Report

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/17/2018

For the time being we think this trade war is having far more of a psychological effect than any real impact. Nevertheless, with the help of our equity analysts we have mapped all the sectors according to how segmented their value chains are. We have thus been able to rank the relative winners and losers of this (potential) new global trade order. An initial non-exhaustive list of stocks/sectors would prompt us to: 1/ prefer Alstom, ASML, ASMi, Peugeot, Nokian, SGS, IT Services and I...
Underlying
Deutsche Bank AG

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).

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.

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