ODDO BHF Small & MIDCAP MORNING NEWS - 13/12/2022
Le scenario de récession qui se confirme risque de freiner la reprise du trafic aérien et nous attendons désormais un retour sur les niveaux de 2019 en 2025 (vs 2024 précédemment). Notre analyse multicritère (trafic, coûts, pricing power, bilan, valorisation) nous conduit à ajuster notre hiérarchie de recommandation pour les compagnies aériennes et les aéroports. Notre préférence va désormais à Ryanair (Surperformance), Wizz Air (Surperformance vs Neutre) et AENA (Surperformance vs Ne...Bpost is engaged in the provision of national and international mail and parcels services comprising the collection, transport, sorting and distribution of addressed and non-addressed mail, printed documents, newspapers and parcels. In addition, through its subsidiaries and business units, Co. sells a range of other products and services, including postal, parcels, banking and financial products, express delivery services, document management and related activities. Co. operates through two business units: the Mail & Retail Solutions and the Parcels & International.
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.
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