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
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

Banco Sabadell : Q1 2024 suggests a more favourable-than-expected traj...

>Neutral rating reiterated – target price raised to € 1.70 (vs € 1.50) - Q1 2024 was another solid quarter (on the operating front as well as in terms of asset quality, capital, liquidity) and confirms the favourable trend related to the transformation plan (costs, etc.) to a contained CoR, in addition to momentum on NII that was better than initially expected. The group confirms most of its guidance, slightly improves RoTE's guidance while providing further clarific...

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

Banco Sabadell : Le T1 2024 suggère une trajectoire plus favorable qu’...

>Opinion Neutre réitérée – OC porté à 1.70 € (vs 1.50 €) - Le T1 2024 ressort de nouveau solide (opérationnel, qualité d’actifs, capital, liquidité) et confirme l’orientation favorable associé au plan de transformation (coûts…) et à un CdR contenu ainsi qu’à une dynamique meilleure qu’initialement prévu sur les NII. Le groupe confirme l'essentiel de ses guidances, par ailleurs améliore un peu celle de RoTE tout en apportant plus de précision sur les NII et délivre un ...

Matthias Desmarais
  • Matthias Desmarais

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.>...

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....

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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