Report
Anthony Dick ...
  • Michael Foundoukidis

TRATON : Feedback CMD – du potentiel, mais pas pour tout de suite

>Un CMD dans la lignée des précédents - TRATON a tenu un CMD hier, le premier depuis 2019 et avec les premiers objectifs fixés sous le nouveau management (CEO et CFO en poste depuis octobre dernier). Le groupe est revenu sur sa stratégie pour les prochaines années qui repose, sans surprise (et en ligne avec les communications précédentes), sur l’exploitation de synergies, encore sous exploitées chez les marques historiques (Scania, MAN, VWCO), mais intégrant aussi dé...
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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