Report
Fehmi Ben Naamane ...
  • Johanna Jourdain
  • Maissa Keskes
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/09/2020

La thèse de la reprise en K est attrayante : le monde appartiendrait aux industries du futur (la croissance), essentiellement digitales et technologiques, avec un « vieux monde » condamné à la relégation (la value). Mais la récente correction des valeurs technologiques nous rappelle que la messe n’est pas dite. Pas de nouveau monde sans le concours de l’ancien (ex pas de Booking.com sans hôtels). Ce dernier attend pour se réveiller la piqûre du vaccin COVID-19. Il profitera alors à pl...
Underlyings
Carnival plc

Carnival is a leisure travel and cruise company. Co. operates over 100 cruise ships within a portfolio of global, regional and national cruise brands that sell tailored cruise products, services and vacation experiences. Co.'s North America cruise brands include Carnival Cruise Line, Princess Cruises, Holland America Line, and Seabourn. Co. also has a Cruise Support segment that represents its portfolio of port destinations and private islands, which are operated for the benefit of its cruise brands. In addition to its cruise operations, Co. owns Holland America Princess Alaska Tours, the tour company in Alaska and the Canadian Yukon, which complements Co.'s Alaska cruise operations.

STMicroelectronics NV

STMicroelectronics is a global independent semiconductor company that designs, develops, manufactures and markets a broad range of semiconductor integrated circuits (“ICs”) and discrete devices. Co. offers a diversified product portfolio and develops products for a wide range of market applications, including automotive products, computer peripherals, telecommunications systems, consumer products, industrial automation and control systems. Within its diversified portfolio, Co. is focused on developing products that leverage its technological strengths in creating customized, system-level solutions with digital and mixed-signal content.

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
Fehmi Ben Naamane

Johanna Jourdain

Maissa Keskes

Martin Marandon-Carlhian

Stephane Houri

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