Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/21/2024

After a more challenging start to the year for Stellantis, we take a closer look at the stakes for the upcoming CMD (13/06) and our expectations as regards strategic levers that we see as still underestimated and the (significant) potential we continue to see for shareholder returns (close to 100%e of the current market cap by 2030 according to our estimates). We therefore believe it is interesting to return to the stock (TP increased to € 30) ahead of the CMD and the H1 results relea...
Underlyings
Airbus SE

Airbus is an European Aeronautic Defense and Space company whose core business is the manufacturing of commercial aircraft, civil and military helicopters, commercial space launch vehicles, missiles, military aircraft, satellites and defense systems and defense electronics and the rendering of services related to these activities. Co. organizes its businesses into the following five operating divisions: Airbus Commercial, Airbus Military, Eurocopter, Cassidian and Astrium. In addition, Co.'s Other Businesses division engages in the development, manufacturing, marketing and sale of regional turboprop aircraft and aircraft components.

ARM HOLDINGS PLC

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
Martin Marandon-Carlhian

Stephane Houri

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch