​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

  • Carole Braudeau

    Head of Fixed Income Credit Research Years of Experience: 20
  • Delphine Chauvin

    Credit analyst Years of Experience: 15
  • Tony Lebon

    CB and Credit analyst Years of Experience: 6
  • Markus Schmitt

    Credit Analyst Years of Experience: 14
  • Carine Maciol

    Credit analyst Years of Experience: 19
  • Vincent Maulay

    N/A
  • Laure Nottet

    Credit analyst Years of Experience: 4
  • Philippe Lamaud

    Credit analyst Years of Experience: 15
  • Maxime Kogge

    Credit analyst Years of Experience: 14
  • Nicolas David

    N/A
  • Salma Bouraoui

    N/A
  • Roland Pfaender,MBA,CFA,CCRA

    N/A
  • Fatma Agnès Hamdani

    N/A
  • Yan Derocles

    N/A
  • Bruno Cavalier

    N/A
  • Jean-Christophe Dourret

    N/A
  • Matthias Desmarais

    N/A
  • Fehmi Ben Naamane

    N/A
  • Olfa Taamallah

    N/A
  • Emira Sagaama

    N/A
  • Hana Maalej

    N/A
  • Jeremy Garnier

    N/A
  • Youssef Abdelaziz Balti

    N/A
  • Ahmed Ouni

    N/A
  • Emmanuel Matot

    N/A
  • Alfred Glaser

    N/A
  • Delphine Brault

    N/A
  • Alexander Rummler

    N/A
  • Ahmed Ben Salem

    N/A
  • Laurence Hofmann

    N/A
  • Team Pharma

    N/A
  • Jean Sassus

    N/A
  • Manuel Martin, CEFA,CREA

    N/A
  • Alexandre Iatrides

    N/A
  • Louis Boujard, CFA

    N/A
  • Anis Zgaya

    N/A
  • Khaled Ben Amor

    N/A
  • Oussema Denguir

    N/A
  • Johanna Jourdain

    N/A
  • Jerôme Bodin

    N/A
  • Charles Lepetitpas

    N/A
  • Sven Edelfelt

    N/A
  • Pierre Tegner

    N/A
  • Stephane Houri

    N/A
  • Michael Foundoukidis

    N/A
  • Antoine Boivin-Champeaux

    N/A
  • Philippe Ourpatian

    N/A
  • Sylvain Goyon, CFA

    N/A
  • Hela Zarrouk

    N/A
  • Alex Koagne

    N/A
  • Florent Laroche-Joubert

    N/A
  • Aurelien Sivignon

    N/A
  • Georges Dieng

    N/A
  • Rémi Adam

    N/A
  • Virginie Rousseau

    N/A
  • Baptiste Lebacq

    N/A
  • Benoit Valleaux

    N/A
  • Samantha Jeary

    N/A
  • Manuel Martin, CEFA,CREA

    N/A
  • Igor Kim, CFA

    N/A
  • Louis Boujard, CFA

    N/A
  • Oddo Nextcap

    N/A
  • Sylvain Goyon, CFA

    N/A
  • Roland Pfaender,MBA,CFA,CCRA

    N/A
  • Yassine Batini

    N/A
  • Jean-Baptiste Rouphael

    N/A
  • Martial Descoutures

    N/A
  • Nicolas Thorez

    N/A
  • Geoffroy Michalet

    N/A
  • Alain William

    N/A
  • Fatma Ayachi

    N/A
  • Anne-Barbara Nicco

    N/A
  • Equipe Utilities

    N/A
  • Equipe Utilities

    N/A
  • Equipe Sustainability

    N/A
  • François Maury

    N/A
  • Steven Gould

    N/A
  • Jean-François Granjon

    N/A
  • Christophe-Raphaël Ganet

    N/A
  • Pierre François Merveille

    N/A
  • Team Pharma

    N/A
  • Christophe Chaput

    N/A
  • Azza Khalfallah

    N/A
  • Carine Maciol

    N/A
  • Marc Lavaud

    N/A
  • Harald Eggeling

    N/A
  • Jean Danjou

    N/A
  • Haris Ladouari

    N/A
  • Sebastien Malafosse

    N/A
  • Anthony Dick

    N/A
  • Anthony Dick

    N/A
Carole Braudeau

Morning Crédit 29/05/2020

Renault : Présentation du plan de transformation Kiloutou: Résultats T1 20 déjà impactés par la crise du Covid-19 mais sans surprise. S&P a abaissé le rating d’Europcar d’un cran, de B- à CCC+ avec un outlook négatif.>...

