Bryan Garnier - Ahold Delhaize (AD) Ahold Delhaize: Safe-haven status confirmed

Report

Bryan Garnier

Clement Genelot

Ahold Delhaize: Safe-haven status confirmed

A closer look at "clean LfL" has highlighted an improving trend across the board. This is set to continue through H2, in our view, thanks to recovering volume/mix in Europe and additional price investments in the US made possible by stronger profitability metrics in Q2. Having lifted our EPS slight

08/08/2024 1 EN

Underlying

Ahold Delhaize

See profile

Provider

Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

See profile

Analysts

Clement Genelot

Other Reports on these Companies

Bryan Garnier

Ahold Delhaize: still executing and delivering well

Ahold Delhaize continues to execute and deliver well, laying strong foundations for a less risky repositioning of US business from 2025, and for a long-term recovery in European business. PT raised to EUR34 to reflect our slight estimates lift, the DCF & SOTP roll-over and new buyback accretion

November 7, 2024 November 7, 2024 1 EN

Sabadell

AHOLD DELHAIZE: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'24 vs 3T'23: Ventas: 22.003 M euros (+0,3% vs 0,0% BS(e) y -0,1% consenso); EBIT: 855,0 M euros (+1,9% vs +0,5% BS(e) y -0,2% consenso); BDI: 372,0 M euros (-5,6% vs +8,1% BS(e) y +7,6% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 66.080 M euros (+0,7% vs +0,6% BS(e) y +0,6% consenso); EBIT: 2.649 M euros (+1,6% vs +1,2% BS(e) y +0,9% consenso); BDI: 1.384 M euros (-2,7% vs +1,1% BS(e) y +0,9% consenso).

EUR 100.00

November 6, 2024 November 6, 2024 1 ES

Sabadell

INFORME DIARIO 06 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA ENERGÍA, SANTANDER. EUROPA: AHOLD DELHAIZE, BMW, SIEMENS, UNICREDIT. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 3T’24 que se publicarán en España y Europa en los próximos días. Trump gana las elecciones A la espera de conocer el desenlace oficial, todo parece indicar que Trump habría ganado las elecciones en EE.UU. (248 de 270 electores necesarios) donde 4 de los 7 llamados estados “bisagra” ...

EUR 100.00

November 6, 2024 November 6, 2024 1 ES

Cinclus: agreement with the FDA on the iPSP

Similar to the agreement for the PIP concluded with the EU's EMA a couple of weeks ago, Cinclus has reached an agreement with the FDA on the company’s initial Paediatric Study Plan (iPSP) for linaprazan glurate, which is a prerequisite for market approval for adult use in the US. The study plan wil

November 22, 2024 November 22, 2024 1 EN

Maria Vara

Maria Vara

BICO: divests Nanoscribe for EUR26m in line with BICO 2.0 Strategy

BICO has agreed to sell Nanoscribe to LAB14 GmbH for an equity value of EUR26m (SEK294m), with the transaction set to close in Q4 2024. We are pleased to see the company executing the BICO 2.0 strategy shared during CMD 2024, which designates Nanoscribe as non-core due to its primary focus outside

November 22, 2024 November 22, 2024 1 EN

Aurelien Deside

Aurelien Deside

Exclusive Networks: expanding into the US with Cloudrise acquisition

Yesterday evening, Exclusive Networks announced the acquisition of 100% of Cloudrise, a security services provider headquartered in the USA. This acquisition represents a positive step towards the continued penetration of the highly attractive US cybersecurity market, which the group sees as a key

November 22, 2024 November 22, 2024 1 EN

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

Ahold Delhaize: Safe-haven status confirmed

Ahold Delhaize: still executing and delivering well

AHOLD DELHAIZE: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 06 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

Cinclus: agreement with the FDA on the iPSP

BICO: divests Nanoscribe for EUR26m in line with BICO 2.0 Strategy

Exclusive Networks: expanding into the US with Cloudrise acquisition

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