Moody's withdraws SUEZ's ratings

Moody's Investors Service ("Moody's") has today withdrawn the Baa1 long-term issuer rating of SUEZ (now known under the company name Vigie), the P-2 short term issuer and Commercial Paper ratings, as well as the (P)P-2 Other Short Term rating and the (P)Baa1 senior unsecured MTN program rating. The ...

SUEZ - December 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/18/2022

We welcomed 13 companies from the energy sector to our 2022 ODDO BHF Forum, the highest number ever! The sharp increase in raw material prices should help to ensure financing for the majors in renewable energies whilst at the same time maintaining significant shareholder returns. Future investment, notably in LNG (gas has recently been included in the green taxonomy) should help to underpin the pipelines of numerous oil services companies which should also take positions on new market...

Negative signals for the US housing sector

Macro indicators for the construction sector, and the housing market in particular, have been poor recently. Homebuilders confidence has plummeted, housing sales and starts are stagnating at low levels. A sector so central to the economy appears to be frozen. President Trump has an idea for boosting the sector, and this would involve cutting Fed rates by 200-300bp in one fell swoop, in the hope of making the cost of mortgage borrowing bearable. His anti-Powell fury no doubt has something to do with this housing slump. It goes without saying that the Fed is not prepared to move that fast or th...

Oddo’s 2 Weeks Ahead_Friday 27 June 2025

Signaux négatifs pour le secteur immobilier US

Dernièrement, les indicateurs macro relatifs au secteur de la construction, en particulier le marché du logement, ont été mauvais. La confiance des promoteurs a chuté, les ventes et la production de logements stagnent à un bas niveau. Un secteur si central pour l’économie paraît gelé. Le président Trump a une idée pour lui redonner du tonus, ce serait de baisser les taux de la Fed de 200-300pdb d’un coup, dans l’espoir de rendre supportable le coût des emprunts immobiliers. Sa fureur anti-Powell a sans doute à voir avec ce marasme. La Fed n’est pas disposée à bouger si vite ni si fort il va sa...