ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/03/2021
Le président Biden a commencé à courtiser les républicains pour mettre en musique un plan d’investissement massif dans les infrastructures et dans la rénovation des bâtiments, qui pourrait être annoncé prochainement. Ce plan devrait reprendre au moins en partie la proposition de 2 000 Md$ détaillée lors de la campagne électorale. Nous en évaluons l’impact entre 2% à 10% par an sur l’EBITDA de notre échantillon de valeurs. Assa Abloy (28% du CA concerné, OC relevé à 278 SEK), Legrand (...
Hoffmann Green Cement Technologies SAS. Hoffmann Green Cement Technologies SAS is a France-based company, which manufactures cements. The Company mainly manufactures decarbonated cements for construction. Hoffmann Green Cement Technologies SAS is involved in the energy and ecological transition by manufacturing low carbon eco-materials.
Royal Boskalis Westminster is a service provider operating in the dredging, dry and maritime infrastructure and maritime services sectors. Co. is involved in dredging activities and provides a range of maritime services for the offshore energy sector. In addition, Co. provides towage services as well as emergency response and salvage related services. Co.'s main clients are oil, gas and power companies, port operators, governments, shipping companies, international project developers, insurance companies and mining companies. Co. operates on behalf of its clients in over 75 countries across six continents.
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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