ODDO BHF Small & MIDCAP MORNING NEWS - 18/11/2024

Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...

ODDO BHF Small & MIDCAP MORNING NEWS - 11/18/2024

As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...

PLUXEE : US road show feedback (CEO/CFO): confident tone on the outlook and relatively reassuring on regulations

>Progress on the operating front: significant levers will again be activated in FY 2024-25 - In FY 2024-25, Pluxee expects low double-digit growth in total revenues, including low double-digit growth in operating revenues and weak organic growth in float revenue. Growth should be driven by Latam, despite a still challenging base of comparison in Q1/start of Q2 due to the loss of a public contract in Chile (until December), and by the Rest of the World, and to a lesser...

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...