Oddo BHF - BPCE : Des perspectives 2024 favorables

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Oddo BHF

Carine Maciol

BPCE : Des perspectives 2024 favorables

Après une année 2023 compliquée pour les banques françaises, l’année 2024 s’annonce plus prometteuse. BPCE bénéficiera alors d’une progression de la marge nette d’intérêt à la faveur du repricing de ses prêts et de la stabilisation du coût des dépôts régulés, d’une progression du coût du risque mesuré étant donné le profil des crédits en portefeuille. Tout scenario plus compliqué, selon l’atterrissage économique, pourra être absorbé par une liquidité et une solvabilité confortabl...

30/11/2023 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

Martin Marandon-Carlhian ... (+2)

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Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated

>Strong Q1 2024 results - This morning, Elmos reported Q1 2024 results that beat expectations. Revenues were € 136.8m, above the consensus at € 135.4m. They were up 4.5% y-o-y but down 13% q-o-q. EBIT came in at € 33.8m, giving an EBIT margin of 24.7% above the consensus at € 31.7m and 23.4%. EPS was € 1.44 above consensus at € 1.27. Adjusted free cash flow stood at -€ 48.9m (vs € 35m in Q4 2023) impacted by year-end effects on working capital. Capex came in at € 20.3...

2m 2m 1 FR

Martin Marandon-Carlhian ... (+2)

Martin Marandon-Carlhian
Stephane Houri

Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated

2m 2m 1 EN

Oliver Metzger

Oliver Metzger

Coloplast : Q2 review – Top and bottom line a slight miss, focus on LCD

>Q2 review – Miss on top and bottom line - Coloplast’s Q2 2024 revenues of DKK 6,586m (+8.7% y-o-y) were -1%/-2% vs ODDO BHF/consensus, driven by organic growth of 8% (7.3%/7.6% ODDO BHF/consensus). External growth contributed to the tune of 4% and forex created a headwind of 300bp. Coloplast achieved an EBIT of DKK 1,772m (+7.3% y-o-y, margin 26.9%), which was -3%/-4% vs expectations. Profitability was supported by operating leverage and efficiency savings but impact...

8m 8m 1 EN

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BPCE : Des perspectives 2024 favorables

Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated

Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated

Coloplast : Q2 review – Top and bottom line a slight miss, focus on LCD

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