reports
- Benoit Valleaux
- Jerôme Bodin
- Roland Pfaender
- MBA
- CFA
- CCRA
- Sylvain Goyon
- CFA
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/05/2018
There is plenty of justification for defensives leading the market (cyclical erosion in H1, political and trade risk). However, as cyclical indicators have stopped worsening, the defensive/cyclical spread has largely stabilised since the start of July. Although it is probably too early to come back to cyclicals, we can see a pro-cyclical stance emerging (after the US midterms), based on: 1/ the macroeconomic situation; 2/ congestion in the defensive sphere; 3/ the materialisation of r...
RNO RENAULT SA
UG PEUGEOT SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA
TYRES NOKIAN RENKAAT OYJ
WPP WPP PLC
EYWN BIOMERIEUX SA
FFP FFP
L7C2 WINDFALL GEOTEK
SIC SWISSCANTO (CH) REAL ESTATE FUND IFCA
DCX. DAIMLER AG CEDEAR
NSAN NISSAN MOTOR CO. LTD. CEDEAR
BBVJ11 FUNDO DE INVESTIMENTO IMOBILIARIO BB VOTORANTIM JHSF CIDADE
NAVYA NAVYA SA
- Benoit Valleaux
- Jerôme Bodin
- Roland Pfaender
- MBA
- CFA
- CCRA
- Sylvain Goyon
- CFA
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/09/2018
Les raisons du leadership défensif abondent (érosion cyclique au S1, risque politique et commercial). Pour autant, alors que les indicateurs cycliques cessaient de se dégrader, le spread défensif-cyclique s’est peu ou prou stabilisé depuis début juillet. S’il est probablement trop tôt pour revenir sur les cycliques on peut entrevoir l’émergence (post mid terms US ?) d’un discours pro cyclique s’appuyant sur 1/ la macro, 2/ l’encombrement de l’espace défensif, 3/ la « rÃ...
RNO RENAULT SA
UG PEUGEOT SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA
TYRES NOKIAN RENKAAT OYJ
WPP WPP PLC
EYWN BIOMERIEUX SA
FFP FFP
L7C2 WINDFALL GEOTEK
SIC SWISSCANTO (CH) REAL ESTATE FUND IFCA
DCX. DAIMLER AG CEDEAR
NSAN NISSAN MOTOR CO. LTD. CEDEAR
BBVJ11 FUNDO DE INVESTIMENTO IMOBILIARIO BB VOTORANTIM JHSF CIDADE
NAVYA NAVYA SA
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
SCOR : Surprise offer from Covéa rejected
>Covéa’s € 43/share offer was rejected by Scor’s board - Covéa (GMF, MAAF and MMA) announced yesterday morning that it made an offer for Scor at € 43 per share in cash on 24 August. The offer was financed with internal resources and secured debt. The offer was contingent on the recommendation of Scor’s board which met on 30 August and refused to enter talks with Covéa to negotiate a friendly link-up on the basis of its proposal. Covéa said it had taken account of the ...
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
SCOR : Proposition d’offre surprise de Covéa rejetée par Scor
>Covéa a fait une offre à 43 € rejetée par le CA de Scor - Covéa (GMF, MAAF et MMA) a indiqué hier matin avoir fait une proposition d’offre de rachat à Scor au prix de 43 € en numéraire par action, adressée le 24 août dernier. Cette offre était financée par ressources internes et par endettement sécurisé. Elle était conditionnée à la recommandation favorable du Conseil d’Administration de Scor qui s’est tenu le 30 août dernier et qui a refusé d’entrer en discussio...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.