Report
Amira Manai ...
  • Hana Souissi
  • Nicolas Thorez
  • Sylvain Goyon, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 09/14/2020

The case for of a K-shaped recovery may be attractive, with one world belonging to the industries of the future (growth), mainly digital and technological, and another “old world” destined for relegation (value). But the recent correction by tech stocks serves as a reminder that the die is not cast. There can be no new world without the help of the old (no booking.com without hotels). The old world is awaiting the COVID-19 vaccine to be revived. When it comes, it will benefit fully fr...
Underlying
CS Group

CS Communication et Systemes is a contractor in the design, integration and operation of mission critical systems, and is focused on sectors such as: Defense, Space and Security (By combining information, systems interoperability and operations command, Co. leverages the deployment of mission-critical defense), Aeronautics (Co. conducts projects and develops and maintains technical information and real-time systems), Transportation (Co. offers solutions, spanning from roadside equipment to back-office systems, from integration to operation and maintenance support), and Energy and Industry (simulation, high performance computing, safety, risk management, and production data processing).

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
Amira Manai

Hana Souissi

Nicolas Thorez

Sylvain Goyon, CFA

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