Oddo BHF - ESG defence: the exclusion dilemma

Report

Oddo BHF

Emira Sagaama ...

Margaux van Oerle

ESG & defence: the exclusion dilemma

18/03/2025 1 EN

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

Emira Sagaama

Margaux van Oerle

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Séché Environnement vient de boucler le placement d’une nouvelle obligation à échéance 2030 (5 ans), en format « Green ». Les fonds serviront à rembourser le bridge loan qui avait été obtenu pour financer le rachat d’ECO, ainsi que les fonds utilisés sur le RCF. L’IPT avait été annoncé à 4.75/5.0%, puis la guidance a été resserrée à 4.625% +/- 12.5. Finalement, compte tenu d’une demande qui semble avoir été forte, le rendement a été fixé à 4.5% et la taille de l’obligation augmenté à 400 m EUR (+50 m EUR).

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ESG & defence: the exclusion dilemma

Seche Environnement : Issuance Focus

Séché Environnement : Focus Emission

Jenoptik AG : An undervalued growth story

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