Oddo BHF - Donald Trump on course for victory in US presidential election while Republicans take the Senate: market impact and stocks to play in Europe

Report

Oddo BHF

Thomas Zlowodzki

Donald Trump on course for victory in US presidential election while Republicans take the Senate: market impact and stocks to play in Europe

Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spi...

06/11/2024 1 EN

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

See profile

Analysts

Thomas Zlowodzki

Other Reports from Oddo BHF

Emmanuel Matot

Emmanuel Matot

Arkema : Q3 publication reflects persistently challenging economic environment

>Q3 results close to expectations amid low demand - Arkema has just reported its Q3 2024 results. They are close to expectations with EBITDA up 5% to € 407m (vs ODDO BHF / consensus = € 405m / € 400m - Q2 = +8% and Q1 = -5%). Demand remained generally weak over the quarter (volumes = +2% - Q2 = +5% and Q1 = 0%), particularly in Europe and in September.The three specialty material divisions were in positive territory (EBITDA = +9% to € 107m for adhesives, +10% to ...

2h / 23m 2h / 23m 1 EN

Oliver Metzger ... (+2)

Oliver Metzger
Stephan Wulf

Evotec SE : Operating challenges remain as cash burn stopped in Q3

>Group’s Q3 sales in line – slight miss at the EBITDA line - Evotec’s 9M results came in slightly below expectations. 9M 2024 sales of € 575m (-1%%) were in line with our (€ 576m) and 1% below the consensus estimates (€ 582m). The group’s gross profit of € 68.8m (-50%) is 1.4% below our estimates and 5.4% below the consensus. Adj. EBITDA posted a loss of -€ 6m vs a profit of € 50.2m after nine months in 2023. This compares with our estimate of -€ 4.9m and the consensu...

2h / 30m 2h / 30m 1 EN

Damien Choplain ... (+2)

Damien Choplain
Martial Descoutures

Novo Nordisk : Une publication pénalisée par les GLP-1 dans le diabète ; Wegovy rassurant

>Les GLP-1 prescrits dans les traitements du diabète sont en deçà des espérances - Novo Nordisk publie ce matin ses résultats du T3 2024 qui se révèlent inférieurs aux attentes au niveau des ventes mais en ligne au niveau de sa marge suite à un bon contrôle de ses coûts: -1.5% en dessous des attentes en topline (71.3 MdDKK, +21%) mais +0.5% au niveau de l’EBIT (33.8 MdDKK, +26%). La franchise GLP-1 dans le diabète est fortement pénalisée par Victoza. Ces dernière...

2h / 31m 2h / 31m 1 FR

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Donald Trump on course for victory in US presidential election while Republicans take the Senate: market impact and stocks to play in Europe

Arkema : Q3 publication reflects persistently challenging economic environment

Evotec SE : Operating challenges remain as cash burn stopped in Q3

Novo Nordisk : Une publication pénalisée par les GLP-1 dans le diabète ; Wegovy rassurant

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe