Report
Anis Zgaya ...
  • Delphine Brault
  • Jean-Baptiste Rouphael
  • Louis Boujard, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 30/03/2022

Jost is a high-quality company with leading positions in attractive niches of the commercial vehicle market. This, together with its efficient production footprint, gives it the potential to generate profitable growth over the mid-term. However, we fear that the recent geopolitical turmoil in connection with overshooting input costs may be a drag on the company’s near-term operational performance. Our € 46 target price indicates 20% upside on current levels, but we do not think it is ...
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.

Encavis AG

Capital Stage is an investment company based in Germany. Co. is engaged in investing in small and medium sized enterprises.

NORDEX SE

Nordex is a holding company. Co. is a supplier of multimegawatt onshore wind turbines for locations characterised by strong, medium and light wind conditions. Co. focuses on developing and producing the entire system including the control software as well as the main core components and on providing related services. This mainly refers to the sale of wind power systems and, in selected markets, the upstream wind farm project development and sale of turnkey solutions. In addition, Co. assembles wind turbines and provides the necessary after-sales service. Co.'s finance department also supports customers to raise project finance via national and international commercial banks.

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
Anis Zgaya

Delphine Brault

Jean-Baptiste Rouphael

Louis Boujard, CFA

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