Oddo BHF - Oddo convertible news 02/11/2020

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Oddo BHF

Oddo convertible news 02/11/2020

Nexi has agreed a 10-day exclusivity period with Nets to reach a potential all-share merger agreementSGL Carbon: non-cash impairment charge of EUR 80-100m and restructuring measuresUnibail-Rodamco-Westfield: Release of Q3-2020 earnings with weak performances in the US and in the UKAir France-KLM: The aid package for KLM is on hold following a disagreement over a freeze on pilots' salaries>...

02/11/2020 8 EN

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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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The US president sets deadlines. Then he postpones them when he realises the objective is out of reach or personally damaging. The tariff question was initially supposed to be clarified on 2 April, but we now have to wait until 9 July. A further delay is possible. The same applies to the vote on the tax cut plan in the US and the resolution of wars (Ukraine, Middle East). The good news is that these postponements and U-turns aim to avoid the worst, namely a recession, but all this zig-zagging could end up derailing the economy. So far, there is no sign of this. In Q1, the world economy was not...

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Le président américain fixe des dates butoirs… puis les déplace, selon son bon plaisir, ou parce qu’il réalise que l’objectif ainsi fixé est hors d’atteinte ou dommageable pour lui-même. Initialement, la question des droits de douane aurait dû être clarifiée le 2 avril. Il faut désormais attendre le 9 juillet. Un nouveau délai n’est pas à exclure. Idem pour le vote du grand plan de baisse d’impôt aux Etats-Unis. Idem pour le règlement des guerres en Ukraine et au Moyen-Orient. Le bon côté des choses est que ces reports et ces revirements visent à éviter le pire, à savoir une récession, mais à ...

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Oddo convertible news 02/11/2020

Macro hot spots: a mid-year review

Points chauds macro : une revue de mi-année

Vulcan Energy : Vulcan: Europe’s 1st carbon-neutral integrated lithium play – high risk, high return

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