Report
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/03/2023
The rise in interest rates will be one of the main challenges for the sector in 2023 and leads us to review our hierarchy of stocks based on the ability of players to continue to grow and the strength of their balance sheets. Within this framework, we prefer Aedifica, Argan, Carmila, CTP, Eurocommercial and Gecina while we recommend steering clear of Accentro, Deutsche Euroshop and VGP. We make 6 rating changes: we upgrade Wereldhave to Outperform and Vastned to Neutral, and downgrade...
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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.
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