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 Recommended) and initiate LDC with a Not Recommended Midcap ESG Opinion.
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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