Report
Anthony Dick ...
  • Michael Foundoukidis

TRATON : Feedback CMD : une equity story toujours parmi les plus attractives

>Une feuille de route claire pour une poursuite de l’amélioration opérationnelle - TRATON a tenu un CMD hier, l’occasion d’actualiser sa feuille de route pour les cinq prochaines années. Alors qu’il devrait être en mesure d’être proche, voire d’atteindre, les objectifs fixés lors du dernier plan émis en 2022 (qui, pour rappel, visait l’atteinte d’une marge d’EBIT de 9% en 2024, vs css VA 8,8%, ODDO BHF 9,0%), le groupe présente des objectifs 2029 encore plus ambitieu...
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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