Report
Anthony Dick ...
  • Michael Foundoukidis

Valeo : Une publication et une confiance du management de nature à rassurer

>CA T3 en ligne et confirmation des objectifs annuels malgré l’environnement - Valeo a publié un CA T3 de 5 224 M€, en ligne avec les attentes à 5 244 M€ et en hausse de 4% en organique, soit une croissance similaire avec celle de la production automobile sur le trimestre. Cette absence de surperformance s’explique notamment par la faiblesse actuelle du momentum sur les BEV, notamment en Europe. Pour autant et malgré les messages prudents entendus chez certains concur...
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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Matthias Desmarais
  • Matthias Desmarais

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