ODDO BHF Small & MIDCAP MORNING NEWS - 11/21/2024

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ODDO BHF Small & MIDCAP MORNING NEWS - 21/11/2024

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Exosens : Road show feedback: very satisfactory visibility for 2025 whilst the bolt-on acquisitions strategy is in line with the IPO plan

>Main takeaways - This week we organised a virtual road show for Nordic investors with Exosens’ management (CEO, CFO and IR). Key takeaways:1/ Confidence in the achievement of full year targets: management confirmed the continuation of positive momentum in Q4 despite a more challenging comparison base. Growth in Q4 y-o-y, even limited, would in our view signify that the group is doing better than its full-year guidance for growth of +30% y-o-y (ODDO BHF est. in ...

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...