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.

Matthias Desmarais
  • Matthias Desmarais
Aurelien Sivignon
  • Aurelien Sivignon

Balyo : Losses deepen in H1 and double bad news on order commitments f...

>EBIT sharply deteriorated in H1 - Balyo’s H1 results fell short of our estimates. For sales already published down 14% at € 8.3m, the gross margin fell 30% y-o-y, reflecting a gross margin rate of 35% (vs 43% in H1 2021 and vs 38% est.), which can be explained by a decline in volumes on the one hand and a more favourable product mix last year on the other.Growth in Opex (+32% y-o-y) is significantly stronger than we had anticipated and is due mainly to efforts t...

Carole Braudeau
  • Carole Braudeau

Credit Morning 09/30/2022

Casino: new buybacks of Quatrim 2024 debt in the marketAtos rejects an indicative offer for Evidian at an EV of € 4.2bn>...

Tony Lebon
  • Tony Lebon

Oddo convertible news 01/06/2018

Minor International confirmed that it could buy HNA’s stake in NH HotelMarine Harvest issued a 2023 straight bond (floater), implying an attractive valuation for the outstanding 2020 CB in a first reading>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 01/06/2018

L’Italie se dotera aujourd’hui d’un nouveau gouvernement mettant ainsi fin à 3 mois d’incertitudes. Les activités de Deutsche Bank aux Etats-Unis auraient été classées parmi la liste des ‘banques à problèmes’ par les régulateurs américains.S&P a dégradé la note de contrepartie de Deutsche Bank de ‘A-‘ à ‘BBB+’ ; le RWN négatif est levé, la perspective stable et les notes des émissions ont été confirmées.>...

Philippe Lamaud
  • Philippe Lamaud

Deutsche Bank : At the end, will Deutsche win? Credit Opinion revised ...

Football fans all know Gary Lineker’s quote about football being “a simple game: 22 men chase a ball for 90 minutes and at the end, the Germans always win”. While the Word Cup is approaching and Germany is among the favourites, Deutsche Bank’s (DB) performance has been less impressive on the banking field than the ones of the Mannschaft on the pitches, and the outcome of DB’s strategic adjustments is far less certain than the one of a football game, as suggested by Gary Lineker....

Philippe Lamaud
  • Philippe Lamaud

Deutsche Bank : At the end, will Deutsche win? Credit Opinion revised ...

Football fans all know Gary Lineker’s quote about football being “a simple game: 22 men chase a ball for 90 minutes and at the end, the Germans always win”. While the Word Cup is approaching and Germany is among the favourites, Deutsche Bank’s (DB) performance has been less impressive on the banking field than the ones of the Mannschaft on the pitches, and the outcome of DB’s strategic adjustments is far less certain than the one of a football game, as suggested by Gary Lineker....

Carole Braudeau
  • Carole Braudeau

Credit Morning 05/31/2018

Maxeda has reported encouraging Q4 2017-18 results and outlookGalapagos has renegotiated the terms of its RCF.>...

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