Oddo BHF - Endesa S.A. (ELE) Endesa : Sur des rails… en 2024 et en 2025

Report

Oddo BHF

Louis Boujard, CFA ...

Philippe Ourpatian

Endesa : Sur des rails… en 2024 et en 2025

28/02/2025 1 FR

Underlying

Endesa S.A.

Endesa is engaged in the production, transmission, distribution, and supply of electricity, through hydroelectric, fossil fuel, and nuclear generation. Co. is also engaged in the mining of coal for use in its fossil-fuel electric plants; mining research; land restoration, and environmental monitoring and control.

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ES0130670112 Madrid Stock Exchange Spain

Provider

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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Analysts

Louis Boujard, CFA

Philippe Ourpatian

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Foreign OEMs, already struggling to keep up with electrification and the lead taken by Chinese OEMs in this area, are once again lagging when it comes to smart driving, which is now seen as the new battlefield by Chinese newcomers, led by BYD and technology-driven new entrants. This new ‘content war’, coming on top of persisting price pressure, prompts us to remain cautious on German OEMs (BMW, MBG, VW) and EU tech suppliers (Continental, Forvia/Hella, Valeo), which are facing a new major challenge that they didn't need... We confirm our preference for Renault and Ferrari among carmakers.

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Endesa : Sur des rails… en 2024 et en 2025

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/28/2025

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/02/2025

Endesa : On track … in 2024 and in 2025

ODDO : China: smart driving, a new battleground... …and threat to foreign players

ODDO : Chine : la conduite intelligente, un nouveau défi pour les acteurs étrangers

Bilfinger : We cannot change the direction of the wind; we must learn to position the sails

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