Report
Marc Lavaud ...
  • Michael Foundoukidis

On the road: carmakers faced with the need to take a responsible turn

Disruptions relating to electrification are exposing carmakers to new ESG risks (supply chain, resources, just transition, governance) that could slow a much-needed transformation. But they also offer big opportunities. In this context, Stellantis is our preferred stock, both from an ESG perspective (Best-in-class) and in financial terms (Outperform). - >Transition to electric is necessary but not sufficient for 1.5°C - Road transport is responsible for 12% of global g...
Provider
Oddo BHF
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.

Analysts
Marc Lavaud

Michael Foundoukidis

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