Report
Charlotte Vaisse ...
  • Philippe Ourpatian

PFAS: the stocks that will respond to tougher regulations

PFAS refer to a large family of eternal pollutants. Pressure from regulators, investors, consumers and ESG rating agencies contributes to the materialisation of the reputational risk incurred by companies, in particular producers (chemical companies Arkema, BASF and Solvay) and, to a lesser extent, certain former users or regulated PFAS (SGO and SEB for PFOA). Conversely, we identify eight stocks in our coverage universe for which PFAS decontamination represents an opportunity: V...
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
Charlotte Vaisse

Philippe Ourpatian

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