ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/30/2021
President Biden has started courting Republicans to set to music a massive investment plan for infrastructure and building renovation that could be announced shortly. This plan is likely to at least partly take up the proposed $ 2,000bn programme set out in the election campaign. We evaluate the impact at between 2% and 10% per year on EBITDA for our sample of stocks. Assa Abloy (28% of sales concerned, target price raised to SEK 278), Legrand (19%), CRH (45%) and Ferguson (68%) are t...
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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