ODDO BHF Small & MIDCAP MORNING NEWS - 05/10/2021
Depuis le 25 janvier dernier, notre liste Convictions Large Cap est en hausse (au 1/10) de 13.8% (Stoxx 600 : 11.8% id est performance relative de 1.8%). Notre liste, tiltée value, a été pénalisée par la remontée de la prime de risque enregistrée depuis fin mai. L’incertitude inflationniste, alimentée par la hausse des prix de l’énergie, et une croissance toujours robuste, poussent, dans un contexte de sortie de QE les taux à la hausse. Pour nous prémunir du risque de baisse de dura...Coface is a holding company that performs its activities through its primary operating subsidiary, Compagnie franASSaise d'assurance pour le commerce extA(c)rieur and its subsidiaries. Through its subsidiaries, Co. is a provider of credit insurance to businesses with solutions to protect them against the rist of client insolvency on both domestic and export markets.
Wendel is an investment company specializing in acquiring long-term holdings in industrial and services companies. Co.'s activities can be divided into six main divisions. Through Bureau Veritas, Co. provides conformity assessment services and certification. Through Stahl, Co. is engaged in high performance coatings and leather finishing products. Through Saint-Gobain, Co. manufactures, transforms and distributes construction materials. Through Legrand, Co. specializes in electrical and digital building infrastructures. Through Deutsch, Co. provides high-performance connectors. Through Materis, Co. provides specialty chemicals for construction.
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.
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