TRATON : Le pire a été évité au T1, mais la visibilité reste faible
>T1 et guidance globalement rassurants mais la visibilité est faible - TRATON a publié des résultats T1 en baisse (EBIT ajusté -22% YoY) malgré l’intégration de Navistar, toujours impacté par les pénuries de composants. Si les pénuries de faisceau de câblage chez MAN ont été largement commentées, nous sommes surpris de constater que les plus grosses baisses ont été réalisées chez Scania, pourtant le joyau dans la couronne du groupe. Malgré un T1 toujours assez faible,...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.
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.
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