JDE Peet’s announces changes to its Executive Committee

JDE Peet’s announces changes to its Executive Committee CFO Scott Gray to step down to join family in the US; Board appoints new CFO Ricard Barri Valentines appointed as Chief Marketing OfficerPRESS RELEASEAmsterdam, 22 January 2025JDE Peet’s (EURONEXT: JDEP), the world’s leading pure-play coffee and tea company by revenue, today announced changes to its Executive Committee. Scott Gray has decided to step down as CFO to be reunited with his family in the United States. After evaluating both internal and external candidates, the company has appointed a new external CFO, who will start in th...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/20/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 20/12/2024

Generali : Prochain plan : confirmation des tendances favorables et rapprochement en AM

Generali présentera la 30 janvier prochain son nouveau plan stratégique à 3 ans, qui devrait, selon nous, confirmer sans surprise le potentiel de croissance des BPA (nous prévoyons une hausse moyenne de 8.6% du BPA ajusté).et revenir sur l’opération de fusion de ses activités d’AM avec Natixis IM. Le focus des investisseurs s’orienterait désormais sur la stratégie de retour de capital aux actionnaires. Le potentiel d’appréciation du titre nous semble cependant limité à ce stade compte tenu de sa forte hausse en 2024. Nous maintenons donc notre reco. Neutre vs secteur. Regroupement des activité...

Generali : Upcoming plan: confirmation of favourable trends and tie-up in AM

Generali’s new three-year strategic plan, due to be presented on 30 January will, we think, confirm, unsurprisingly, its EPS growth potential (we forecast an average +8.6% for adjusted EPS) and provide an update on the deal to combine its AM businesses with Natixis IM. Investor focus is now set to be on its strategy for capital returns to shareholders. But upside on the stock looks limited at this stage given its strong gains in 2024. We therefore maintain our Neutral rating vs the sector. Generali and BPCE to bring together AM businesses  Generali (Europe’s sixth-largest asset manager) on Tue...

Porsche AG : Remise à plat complète de notre scénario