Report
Anis Zgaya ...
  • Geoffroy Michalet
  • Jeremy Garnier
  • Khaled Ben Amor

ODDO BHF Small & MIDCAP MORNING NEWS - 25/03/2019

Nous avons organisé notre 3ème Forum TMT à Paris et Francfort avec 21 sociétés et 150 investisseurs. De nos échanges ressort un sentiment plutôt positif, notamment sur l’arrivée du point bas dans les semi-conducteurs, l’amélioration de la tendance publicitaire au T1 19, un ton plutôt offensif des opérateurs télécoms malgré l’environnement de prix. Nous relevons nos OC sur Worldline (52 € à 68 €) et Ericsson (85 SEK à 95 SEK). - ...
Underlyings
Encavis AG

Capital Stage is an investment company based in Germany. Co. is engaged in investing in small and medium sized enterprises.

GL Events SA

GL events is an international provider of event solutions and services. Co. operates in three segments of the event industry market: the organization of trade fairs, conventions and events(Co. organizes proprietary trade shows); the management of venues(Co.'s venues are managed under concession agreements or long-term public-private partnerships); and services for events(Co. equips and installs every type of event). Co. assists companies, institutions, and event organizers at every stage of the process from the definition of their event strategies to final implementation in the field.

Jacquet Metals SA

Jacquet Metal Services is a European distributor of specialty steels, also active in China and the U.S.A. Co.'s main activity consists of purchasing, storing, and delivering different families of products. Co. is active in four markets for the distribution of special steels through four brands: JACQUET (distribution of stainless steel thick "Quarto" plates); Stappert (distribution of long stainless steel products); Abraservice (distribution of wear-resistant "Quarto" plates); IMS group (distribution of engineering steels). Co.'s main consumer sectors are the following industries: chemical; agro foods; treatment and storage of gases; water treatment; environment and cleanup; and energy.

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
Anis Zgaya

Geoffroy Michalet

Jeremy Garnier

Khaled Ben Amor

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