Report
Florent Laroche-Joubert ...
  • Sven Edelfelt

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/10/2019

La forte croissance du gaz naturel liquéfié (GNL) est tirée par la demande énergétique et la substitution au charbon. Un record de FID (final investment decision) est prévu en 2019, suivi d’une nouvelle vague en 2020. Plusieurs projets sont en concurrence et seuls les plus compétitifs verront le jour. Cet engouement profitera aux producteurs globaux. Shell (Achat) est leader sur le marché du GNL et Total (Achat, Top pick), n°2, présente le plus important pipeline de projets. Les soci...
Underlyings
Compagnie de Saint-Gobain SA

Compagnie de Saint-Gobain manufactures, produces, and distributes industrial materials. Co.'s activities are divided into four sectors: Innovative Materials (Co. makes, processes and sells glass and glazing products for the building, the automotive and solar energy industries; Co. also manufactures Ceramics and Plastics, Abrasives, and Textiles), Construction Products (Co. offers products for the Insulation, Gypsum, Exterior Products, Pipe and Industrial Mortars), Building Distribution (Co. distributes building materials (plumbing, heating and sanitaryware products) and ceramic tiles), and Packaging - Verallia (Co. manufactures glass containers and jars for foodstuffs and beverages).

Unibail-Rodamco-Westfield SE Stapled Secs Cons of 1 Sh Unibail Rodamco + 1 Sh WFD Unib Rod

Unibail-Rodamco is a commercial property operator, investor and developer. Co. is operationally organized in six geographical regions: France, Spain, Central Europe, Austria, the Nordics and The Netherlands. Its activities are divided into three business lines or segments: Shopping Centres, Offices and Convention & Exhibition. Co.'s Shopping Centres segment focuses primarily on the retail sector; the Offices segment takes care of office assets that are mainly located in the Parisian Central Business District; and the Convention-Exhibitions segment consists of a real estate venues and operations organization, and trade show organization.

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
Florent Laroche-Joubert

Sven Edelfelt

Other Reports on these Companies
Other Reports from Oddo BHF
Matthias Desmarais
  • Matthias Desmarais
Matthias Desmarais
  • Matthias Desmarais
Florent Laroche-Joubert ... (+3)
  • Florent Laroche-Joubert
  • Roy Külter
  • Steven Boumans

ResearchPool Subscriptions

Get the most out of your insights

Get in touch