Report
thyssenkrupp nucera : Order intake and ramp-up costs are geared towards FY 2023-24 & high visibility on our FY 2024-25 sales forecast (outpacing peers). Outperform
>We expect upside to Q4 EBIT consensus (ODDO BHFe: € 4m vs cons. -€ 10m) - We expect the pattern seen in Q3 2022-23 to also hold true in Q4 2022-23, i.e. slower-than-expected build-up of organisational costs and no negative surprises from risk provisions. We forecast € 4m Q4 2022-23 EBIT for the group, compared to consensus forecast of -€ 10m, fuelled by better-than-expected AWE result. We forecast a Q4 2022-23 order intake of € 124m due to a q-o-q normalisation of CA...
Underlying
THYSSENKRUPP NUCERA AG & CO.
Provider
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.
Fabian Semon
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