Report
ODDO BHF European Large Caps List: Airbus added
We are Overweight the aerospace sub-sector, with a preference for civil aeronautics, which could benefit from a small intra-sector rotation from defence stocks. The terms of the EU-US agreement announced on Sunday, with a total exemption from trade tariffs for civil aeronautics, support this call. We are adding a second aerospace stock with a strong civil component to our list: Airbus. In a sector study released today, our analysts have raised their target price on Airbus, but also on Rolls-Royce, which is already present in our ODDO BHF European Large Caps list, and which we retain.
Provider
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.
Thomas Zlowodzki
Other Reports from Oddo BHF
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.