Oddo BHF - Inflation US, Trump en Europe, Minutes de la BCE

Report

Oddo BHF

Bruno Cavalier

Inflation US, Trump en Europe, Minutes de la BCE

...

09/07/2018 3 FR

Provider

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.

See profile

Analysts

Bruno Cavalier

Other Reports from Oddo BHF

Jerôme Bodin

Jerôme Bodin

Ströer SE & Co. KGaA : A new story of refocusing? Outperform vs Neutral

We are undertaking a thorough review of our analysis and model for Ströer and adopt an Outperform rating (vs Neutral). Our view has two aspects: 1/ short and medium-term momentum should be very robust for the core business (outdoor in Germany, -42% of revenues) with CAGR of 7% driven by the digital and programmatic divisions, and the gradual upturn on the German market; 2/ however, above all, we think that the group will begin a gradual ‘dismantling’ strategy and divestments (tot...

11h / 3m 11h / 3m 1 EN

Jerôme Bodin

Jerôme Bodin

Ströer SE & Co. KGaA : Une nouvelle histoire de recentrage ? Surperformance vs Neutre

Nous procédons à une revue complète de notre analyse et modèle sur Ströer et adoptons une opinion Surperformance (vs Neutre). Notre vue est double : 1/ le momentum court et moyen terme va être très solide sur le cœur de métier (outdoor en Allemagne - 42% du CA) avec un TMVA de 7% tiré par le digital et programmatique, et la reprise progressive du marché allemand ; 2/ mais surtout nous estimons que le groupe va entamer une stratégie progressive de « démantèlement » et de cessions ...

11h / 33m 11h / 33m 1 FR

Ahmed Ben Salem ... (+2)

Ahmed Ben Salem
Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2024

We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...

17h / 3m 17h / 3m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Inflation US, Trump en Europe, Minutes de la BCE

Ströer SE & Co. KGaA : A new story of refocusing? Outperform vs Neutral

Ströer SE & Co. KGaA : Une nouvelle histoire de recentrage ? Surperformance vs Neutre

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2024

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe