Report
Anthony Dick ...
  • Michael Foundoukidis

Volvo AB : Preview T1/FY2024 : résilience dans le PL, normalisation enclenchée chez CE

>Un environnement Poids Lourds plus robuste ; scénario revu à la hausse - Nous profitons de notre pre-close call avec Volvo pour actualiser notre scénario 2024. Pour rappel, nous n’avions pas revu notre scénario depuis les résultats T3, compte tenu d’une publication T4 globalement conforme aux attentes (à la fois sur les résultats et la guidance, avec un scénario de marché 2024 inchangé par le groupe). Cependant, au vu des publications récentes des pairs et des messa...
Underlying
Volvo AB Class B

Volvo is a manufacturer of trucks, buses, construction equipment and marine and industrial engines. Co.'s activities are organized into six areas: Group Trucks, which sells and markets trucks under Eicher, Mack, Renault Trucks, UD Trucks and Volvo brands; Construction Equipment, which includes equipment for construction and related industries; Buses, which includes buses and bus chassis for city, intercity and coach traffic; Volvo Penta, which manufactures engines and drive systems for boats and commercial craft; Governmental Sales, which manufactures special-purpose vehicles; and Volvo Financial Services, providing customer financing and leasing, dealer financing and fee based products.

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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