Report
Sven Edelfelt

ODDO BHF Small & MIDCAP MORNING NEWS - 22/11/2021

Depuis sa publication le 25/01, la liste Convictions ODDO BHF Large Cap est en hausse (au 18/11) de 22.6% (+1.8% relatif Stoxx 600). Les craintes liées à la dégradation de la situation sanitaire ne doivent pas masquer le fait que la situation s’améliore tendanciellement et le trafic aérien devrait en bénéficier. La progression des prix de l’énergie et les contraintes climatiques impliquent la poursuite d’un effort de long terme de modernisation des flottes. Airbus est particulièrement...
Underlyings
Construcciones y Auxiliar de Ferrocarriles S.A.

Construcciones y Auxiliar de Ferrocarriles SA (CAF) is a Spain-based company engaged in the rolling stock manufacture. The Company's activities are divided into two business segments: Rolling stock, as well as Components and spare parts. The Rolling stock division focuses on the design, production and distribution of rolling stock and equipment for railway systems, such as high-speed vehicles, locomotives, trains for middle-distance transportation, commuter trains and electric motorcars, subway trains, streetcars, traction and signaling systems, as well as energy storage solutions. The Components and spare parts division offers elements and spare parts for rolling stock equipment, such as wheels, axles and gear units. In addition, the Company offers technical assistance, maintenance and after-sale services, as well as development of rail infrastructure, among others. It operates through numerous subsidiaries in Spain, France, Germany, the United States, Brazil and Mexico, among others.

Fraport AG

Fraport AG Frankfurt Airport Services Worldwide is an airport operator. Co. is divided into four segments: aviation, which includes airside and terminal management as well as corporate safety and security at the Frankfurt site; retail and real estate, which consists of retailing activities, parking facility and real estate management at Frankfurt Airport; ground handling, which comprises services dealing with passengers, aircraft and cargo; and external activities and services, which comprises Co.'s companies outside the Frankfurt site and auxiliary services in Frankfurt, including information technology and facility management in particular.

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
Sven Edelfelt

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