ODDO : Omicron variant and e-commerce: we prefer Zalando and Shop Apotheke in the event of tighter health restrictions
>Concerns around the new Omicron variant – e-commerce stocks made gains on Friday in a bearish market - On Friday, the e-commerce segment made gains in a bearish market (Zalando +5.5%, Shop Apotheke +6.6%, Allegro +4.1% and ASOS -3.8%). A new South African variant of the coronavirus (Omicron) caused concern due to its large number of mutations, raising fears of a reduction in the immunity afforded by vaccines. A first case was recorded on Friday in Belgium, followed b...
ASOS and its subsidiaries (together, the Group) is a global fashion retailer. The Group sells products across the world and has websites targeting the U.K., U.S., Australia, France, Germany, Spain, Italy and Russia. Co. creates and curates fashion, face + body products for every fashion-loving 20-something.
Zalando is an e-commerce group based in Germany. Co. is engaged in the online retailing of clothing, shoes and accessories for women, men and children. Co.'s product offering include more than 1,500 brands, including global and local brands, as well as private labels, including shoes, clothing and accessores as well as sportswear and homeware designed especially for the Co. The Co.'s product offering is complimented by the Zalando Lounge and Zalon apps, which provides registered members special offers at discounted prices. Co. also provides a combination of services that include free delivery and returns.
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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