Q2 20: strong beat over consensus
31/07/20 -"Leonardo’s H1 release was a strong beat above market expectations, shining by the resilience of its business model (heavily oriented toward defence business where demand remains healthy). The ..."
Pages
40
Language
English
Published on
31/07/20
You may also be interested by these reports :
17/06/26
Only two years ago European defence incumbents were expected to sail smoothly into a powerful upcycle of military spending. Then the Ukraine surfaced ...
09/06/26
The modest change of the target price is derived from the model update which includes an increase in the NAV. The share price has outperformed the ...
13/05/26
We have long been sceptical of Rolls-Royce’s (REDUCE; UK) meteoric re-rating, which we largely perceived as almost entirely tied to the sheer ...
12/05/26
Our NAV methodology applies EV/EBIT multiples to forward-looking EBIT estimates. Our NAV valuation has therefore been revised upward primarily due to ...