Oddo BHF - Oddo convertible news 24/02/2017

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Oddo BHF

Oddo convertible news 24/02/2017

Nyrstar : our first take on the Metal Bulleting article on the ongoing difficult negotiations between smelters and miners on treatment charges and free metalIndra unveiled a good set of FY-16 results>

24/02/2017 13 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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Other Reports from Oddo BHF

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The Nordic electricity system is entering a phase of lasting change: demand is growing structurally (electrification, data centres), while controllable supply is stagnating, and variable renewables are dominating growth. Based on the analysis developed in this note, these changes are set to drive long-term price growth that is not yet reflected in the consensus. This shift could be addressed at the CMD on 25 November. Fortum, with its low-carbon mix (hydro + nuclear), deleveraged balance sheet and high price sensitivity (˜ +4% EPS per € 1/MWh), looks particularly well positioned to benefit fro...

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Le système électrique nordique entre dans une phase de mutation durable : la demande progresse structurellement (électrification, datacenters) tandis que l’offre pilotable stagne et que les renouvelables variables dominent la croissance. Selon l’analyse développée dans cette étude, ces changements conduiront à une hausse LT des prix non encore intégrée par le consensus. Cette évolution pourrait être abordée lors du CMD du 25/11 prochain. Fortum, doté d’un mix bas-carbone (hydro + nucléaire), d’un bilan désendetté et d’une sensibilité élevée aux prix de marché (˜ +4 % de BPA par +1 €/MWh), nous...

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Oddo convertible news 24/02/2017

Fortum : Are we nearing the end of the low-price paradigm in Nordics?

Fortum : Vers la fin du « low price paradigm »

Unite Group : The Unite Group : Housing the future, available at a bargain

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