Report
Emmanuel Matot ...
  • Marc Lavaud
  • Michael B. Schäfer

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/22/2024

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Underlyings
BASF SE

BASF is a chemical company based in Germany. Co. conducts its operations through five reportable segments: Chemicals, which comprises the Petrochemicals, Monomers and Intermediates divisions; Performance Products, which consists of the Dispersions & Pigments, Care Chemicals, Nutrition & Health and Performance Chemicals divisions; Functional Materials & Solutions, which comprises the Catalysts, Construction Chemicals, Coatings and Performance Materials divisions; Agricultural Solutions, which comprises the Crop Protection division; and Oil & Gas, which is composed of the Oil & Gas division.

COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN

CTS Eventim AG & Co. KGaA

CTS Eventim is a promoter of live music events in the market of live entertainment in Continental Europe. Co. operates in two segments: Ticketing, which is engaged in producing, selling, brokering, distributing and marketing tickets for concert, theatre, art, sports and other events in Germany and abroad, using data processing and data transmission technologies; and Live Entertainment, which is engaged in planning, preparing and executing tours and events, primarily music events and concerts, and marketing music productions. In its Live Entertainment segment, Co. operates in the German-speaking countries and also, through its Hammersmith Apollo Ltd. joint venture in Great Britain.

Novartis AG

Novartis is a multinational healthcare group based in Switzerland. Co. provides healthcare solutions that address the evolving needs of patients and societies worldwide. Co.'s broad portfolio includes innovative medicines, eye care products and cost-saving generic pharmaceuticals. Co.'s operations are organized along three operating divisions: Innovative Medicines Division; Sandoz Division; and Alcon Division. Co.'s operations are supported by the Novartis Institutes for BioMedical Research and Novartis Business Services.

VINCI SA

Vinci is engaged in building, civil engineering and facilities management. Through its subsidiaries, Co. is engaged in five divisions comprising of: the Building division which provides retail solutions including construction and fit-out in both the retail and commercial sectors; the Civil Engineering division; the Air division which provides program management, engineering and construction services to customers with airport infrastructure requirements; the Technology division; and the VINCI Facilities division which provides facilities management, repair and maintenance and small works in both the private and public sectors.

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
Emmanuel Matot

Marc Lavaud

Michael B. Schäfer

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