Report
Eric Wilmer

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/06/2021

Le tapering fait peur au marché. Pour beaucoup d’investisseurs, par référence à 2013, l’arrêt des achats de titres par la FED est synonyme de tension sur les taux longs pénalisante pour la valorisation des actifs risqués. Surprise ! L’examen des différents QE outre-Atlantique révèle que le tapering est, contrairement au QE, associé à une détente des rendements. Le consensus milite aujourd’hui pour un tapering annoncé fin août début septembre et effectif début 2022. Comparaison n’est p...
Underlyings
Greenyard NV

Greenyard processes and commercializes fruits, vegetables, and ready-to eat food products in France, the United kingdom, Germany, Belgium, other EU-countries, and internationally. Co.'s operation is divided into two divisions: The frozen division known as Pinguin and the canning division under the name of Noliko. The Frozen division offers frozen vegetables and fruits, deep-frozen vegetable dishes, and ready-to-use meals to retail, food service, and food industry. The Canning division processes vegetables and fruit from the field into preserved foods in cans and jars. The division also prepares ready-to-eat food such as soups, sauces, dips and pasta dishes.

Ontex Group N.V.

Ontex Group NV is a Belgium-based company, which operates in the manufacturing sector of industry. The Company is a producer of disposable personal hygiene solutions for babies, women and adults. It offers a range of such products as baby diapers, baby pants, baby wet wipes, pads, pantyliners, tampons, light incontinence products, pull-ups, belt diapers, all-in-one tape systems, shaped pads and underpards. Its products are distributed through retail partner brands, as well as under its own brands (canbebe, canped, Helen Harper, Moltex, Baby Charm) across several distribution channels, such as retail trade, care institutions and pharmacies. The Company is present in Europe, Northern Africa, Australia and Asia.

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
Eric Wilmer

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