Thales : Une valorisation juste qui reflète les risques pesant sur la croissance
>Les goulets d’étranglement capent la croissance en 2023… comme attendu - Les problématiques de supply chain – que le management voit perdurer tout au long de l’année- et de recrutements (même si la société dégage un certain optimisme dans sa capacité à embaucher 12 000 personnes) ainsi que l’environnement macro limiteront le potentiel de croissance en 2023. Ces éléments se matérialisent notamment chez D&S et DIS. Nous tablons tout de même sur une croissance organique...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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