Stellantis : Re-rating will have to wait but ambition is intact
>Dare forward and take advantage of the industry transformation - While geopolitical risks have dominated the headlines for the last few days unfortunately, the presentation of Stellantis’ strategic plan provided, for an afternoon, a welcome return to the fundamentals of an automotive industry in the throes of transformation. The financial details presented suggest the opposite trajectory from that implied by the current multiples with, notably, an extremely ambitious...
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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