THALES SA UNSPN ADS EACH REP 0.2 ORD SHSに関するコメント

Jefferies analysts note Thales' Q3 order intake was below expectations due to Indonesian Rafale order timing. Bouchiat suggests electronic chip crisis is resolved for Digital, but Aerospace still faces shortages. Bouchiat indicates company's vigilance on struggling suppliers, expecting stabilization by 2024.