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Aaron Brodjanac ... (+7)
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CON CONTINENTAL AKTIENGESELLSCHAFT
FME FRESENIUS MEDICAL CARE AG
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Baptiste Salaville ... (+3)
  • Baptiste Salaville
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CON CONTINENTAL AKTIENGESELLSCHAFT
FME FRESENIUS MEDICAL CARE AG
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
CVVTF COVESTRO AG
FRA FRAPORT AG
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WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
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ROG ROCHE HOLDING LTD
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HO THALES SA
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
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GBF BILFINGER SE
RHM RHEINMETALL AG
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GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
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SDF K+S AG
NOEJ NORMA GROUP SE
BAS BASF SE
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BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
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KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
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JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
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Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Charlotte Vaisse
  • Jerôme Bodin
Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Charlotte Vaisse
  • Michael B. Schäfer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 02/10/2024

Rechutant début septembre à cause des inquiétudes sur un risque de récession aux USA, les marchés actions se sont ensuite repris grâce au pivot de la Fed et au plan de relance chinois qu’on n’attendait plus. La baisse des taux courts permet de mettre fin à l’inversion de la courbe sur les rendements souverains. Autos, Energy et Healthcare ont nettement sous-performé le Stoxx 600. Demain, la Golden Week, l’élection US et le budget français seront clés pour une poursuite de la progressi...

Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Charlotte Vaisse
  • Michael B. Schäfer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/02/2024

Falling back sharply in early September due to concerns about a risk of recession in the US, equity markets then recovered thanks to the Fed's pivot and the Chinese stimulus plan that was no longer expected. The fall in short-term rates did put an end to the inversion of the curve on sovereign yields. Autos, energy and healthcare significantly underperformed the Stoxx 600. To come, Golden Week, the US election and the French budget will be key to a continued market progress. With, of ...

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