Oddo BHF - Sustainability Weekly 3 – 6 Avril 2023

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Oddo BHF

Sustainability Weekly 3 – 6 Avril 2023

La semaine passée, la Commission européenne a publié les projets d'actes délégués relatifs aux 4 autres objectifs environnementaux de la taxonomie (eau, économie circulaire, pollution, biodiversité), ouverts pour consultation. Mercedes-Benz a organisé sa conférence ESG annuelle : avec une amélioration d’un pilier E déjà solide et du mieux sur le S et le G, nous maintenons notre opinion neutre. En France, le Ministre de l'Economie a présenté 29 propositions préfigurant la loi sur ...

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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Other Reports from Oddo BHF

Bruno Cavalier

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France, as seen from the deck of the Titanic

Imagine a country. No prime minister has been as unpopular in sixty years. The alliance of the four parties supporting him is torn apart by the ambitions of its leaders and accounts for just 36% of the votes in the National Assembly. The fiscal situation is disastrous, unlike that of neighbouring European countries. The opposition parties want to roll back one of the few reforms made recently by lowering the retirement age. They reject any serious reduction in social spending but are in favour of taxing billionaires. If you have ideas to prevent a political or fiscal crisis, write forthwith to...

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Bruno Cavalier

Bruno Cavalier

La France, vue depuis le pont du Titanic

Imaginez un pays. Le Premier ministre n’a jamais été aussi impopulaire en soixante ans. L’alliance des quatre partis qui le soutient est tiraillée par les ambitions de ses dirigeants et ne pèse que 36% des voix à l’Assemblée. La situation budgétaire est calamiteuse , à rebours de celle des voisins européens. Les partis d’opposition veulent revenir sur l’une des rares réformes faites récemment en réduisant l’âge de départ en retraite. Ils rejettent toute réduction un peu sérieuse des dépenses sociales mais sont favorables à la taxation des milliardaires. Si vous avez des idées pour éviter une c...

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Baptiste Salaville ... (+2)

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We are initiating coverage of Bravida with an Outperform rating, a target price of SEK 112 and a Neutral ESG opinion. A leading player in the Nordic multi-technical installations and services market (Top 3), Bravida has a solid business model with recurring business (65% of revenue in services and renovation activities), good profitability (EBITA margin >6%), excellent FCF generation and a healthy balance sheet (Net Debt/EBITDA:1x). The group should leverage these strengths to capture the pick-up in demand for multi-technical services set to start in 2026 amid the energy transition. In a highl...

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Sustainability Weekly 3 – 6 Avril 2023

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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