Report
ODDO BHF European Large Caps List: addition of Repsol. Energy sector upgraded to Overweight (vs Neutral)
We have upgraded the Energy sector rating following the rise in tensions in the Middle East. We have added Repsol to our list of recommended Large Cap stocks, as the group is the European major that has the lowest exposure to upstream supply risks in the Middle East. We are retaining Vallourec, which could benefit from increased activity in the US due to the rise in WTI prices.
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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.
Thomas Zlowodzki
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