Report
Bruno Cavalier ...
  • Nicolas David

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/06/2018

La nouvelle donne politique en Italie et les turbulences récentes n’entament pas notre call positif sur IntesaSP et Unicredit compte tenu de la qualité intacte des fondamentaux, de la stratégie suivie par les 2 banques et enfin d’une décote, selon nous, injustifiée. Cela nous amène en revanche logiquement à adopter une approche un peu plus prudente sur les perspectives opérationnelles. Cf. étude publiée ce jour. - ...
Underlyings
Dassault Systemes SA

Dassault Systemes provides software products & consulting services. Co.'s software applications allow businesses to digitally define, simulate products, the processes & resources required to manufacture, maintain & recycle them. Co. also provides services, principally to large customers. These services comprise mainly consulting services in methodology for design, deployment & support, training services & engineering services. Co.'s activities can be divided into two segments: the PLM market supports product development, production, maintenance & lifecycle management; & the Mainstream 3D market, which is primarily focused on product design.

SEB Foretagsobligationsfond Flexibel Open Fund

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
Bruno Cavalier

Nicolas David

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch