Report
Anthony Dick ...
  • Michael Foundoukidis

ODDO : Stellantis : un ciel désormais dégagé

Alors que Peugeot et FCA viennent de clore le débat autour des termes financiers de leur rapprochement, le fondamental devrait, enfin, revenir au premier plan à quelques mois de la naissance de Stellantis. Or, le potentiel de la nouvelle entité nous semble encore largement sous-estimé et la valorisation très faible, faisant de Peugeot et FCA aujourd’hui, Stellantis demain, les meilleures opportunités boursières sur le secteur. Nous réitérons nos opinions Achat et relevons nos OC ...
Underlyings
Peugeot SA

Peugeot is an automobile manufacturer (cars and light commercial vehicles), supported by two brands: Peugeot and Citroen. Co.'s activities are divided into four main segments: Automobile (Co. designs, manufactures and markets passenger cars and light commercial vehicles under Peugeot and Citroen brands), Finance (Co. provides retail and wholesale financing to customers and dealer networks), Automotive equipment (Co. produces Interior Systems, Automotive Seating, Automotive Exteriors and Emissions Control Technologies) and Other businesses (Co. produces scooters).

Stellantis N.V.

Fiat Chrysler Automobiles is a holding company. Through its subsidiaries, Co. is an international automotive group engaged in designing, engineering, manufacturing, distributing and selling vehicles, components and production systems. Co. has operations in approx. 40 countries and sells its vehicles directly or through distributors and dealers in more than 140 countries. Co. designs, engineers, manufactures, distributes and sells vehicles for the mass market under the Abarth, Alfa Romeo, Chrysler, Dodge, Fiat, Fiat Professional, Jeep, Lancia and Ram brands and the SRT performance vehicle designation.

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
Anthony Dick

Michael Foundoukidis

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