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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Emna Ben Bdira ... (+2)
- Emna Ben Bdira
- Maxime Kogge
Eramet : Roadshow feedback: finally caught by China steel crisis
>In manganese, supply tensions now counteracted by the weak China steel market - We organised a roadshow in Paris with CEO Christel Bories and CFO Nicolas Carré. The H1 results published on 25 July were penalised by soft prices overall and low seasonality, but Eramet expects a significant step-up in H2 thanks to higher production and swelling manganese ore prices. However, the end of the summer saw a marked slump in the Chinese steel market, the main outlet for the ma...
Emna Ben Bdira ... (+2)
- Emna Ben Bdira
- Maxime Kogge
Eramet : Feedback roadshow : finalement rattrapé par la crise de l’aci...
>Dans le manganèse, les tensions sur l’offre sont désormais contrecarrées par la faiblesse du marché chinois de l’acier - Nous avons organisé un roadshow à Paris avec la CEO Christel Bories et le CFO Nicolas Carré. Les résultats S1 publiés le 25 juillet avaient été pénalisés par des prix globalement bas et une faible saisonnalité mais Eramet prévoit une amélioration significative au S2 grâce à une production plus élevée et au bond des cours du manganèse. La fin de l’é...
Bruno Cavalier
- Bruno Cavalier
If the US jobs market cracks, consumer spending will be next
Since the end of 2020, consumer spending has accounted for close to 80% of US real GDP growth. Consumer spending has increased 1.5 times faster than disposable income. For this, consumers had to dip into their liquid reserves, beyond what they had stashed away during the pandemic. The savings rate has fallen below the pre-Covid level. In future, consumer spending will primarily hinge on growth in income, and first and foremost on job market conditions (employment, wages). This su...
Carole Braudeau
- Carole Braudeau
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 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....
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....