects sur le S1 (hausse de 3.9% lfl au S1 pour un CA à +5.4%) est essentiellement liée à un effet de phasage qui se renversera au S2. Les dépenses de R&D ont été ainsi freinées par les difficultés de recrutement ...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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