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1.9 KiB

Alias Tag Date DocType Hierarchy TimeStamp location Investment Trading CollapseMetaTable banner banner_icon
Thales
Thalès SA
TCFP.PA
Industrial
Manufacturer
StrategicAssets
Investment
2021-08-17 Investment NonRoot 2021-08-17
48.8915577
2.2458169
Type Style Stage Ccy
Equity Carry Mature EUR
PDate PPrice
2021-05-03 84.84
true !IMG_1951.jpg 🏭

Parent:: Equity Investments


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Thalès

Airplane and broader flying stock manufacturer, based in France. Operates in a bi-polar industry with high barriers to entry.

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Investment thesis

title: Summary
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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.


Risk profile

Low risk 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.


News & corporate activity

Current pipeline

Currently, Airbus' pipeline in a nutshell:

  • New activity: Digital ID with CNIS in France and Blockchain technology to secure and simplify online identification

Innovation

N/A


Further steps

Further steps are captured in the Equity Tasks