Report
Youssef Abdelaziz Balti

ODDO : Marché France (VP + VUL) : +0.2% en mai, +3.5% YTD

>Marché France (VP + VUL) : +0.2% en mai, +3.5% YTD - VP : +0.2% en mai à 191.7 k-unités, +3.5% YTD (+5.4% /mai et +4.5% YTD à nombre de jours ouvrés comparables) ;VUL : +1.9% en mai à 37.6 k-unités, +5.4% YTD (+7.3%/mai et +6.4% YTD à nombre de jours ouvrés comparables) ;Le mois de mai et l’année 2018 comptent un jour ouvré de moins qu’en 2017 (respectivement 19j vs 20j et 103j vs 104j) ;Pour l’année 2018, nous tablons sur une croissance de marché de 1...
Underlyings
Compagnie Generale des Etablissements Michelin SCA

Compagnie Generale des Etablissements Michelin is active in the tire and mobility-related service markets. Co. manufactures, distributes and sells tires for all kinds of vehicles, publishes maps and guides and operates a number of services. Co.'s operates in three segments: Passenger car/Light truck tires and related distribution; Truck tires and related distribution and Specialty businesses segment including tires for specialty vehicles and maps and guides. Co. distributes its products through two tire distribution networks: Euromaster (Europe) and TCI (U.S.A.) and its brands include Michelin, BFGoodrich, Kleber, Uniroyal, Warrior, Kormoran, Riken, Taurus and Tigar.

Continental Urbana S.A. Inversora

Continental Urbana S.A.I.. Continental Urbana SAI is an Argentina-based company engaged in the investment in real estate properties. The Company's investment portfolio includes principally the development, leasing and operation of the San Justo shopping center and its commercial premises, which is located in the city of Buenos Aires. As of June 30, 2012, the Company held a 90% stake in Urbana Centros Comerciales SA (UCC).

Daimler AG CEDEAR

FFP
FFP

Societe Fonciere, Financiere ACT is an investment holding company which acts as a long-term investor and an active shareholder. As of Dec 31 2010, Co. held 22.1% of the share capital of PSA Peugeot Citroen. Co. usually purchases minority stakes in companies with a large family shareholding. Co. has a portfolio of private equity funds which operate mainly in Europe and countries with emerging economies. Co. also operates a financial investment and cash management business, as well as a real estate and wine-producing businesses.

Nissan Motor Co. Ltd. CEDEAR

Peugeot SA

Peugeot is an automobile manufacturer (cars and light commercial vehicles), supported by two brands: Peugeot and Citroen. Co.'s activities are divided into four main segments: Automobile (Co. designs, manufactures and markets passenger cars and light commercial vehicles under Peugeot and Citroen brands), Finance (Co. provides retail and wholesale financing to customers and dealer networks), Automotive equipment (Co. produces Interior Systems, Automotive Seating, Automotive Exteriors and Emissions Control Technologies) and Other businesses (Co. produces scooters).

Renault SA

Renault is an automobile manufacturer. Co.'s activities have been organized into two main business sectors, in more than 120 countries: Automotive and Sales Financing. Co. designs, develops and sells passenger cars and light commercial vehicles. Following the acquisition of Romanian carmaker Dacia and Samsung Motors' operating assets in South Korea, Co. has three automotive brands: Renault, Dacia and Samsung. RCI Banque, Co.'s captive financing arm, finances sales of the Renault, Renault Samsung Motors (RSM) and Dacia brands, and, in Europe, the Nissan and Infiniti brands. In addition to these two activities, Co. has equity investments in the following two companies: Nissan and AVTOVAZ.

Swisscanto (CH) Real Estate Fund Ifca

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
Youssef Abdelaziz Balti

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