Report
Anthony Dick ...
  • Michael Foundoukidis

OPmobility : Still robust and more attractive profile than most peers

>A better H1 that should lead to upward revisions to the consensus - OPmobility yesterday reported better-than-expected H1 earnings (+9% for EBIT, +57% for FCF vs consensus). In a still-challenging environment for suppliers (cf. warnings from Autoliv, Schaeffler, Vitesco, etc.), OPmobility notably took advantage of the SOPs of contracts won in past years (27 launches for the Exteriors business alone in H1) to significantly outperform the market (+3.5 points) but also ...
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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