OPmobility : Towards a steady H1
OPmobility will publish its H1 2025 results on 24 July (before market opening). Recent indications from management and upward revisions to production forecasts by S&P point to good results. Looking ahead, the outlook for the automotive industry remains negative. However, we continue to believe that OPM stands out from other equipment manufacturers thanks to its positioning, lower vulnerability to tariffs and high-quality FCF.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.
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.
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