Oddo BHF - La durabilité est un luxe que le Luxe n’a pas fini de payer

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Oddo BHF

Emira Sagaama

La durabilité est un luxe que le Luxe n’a pas fini de payer

Nous analysons la durabilité de 7 acteurs du Luxe à la lumière de notre grille d’analyse des risques et opportunités ESG matériels. Dans un secteur avantagé par le positionnement haut de gamme mais exposé à des enjeux ESG, Hermès est notre top pick ESG, et Moncler (Best-in Class ESG) est notre pari. Sur le volet financier, LVMH est notre top pick (OC 861 €), et nous sommes également positifs sur Hermès (OC 1 854 €) et Moncler (OC 63.5 €). - >Un secteur d’impact, d’influenc...

04/04/2023 1 FR

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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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Analysts

Emira Sagaama

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La durabilité est un luxe que le Luxe n’a pas fini de payer

France, as seen from the deck of the Titanic

La France, vue depuis le pont du Titanic

Bravida : A good vehicle to make the most of the upturn in Nordic construction

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