Report
Ahmed Ben Salem ...
  • Bruno Cavalier
  • Delphine Brault
  • Fatma Agnès Hamdani
  • Oussema Denguir
  • Pierre Tegner

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/16/2018

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Underlyings
Alstom - New

China Oil HBP Science & Technology (A)

China Oil HBP Science & Technology Co Ltd. CHINA OIL HBP SCIENCE & TECHNOLOGY CO., LTD is a China-based company, principally engaged in the provision of oil and gas exploitation services. The Company operates its businesses through three segments. The Oil and Gas Field Equipment and Engineering General Contracting segment is engaged in the provision of energy saving and environmental protection system equipment, as well as the engineering general contracting services. The Petrochemical Environmental Protection Equipment and Services segment is engaged in the provision of technical services, including automation engineering and pollutant disposal, among others. The Oil and Gas Development and Utilization segment is engaged in the investment of gas station projects and others. The Company operates its businesses in domestic and overseas markets.

Nestle S.A.

Nestle is a holding company which is based in Switzerland. Through its subsidiaries and allied companies, Co. is engaged in the food processing industry. Co.'s product portfolio has seven categories, Powder and Liquid Beverages, Nutritional and Health Science, Milk products and ice cream, Prepared dishes and cooking aids, PetCare, Confectionery and Water.

NOVARTIS N 2. LINIE

Repsol SA

Repsol is an oil and gas company. Co. is engaged in all the activities relating to the oil and gas industry, including exploration, development and production of crude oil and natural gas, transportation of oil products, liquefied petroleum gas (LPG) and natural gas, refining, the production of a wide range of oil products and the retailing of oil products, oil derivatives, petrochemicals, LPG and natural gas, as well as the generation, transportation, distribution and supply of electricity. Co. operates in more than 40 countries. Co.'s operations are divided into four segments: Upstream, Downstream, LNG and Gas Natural Fenosa.

Royal Dutch Shell Plc Class A

Royal Dutch Shell is a holding company. Through its subsidiaries, Co. is engaged in the oil and gas industry. Co. reports its business through four segments: Integrated Gas, which engaged in the liquefaction and transportation of gas and the conversion of natural gas to liquids to provide fuels and other products; Upstream, which engaged in the exploration for and extraction of crude oil, natural gas and natural gas liquids; Downstream, which engaged in oil products and chemicals manufacturing and marketing activities; and Corporate, which comprising Co.'s holdings and treasury organisation, its self-insurance activities and its headquarters and central functions.

Sartorius AG

Sartorius is a holding company, which is engaged as an international laboratory and process technology provider for the biotech, pharmaceutical and food industries. Co. has three segments: the Bioprocess Solutions, which provides solutions for the core process steps in biopharmaceutical production, focusing on the areas of activity of filtration, fluid management, fermentation, and purification; the Lab Products & Services, which serves both research and quality assurance laboratories across several different industries; and the Industrial Weighing, which concentrates on weighing and control applications in the manufacturing processes of the food, chemical and pharmaceutical sectors.

Total Gabon

Total Gabon is mainly engaged in the crude petroleum and natural gas sectors. Co. is engaged in international oil and gas exploration and production. Co. operates under licences, concession agreements, and production-sharing agreements with host nations. Co. is involved in the exploration, excavation and sale of oil and gas. Co. is also engaged in oil refining, marketing, and trading.

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
Ahmed Ben Salem

Bruno Cavalier

Delphine Brault

Fatma Agnès Hamdani

Oussema Denguir

Pierre Tegner

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