HOCHTIEF : Un risk / reward particulièrement attractif
>Une des valeurs de notre secteur les moins touchées par le COVID-19 - Lors du call que nous avons organisé avec lui, Mike Pinkney, directeur de la stratégie, a confirmé la relative résilience des marché d’Hochtief y compris au pic de la crise du COVID 19. Pour Cimic (35% du CA, 64% de l’EBIT du groupe), l’Australie a finalement été assez peu impactée par le virus et comme les infrastructures et les activités minières ont été jugées « vitales » pour l’économie, à l’ex...Hochtief is a holding company. Through its subsidiaries, Co. operates as a construction company engaged in projects in the transportation, energy, and social and urban infrastructure sectors as well as contract mining. Co. provides its services through three divisions: HOCHTIEF Americas, which encompasses the construction activities of operational units in the U.S and Canada; HOCHTIEF Asia Pacific, which includes the construction activities and contract mining in the Asia-Pacific region; and HOCHTIEF Europe, which designs, develops, builds, operates, and manages real estate and infrastructure, with primary business in Europe as well as selected other regions.
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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