Report
Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 01/14/2020

The duo Patrick Kron / Alessandro Dazza will lead Imerys to win back the hearts of investors and turn the group back into the star industrial minerals stock of old. The expected resolution of the talc litigation in the US in H1 2020 would be a symbolically important first step in turning around the share performance. The group faces a dilemma and has to choose between market share or pricing power. GBL, the majority shareholder, has several options including a sale of its stake in Ime...
Underlying
Dialog Semiconductor plc

Dialog Semiconductor is engaged in creating and marketing mixed signal integrated circuits for personal, portable, hand-held devices, low energy short-range wireless, LED solid-state lighting and automotive applications. Co. has four segments: Mobile Systems, which includes its power management and audio chips for the wireless systems markets; Automotive and Industrial, which markets products that address the safety, management and control of electronic systems in cars and for industrial applications; Connectivity, with activities that include short-range wireless, digital cordless, Bluetooth and VoIP technology; and Power Conversion, which includes its AC/DC converter solutions.

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
Stephane Houri

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