Report
Fatma Agnès Hamdani

ODDO BHF Small & MIDCAP MORNING NEWS - 08/10/2020

Le rebond de la prime de risque européenne (+110 pb vs juin), reste inférieur à celui constaté (+370 pb) lors de la phase aigüe de pandémie alors que les raisons d’une progression plus marquée étaient réunies. Pourquoi ? Peut-être car le marché confère plus de crédibilité à un scénario de victoire démocrate nette outre-Atlantique. Cette perspective se reflète également dans la hausse du rendement de l’UST. Or celui du Bund lui est corrélé. Cette combinaison nous semble, à la veille de...
Underlyings
NORDEX SE

Nordex is a holding company. Co. is a supplier of multimegawatt onshore wind turbines for locations characterised by strong, medium and light wind conditions. Co. focuses on developing and producing the entire system including the control software as well as the main core components and on providing related services. This mainly refers to the sale of wind power systems and, in selected markets, the upstream wind farm project development and sale of turnkey solutions. In addition, Co. assembles wind turbines and provides the necessary after-sales service. Co.'s finance department also supports customers to raise project finance via national and international commercial banks.

Societe LDC Societe Anonyme

Societe LDC SA is a France-based holding company engaged in food processing. The Group provides poultry products, as well as a range of delicatessen food. It has four business lines: Upstream division, which is responsible for branch management; Poultry division, engaged in the poultry, pig and cattle farming, as well as egg production and others; The Delicatessen division, offering ready-to-eat meals and snacks like pizzas, sandwiches, tarts and desserts and International division which focuses on international development with countries specific strategies. It markets its products under various brands, including Le Gaulois, Loue and Traditions d'Asie.

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
Fatma Agnès Hamdani

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