Oddo BHF - Feedback ODDO BHF Forum 2026 : Continuité, sélectivité et nouveaux défis

Report

Oddo BHF

Charlotte Vaisse ...

Oddo Sustainability Team

Feedback ODDO BHF Forum 2026 : Continuité, sélectivité et nouveaux défis

$Sector1$#
Nous publions le feedback de nos échanges avec 32 sociétés sur les sujets de durabilité en ce début d’année. 3 principales priorités émergent : i/ la décarbonation sous discipline financière, ii/ la circularité portée par la réglementation, la décarbonation ou les opportunités d’affaires et iii/ l’IA, abordée via le prisme social et stratégique. Dans les évolutions positives, nous sélectionnons Lectra, Argan, Spie, SEB, Vossloh, Aperam, Endesa, GEA Group (initié en Best-in-Class ESG) et Interparfums (Best-in-Class ESG vs Neutre). Nous relevons notre opinion ESG sur Shell (Neutre vs Non recommandé) et initions LDC en Non recommandé Midcap.

20/01/2026 1 FR

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.

See profile

Analysts

Charlotte Vaisse

Oddo Sustainability Team

Other Reports from Oddo BHF

Charlotte Vaisse ... (+2)

Charlotte Vaisse
Oddo Sustainability Team

Feedback ODDO BHF Forum 2026: continuity, selectivity and new challenges

$Sector1$# We are publishing feedback from our discussions with 32 companies on sustainability issues at the beginning of this year. Three main priorities emerge: i/ decarbonisation under financial discipline, ii/ circularity driven by regulation, decarbonisation or business opportunities, and iii/ AI, approached from a social and strategic perspective. Among the positive developments, we select Lectra, Argan, Spie, SEB, Vossloh, Aperam, Endesa, GEA Group (initiated at Best-in-Class ESG) and Interparfums (Best-in-Class ESG vs Neutral). We raise our ESG opinion on Shell (Neutral vs Not Recommen...

1h / 48m 1h / 48m 1 EN

Carine Maciol

Carine Maciol

Bank : What to expect from bank bonds in 2026?

2026 is off to a flying start. In this complex environment, the operating strength and solvency of European banks are a given, reflected in their predominantly investment-grade ratings. These solid fundamentals are key to withstanding any external shocks that may materialise. True, spreads are at low levels and risk is asymmetric after three years of strong performance. But yields remain attractive in absolute and relative terms compared to corporate bonds. We therefore remain cautiously optimistic about this asset class, selecting credits and bonds more carefully today than in the past.

1h / 48m 1h / 48m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Feedback ODDO BHF Forum 2026 : Continuité, sélectivité et nouveaux défis

Feedback ODDO BHF Forum 2026: continuity, selectivity and new challenges

Bank : What to expect from bank bonds in 2026?

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe