Wind equipment manufacturers: are ESG risks just hot air?
We take advantage of the extension of our coverage of wind turbine equipment manufacturers to conduct an ESG analysis of the sector (cf. the report “Turbine country” published on 01/03). ESG risks, notably relating to rare earth elements, are real, but do not disqualify the sector, however. We prefer Siemens Gamesa (ESG opinion Best-in-Class) to Vestas (ESG opinion neutral) and Nordex (ESG opinion not recommended). - >ESG risks are real, in particular as they relate to ra...
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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