Report
Olfa Taamallah ...
  • Yan Derocles

Thales : Une valeur refuge

>Accélération des ventes dès 2021 garantie par un momentum de prises de commandes solide - Lors d’un roadshow organisé à Londres, la société a réitéré sa confiance dans l’atteinte d’un book-to-bill supérieur à 1x en 2020 après 1.04x l’année dernière dont 1.5x au T4. Le pipeline semble notamment particulièrement fourni en Defence & Security, dans les pays matures comme les émergents, avec des opportunités clairement visibles en particulier dans le domaine naval (frégat...
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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