Oddo BHF - Semiconducteurs : les équipementiers, maillons clefs des objectifs climat

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Oddo BHF

Baptiste Salaville ...

Martin Marandon-Carlhian

Semiconducteurs : les équipementiers, maillons clefs des objectifs climat

Formé en novembre dernier, le Semiconductor Climate Consortium doit tracer le chemin de l’industrie pour atteindre « Net Zero » en 2050. Les équipementiers détiennent la clef de la décarbonation du secteur. Pour intégrer l’ensemble de la chaîne de valeur, nous étendons notre « couverture ESG » à VAT (Non recommandé) et BESI (Non recommandé). Nous relevons ASMi à Neutre (vs Non recommandé). - >Le Semiconductor Climate Consortium va accélérer la décarbonation - En nove...

11/04/2023 1 FR

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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.

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Analysts

Baptiste Salaville

Martin Marandon-Carlhian

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Semiconducteurs : les équipementiers, maillons clefs des objectifs climat

France, as seen from the deck of the Titanic

La France, vue depuis le pont du Titanic

Bravida : A good vehicle to make the most of the upturn in Nordic construction

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