Report
Anthony Dick ...
  • Michael Foundoukidis

OPmobility : A quality profile that is still underestimated and... …poised to accelerate

After several years of resilience in a difficult sector context, OPmobility should reap the rewards of its efforts and see a marked acceleration in its earnings momentum with EPS up 16% per year for 2025-2027 and FCF up 13%, after the upward revision to our estimates. In our view, this trend is not reflected in the current valuation, which is close to a low point, prompting us to reiterate our Outperform rating with a target price raised to € 14.
Underlying
Plastic Omnium SE

Compagnie Plastic Omnium is a manufacturing and services company which partners with car manufacturers and local communities, through its two core businesses which are Automotive Equipment and Environment. Co.'s activities can be divided into two divisions: the Automotive division and the Environment division. The Automotive division designs, manufactures and sells vehicle body parts (exterior parts and modules) and plastic fuel systems. The Environment division provides products and services for local authorities, including waste pre-collection and management equipment and services, and road and highway signage.

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
Anthony Dick

Michael Foundoukidis

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