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

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Oddo BHF

Thomas Zlowodzki

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 (-...

17/10/2024 1 FR

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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

Thomas Zlowodzki

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

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

ABB Ltd. : Un bon T3, avec une marge record, la guidance 2024 est affinée (abaissée pour le CA, relevée pour la marge)

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