Carole Braudeau

Credit Morning 05/29/2020

Presentation of the transformation plan S&P has lowered Europcar's rating by one notch to 'CCC+' from 'B-' and assigned it a negative outlook Kiloutou: Q1 2020 results already impacted by the Covid-19 crisis but unsurprisingly>...

Bruno Cavalier

US companies caught between hope and reality

The jobs to be recreated in the US are still in the tens of millions, but optimism is returning. This is abundantly clear in the stock market indices. This is also visible in business surveys, albeit at a lesser degree. It is now established that activity hit its low point in April. Everything that comes after is necessarily better. For all sectors emerging from lockdown, the rally will initially be very strong because lost ground in spending needs to be caught up. But some spend...

Fatma Agnès Hamdani ...
  • Jean-François Granjon
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 05/29/2020

...

Nicolas Thorez

Ymagis : Postponement of FY 2019 results/ Q1 2020 revenues released/ Financing update

>FY 2019 results release postponed - Owing to Ymagis’ current situation, as it seeks financing to ensure its continued operations, the group yesterday indicated that the auditors were unable to sign off on its 2019 accounts and had triggered a warning procedure. The group’s 2019 full-year results release has therefore been postponed indefinitely.Initial impacts of the health crisis in Q1 2020: sales € 27.4m (-35% y-o-y) - Ymagis nonetheless reported i...

Nicolas Thorez

Ymagis : Postponement of FY 2019 results/ Q1 2020 revenues released/ Financing update

>FY 2019 results release postponed - Owing to Ymagis’ current situation, as it seeks financing to ensure its continued operations, the group yesterday indicated that the auditors were unable to sign off on its 2019 accounts and had triggered a warning procedure. The group’s 2019 full-year results release has therefore been postponed indefinitely.Initial impacts of the health crisis in Q1 2020: sales € 27.4m (-35% y-o-y) - Ymagis nonetheless reported i...

Martial Descoutures ...
  • Sebastien Malafosse

Moderna : A reassuring message

>Pending full publication of phase I data - We organised a conference call with Moderna’s management yesterday. Ahead of the company’s Science day scheduled for 2 June, CEO Stéphane Bancel went into detail about the intermediate clinical results of its phase I trial evaluating MRNA-1273, its candidate vaccine for COVID-19. In short, these intermediate results showed an immune response (immunogenicity) and the capacity to synthesise neutralising antibodies. In ter...

Fatma Agnès Hamdani

Marie Brizard Wine & Spirits : Activity fairly resilient to date but the financial situation remains delicate pending recapitalisation

>Key points from company contact - The main points from our contact with the company:The group is no longer in a position to confirm its targets for 2022 primarily due to uncertainty stemming from the economic context linked to the health crisis. The international data analysis agency, IWRS, predicts that it will take four years for the alcoholic drinks market to return to 2019 levels, before the health crisis.Marie-Brizard remains confident in its strategic...

Jean-François Granjon

Vilmorin & Cie : Seeds: a strategically important segment – the stock is on our Midcap convictions list

>A more resilient profile - In the context of a corporate/client conference call with management (CFO + head of IR), the latter provided an update on the group’s good Q3 performances and on the short- and medium-term outlook, despite the current health situation. We would highlight a cautious (the group’s DNA) but confident tone.Risks but a fairly resilient business profile. Through its global exposure, Vilmorin & Cie was impacted by the health crisis right from ...

