Report
Anthony Dick ...
  • Michael Foundoukidis

OPmobility : Confidence and long-term vision much appreciated in current environment

>An adverse environment but clear and undervalued strengths - The recent roadshows that we organised with Laurent Favre, the CEO of OPmobility, clearly lend weight to our positive fundamental stance on the auto supplier. In the short term, there is no getting away from the adverse environment for auto suppliers, as evidenced by the recent downgrades to the LVP scenario for 2024 (now estimated at -2/-3% vs stable at the start of the year) or, albeit on an exaggerated b...
Underlying
Plastic Omnium SE

Compagnie Plastic Omnium is a manufacturing and services company which partners with car manufacturers and local communities, through its two core businesses which are Automotive Equipment and Environment. Co.'s activities can be divided into two divisions: the Automotive division and the Environment division. The Automotive division designs, manufactures and sells vehicle body parts (exterior parts and modules) and plastic fuel systems. The Environment division provides products and services for local authorities, including waste pre-collection and management equipment and services, and road and highway signage.

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
Anthony Dick

Michael Foundoukidis

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