reports
- Delphine Brault
- Sylvain Goyon
- CFA
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/11/2018
There is a persistent feeling of malaise in the European market. We see it as the result of contradictory signals sent out by the metrics normally used to gauge the stage of the cycle (labour market). Provided it is not wrong-footed by the major announcements coming up (US midterms and ECB) the market is willing, temporarily, to hear “a different story†- that the cycle is not dead yet. Broadly speaking, a return of confidence in the cycle could be expected to favour the sectors whose...
- Delphine Brault
- Sylvain Goyon
- CFA
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/09/2018
Une forme de malaise persiste sur le marché européen. Selon nous, il provient des signaux contradictoires qu’envoient les métriques usuelles de datation du cycle (marché du travail). Le marché est donc prêt à entendre, temporairement et à condition de ne pas être surpris par les grandes annonces à venir (mid term, BCE), une « autre histoire » ; celle d’un cycle pas encore mort. Schématiquement, on peut penser qu’un retour de confiance dans le cycle favoriserait les secteurs...
- Delphine Brault
Schneider Electric : Road show feedback – the outlook remains positi...
>Demand cycle has not been this buoyant for 10 years - We organised a road show with the CEO Jean Pascal Tricoire yesterday. Questioned about business conditions, he was relatively upbeat, saying that the environment this year has not been so buoyant since the period 2004-2008.China is showing good momentum across all markets and the management expects the economy to remain robust, driven by an easing of lending, ongoing development plans (such as Manufacturing C...
- Delphine Brault
Schneider Electric : Feedback road show – les perspectives restent f...
>La conjoncture n’a jamais été aussi porteuse depuis 10 ans - Nous avons organisé un road show avec le CEO Jean Pascal Tricoire hier. Interrogé sur la conjoncture, le CEO s’est montré relativement optimiste indiquant que la conjoncture cette année n’avait pas été aussi porteuse depuis la période 2004-2008.La Chine montre une bonne dynamique sur l’ensemble de ses marchés et le management anticipe la poursuite d’une économie robuste, tirée par un certain relâchemen...
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...
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