ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/07/2018
A ce stade l’impact de la guerre commerciale est selon nous bien plus d’ordre psychologique que réel. Nous dressons néanmoins, avec nos analystes, une cartographie des secteurs s’appuyant fortement sur la segmentation de la chaine de valeur, pour établir une hiérarchie des perdants et gagnants relatifs de ce (possible) nouvel ordre du commerce mondial. Une première liste non exhaustive, nous conduirait à  : 1/ favoriser Alstom, ASML, ASMi, Peugeot, Nokian, SGS, services informatiques ...Deutsche Bank is a holding company acting as an international financial service provider. Co. offers a wide variety of investment, financial and related products and services to private individuals, corporate entities and institutional clients around the world. Co. has operations or dealings with existing or potential customers in most countries in the world. Co. is organized into the following six corporate divisions: Global Markets (GM); Corporate & Investment Banking (CIB); Private, Wealth & Commercial Clients (PW&CC); Deutsche Asset Management (Deutsche AM); Postbank (PB); and Non-core Operations Unit (NCOU).
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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