reports
- Javier Esteban
INTESA SANPAOLO: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'24 vs 1T'23: M. Intereses: 3.932 M euros (+20,8% vs +19,9% BS(e) y +20,5% consenso); M. Bruto: 6.732 M euros (+11,1% vs +8,4% BS(e) y +9,2% consenso); M. Neto: 4.162 M euros (+18,2% vs +9,8% BS(e) y +11,8% consenso); BDI: 2.301 M euros (+17,6% vs +13,4% BS(e) y n/a consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 3.932 M euros (-1,6% vs -2,4% BS(e) y -1,9% consenso); M. Bruto: 6.732 M euros (+5,6% vs +3,0% BS(e) y +3,8% consenso); M. Neto: 4.162 M euros (+43,3% vs +33,1% BS(e) y +35,6% co...
- Carole Braudeau
- Carole Braudeau
- Jerôme Bodin
LR LEGRAND SA
FRA FRAPORT AG
LI KLEPIERRE SA
ALV ALLIANZ SE
ORSTED ORSTED
RAA RATIONAL AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
IHG INTERCONTINENTAL HOTELS GROUP PLC
MRNA MODERNA INC.
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Jerôme Bodin
LR LEGRAND SA
FRA FRAPORT AG
LI KLEPIERRE SA
ALV ALLIANZ SE
ORSTED ORSTED
RAA RATIONAL AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
IHG INTERCONTINENTAL HOTELS GROUP PLC
MRNA MODERNA INC.
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
BOLLORE SE : DECLARATION AU TITRE DE L’ARTICLE 223-16 DU REGLEMENT GEN...
BOLLORE SE : DECLARATION AU TITRE DE L’ARTICLE 223-16 DU REGLEMENT GENERAL DE L’AUTORITE DES MARCHES FINANCIERS Bolloré SERaison sociale de l’émetteur : Bolloré SESociété EuropéenneCapital : 456 347 970,56 EurosSiège social : Odet - 29500 Ergué-Gabéric055 804 124 RCS Quimper DECLARATION AU TITRE DE L’ARTICLE 223-16 DU REGLEMENT GENERALDE L’AUTORITE DES MARCHES FINANCIERS La société informe ses actionnaires des éléments suivants au 30 avril 2024 : Total actions émises 2 852 174 816 Total droits de vote 4 895 275 049 Total droits de vote exerçables en assemblée 4 879 952 211 Le 3 mai 2024...
- Cor Kluis
ING Group : Better Q1 commission income and marginally higher future d...
>Conclusion: Better Q1 commission and marginally higher future deposit margin - The € 2.5bn SBB was in line with consensus, showing ING does not change its SBB pace by the possible 13.5% effective SBB tax from 1/1/25. ING marginally increased its NII guidance for FY24 as a result of higher inflation/ECB rate expectations and limited deposit competition, which was already in our estimates. ING increased its deposit margin guidance for FY25-27 marginally by higher rates...
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
Hermes International: 1 director
A director at Hermes International bought 1,220 shares at 2,298.000EUR and the significance rating of the trade was 100/100. 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 yea...
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Benoit Valleaux
- Steven Gould
CaixaBank : Good operational and capital performance in Q1 2024
>Outperform rating confirmed – target price lifted to € 6.4 (vs € 5.9) - The Q1 2024 figures for CABK confirm the favourable trend, both on the operating front, confirming and even improving guidance (RoTE now expected >16%), and on the balance sheet front (CET1 FL >12%) in 2024. This robustness, coupled with the adequate diversification of the business model, confirms the stock as one of our Top Picks in the sector in the uncertain/challenging current context (macro,...
- Cor Kluis
ING Group : SBB/NII/Cost/Solvency all exact in line, only commission w...
>Conclusion: SBB/NII/Cost/Solvency all exact in line, only commission was better - Most of the reported items of the 1Q24 results were exactly in line with consensus/estimates being the SBB, the underlying net interest income (NII), the expenses, the solvency, and the future NII guidance. Only the commission income was better but this is a small part of their revenue stream. In total no change in our view on ING Group, Neutral.SBB exact in line - The ...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Benoit Valleaux
- Steven Gould
CaixaBank : Opérationnel & capital au beau fixe au T1 2024
>Opinion Surperformance confortée – OC porté à 6.4 € (vs 5.9 €) - Les chiffres T1 2024 de CABK viennent confirmer la tendance favorable à la fois sur le plan opérationnel validant voire améliorant les guidances (RoTE dorénavant attendu >16%) et bilanciel (CET1 FL >12%) en 2024. Cette robustesse, couplée à la diversification adéquate du business model, conforte le titre parmi nos top picks au sein du secteur dans le contexte actuel incertain/challenging (macro, taux…)....
ING announces share buyback programme of up to €2.5 billion
ING announces share buyback programme of up to €2.5 billion ING announces share buyback programme of up to €2.5 billion ING announced today a share buyback programme under which it plans to repurchase ordinary shares of ING Groep N.V., for a maximum total amount of €2.5 billion. The purpose of the share buyback programme is to converge our CET1 ratio towards our target of around 12.5%. ING Group’s CET1 ratio was 14.8% at the end of the first quarter of 2024, which is well above the prevailing CET1 ratio requirement of 10.94%. The share buyback programme will have an impact of approximate...
ING posts 1Q2024 net result of €1,578 million, with strong commercial ...
ING posts 1Q2024 net result of €1,578 million, with strong commercial performance ING posts 1Q2024 net result of €1,578 million,with strong commercial performance 1Q2024 profit before tax of €2,293 million; 4-quarter rolling return on equity of 14.8% on higher CET1 ratio of 14.8% • Net interest income from lending and liabilities remains strong • Double-digit growth in fee income, with strong contributions from both Retail and Wholesale Banking • Increase of 99,000 primary customers, net core deposits growth of €13.5 billion and net core lending growth of €4.2 billion while k...
Kering Sa: 2 directors
Two Directors at Kering Sa bought 135,294 shares at between 327.936EUR and 337.639EUR. The significance rating of the trade was 67/100. 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 l...
- Pierre FerraguÊ
Assa Abloy AB: 1 director
A director at Assa Abloy AB bought 5,000 shares at 298.530SEK and the significance rating of the trade was 50/100. 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...
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