Report
Martial Descoutures ...
  • Oussema Denguir
  • Sven Edelfelt

ODDO BHF Small & MIDCAP MORNING NEWS - 07/04/2020

Stratégique face à la crise du COVID-19, la distribution alimentaire retrouve un statut défensif, qui nous semble justifié. Nous sommes conduits à baisser nos attentes 2020 que de 3.2%. Il n’y a pas de problématique financière dans le secteur. Les valorisations restent attractives. Nous ne modifions pas notre hiérarchie sectorielle : Ahold Delhaize reste notre top pick alors que nous restons à l’écart de Metro (Alléger vs Neutre). - ...
Underlyings
Carmat SA

Carmat is focused on the research and development of an innovative product in the medical sector, developing an orthotopic and biocompatible artificial heart which is completely implantable, as well as its electrical power supply system and remote diagnosis system. Co. is developing a long-term therapeutic solution for patients who suffer from advanced bi-ventricular heart failure and who are not eligible for cardiac transplantation and who have exhausted all drug possibilties. Co. is still in the phase of research and development and thus do not generate any revenues.

Gensight Biologics SA

GenSight Biologics is a clinical-stage biotechnology company based in France. Co. is engaged in discovering and developing novel therapies for mitochondrial and neurodegenerative diseases of the eye and central nervous system by combining a gene therapy-based approach with its core technology platforms of mitochondrial targeting sequence, or MTS, and optogenetics. Co.'s initial focus has been on developing therapies for severe retinal diseases, with the goal of preserving or restoring vision in patients suffering from sight-threatening ophthalmic diseases. Co.'s product pipeline comprises two candidates for the treatment of sight-threatening retinal degenerative diseases, GSO1O and GSO3O.

Imerys SA

Imerys is engaged in the production and the processing of minerals. Co.'s operations can be divided into four business groups: Minerals for Ceramics, Refractories, Abrasives and Foundry (minerals mainly for floor tiles, sanitaryware, porcelain, mobile energy as well as high-temperature and abrasive industries); Performance and Filtration Minerals (plastics, rubber, coatings, sealants and adhesives, health, beauty and filtration of nutrition liquids); Pigments for Paper (filler and coating products for paper) and Materials and Monolithics (construction materials in clay and slate and monolithic products and solutions for high-temperature industries).

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
Martial Descoutures

Oussema Denguir

Sven Edelfelt

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch