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1.9 KiB

Alias Tag Date DocType Hierarchy TimeStamp location InvestmentType InvestmentStyle InvestmentStage PurchaseDate Currency PurchasePrice
Thales
Thalès SA
TCFP.PA
Wealth
Investment
Equity
Industrial
Manufacturer
Strategic_Assets
2021-08-17 Investment NonRoot 2021-08-17
48.8915577
2.2458169
Equity Carry Mature 2021-05-03 EUR 84.84

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.

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