Report
Baptiste Salaville ...
  • Klaus Breitenbach
  • Oddo Sustainability Team

ODDO BHF Small & MIDCAP MORNING NEWS – 11/27/2024

Underlyings
Aroundtown SA

Aroundtown Property Holdings Plc (Co.) is a specialist real estate investment group, focusing in the German real estate markets. Co. covers the main real estate segments which benefit from strong fundamentals and growth prospects: residential (through its holding in Grand City Properties S.A.), commercial and hotel properties. The Co.'s vision is buying, redeveloping, turning around and optimizing real estate properties in Germany.

Aston Martin Lagonda Global Holdings

Bastide Le Confort Medical SA

Bastide le Confort Medical is a holding company. Through its subsidiaries, Co. is engaged in the home health care industry. Co. retails and rents medical equipment and provides medical services. Products include breathing apparatus, orthopedic shoes, walking aids and wheelchairs, home appliances and furniture adapted to the needs of the lesser able, with the recent addition of equipment related to perfusion and nutrition. Co. operates through a number of outlets concentrated mainly in the South of France, offering advice and information to customers along with the provision and maintenance of medical equipment.

Deutsche Konsum REIT-AG

Deutsche Konsum REIT AG. Deutsche Konsum REIT AG is a Germany-based real estate investment company. It focuses on the acquisition, rental, inventory management, and sale of retail properties across Germany, with focus on regional centers and micro-locations in the northern and eastern part of Germany.

Fashionette AG

LANXESS AG

Lanxess is a management holding company, engaged in chemicals enterprise with a portfolio ranging from polymers to industrial, specialty and fine chemicals. Co. has three segments, which comprise 14 business units. Co.'s Performance Polymers segments include five units, Butyl Rubber, Performance Butadiene Rubbers, Keltan Elastomers, High Performance Elastomers, and High Performance Materials. Advanced Intermediates segments include two units, Advanced Industrial Intermediates, and Saltigo. Performance Chemicals segments, include seven units, Material Protection Products, Inorganic Pigments, Functional Chemicals, Leather, Rhein Chemie, Rubber Chemicals, and Liquid Purification Technologies.

NKT A/S

NKT is a holding company. Through its subsidiaries, Co. is engaged in the provision of professional cleaning equipment, energy cables, and hightech products based on optical fibers. Through NKT Cables, Co. is active in the markets for low- and medium-voltage cables as well as accessories, building wires, automotive wires, railway catenary and messenger wires. Through Nilfisk, Co.'s product portfolios comprised of: Floor-care equipment - sweepers, scrubbers, dryers, polishers, and carpet cleaners; Vacuum cleaners - wet and dry use; High-pressure washers - hot and cold water; Outdoor equipment - sweepers, mowers, snow clearers, and multi-functional utility machines.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Baptiste Salaville

Klaus Breitenbach

Oddo Sustainability Team

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