Report
Bruno Cavalier

Gigafactories to the rescue of the US economy?

Spending in the non-residential construction segment has been booming in the US in the last few quarters. To be precise, not all spending. This boom does not concern offices or commercial buildings but rather the megafactories that are springing up like mushrooms, particularly to meet the needs of the technology sector. The laws passed last year to encourage the green transition and develop the semiconductor sector are having an effect. It is hard to say whether this is a structu...
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
Bruno Cavalier

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