Report
Joan Sehim

OPmobility : Vers un S1 maitrisé

OPmobility publiera ses résultats S1 2025 le 24 juillet prochain (avant bourse). Les indications récentes du management et les révisions à la hausse des prévisions de production par S&P laissent présager de bons résultats. Pour la suite, les perspectives pour l'industrie automobile restent négatives. Toutefois, nous continuons de penser qu’OPM se distingue des autres équipementiers grâce à son positionnement, une moindre vulnérabilité aux droits de douane et un FCF de qualité.
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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