Oddo BHF - Sustainability Weekly 16 – 20 Octobre 2023

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Oddo BHF

Sustainability Weekly 16 – 20 Octobre 2023

La semaine passée, nous avons publié une étude sur les phénomènes climatiques extrêmes de cet été et un flash concernant la controverse autour de Technip Energies. Au niveau européen, la motion visant à abroger les normes de reporting environnemental durable (« ESRS ») de la CSRD a été rejetée par le Parlement européen. La revue de la réglementation REACH, notamment la proposition d’interdiction des substances chimiques nocives (dont les PFAS) ne figure pas dans le programme 2024...

23/10/2023 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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Other Reports from Oddo BHF

Charlotte Vaisse ... (+2)

Charlotte Vaisse
Oddo Sustainability Team

2025 Sustainability Forum feedback: still on course in the face of headwinds

$Sector1$# This year, companies provided feedback on their first CSRD reports: for most, we note a limited strategic advantage but a beneficial standardisation of data. Regulatory developments on both sides of the Atlantic have not affected sustainability strategies. Tariff announcements in the US raise questions about the potential social impacts. Companies with locally rooted skills are proving resilient. In terms of stocks, Kering (Best-in-Class ESG opinion vs Neutral), Elis, Séché Environnement (Best-in-Class ESG opinion), Bureau Veritas, Saint-Gobain (Best-in-Class ESG opinion), Enel and ...

2h / 1m 2h / 1m 1 EN

Charlotte Vaisse ... (+2)

Charlotte Vaisse
Oddo Sustainability Team

Feedback Forum Sustainability 2025 : cap maintenu face aux vents contraires

$Sector1$# Cette année, les sociétés ont livré leur retour d’expérience des premiers rapports CSRD : pour la plupart, nous notons un intérêt stratégique limité mais une standardisation des données bénéfique. Les évolutions réglementaires des deux côtés de l’Atlantique n'ont pas affecté les stratégies de durabilité. Les annonces de droits de douane aux US interrogent sur les impacts sociaux potentiels. Les sociétés bénéficiant d’un ancrage territorial des compétences se montrent résilientes. Côté valeurs, Kering (Opinion ESG Best-in-Class vs Neutre), Elis, Séché Environnement (Opinion ESG Best-...

2h / 7m 2h / 7m 1 FR

Benoit Valleaux ... (+2)

Benoit Valleaux
René Locher

Swiss Life : Swiss Life is more than just a life insurer

In this difficult market environment, Swiss Life will continue to stand as a rock in the surf and a safe haven for investors (impressive long term outperformance vs SXIP index of 659%). We see the company achieve or even exceed its 2027 financial targets: 1/ the capital-light and high ROE-generating fee business, which is the growth driver, should reach c.50% of operating profit by 2027, 2/ ROE target range stands at 17-19% (ODDO BHF 2027e: 20%), 3/ cash remittance of CHF 3.6-3.8bn (+28% vs “Swiss Life 2024”, ODDO BHF: CHF 3.8bn). The company will remain shareholder friendly (pay out >75% vs ...

8h / 43m 8h / 43m 1 EN

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Sustainability Weekly 16 – 20 Octobre 2023

2025 Sustainability Forum feedback: still on course in the face of headwinds

Feedback Forum Sustainability 2025 : cap maintenu face aux vents contraires

Swiss Life : Swiss Life is more than just a life insurer

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