Report

ODDO : Effets directs et indirects du COVID-19 : Annus Horribilis

>Nous intégrons une baisse du trafic aérien en Europe de 25% en 2020… - Les analystes sur le secteur Aerospace d’ODDO BHF anticipent une baisse du trafic aérien de 25% en 2020 en Europe, scénario qu’ils qualifient de « pessimiste mais réaliste » (voir l’étude publiée le 23 mars). L’effondrement sera fortement marqué au T2 (-75%e) avec une normalisation au T4. En 2021, ils anticipant une reprise partielle avec une hausse de 15%. C’est sur la base de ce scénario que nou...
Underlyings
Aeroports de Paris SA

Aeroports de Paris is the airport authority that owns and manages the fourteen civil airports and airfields in the Ile-de-France (Paris) area. Co. owns and operates the three main airports of the Ile de France region (Paris-Charles de Gaulle, Paris-Orly and Paris-Le Bourget), 10 general aviation airfields and the Issy-les-Moulineaux heliport. In the three main airports, Co. provides facilities to accommodate passengers, airlines and cargo and postal services, and offers a range of services. Co.'s activities are divided into five business segments: Aviation, Retail and Services, Real Estate, Airport Investments and Other Activities.

Fraport AG

Fraport AG Frankfurt Airport Services Worldwide is an airport operator. Co. is divided into four segments: aviation, which includes airside and terminal management as well as corporate safety and security at the Frankfurt site; retail and real estate, which consists of retailing activities, parking facility and real estate management at Frankfurt Airport; ground handling, which comprises services dealing with passengers, aircraft and cargo; and external activities and services, which comprises Co.'s companies outside the Frankfurt site and auxiliary services in Frankfurt, including information technology and facility management in particular.

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.

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