Report
Bruno Cavalier ...
  • Nicolas David

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/18/2018

The new political landscape in Italy and the recent turbulence have not affected our positive call on Intesa Sanpaolo and Unicredit given the intact quality of fundamentals, the strategy followed by the two banks and, lastly, a discount, which is unjustified, in our view. In contrast, this logically prompts us to adopt a more cautious approach on the operating prospects.cf. report published today. - ...
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

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