Report
Joan Sehim

Mahle : On the road to electrification

Mahle limited damage in 2020 amid a hard-hit automotive industry. Although it is being held back by several challenges and the semiconductors short supply in particular, the rebound is already well underway as evidenced by the company’s good start to the year. The shift towards EVs and cost discipline will be key for automotive companies in the coming years and we believe that Mahle has several advantages on these fronts, making the new 2028 bonds an interesting vehicle to play t...
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
Joan Sehim

Other Reports from Oddo BHF
Matthias Desmarais
  • Matthias Desmarais
Bruno Cavalier
  • Bruno Cavalier
Bruno Cavalier
  • Bruno Cavalier

ResearchPool Subscriptions

Get the most out of your insights

Get in touch