Oddo BHF - Sustainability Weekly de Noël 13 déc. - 4 janvier 2022

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Oddo BHF

Sustainability Weekly de Noël 13 déc. - 4 janvier 2022

Dans la nuit du 31 décembre au 1 janvier, la Commission européenne a envoyé aux Etats membres de l'UE une proposition de texte concernant l'inclusion du nucléaire et du gaz dans la taxonomie. Quelques jours plus tôt, la Commission avait par ailleurs dévoilé un paquet législatif sur le gaz pour compléter son ensemble de propositions "Fit for 55". Le 14 décembre, Capgemini a tenu un CMD ESG afin de présenter ses ambitions publiées : le groupe a confirmé vouloir atteindre la neutral...

05/01/2022 31 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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ODDO BHF European Large Caps List: addition of Repsol. Energy sector upgraded to Overweight (vs Neutral)

We have upgraded the Energy sector rating following the rise in tensions in the Middle East. We have added Repsol to our list of recommended Large Cap stocks, as the group is the European major that has the lowest exposure to upstream supply risks in the Middle East. We are retaining Vallourec, which could benefit from increased activity in the US due to the rise in WTI prices.

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Thomas Zlowodzki

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ODDO BHF European Large Caps List : entrée de Repsol ; upgrade du secteur Energy à Surpondérer (vs Neutre)

Nous upgradons le rating du secteur Energy à la suite de la montée des tensions au Moyen-Orient. Nous faisons rentrer Repsol dans notre liste de valeurs recommandées Large Caps, la société étant la major européenne la moins exposée aux risques d’approvisionnement amont au Moyen-Orient. Nous conservons Vallourec, qui pourrait bénéficier d’un surcroit d’activité aux Etats-Unis grâce à la remontée des cours du WTI.

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Sustainability Weekly de Noël 13 déc. - 4 janvier 2022

Oddo’s 2 Weeks Ahead_Vendredi 13 Juin 2025

ODDO BHF European Large Caps List: addition of Repsol. Energy sector upgraded to Overweight (vs Neutral)

ODDO BHF European Large Caps List : entrée de Repsol ; upgrade du secteur Energy à Surpondérer (vs Neutre)

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