Report
Emmanuel Matot

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/24/2024

The underlying themes discussed at the Forum were the materialisation of the transition of business models, management of emerging ESG risks, adaptation of human capital and the challenges of CSR reporting. Among the 35 companies present, six stood out positively, four warrant caution and three are worth rediscovering from an “improvers” angle. - ...
Underlyings
Acciona SA

Acciona is the parent company of a construction group. Co. is engaged in general construction activities in the areas of civil engineering and buildings, including railways, marine and hydraulic works, motorways and airports, town planning, conduits, pavements, parking lots, and industrial and urban buildings. In addition, Co. is engaged in the provision of real estate services, the operation of parking lots, telecommunications, services, ecology and alternative means of energy. Co.'s operations are organized in six business divisions: Infrastructures, Real Estate, Energy, Water, Environmental & Urban Services and Logistic & Transport Services.

CORPORACION ACCIONA ENERGIAS RENOVABLES SA

Repsol SA

Repsol is an oil and gas company. Co. is engaged in all the activities relating to the oil and gas industry, including exploration, development and production of crude oil and natural gas, transportation of oil products, liquefied petroleum gas (LPG) and natural gas, refining, the production of a wide range of oil products and the retailing of oil products, oil derivatives, petrochemicals, LPG and natural gas, as well as the generation, transportation, distribution and supply of electricity. Co. operates in more than 40 countries. Co.'s operations are divided into four segments: Upstream, Downstream, LNG and Gas Natural Fenosa.

Soitec SA

Soitec is a manufacturer of silicon and integrated circuits. Co. offers products based on Silicon-on-Insulator (SOI), which serves to support the manufacturing of more energy-efficient integrated circuits. Co.'s operations can be divided into three divisions: Electronics, Solar Energy and Lighting. The Electronics division manufactures and sells substrates and components intended for the microelectronics industry; the Solar Energy division manufactures and sells photovoltaic modules, designs and constructs turnkey projects, and operates photovoltaic power plants; and the Lighting division isolates resources to develop materials designed for the production of light emitting diodes.

Provider
Oddo BHF
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.

Analysts
Emmanuel Matot

Other Reports on these Companies
Other Reports from Oddo BHF
Anthony Dick ... (+6)
  • Anthony Dick
  • Christophe-Raphaël Ganet
  • Marc Lavaud
  • Olfa Taamallah
  • Usama Tariq
  • Yan Derocles
Anthony Dick ... (+7)
  • Anthony Dick
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • Marc Lavaud
  • Olfa Taamallah
  • Usama Tariq
  • Yan Derocles
Anthony Dick ... (+5)
  • Anthony Dick
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • Jean Danjou
  • Marc Lavaud

ResearchPool Subscriptions

Get the most out of your insights

Get in touch