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Anthony Dick ...
  • Michael Foundoukidis

TRATON : Feedback from the CMD – potential, but not straight away

>CMD in line with previous editions - TRATON held a CMD yesterday, the first since 2019 and with the first targets set under the new management (the CEO and CFO took up their positions last October). The group gave a recap on its strategy for the next few years which is based, as expected (and in line with previous announcements), on the unlocking of synergies, which are still under-tapped at historical brands (Scania, MAN, VWCO), but now also including Navistar, con...
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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