Oddo BHF - Growth ahead, albeit at a slower pace

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Oddo BHF

Growth ahead, albeit at a slower pace

>Return to growth still on the cards for H2, as RF-SOI destocking ends, POI customer portfolio is extended - The signs are encouraging for mobile communications (62% of group revenues), with 1/ the imminent end of RF-SOI destocking after an upsurge in the smartphone market (obsolete devices, innovation with AI, etc.) and 2/ the successful extension of the customer portfolio (nine vs. one historically).Similarly, we are optimistic over Edge & Cloud AI (formerly In...

07/10/2024 1 EN

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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.

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Growth ahead, albeit at a slower pace

ODDO : A fresh acceleration in semiconductor sales in August, mainly thanks to memory

Soitec : Croissance en vue mais moins rapide

ODDO : Offices in the Paris region, more interest in investment but in a context of still marked polarisation

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