Oddo BHF - Quelles valeurs européennes acheter ou vendre si l’on pense que Donald Trump sera élu le 5 novembre prochain ?

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Oddo BHF

Thomas Zlowodzki

Quelles valeurs européennes acheter ou vendre si l’on pense que Donald Trump sera élu le 5 novembre prochain ?

Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins...

30/10/2024 1 FR

Provider

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

Thomas Zlowodzki

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Adrian Pehl

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>Q3 EPS 8% above consensus, and FY24 EBITDA guidance raised by c. 1.5% - Q3 results. Revenues € 325.0m (consensus € 323.5m, AAOB € 326.4m), Q3 proportional EBITDA € 294.1m, 3.6% above consensus of € 283.9m (AAOB € 295.3m) and Q3 consolidated group EBITDA € 233.3m, 1.2% above consensus of € 230.6m (AAOB € 236.3m). Q3 net earnings € 99.3m, 3.0% above consensus of € 96.4m (AAOB € 105.7m), Q3 EPS € 0.83, 8.4% above consensus of € 0.77 (AAOB € 0.89)Breakdown per regio...

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Martin Marandon-Carlhian ... (+2)

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Melexis : Q4 2024 guidance points to stronger-than-expected inventory correction

>Q3 2024 results slightly below expectations - This morning, Melexis reported its Q3 2024 results which were slightly below expectations. Revenues came in at € 247.8m, slightly below consensus estimates at € 249.5m (vs the guidance range of € 247-252m). They were up 1% q-o-q and flat y-o-y. The outperforming product lines were magnetic position sensors and pressure sensors. The euro-dollar exchange rate had no impact on sales compared to the same quarter of last year ...

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Quelles valeurs européennes acheter ou vendre si l’on pense que Donald Trump sera élu le 5 novembre prochain ?

KION GROUP AG : Q3 2024 first take: better orders - earnings beat not coming from main segments

Vopak : Indian JV unlocks € 1bn market value

Melexis : Q4 2024 guidance points to stronger-than-expected inventory correction

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