Report
Joan Sehim

OPmobility : OPM stands out in an ailing industry

In a troubled automotive industry, OPmobility (OPM) stands out for its strong outperformance, market share gains and a speech that is more reassuring than its peers. As evidenced by the recent Q3 results, OPM is currently benefiting from record orders, particularly in the USA, and still has several medium-term growth drivers (Tesla, lighting, hydrogen). Although profitability is limited, and a number of structural weaknesses remain (including low exposure in China), OPM nonethele...
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

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch