Report
Christophe-Raphaël Ganet ...
  • Florent Laroche-Joubert
  • Jean-Baptiste Rouphael

ODDO BHF Small & MIDCAP MORNING NEWS - 02/07/2020

Nous mettons à jours notre liste Convictions Midcap pour le S2 2020 dans un contexte particulièrement peu confortable. Nous optons pour un mix de i/ TMT et Santé pour garder l’exposition à la croissance structurelle mais avec des facteurs ou des profils spécifiques, ii/ de « Value stocks », iii/ dossiers à forte connotation ESG. Cf. étude publiée ce jour. - ...
Underlyings
Aedifica SA

Aedifica is a property company, which is specialized in residential real estate. Co.'s portfolio has a superstructure of more than 225,911 sq. m as of June 30 2010. It owns: residential or mixed buildings in Belgian cities with classical leases; buildings with furnished apartments buildings in the heart of Brussels with shorter term leases; senior houses and serviceflats with very long term and triple net leases; and hotels. Co. invests: in existing and already leased buildings; and in projects with future completion. Co.'s activities can be divided into four segments: Residential or mixed buildings; Furnished apartments buildings; Senior houses; and Hotels and others.

Boiron SA

Boiron manufactures and markets homeopathic medicines. Homeopathic medicines are prepared from vegetable, animal, mineral, or chemical substances, which are diluted. Co. sells three types of products in 59 countries: Non-proprietary homeopathic medicines, OTC family medication specialties, and Other products. There are two large families of homeopathic medicines: Those associated with precise therapeutic indications and dosage, and those that do not mention a therapeutic indication or dosage. Co. supports homeopathy education and training organizations for healthcare professionals. Some of Co.'s brand names include Oscillococcinum®, Stodal®, S?datif PC®, and Coryzalia.

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
Christophe-Raphaël Ganet

Florent Laroche-Joubert

Jean-Baptiste Rouphael

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