Oddo BHF - Baywa AG (BYW) ODDO BHF GERMAN MORNING NEWS â€“ DETAILED COMMENTS 06.13.2018

Report

Oddo BHF

Roland Pfaender,MBA,CFA,CCRA

ODDO BHF GERMAN MORNING NEWS â€“ DETAILED COMMENTS 06.13.2018

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13/06/2018 8 EN

Underlying

Baywa AG

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DE0005194005 Germany

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

Roland Pfaender,MBA,CFA,CCRA

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Commissioned Research: BayWa AG - Issuer profile

BayWa AG was founded in 1923 and is headquartered in Munich, Germany. The BayWa registered share is traded on the regulated market/Prime Standard regulated market on the Frankfurt am Main and Munich stock exchanges and in the XETRA trading system.

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BayWa AG : Q2 2018 results show expected catch-up effects; Q3 2018 set to benefit from rising agricultural commodity prices

>Q2 2018 results slightly ahead of our estimates - BayWa reported Q2 2018 group EBIT up 13% yoy to â‚¬ 73.1m, slightly ahead of our â‚¬ 70.0m estimate. As expected, the company benefited from weather-related catch-up effects in its segments Agri Supply & Trade (BAST), and Building Materials. H2 2018e should be propelled by the sale of Renewable Energy Projects and improving trading profits thanks to increasing agricultural commodity prices. We leave our full-year 2018 EBI...

August 13, 2018 August 13, 2018 5 EN

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12h / 44m 12h / 44m 1 EN

Suivi des Recommandations - Mai 2024

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12h / 50m 12h / 50m 1 FR

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Infineon Technologies AG : A revision is virtually certain, perhaps below the current consensus, but how far can it reasonably go?

>The real question with the release is the guidance, not the figures themselves - Infineon is set to report its Q2 2024 results on Tuesday morning before trading, with a conference call at 9.30 a.m. CET. We expect results to be slightly ahead of the consensus thanks notably to a €/$ exchange rate that is slightly more favourable than anticipated, but that is not the main question. The real question with this release will be the 2024 guidance which in our view (and now...

17h / 8m 17h / 8m 1 EN

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ODDO BHF GERMAN MORNING NEWS â€“ DETAILED COMMENTS 06.13.2018

Commissioned Research: BayWa AG - Issuer profile

BayWa AG : Q2 2018 results show expected catch-up effects; Q3 2018 set to benefit from rising agricultural commodity prices

Credit Recommendations - May 2024

Suivi des Recommandations - Mai 2024

Infineon Technologies AG : A revision is virtually certain, perhaps below the current consensus, but how far can it reasonably go?

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