Report
Emmanuel Matot ...
  • Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 19/11/2019

Croissance, rentabilité, visibilité et flexibilité en maîtres-mots. Avec un positionnement hybride et un business model singulier, Sword Group surperforme de manière structurelle le marché des services IT, et jouit de fondamentaux rares au sein du secteur. Le backlog, qui soutient une croissance à deux chiffres sur les deux prochains exercices, et le rendement offert (>4%) confèrent également au titre un caractère plutôt défensif par rapport à ses pairs. Initiation à Achat, OC de 38 ...
Underlying
Vallourec SA

Vallourec is a holding company. Through its subsidiaries, Co. supplies tubular solutions, mainly for the energy markets as well as other industrial applications. Co.'s activities can be divided into two segments: the Seamless tubes segment (production of hot-rolled seamless carbon and alloy steel tubes, both smooth and threaded, for the oil and gas industry); and the Speciality Products segment (production of stainless steel and titanium tubes as well as specific forming and machining activities). Co. is organized into four divisions: Energy and Industry division; Oil Country Tubular Goods division; Drilling Products division; and Brazil division.

Provider
Oddo BHF
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.

Analysts
Emmanuel Matot

Jean-François Granjon

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