Report
Olfa Taamallah ...
  • Yan Derocles

Thales : Une avance dans le digital qui sera renforcée par Gemalto

>Le cap est clair - Lors d’un road show organisé avec les relations investisseurs, la société a réitéré ses objectifs 2021 (hors Gemalto) présentés lors de son CMD de début juin, avec une marge d’EBIT comprise entre 11% et 11.5% malgré une augmentation de la R&D de 50 à 100bp homogène sur les différentes divisions sur la période 2017-21 pour des ventes en croissance organique de 3 à 5%. Les bonnes surprises par rapport à ces objectifs pourraient provenir i/ d’une mei...
Underlying
Thales SA

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Olfa Taamallah

Yan Derocles

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