Nicolas Thorez

Ymagis : Report des résultats FY 2019 / Publication T1 2020 / Point financement

>Report de la publication des résultats annuels 2019 - Compte tenu de la situation actuelle d’Ymagis, en recherche de financements pour assurer sa pérennité, le groupe a indiqué hier que les commissaires aux comptes n’ont pas été en mesure de certifier les comptes annuels 2019 et ont déclenché une procédure d’alerte. Dès lors, la publication des résultats annuels 2019 est de nouveau décalée, sine die.Premiers impacts de la crise sanitaire au T1 2020 : CA ...

Bruno Cavalier

US companies caught between hope and reality

The jobs to be recreated in the US are still in the tens of millions, but optimism is returning. This is abundantly clear in the stock market indices. This is also visible in business surveys, albeit at a lesser degree. It is now established that activity hit its low point in April. Everything that comes after is necessarily better. For all sectors emerging from lockdown, the rally will initially be very strong because lost ground in spending needs to be caught up. But some spend...

Bruno Cavalier

US : les entreprises entre espoir et réalité

Il y a toujours quelques dizaines de millions d’emploi à recréer aux États-Unis, mais l’optimisme revient. C’est flagrant dans l’évolution des indices boursiers. C’est visible à un degré moindre dans les enquêtes auprès des entreprises. Il est désormais acté que le point bas d’activité était en avril. Tout ce qui suit est donc forcément meilleur. Pour tous les secteurs sortant du confinement, le rebond sera d’abord très fort car il y a des dépenses à rattraper. Mais il y aussi de...

Bruno Cavalier

A one-legged Europe no more?

To move forward, it is preferable to have two legs than one. To stabilise the business cycle, it is better to be able to intervene from two angles - monetary and fiscal. Europe's framework up is such that fiscal policies are decentralised and therefore uncoordinated and suboptimal. EU-wide fiscal stabilisation does not exist. In emergencies, (almost) everything lies on the ECB's shoulders. This can pose problems, as we were recently reminded by Germany's constitutional court. The...

Bruno Cavalier

La fin de l’Europe unijambiste ?

Pour avancer, il est préférable d’avoir deux jambes plutôt qu’une. Pour stabiliser le cycle, il vaut mieux avoir deux moyens d’intervention, monétaire et budgétaire. L’Europe est ainsi faite que les politiques budgétaires sont décentralisées, par suite non-coordonnées, et sous-optimales. Il n’y a pas de stabilisation budgétaire à l’échelon de l’Europe. Dans les situations d’urgence, tout ou presque repose sur la BCE, ce qui n’est pas sans poser problème, comme l’a rappelé récemme...

Carole Braudeau

Credit Morning 05/28/2020

Cirsa : Feedback from Q1 call: efficient cost-cutting programme but still low visibility on reopenings Lufthansa : The €9bn aid plan delayed waiting for an agreement with EU Codere: Sharp drop in Q1 results but the bond coupons will be paid today BUT: A highly reassuring conference call>...

Carole Braudeau

Morning Crédit 29/05/2020

Renault : Présentation du plan de transformation Kiloutou: Résultats T1 20 déjà impactés par la crise du Covid-19 mais sans surprise. S&P a abaissé le rating d’Europcar d’un cran, de B- à CCC+ avec un outlook négatif.>...

Carole Braudeau

Credit Morning 05/29/2020

Presentation of the transformation plan S&P has lowered Europcar's rating by one notch to 'CCC+' from 'B-' and assigned it a negative outlook Kiloutou: Q1 2020 results already impacted by the Covid-19 crisis but unsurprisingly>...

Fatma Agnès Hamdani ...
  • Jean-François Granjon
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 05/29/2020

...

Fatma Agnès Hamdani ...
  • Jean Sassus
  • Martial Descoutures
  • Olfa Taamallah
  • Samantha Jeary
  • Sebastien Malafosse
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/29/2020

...

Fatma Agnès Hamdani ...
  • Jean-François Granjon
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 29/05/2020

...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch