Report
Jeremy Garnier

ODDO BHF Small & MIDCAP MORNING NEWS - 09/02/2021

Since its publication on 25 January, our Large Cap Convictions List has gained (at 31 August) 19.5% id est 2.8% outperformance vs Stoxx 600. Uncertainty on the health front, questions about the peak of growth in the US and untimely government intervention in China will have contributed to investors’ repositioning on “visibility / quality” themes. In reality, growth is resilient and we anticipate a “rediscovery” of themes overlooked during the summer. We are therefore seeking exposure...
Underlyings
Clasquin SA

Clasquin Group designs and supervises the entire overseas transport & logistics chain. Co. has two operating segments: air and sea freight forwarding and related services ("overseas freight") and IT service contractor ("IT services"). The air freight forwarding and related services ("overseas freight") segment comprises of three business lines: air freight forwarding and related services, sea freight forwarding and related services, other services not included in air and sea freight (including related services) are grouped into the "others" business line.

Dormakaba Holding AG

dormakaba Holding and its subsidiaries are engaged in the security industry. Co. offers its customers solutions that benefits in terms of security, organization and convenience. Co.'s offering ranges from individual components, products and systems to fully integrated solutions from a single source. Co.'s activities are organized along three business segments: Door Systems, which provides a flexible and extensive range of automatic doors, gates and wall systems; Access & Data Systems, which includes all hardware and softwarebased components and systems for access control solutions; and Key & Ident Systems which produces key blanks and key encoding machines for the duplication of keys.

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
Jeremy Garnier

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