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116 lines
1.9 KiB
116 lines
1.9 KiB
3 years ago
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Alias: ["Thales", "Thalès SA", "TCFP.PA"]
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Tag: ["Wealth", "Investment", "Equity", "Industrial", "Manufacturer", "Strategic_Assets"]
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Date: 2021-08-17
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DocType: "Investment"
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Hierarchy: "NonRoot"
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TimeStamp: 2021-08-17
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location: [48.8915577,2.2458169]
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InvestmentType: "Equity"
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InvestmentStyle: "Carry"
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InvestmentStage: "Mature"
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PurchaseDate: 2021-05-03
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Currency: EUR
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PurchasePrice: 84.84
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---
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Parent:: [[Equity Investments|Equity Investment]]
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---
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```button
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name Edit Investment parameters
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type command
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action MetaEdit: Run MetaEdit
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id EditMetaData
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```
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^button-ThalesInvEdit
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```button
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name Save
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type command
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action Save current file
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id Save
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```
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^button-ThalesInvSave
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# Thalès
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Airplane and broader flying stock manufacturer, based in France. Operates in a bi-polar industry with high barriers to entry.
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```toc
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style: number
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```
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---
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### Investment thesis
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```ad-abstract
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title: Summary
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collapse: open
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Moving away from Defence only, Thalès has incorporated Gemalto (chip maker) and further diversifies in cybersecurity and Blockchain to capture the essence of the 21st century and remain a company fully integrated with strategic goals of governments, its primary client base.
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```
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---
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### Risk profile
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<mark class="green">Low risk</mark>
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Diversified underlying portfolio of products and services to the benefits of public and para-public bodies across the globe. The firm has taken the turn of Web3.0 and seems on a steady growth trajectory.
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---
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### News & corporate activity
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#### Current pipeline
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Currently, Airbus' pipeline in a nutshell:
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- <mark style="background:grey">New activity</mark>: Digital ID with CNIS in France and Blockchain technology to secure and simplify online identification
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#### Innovation
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N/A
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---
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### Further steps
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Further steps are captured in the [[Equity Tasks|Equity task list]]
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