ODDO BHF Forum 2023: For ESG, a year marked by inflations
Some 208 ESG meetings took place (+10% vs 2022). We are publishing 31 detailed feedback documents, upgrade our ESG opinion to Best-in-Class Midcap (vs Neutral) on Titan and adopt a Best-in-Class Midcap Opinion for Mersen. We like the profiles of Renewi, Afyren, Forsee Power, SPIE, Nexans et Bureau Veritas, as well as momentum at Plastic Omnium and Wacker Chemie. We note inflation as a key theme. Energy inflation drives up the use of renewable energy, wage inflation brings human c...
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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