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1.9 KiB
1.9 KiB
| Alias | Tag | Date | DocType | Hierarchy | TimeStamp | location | Investment | Trading | |||||||||||||||||||||
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2021-08-17 | Investment | NonRoot | 2021-08-17 |
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Parent:: Equity Investments
name Edit Investment parameters
type command
action MetaEdit: Run MetaEdit
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^button-ThalesInvEdit
name Save
type command
action Save current file
id Save
^button-ThalesInvSave
Thalès
Airplane and broader flying stock manufacturer, based in France. Operates in a bi-polar industry with high barriers to entry.
style: number
Investment thesis
title: Summary
collapse: open
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