Report
Anthony Dick ...
  • Michael Foundoukidis

Valeo : Progrès confirmés au S2 2023 mais sans doute moins qu’espéré en 2024

>Estimations révisées en baisse et toujours inférieures au consensus (2024) - En amont de la publication des résultats annuels le 29/02, nous ajustons en baisse nos estimations (-8% en moyenne sur les BPA 2023/24), notamment afin d’intégrer les vents contraires devises plus importants (T4 2023, 2024) et un scénario volumes plus prudent. Si nous sommes globalement en ligne avec les attentes et les objectifs 2023 (vers le bas de fourchette), nous restons néanmoins plus ...
Underlying
Valeo SE

Valeo is an automotive supplier, partner to automakers worldwide. As an industrial and technology company, Co. focuses on designing, manufacturing and selling components, integrated systems and modules for automobiles and heavy goods vehicles, both on the original equipment and the aftermarket segments. In addition, Co. offers innovative products and systems that contribute to the reduction of CO2 emissions and to the development of intuitive driving to its customers. Co. operates through four business groups: Comfort and Driving Assistance Systems, Powertrain Systems, Thermal Systems, and Visibility Systems.

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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