TALGO: MENSAJES DE LA CONFERENCE CALL RDOS. 1S’22 (ANÁLISIS BANCO SABADELL)
De la conference call de Rdos. 1S’22 destacamos los siguientes puntos: Reclamación de Renfe por los retrasos en el Avril: Se muestran optimistas en la medida que sus abogados creen que se trata de un claro caso de fuerza mayor (por el Covid-19) y, de hecho, comentan que otros clientes han aceptado este tipo de cláusulas. Recordamos que Renfe reclama a TLGO 116 M euros (en torno al 20% del importe del contrato que es el límite que marca el propio contrato), lo que supone en torno a un 14% de nuestro P.O. (neto de impuestos).
Talgo is engaged in designing, manufacturing, repairing and maintaining the railway rolling stock, as well as the manufacturing, assembling, repairing and maintaining the engines, machinery and parts of the railway systems. Co. has an industrial presence in seven countries: Spain, Germany, Kazakhstan, Uzbekistan, Russia, Saudi Arabia and U.S.A. Co. has an active fleet in Europe, Asia and North America that comprises of 94 high-speed trains and more than 1,400 Talgo tilting passenger cars. Also, Co. purchases, redesigns, constructs, leases and sells all types of real estate.
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