No moderation of margin ambitions

ABB Ltd. : Good Q3, with a record margin, 2024 guidance fine-tuned (downgraded for revenues, upgraded for margins)

>Q3 2024: orders +2%, operational EBIT 2% ahead of expectations - ABB this morning posted orders close to expectations, at $ 8.193bn, +2% in comparable terms (css at +1%), with demand in China still under pressure (-2%) and, in contrast, a continuing recovery in short-cycle businesses (‘high-single digit’ growth). Q3 revenues came in at $ 8.151bn, +2% in comparable terms vs 5% expected by the consensus and the operational EBITA margin came to 19% ($ 1.553bn) vs 18.3% ...

ABB Ltd. : Good Q3, with a record margin, 2024 guidance fine-tuned (downgraded for revenues, upgraded for margins)

>Q3 2024: orders +2%, operational EBIT 2% ahead of expectations - ABB this morning posted orders close to expectations, at $ 8.193bn, +2% in comparable terms (css at +1%), with demand in China still under pressure (-2%) and, in contrast, a continuing recovery in short-cycle businesses (‘high-single digit’ growth). Q3 revenues came in at $ 8.151bn, +2% in comparable terms vs 5% expected by the consensus and the operational EBITA margin came to 19% ($ 1.553bn) vs 18.3% ...

Budget France : impact potentiel sur les BPA de 88 valeurs de la contribution exceptionnelle d’IS sur les grandes entreprises

Nous avons mesuré l’impact de la contribution exceptionnelle Barnier sur 88 valeurs exposées à la France. 17 d’entre elles auraient un impact (négatif) sur leurs BPA de plus de 4% en moyenne sur 2024 et 2025 : LDC (-8,3%), Synergie (-8%), Eiffage (-7,9%) ADP (-7,9%), Dassault Aviation (-7%), Crit (-6,9%), Derichebourg (-6,3%), Hermès (-5,6%), Safran (-5,6%), Bouygues (-5,6%), M6 (-5,2%), Thalès (-5%), TF1 (-4,9%), Nexans (-4,9%), Vinci (-4,7%), Compagnie des Alpes (-4,4%), FDJ (-...