ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/06/2023
Les fondamentaux de Michelin restent robustes et la thématique M&A devrait prendre de l’importance alors que le manufacturier souhaite se diversifier et accélérer sa croissance hors du pneu (20 à 30% du CA d’ici 2030 vs <5% aujourd’hui) grâce à une enveloppe financière allant jusqu’à 10 Md€. Nous revenons ici plus en détail sur cette optionnalité et relevons le track record désormais positif du management, conjugué à une feuille de route claire sur les plans stratégique et financier. ...Orsted is a renewable energy company based in Denmark. Co. is engaged in developing a renewables portfolio based on competences in offshore wind, bioenergy, and energy solutions. Co. is active in deploying offshore wind and converting existing coal- and gas-fired power stations to sustainable biomass, providing a heat and power supply which is both green and flexible. Co. divides its operations into four businesses: Wind Power, Bioenergy & Thermal Power, and Distribution & Customer Solutions. The Bioenergy & Thermal Power and Distribution & Customer Solutions businesses jointly constitute Co.'s Danish utility business. Co. maintains activities primarily in Northwestern Europe.
Soitec is a manufacturer of silicon and integrated circuits. Co. offers products based on Silicon-on-Insulator (SOI), which serves to support the manufacturing of more energy-efficient integrated circuits. Co.'s operations can be divided into three divisions: Electronics, Solar Energy and Lighting. The Electronics division manufactures and sells substrates and components intended for the microelectronics industry; the Solar Energy division manufactures and sells photovoltaic modules, designs and constructs turnkey projects, and operates photovoltaic power plants; and the Lighting division isolates resources to develop materials designed for the production of light emitting diodes.
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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