Report
Joan Sehim

OPmobility : OPM se distingue dans une industrie en difficulté

Dans une industrie automobile en difficulté, OPmobility (OPM) se distingue par une surperformance élevée, des gains de part de marché et un discours qui se veut plus rassurant que ses pairs. Comme l’atteste le récent T3, OPM profite aujourd’hui des commandes records passées, particulièrement aux USA, et dispose toujours de plusieurs leviers de croissance à moyen—terme (Tesla, éclairage, hydrogène). La profitabilité est certes limitée, et quelques faiblesses structurelles perduren...
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
Joan Sehim

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