Report
Anthony Dick ...
  • Michael Foundoukidis

TRATON : Désormais un bon élève, toujours valorisé comme un cancre

>TRATON confirme sa recovery avec un excellent T2 - TRATON a publié hier matin des résultats T2 très solides et supérieurs aux attentes (+4% sur le CA, +14% sur l’EBIT, +12% sur le RNpg, +30% sur le FCF), porté en particulier par un redressement impressionnant de la marge d’EBIT (8,9%, +470 pb y-o-y, +50 pb q-o-q). Le groupe continue de bénéficier d’un environnement de marché solide (détente sur les pénuries + carnets de commandes et prix robustes) mais aussi de fact...
Underlying
TRATON SE

Traton SE is a Germany-based manufacturer of commercial vehicles. The Company operates through a number of brands, which includes MAN, a commercial vehicle manufacturer, which specializes in the production of vans, as well as city buses and intercity and travel coaches; Scania, which provides transport solutions, heavy duty vehicles for long-distance and distribution transport, as well as construction vehicles; Volkswagen Caminhoes E Onibus, which is a provider of light-to heavy-duty trucks and bus for markets, such as Latin America and Africa, and Rio, which is a global brand for digital services in the transport industry that offers an open, vendor-neutral and cloud-based platform for freight transport.

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
Anthony Dick

Michael Foundoukidis

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