The ecological transition will embark semiconductors, or fall short
There will be no electrification of the transport and industrial sectors without semiconductors. Nor will the renewable energy sector be able to grow without them. This creates vast opportunities for European companies, which already are well-perceived by SRI investors. Companies can differentiate themselves on their management of the many ESG risks they face (climate, resources, social, etc.). STMicroelectronics (ESG opinion Best-in-class) and Aixtron (Midcap Best-in-class) are...
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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