Report
Jean Danjou

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 29/06/2021

Nous initions les banques espagnoles Unicaja Banco (Surperformance, OC 1.20 €), Bankinter (Neutre, OC 4.5 €) et Banco Sabadell (Neutre, OC 0.60 €) en analysant leur stratégie distincte face aux défis opérationnels du secteur. La piste M&A suivie par Unicaja Banco paraît la plus intéressante, à l’instar de celle retenue par CaixaBank, qui demeure notre valeur préférée au sein de secteur espagnol. - ...
Underlyings
CIE Automotive S.A.

CIE Automotive is the parent company of an industrial group formed by several companies that are engaged in the design, manufacture and sale of automobile component and sub-units on the world market. In addition, Co. is also engaged in the bio-fuels business which is in the initial stages of development and is made up of various companies devoted to the production and distribution of bio-fuels.

EssilorLuxottica SA

Essilor International (Compagnie Generale d'Optique) designs, manufactures and sells ophthalmic lenses, ophthalmic optical instruments and equipment. Co.'s activities are divided into three segments: Lenses and Optical Instruments (Co. designs, manufactures and customizes corrective lenses such as: Varilux (progressive lenses); anti-reflective, smudge-proof and anti-static lenses (Crizal); Nikon lenses, Transitions variable-tint lenses and Kodak lenses under agreements; polarized lenses (Xperio) and fog-proof lenses (Optifog)), Equipment (Co. produces, distributes and sells equipment and consumables used by prescription laboratories) and Readers (Co. designs and sells reading glasses).

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
Jean Danjou

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