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Posted
6 hours ago, Spekulatius said:

Injustice bought a few shares of Thales HO.PA yesterday. defense electronics, avionics and. security. trades at ~14x  earnings with an enormous order book. 
 

This investigation has depressed shares:

https://www.thalesgroup.com/en/group/investors/press_release/press-release
 

 

 

They want EBIT margins of 13-14% by 2028, but looks like they haven't achieved close to that in 20 years. I guess it'll all come from cybersecurity growth ???

 

Why is there no thread on Thales ?

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