Oddo BHF - Credit Morning 04/04/2018

Report

Oddo BHF

Carole Braudeau

Credit Morning 04/04/2018

Steinhoff: the Hemisphere property portfolio could be worth half the previously disclosed amount according to an estimate made by CBRE>

04/04/2018 6 EN

Provider

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.

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Analysts

Carole Braudeau

Other Reports from Oddo BHF

Thomas Zlowodzki

Thomas Zlowodzki

10 French stocks to buy to play the easing of political risk in France

The stability of the Lecornu 2 government, and at the very least the very low probability of a dissolution, should lead to a further reduction in the political discount weighting on French equities. We have selected 10 stocks from our coverage universe that are likely to benefit from this trend: ACCOR, AXA, BNP Paribas, Compagnie des Alpes, Gecina, Séché Environnement, Sopra Steria, Thermador Group, Total Energies and Wavestone.

October 17, 2025 October 17, 2025 1 EN

Thomas Zlowodzki

Thomas Zlowodzki

10 actions françaises à acheter pour jouer la détente du risque politique en France

La stabilité du gouvernement Lecornu 2, et a minima la très faible probabilité d’une dissolution, devraient conduire à la poursuite de la réduction de la décote politique qui pèse sur les actions françaises. Nous avons sélectionné 10 valeurs dans notre univers de couverture susceptibles de bénéficier de ce mouvement : Accor, AXA, BNP Paribas, Compagnie des Alpes, Gecina, Séché Environnement, Sopra Steria, Thermador Groupe, Total Energies, Wavestone.

October 17, 2025 October 17, 2025 1 FR

Matthias Desmarais

Matthias Desmarais

Oddo’s 2 Weeks Ahead_Friday 17 October 2025

October 17, 2025 October 17, 2025 1 EN

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Credit Morning 04/04/2018

10 French stocks to buy to play the easing of political risk in France

10 actions françaises à acheter pour jouer la détente du risque politique en France

Oddo’s 2 Weeks Ahead_Friday 17 October 2025

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