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Carole Braudeau

Morning Crédit 28/09/2020

Arytza : nouveau waiver sur les covenants WeBuild : nouveau revers juridique sur le projet du Canal de Panama>...

Garo AB: 1 director sold

A director at Garo AB sold 25,643 shares at 474.156SEK and the significance rating of the trade was 96/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board membe...

Bruno Cavalier ...
  • Sven Edelfelt
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/28/2020

If one takes a pessimistic view of developments in the pandemic, considering a tactical “pause” in exposure to cyclicals may make sense. A temporary reduction in this position could be used to fund purchases of protection against an electoral outcome that takes time to become clear in the US, via, for example, building a long position on VIX/V2X contracts beyond the November maturity. But be careful, this reduction should be temporary! Neither the current epidemic nor the suspense ove...

Virginie Roumage

DANONE: Conference feedback: plant-based making the story much more attractive | BUY | EUR70 vs. EUR71 (+28%)

DANONE - BUY | EUR70 vs. EUR71 (+28%) Conference feedback: plant-based making the story much more attractive EDP: the big positive Q3 organic sales expected to be down 3.1% A compelling valuation but no catalyst

Moody's assigns provisional rating to SuMi Trust Core1 RMBS

Rating Action: Moody's assigns provisional rating to SuMi Trust Core1 RMBS. Global Credit Research- 28 Sep 2020. JPY200 Billion of Debt Securities Rated.

Moody's assigns provisional rating to SuMi Trust Core1 RMBS (Japanese)

2020 年 9 月 28 日、 東京、 ムーディーズ・ ジャパン株式会社( 以下「ムーディーズ」. を公表した。 本邦法令上の格付付与日は 2020 年 9 月 25 日である。. 優先受益権、 2,000 億円、 固定、 Aaa.

Jean-François Granjon

Tarkett : Feedback from road show: caution the byword but wager on anticipated recovery – Buy(vs Neutral), target price raised to € 14 from € 11

>Opportunities for differentiation and resilient margins in H1 - At a road show (CFO, HIR) with German investors, management reviewed its positioning and differentiation factors in relation to the competitive environment. Among other things, the group insisted on the drive to develop the circular economy (reducing waste and CO2 emissions by 30% by 2030) as well as digitisation. Moreover, despite the health crisis, it is targeting opportunities in sectors such as healt...

Hyundai Marine & Fire Insurance Co: 1 director bought

A director at Hyundai Marine & Fire Insurance Co bought 2,000 shares at 22,500.000KRW and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing ru...

Virginie Roumage

PERNOD RICARD: Conference feedback: confidence despite a lack of visibility | BUY | EUR175(+29%)

PERNOD RICARD - BUY | EUR175(+29%) Conference feedback: confidence despite a lack of visibility E-commerce representing >10% of sales in China India: to return to a low double digit growth in the mid term A positive outlook in the US and European markets Focus on volumes: the key to gain market share post the crisis

Bruno Cavalier ...
  • Sven Edelfelt
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/09/2020

Si on souscrit à une vision pessimiste de l’évolution épidémique il n’est pas absurde de considérer une « pause » tactique à l’exposition cyclique. La réduction temporaire de cette position pourrait être utilisée pour financer l’achat de protection contre une issue électorale longue à se dessiner aux Etats-Unis, via, par ex, la constitution d’une position longue sur des contrats VIX/V2X au-delà de l’échéance de novembre. Mais attention, cette réduction doit être temporaire ! Ni l’épis...

Mytilineos S.A.: 1 director bought

A director at Mytilineos S.A. bought 40,000 shares at 8.820EUR and the significance rating of the trade was 88/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boa...

Olga Smolentseva

Pharmaceuticals: New contenders are reaching a pack of frontrunners in COVID-19 race

Pharmaceuticals New contenders are reaching a pack of frontrunners in COVID-19 race J&J and Novavax are entering the frontrunners pack Early results are now available for five frontrunners Study protocols comparison: J&J seems to focus on more severe COVID-19 cases

Polar Capital Global Healthcare Growth & Income Trust: 1 director maiden bought

A director at Polar Capital Global Healthcare Growth & Income Trust maiden bought 10,000 shares at 235p and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricte...

Covered bonds – Ireland: Sector Update - Mortgage quality underpinned by macroprudential policy but repossession restrictions weigh

An update of macroeconomic, legal, regulatory and performance trends in the sector

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