Oddo BHF - CORPORACION ACCIONA ENERGIAS RENOVABLES SA (ANE) ... ODDO : Une opération gagnant / gagnant entre Acciona Energia et Endesa

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Oddo BHF

Louis Boujard, CFA ...

Philippe Ourpatian

ODDO : Une opération gagnant / gagnant entre Acciona Energia et Endesa

>Une transaction sur des actifs hydroélectriques en Espagne - Acciona Energia a annoncé la conclusion d’un accord avec Endesa pour la cession de 100% du capital de sa filiale Corporación Acciona Hidráulica (CAH) pour une valeur d’entreprise de 1 Md€. Cette transaction est exempte de dettes et générera pour Acciona Energia la comptabilisation d’une plus-value de cession estimée de 620 M€. La clôture est prévue dans la première moitié de 2025, suite aux autorisations a...

18/11/2024 1 FR

Underlyings

CORPORACION ACCIONA ENERGIAS RENOVABLES SA

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ES0105563003 Spain

Endesa S.A.

Endesa is engaged in the production, transmission, distribution, and supply of electricity, through hydroelectric, fossil fuel, and nuclear generation. Co. is also engaged in the mining of coal for use in its fossil-fuel electric plants; mining research; land restoration, and environmental monitoring and control.

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ES0130670112 Madrid Stock Exchange Spain

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.

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Analysts

Louis Boujard, CFA

Philippe Ourpatian

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>Sub-par EBIT almost offset by interest expenses and taxation in H1 2024/25 - Like-for-like sales increased 6.1% in H1 2024/25 (Fresh: 6.5%, Long Fresh: 4.5%), which was ahead of our estimate (3.5% group). Adjusted EBITDA was € 94.4m, in line with our estimate. EBIT was € 31m, which is materially below our forecast. Greenyard mentions reorganisation costs (€ 4.5m), and higher depreciation. Although a notch below our estimate, finance costs are high at € 26m in H1 2024...

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ODDO : Une opération gagnant / gagnant entre Acciona Energia et Endesa

ODDO BHF Small & MIDCAP MORNING NEWS - 18/11/2024

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/18/2024

ODDO BHF Small & MIDCAP MORNING NEWS - 11/18/2024

eDreams ODIGEO : Q2 in line with estimates. Outperform reiterated

eDreams ODIGEO : Q2 in line with estimates. Outperform reiterated

Greenyard N.V. : No applause expected for Greenyard’s H1 2024/25 update

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