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
Bruno Cavalier
  • Bruno Cavalier

US: no miracle solution to the housing problem

Excessive inflation can be as much a political problem as an economic one. If the cost of living is too high, or perceived as such by households, it is tempting to blame the government in power. Donald Trump used this as an argument against Joe Biden during the 2024 presidential campaign. The Democrats want to turn the tables ahead of the mid-term elections. The debate revolves largely around the conditions for accessing home ownership. House prices have soared since the pandemic, incomes have n...

Bruno Cavalier
  • Bruno Cavalier

US : pas de solution miracle au problème du logement

Une inflation excessive peut être un problème politique autant qu’économique. Si le coût de la vie est trop élevé ou perçu comme tel par les ménages, il est tentant d’en imputer la faute au pouvoir en place. Donald Trump en avait fait un argument contre Joe Biden durant la campagne présidentielle de 2024. Les démocrates veulent renverser l’accusation en vue des élections de mi-mandat. Le débat tourne beaucoup autour des conditions d’accès à la propriété. Les prix des logements ont bondi depuis l...

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.>...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch