Terminating coverage

Adevinta (No_rec, TP: NOK) - Discontinuing coverage

We have discontinued coverage of Adevinta. Our last published recommendation, target price, and estimates should no longer be relied upon.

Credit Morning 05/30/2024

BHP abandons its bid for Anglo American Brookfield has made an offer to acquire Neoen for € 6.1bn>...

A revised economic outlook in the wake of tariff chaos

One hundred days that shook the world. That sums up the start of Donald Trump’s second term. In 100 days, his tariff policy has caused an upheaval of global trade and an unprecedented spike in uncertainty impacting the confidence of consumers, businesses and markets. Turning an economy noted for its exceptionalism to one at risk of stagflation is like transforming gold into lead. On the edge of a precipice, the instinct is to step back. The tariff exemptions granted by the US to China and the rest of the world are welcome, even if they are only temporary at this stage. Let us assume they will ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 14/05/2025

Quelles perspectives économiques après le chaos tarifaire ?

Cent jours qui ébranlèrent le monde... tel est le début du second mandat de Donald Trump. Dans ce bref intervalle, sa politique tarifaire a bouleversé le commerce mondial et causé une poussée d’incertitude inédite impactant la confiance des ménages, des entreprises et des marchés financiers. Faire passer l’économie de l’exceptionnalisme au risque de stagflation, c’est comme transformer de l’or en plomb. Arrivé au bord du précipice, devant la peur du vide, l’instinct est de reculer. Les exemptions tarifaires accordées par les Etats-Unis à la Chine et au reste du monde sont bienvenues, même si à...