Renault : Feedback RS : dynamique toujours favorable et cap stratégique bien tenu
>La sous-performance récente offre un point d’entrée attractif - Le roadshow que nous avons organisé en Amérique du Nord la semaine dernière avec le management de Renault (CEO et CFO) nous a pleinement conforté dans notre opinion positive sur le constructeur, a fortiori après la sous-performance récente du titre (+20% vs SXAP YTD mais -13% sur 3M malgré une publication S1 solide et une révision en légère hausse des attentes sur la période). La valorisation est redeven...Renault is an automobile manufacturer. Co.'s activities have been organized into two main business sectors, in more than 120 countries: Automotive and Sales Financing. Co. designs, develops and sells passenger cars and light commercial vehicles. Following the acquisition of Romanian carmaker Dacia and Samsung Motors' operating assets in South Korea, Co. has three automotive brands: Renault, Dacia and Samsung. RCI Banque, Co.'s captive financing arm, finances sales of the Renault, Renault Samsung Motors (RSM) and Dacia brands, and, in Europe, the Nissan and Infiniti brands. In addition to these two activities, Co. has equity investments in the following two companies: Nissan and AVTOVAZ.
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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