E.ON : Publication sans surprise mais des signes encourageants pointent à l’horizon

>Peu de risques et 2 catalyseurs en vue - Les perspectives d’E.ON nous semble encourageantes. Compte tenu de la performance enregistrée sur 9M et malgré des effets de base difficiles, il semble acquis que le groupe sera en mesure d’atteindre ses objectifs annuels cette année ce qui éloigne les risques à court terme. Mais plus important, les développements attendus sur les prochains trimestres pourraient permettre d’augmenter le potentiel de revalorisation au-dessus de...

E.ON : 9M 2024 publication had no surprises but encouraging signs taking shape

>Few risks and two catalysts in line of sight - E.ON’s prospects look encouraging, in our view. Given the performance achieved over 9M 2024 and despite challenging comps, it seems certain that the group will be able to hit its annual targets year, which removes risks in the short term. But more importantly, the developments expected over the next few quarters could increase the stock’s re-rating potential above current market expectations with two potential catalysts ...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/11/2024

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Accor : Test first take

AXA : TEST

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VINCI : Trees can reach to the sky

>Ambitious but realistic targets for VINCI Energies - Today, VINCI is to host a CMD in Paris dedicated to its Energies division, during which it will present its targets out to 2030. VINCI Energies notably forecasts: Annual revenue growth in the mid- to high single digits on average between 2024 and 2030 (consensus at low to mid-single digits for the time being). International revenue up to 65% of total revenue in 2030 (vs 58% in 2023) An operating mar...