Report
Anthony Dick ...
  • Michael Foundoukidis

TRATON : La transformation suit son cours et devrait continuer à délivrer

>Encore un très bon trimestre ; scénario plus que confirmé - TRATON a publié hier matin des résultats T3 solides et supérieurs aux attentes (+3% vs css d’EBIT, +9% sur le BPA, +40% sur le FCF). Le groupe affiche un CA globalement stable (+2% y-o-y, -3% q-o-q) et des marges toujours très solides (8,6% sur l’EBIT, +340 pb y-o-y, -30 pb q-o-q malgré la saisonnalité défavorable) qui confirment le redressement. Au niveau des perspectives, le groupe relève sa guidance de m...
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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