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.
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Thomas Zlowodzki
- Thomas Zlowodzki
IFX
INFINEON TECHNOLOGIES AG
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
Konrad Zomer
- Konrad Zomer
Randstad : Hesitation eats into EBITA
In years of decline, Randstad aims to recover 50% of the fall in gross profit via a contraction in operating expenses. In this report, we take a deep dive into the incremental conversion and recovery ratio and estimate that only 7.2% will be recovered this year. Underperform maintained. - >Deep dive into incremental conversion (ICR) and recovery (RR) ratios - In this report, we look in detail at the company’s ability to adjust its cost base to cope with the cyclicality...
Manuel Martin ... (+3)
- Manuel Martin
- CEFA
- CREA
Patrizia SE : Infrastructure is the most resilient real asset class at...
>Roadshow in the Nordics discussing asset classes and PAT´s possibilities - We went on a roadshow in Helsinki, Stockholm and Copenhagen with Patrizia´s (PAT) CFO and investor relations. The main topics discussed during the meetings were, amongst others, i/ the situation in the different real asset classes which PAT manages for its clients and ii/ PAT´s possibilities while navigating through the challenging real estate environment.Overview on PAT´s real as...
Martin Marandon-Carlhian ... (+2)
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : In our view, we have hit bottom, but the SOXX is at a high with...
>April 2023 sales slightly lower than expected, but broadly the market is stabilising at -21.6% in April (vs -21.3% in March) - Worldwide semiconductors sales for April 2023 were published by the WSTS (World Semiconductor Trade Statistics), with one month’s lag as usual. As a three-month moving average, they work out at $ 37.1bn, down 21.6% y-o-y (+1% sequentially) after -21.3% in March. This figure, showing some degree of stabilisation, is nonetheless 1.6% short of ...
IFX
INFINEON TECHNOLOGIES AG
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
Martin Marandon-Carlhian ... (+2)
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : Selon nous, le point bas est bien atteint, mais le SOXX est au ...
>Ventes d’avril 2023 un peu inférieures aux attentes, mais globalement le marché se stabilise à -21.6% en avril (vs -21.3% en mars) - Les ventes mondiales de semiconducteurs d’avril 2023 ont été publiées par la WSTS (World Semiconductor Trade Statistics), avec comme d’habitude un mois de décalage. En données lissées (moyenne mobile de 3 mois), elles ressortent à 37.1 Md$, en baisse en variations annuelles de 21,6% (+1% en séquentiel) après -21,3% en mars. Ce chiffre,...
IFX
INFINEON TECHNOLOGIES AG
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
AMS AMS AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
Tony Lebon
- Tony Lebon
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 winâ€. 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 winâ€. 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....