Report
Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/08/2020

Nous avons mis à jour nos prévisions de rendement annualisé de 11 indices boursiers internationaux. Pour mémoire ces prévisions, qui s’appuient sur des régressions entre la proportion de la valeur d’un indice donné non explicitée (PVGO) par la book value et l’actualisation des BPA 20e et 21e et le rendement réalisé deux ans plus tard mettent en évidence des perspectives de rendement négativement corrélées au poids de la PVGO. Globalement le message est celui d’une valorisation élevée ...
Underlyings
Bollore SA

Bollore is a holding company. Through its subsidiaries, Co. conducts business in international logistics, transportation and logistics in Africa (port management, stevedoring, logistics), fuel distribution, batteries and supercapacitors, electric vehicles, plastic films for capacitors and packaging, dedicated terminals and systems, plantations, communicationa and the media (television and free press, advertising and market research) and the management of portfolio shareholdings. Co.'s activities can be divided into four segments: Transportation and logistics, Industry, Fuel distribution, and Other activities.

CREDIT SUISSE GROUP AG

Credit Suisse is a financial services provider based in Switzerland. Co. is active as an integrated bank. Co. operates through two global divisions, Private Banking and Corporate & Institutional Banking. Co. offers comprehensive advice and a broad range of financial solutions to private, corporate and institutional clients primarily domiciled in Switzerland. Co. maintains operations in three regionally focused divisions: Swiss Universal Bank, Asia Pacific and International Wealth Management serving Western Europe, Central and Eastern Europe, Latin America and Africa.

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
Jerôme Bodin

Other Reports on these Companies
Other Reports from Oddo BHF
Matthias Desmarais
  • Matthias Desmarais
Matthias Desmarais
  • Matthias Desmarais
Matthias Desmarais
  • Matthias Desmarais

ResearchPool Subscriptions

Get the most out of your insights

Get in touch