ODDO : Software Defined Vehicle (SDV): the next revolution

The growing importance of software, which will be further enhanced by SDV, could be even more disruptive to the automotive sector than electrification. In this report, we take a closer look at the main challenges and opportunities of this technological breakthrough, while on the stock market front, the current negative perception of traditional OEMs (discount at historic levels) seems to us to represent an upside risk, provided the latter make progress in terms of execution. Conv...

ODDO : Software Defined Vehicle (SDV): la prochaine révolution

L’importance croissante du logiciel, amenée à se matérialiser encore davantage via le SDV, pourrait bouleverser le secteur automobile encore plus que ne le fait l’électrification. Nous revenons ici sur les principaux enjeux de cette rupture technologique alors que, sur le plan boursier, la perception actuelle négative autour des constructeurs traditionnels (décote à des niveaux historiques) nous semble créer un risque à la hausse, pour peu que ces derniers progressent sur l’exécu...

EQS-News: Q2 2024 financial figures: Vitesco Technologies improves profitability in a challenging environment

EQS-News: Vitesco Technologies Group AG / Key word(s): Quarter Results/Half Year Results Q2 2024 financial figures: Vitesco Technologies improves profitability in a challenging environment 08.08.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Q2 2024 financial figures: Vitesco Technologies improves profitability in a challenging environment Quarterly sales amounted to €2.02 billion (Q2 2023: €2.44 billion); €4.02 billion in the first half of 2024 (H1 2023: €4.76 billion) Sales in Electrification came in at €347.8 million in t...

Oddo’s 2 Weeks Ahead_Friday 08 August 2025

Oddo’s 2 Weeks Ahead_Vendredi 08 Août 2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 08/08/2025