ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/30/2021
We have used our PMI Toolbox to characterise the allocation according to the positioning in the cycle. This tool signals that at the current stage of the cycle (slowing expansion) quality and dividend factors should be favoured, large caps should be preferred to small and mid caps and investors should remain unbiased between growth/value and cyclical/defensive stocks. This means increasing the weightings of staples, energy, utilities, personal & household goods, healthcare, banks and ...Lundin Petroleum is an oil and gas company. Co. has a global portfolio of assets with two main areas located in Norway and South East Asia. As of Dec 31 2014, Co. held close to 70 licences in Norway, with activities across exploration, appraisal, development and production. Co. also operated within several geographical areas, including France, Netherlands, Malaysia, Indonesia, Russia, Sweden and other countries.
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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