Oddo BHF - Banco BPM : Banco BPM a les moyens de consolider sa nouvelle notation IG

Report

Oddo BHF

Carine Maciol

Banco BPM : Banco BPM a les moyens de consolider sa nouvelle notation IG

Les résultats publiés par Banco BPM il y a quelques semaines traduisent bien la réussite de son redressement depuis sa fusion en 2017, salué par l’obtention en 2023 de deux notations Investment Grade. Ce game changer, que nous attendions, doit désormais être consolidé. Les perspectives 2024 sont positives, la banque continuera de profiter d’un niveau moyen de taux élevé et d’un rythme plus soutenu de commissions provenant de l’assurance, des paiements et de la gestion. Car la ban...

26/02/2024 1 FR

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

Carine Maciol

Other Reports from Oddo BHF

Emmanuel Matot

Emmanuel Matot

Arkema : No major surprises in the quarterly publication

>EBITDA down in Q1 but not by as much as expected - Arkema has just reported its Q1 2024 results. EBITDA was down 5% to € 350m, 3% above forecasts (ODDO BHF / consensus = € 340m/€ 341m) and 6% above the guidance (€ 331m corresponding to Q4 2023).The group continues to operate in a context of weak demand (volumes = 0%, of which +3% for speciality chemicals and -28% intermediates – as a reminder Q4 2023= +2%). By division, adhesives and advanced materials delivere...

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Olfa Taamallah ... (+2)

Olfa Taamallah
Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 07/05/2024 Date Performance depuis l’entrée Date Performance depuis l’entrée

...

3m 3m 1 FR

Geoffroy Michalet

Geoffroy Michalet

Applus Service SA : Applus story set to come to a close soon... Target price raised to € 12.8 vs € 11

>No Q1 revenues - The group did not report its Q1 revenues due to the ongoing public tender offer. We had a contact with the company and noted that top-line momentum remains strong in the high single digits, carrying on from Q4 2023. Where the takeover bid is concerned, on 30 April 2024, the CNMV confirmed that Amber’s winning bid (TDR & I Squared) is the successful offer and will be subject to an acceptation period. Last Friday, the two funds filed their propos...

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Banco BPM : Banco BPM a les moyens de consolider sa nouvelle notation IG

Arkema : No major surprises in the quarterly publication

ODDO BHF Small & MIDCAP MORNING NEWS - 07/05/2024 Date Performance depuis l’entrée Date Performance depuis l’entrée

Applus Service SA : Applus story set to come to a close soon... Target price raised to € 12.8 vs € 11

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