Report
Anne-Barbara Nicco

IM Group : A great opportunity to play the rapid recovery in the luxury goods market. Buy recommendation reiterated.

Having to deal with a pandemic and its periodic store closures just one month after its bond issue and dividend recap transaction, did not seem to be an easy task for a luxury ready-to-wear group like Isabel Marant. The test, which was ultimately successfully passed, was an opportunity to demonstrate the strength of the group's mixed distribution model and its geographical diversification. The year 2021 is also looking much brighter with a sharp rebound in the luxury market and w...
Underlying
CNIM Group SA

Constructions Navales et Industrielles de la Mediterranee develops, designs and manufactures turnkey industrial solutions with high technological content and provides expertise, services and operating capability in the areas of environment, energy (thermal, nuclear and renewables), defense and industry. Thermal and mechanical engineering, robotics, instrumentation and control systems, machining large-scale parts, ergonomics, software services and solutions for IT security and big data are just a few of the skills on which Co.'s capacity to innovate is based. Co. is divided into two sectors: Environment Sector and Innovation & Systems Sector.

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
Anne-Barbara Nicco

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