Report
Charlotte Vaisse ...
  • Oliver Metzger
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/20/2023

Consumption by seniors is a long-term trend, but also a short-term asset in the face of the impending economic slowdown. We have identified 39 stocks to focus on in this context. Healthcare: Amplifon, GN Store Nord, AstraZeneca, Novartis, Innate Pharma, Grifols A, Ipsen, Guerbet, bioMérieux, Synlab, Virbac and Vetoquinol. Services for the elderly : Bastide, LNA Santé, Korian, Aedifica, Cofinimo and Care Property Invest. Insurance and wealth management: Ackermans & Van Haaren, Aegon,...
Underlyings
Moncler SpA

Moncler is a jacket and sportswear production group based in Italy. Co. directly produces and distributes its own clothing and accessories collections, through its direct boutiques and exclusive department and multibrand stores. Co. branded products range from the high fashion segment with the Gamme Rouge and Gamme Bleu collections (exclusive products and selected distribution to boutiques) to the Grenoble collection (sporting and technical garments). As of Dec 31 2013, Co. operated a network of 135 stores, including 107 directly operated stores (DOS) and 28 wholesale stores (27 shop-in-shop and 1 franchise store).

Sartorius AG Pref

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
Charlotte Vaisse

Oliver Metzger

Thomas Zlowodzki

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