Report
Anthony Dick ...
  • Michael Foundoukidis

TRATON : Le début d’une nouvelle histoire prometteuse, nous passons à Surperformance

>Point d’inflexion confirmé - TRATON a publié hier matin des résultats annuels solides (EBIT T4 +10% vs css), faisant état d’une accélération de l’activité et d’un redressement des marges sur fond d’amélioration de l’environnement de production (first take ici). Fort d’un carnet de commandes toujours très robuste (9-12 mois) et d’un bon momentum produits/coûts, le groupe affiche sa confiance sur les perspectives 2023 (MOP 6 à 7% vs 5,1% en 2021) mais également au-del...
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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