Oddo BHF - Sustainability Weekly 7 – 11 November 2022

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Oddo BHF

Sustainability Weekly 7 – 11 November 2022

The past week was marked by a 34% drop in Teleperformance's share price on Thursday 10th following the potential opening by the Colombian government of an "investigation against Teleperformance" on suspicion of labor violations. In addition, we analyzed the performance of 13 companies that are ahead of their taxonomy alignment reporting obligations. We also look back at developments in the first week of COP27. During its CMD, Renault announced a new organization composed of 5 com...

14/11/2022 1 EN

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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

Chaima Ferrandon ... (+2)

Chaima Ferrandon
Sven Edelfelt

Holcim : Make Europe Great Again

The Holcim Group demerger will take effect on Monday 23 June. Although the demerger parity will not be known until after the close of trading on Friday 20 June, we estimate it at 0.55 Holcim remain-co shares (CHF 52) for 0.45 Amrize shares (CHF 42). The uncertainty surrounding the demerger parity and taxation of dividends could create volatility. Sophisticated investors may choose to wait until the first listing before deciding to build a position in Holcim remain-co. Outperform rating maintained and target price lowered to CHF 110 vs CHF 115 based on a SOP valuation.

9h / 11m 9h / 11m 1 EN

Chaima Ferrandon ... (+2)

Chaima Ferrandon
Sven Edelfelt

Holcim : Make Europe Great Again

La scission du groupe Holcim sera effective le lundi 23 juin. Si la parité de scission ne sera connue que vendredi 20 juin après Bourse, nous l’estimons à 0.55 action Holcim remain-co (52 CHF) pour 0.45 action Amrize (42 CHF). L’incertitude autour de la parité de scission et de la fiscalité des dividendes pourrait créer une certaine volatilité. Les investisseurs avertis pourraient choisir d’attendre la première cotation pour se décider à construire une position dans Holcim remain-co. Opinion Surperformance maintenue et OC ramené à 110 CHF vs 115 CHF sur la base d’une SOP.

9h / 17m 9h / 17m 1 FR

Anne-Barbara Nicco

Anne-Barbara Nicco

Mobilux : Update sur le crédit et ajustement de nos recommandations

Il ne fait pas de mystère que l’environnement de consommation soit resté morose depuis le début de l’année, sous l’effet du faible degré de confiance des ménages et d’un taux d’épargne toujours très élevé. L’équipement de la maison souffre de plus de la baisse des transactions immobilières, même si une légère inflexion commence à apparaitre, permettant (si elle se confirme) d’envisager des retombées positive pour le meuble et l’électroménager dans quelques mois. Dans cet environnement dégradé, Mobilux ne peut être épargné mais le groupe a le mérite de i/ performer en ligne avec l’évolution du ...

9h / 23m 9h / 23m 1 FR

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Sustainability Weekly 7 – 11 November 2022

Holcim : Make Europe Great Again

Holcim : Make Europe Great Again

Mobilux : Update sur le crédit et ajustement de nos recommandations

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