Report
Steven Gould

Rothschild & Co : Outlook improvement still a long way off being priced in

>Conclusion – renewed optimism and opportunities for 2021 - The performance of the advisory business in Q2 and the qualitative indicators bear out management's greater optimism on the 2020 revenue outlook for these businesses although the second half could be down on the first. These trends also send a positive signal for 2021. We have upgraded our forecasts and our target price. Lastly, the selective approach which the ECB seems to be adopting now in terms of dividen...
Underlying
Rothschild & Co. SCA

Rothschild & Co SCA is a holding company. Through its subsidiaries, Co. is engaged in banking activities and private equity. Co.'s banking activities include Investment Banking which comprises advisory services for mergers and acquisitions, advisory services for finance and restructuring, the primary equity capital market and the private placement of loans and shares; Corporate banking which comprises direct loans and structuring of financing packages; Private banking which comprises trust services, asset management and strategic planning; and Merchant Banking. Co.'s private equity activities involve investing in essentially medium-sized French companies, alongside a financial partner.

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
Steven Gould

ResearchPool Subscriptions

Get the most out of your insights

Get in touch