Oddo BHF - Credit Morning 05/29/2020

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Oddo BHF

Carole Braudeau

Credit Morning 05/29/2020

Presentation of the transformation plan S&P has lowered Europcar's rating by one notch to 'CCC+' from 'B-' and assigned it a negative outlook Kiloutou: Q1 2020 results already impacted by the Covid-19 crisis but unsurprisingly>...

29/05/2020 14 EN

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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

Carole Braudeau

Other Reports from Oddo BHF

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Atlas Copco : Very good start to the year, positive signs for semiconductors

>Q1 2024: order intake beat expectations by 9% - Yesterday Atlas Copco reported Q1 2024 results (see table page 2).Order intake was down 4% LFL yoy (consensus -12.7%) but beat the consensus by 9% (Compressor Technique -1% LFL vs the consensus estimate of -12.9%).Organic revenue growth reached 7% (consensus: 5.6%) of which 8% for Compressor Technique, 9% for Power Technique, and 19% for Industrial Technique, with volumes that we estimate were up in all divis...

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Emmanuel Matot

Emmanuel Matot

X-FAB : Des guidances 2024 impliquant une nette amélioration au S2

>Résultats T1 dans le bas des guidances - X-Fab vient de publier ses résultats au titre du T1 2024. Ils ressortent mitigés, avec un CA en croissance de seulement +4% à 216 M$ (+5% hors IFRS 15) et une marge EBITDA en baisse de 430 pb à 23.6% (24.0% hors IFRS 15), soit un EBITDA en retrait de 12% à 51 M$. Ses résultats se situent dans le bas des guidances (CA = 215-225 M$ et marge EBITDA = 24-27% => EBITDA = 52-58 M$) et s’avèrent inférieures au consensus (CA = 22...

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Jerôme Bodin

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Lagardere : T1 en ligne Q1 2024 in line with expectations, with growth still robust in travel retail

>Neutral rating maintained - Lagardère’s Q1 2024 sales, reported this morning, were in line with our expectations. The group is not holding a conference call but its AGM is scheduled today for 10am. Momentum remains good in the travel retail segment and momentum should, we think, remain good in Q2 and Q3, thanks particularly to the sequence of sporting events (Euro 2024 and Olympics). We reiterate our Neutral rating and our target price of € 25.0 as we think the valua...

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Credit Morning 05/29/2020

Atlas Copco : Very good start to the year, positive signs for semiconductors

X-FAB : Des guidances 2024 impliquant une nette amélioration au S2

Lagardere : T1 en ligne Q1 2024 in line with expectations, with growth still robust in travel retail

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