Report
Andreas Riemann ...
  • Martin Marandon-Carlhian

ODDO : Variant Omicron et E-commerce : nous privilégions Zalando et Shop Apotheke en cas de renforcement des restrictions sanitaires

>Inquiétudes autour du nouveau variant Omicron – Valeurs e-commerce en hausse vendredi dans un marché en baisse - Vendredi, le e-commerce était en hausse dans un marché en baisse (Zalando à +5,5%, Shop Apotheke à +6,6%, Allegro à +4,1% et ASOS à -3,8%). Un nouveau variant sud-africain de coronavirus (Omicron) a suscité des inquiétudes en raison de ses nombreuses mutations, laissant craindre une baisse de l’immunité engendrée par le vaccin. Un premier cas a été enregis...
Underlyings
Allegro.eu SA

ASOS plc

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 SE

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.

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

Martin Marandon-Carlhian

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch