Report
Andreas Riemann

ODDO BHF Small & MIDCAP MORNING NEWS - 07/08/2024

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Underlyings
ADVA AG Optical Networking

Adva Optical Networking is a holding company. Through its subsidiaries, Co. is engaged in the development, production and marketing of optical and Ethernet-based networking solutions to telecommunications carriers and enterprises to deliver data, storage, voice and video services. Co.'s optical transmission solutions are based on Wavelength Division Multiplexing (WDM) technology. With WDM, multiple data streams are transmitted over a single optical fiber by assigning each stream to a different wavelength. Co. also provides Ethernet-optimized transmission solutions for fiber-based networks used to interconnect enterprises and mobile network base stations with carrier networks.

Allgeier Holding AG

Allgeier is an information technology (IT) company for business performance. Co. develops and completes software for digital network operators, trade applications and cloud computing users. Co. also provides integrated systems for inventory control systems, document management, integrated mail systems, and eCommerce. In addition, Co.'s operative business is classified into three segments: Solutions, Experts and Projects, which are spread across four relevant markets: IT Services, Software, IT Hardware, and Information Technology. Co.'s main customer base includes, the banking, finance, and insurance sectors.

B&S Group S.A.

B&S Group SA is a Luxembourg-based company, which serves as a distributor of consumer goods. The Company acts as a source supplier to a number of channels and specialized markets. B& Group SA operates within three segments: The HTG Segment, which purchases products in bulk on an ad hoc basis from manufacturers, wholesalers, distributors and international retail chains, as well as provides suppliers the opportunity to dispose of stock lots, closeout products and excess inventory; the B&S segment, which includes the purchase of consumer goods directly from premium brand owners and informs customers regarding strict food safety guidelines or specific cultural and national preferences and requirements, and the Retail Segment, which sources a focused selection of travel electronics from various partnerships and offers a selected assortment of the product groups sourced within the distribution activities in HTG and B&S.

Evotec SE

Evotec is a holding company engaged as a drug discovery solutions company providing drug discovery capabilities to pharmaceutical and biotechnology companies as well as to academic institutions. These drug discovery solutions are provided in form of fee-for service work, integrated drug discovery alliances, development partnerships, licensing of drug candidates and consulting arrangements. Co. is primarily involved in the areas of neuroscience, pain, metabolic diseases, oncology and inflammation. Co. provides its drug discovery activities under the banners of EVT Execute, EVT Integrate and EVT Innovate. Co.'s operations are divided into two segments: EVT Execute and EVT Innovate.

Next plc

Next Group is a retailer engaged in providing clothing, footwear, accessories and home products. Co. is primarily comprised of the following segments: NEXT Retail, which sells clothing, footwear, accessories and/or home products; NEXT Directory, an online and catalogue shopping business; NEXT International Retail, with around 200 mainly franchised stores across the world at Jan 28 2017; NEXT Sourcing, which designs and sources NEXT branded products; and Lipsy, which designs and sells Lipsy and other branded fashion products. As of Jan 28 2017, Co.'s NEXT Retail segment had a chain of around 540 stores in the U.K. and Eire.

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
Andreas Riemann

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