reports
- Research Department
IBERIAN DAILY 14 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: FERROVIAL, GRIFOLS, IBERDROLA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’24 results to be released over the coming days in Spain. US inflation continues to follow the script European stock markets ended with drops, although the US inflation data helped distance them from daily lows. In the STOXX 600 the best-performing sectors were Energy and Consumer Goo...
- Research Department
INFORME DIARIO 14 NOVIEMBRE + RDOS. ESPAÑA 3T’24. IDEAS DESTACADAS Y P...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, GRIFOLS, IBERDROLA. EUROPA: ASML, DEUTSCHE TELEKOM, PROSUS, SIEMENS. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 3T’24 que se publicarán en España y Europa en los próximos días. La inflación estadounidense sigue el camino esperado Las bolsas europeas terminaron con caídas, aunque el dato de i...
Iberdrola S.A.: 1 director
A director at Iberdrola S.A. bought 10,000 shares at 13.740EUR and the significance rating of the trade was 64/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Olfa Taamallah
- Yan Derocles
Safran : Slight upward revision of FY 2024 EBIT guidance (expected), b...
>Q3 2024 sales bang in line with consensus estimates - Q3 2024 sales came out bang in line with consensus expectations at € 6,639m (ODDO BHF: € 6,621m; company compiled css: € 6,634m), showing a 13.8% l-f-l increase. In details, i/ Propulsion sales were up 9.2% l-f-l to € 3,339m thanks to a solid civil aftermarket growth of 20.5% (vs 19% expected) still driven by Leap service activities and to a lesser extent to spare parts for CFM56 and high thrust engines benef...
- Olfa Taamallah
- Yan Derocles
Safran : Slight upward revision of FY 2024 EBIT guidance (expected), b...
>Q3 2024 sales bang in line with consensus estimates - Q3 2024 sales came out bang in line with consensus expectations at € 6,639m (ODDO BHF: € 6,621m; company compiled css: € 6,634m), showing a 13.8% l-f-l increase. In details, i/ Propulsion sales were up 9.2% l-f-l to € 3, 339m thanks to a solid civil aftermarket growth of 20.5% (vs 19% expected) still driven by Leap service activities and to a lesser extent to spare parts for CFM56 and high thrust engines bene...
- Alvaro del Pozo
- Konrad Zomer
AI AIR LIQUIDE SA
EDEN EDENRED SA
EQNR EQUINOR ASA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
ORA ORANGE SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
SW SODEXO SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
BEI BEIERSDORF AG
KER KERING SA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Konrad Zomer
AI AIR LIQUIDE SA
EDEN EDENRED SA
EQNR EQUINOR ASA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
ORA ORANGE SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
SW SODEXO SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
BEI BEIERSDORF AG
KER KERING SA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Research Department
IBERIAN DAILY 24 OCTOBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVI...
NEWS SUMMARY: IBERDROLA, ROVI, VISCOFAN. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’24 results to be released over the coming days in Spain. IBEX leading the way once again It was a negative session on both sides of the Atlantic, except for the IBEX, in another day with all eyes on results. In the Stoxx 600, most of the sectors (15/20) ended with losses, led by Basic Ma...
- Louis Boujard
- CFA
- Philippe Ourpatian
Iberdrola : 9M 24 légèrement meilleur et trajectoire 2024 conforme aux...
>Opinion Neutre et OC à 15.3 € maintenus - Les résultats du 9M 24 sont ressortis un peu au-dessus de nos attentes et de celles du consensus. Comme attendu, la stratégie de résilience du groupe lui permet de bénéficier, sur les trois premiers trimestres, de la progression des activités régulées grâce à la croissance de la base d’actifs et aux révisions tarifaires. Cela a permis de largement compenser une activité de génération bénéficiant certes d’un bon niveau d’hydro...
- Research Department
INFORME DIARIO 24 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, ROVI, VISCOFAN. EUROPA: DANONE, DEUTSCHE TELEKOM, KERING, SIEMENS. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 3T’24 que se publicarán en España y Europa en los próximos días. El Ibex volvió a liderar Jornada negativa a ambos lados del Atlántico salvo para el Ibex en una nueva sesión descarg...
- Louis Boujard
- CFA
- Philippe Ourpatian
Iberdrola : Slightly better 9M 2024 and FY 2024 looks to be in line ov...
>Neutral recommendation and € 15.3 target price maintained - Earnings for the first nine months of 2024 came in slightly higher than we and the consensus had forecast. As expected, the group’s strategy to become more resilient allowed it to benefit over the first three quarters from an increase in regulated activities thanks to growth in the asset base and revised tariffs. This handily offset the generation business, which although it benefited from satisfactory hydro...
- Benoit Valleaux
- Steven Gould
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/23/2024
Last week, we organised an Expert Access event on multiple sclerosis (MS) with the participation of Dr Géraldine Androdias, a neurologist at Lyon University Hospital. Dr Androdias presented the key points of the ECTRIMS 2024 conference, as well as new trends in treating the illness. We note an unmet need in the primary progressive and secondary progressive forms, a real interest for the BTKi class with the greater penetration of the blood-brain barrier, and expectations for the anti-C...
INFINEON INFINEON TECHNOLOGIES AG
HEIA HEINEKEN NV
AI AIR LIQUIDE SA
IPN IPSEN SA
DB1 DEUTSCHE BOERSE AG
BNP BNP PARIBAS SA CLASS A
LI KLEPIERRE SA
COV COVIVIO SA
ROG ROCHE HOLDING LTD
HO THALES SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
GLE SOCIETE GENERALE S.A. CLASS A
OR L'OREAL SA
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
ASSA B ASSA ABLOY AB CLASS B
ENG ENAGAS SA
IBE IBERDROLA SA
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
AKZA AKZO NOBEL N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
- Benoit Valleaux
- Steven Gould
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/10/2024
Nous avons organisé la semaine dernière un Expert Access autour de la sclérose en plaques (SEP) avec la participation du Dr Géraldine Androdias, médecin neurologue au CHU de Lyon. Le Dr Androdias a présenté les points saillants du congrès de l’ECTRIMS 2024 ainsi que les nouvelles tendances dans la prise en charge de la maladie. Nous retenons un besoin insatisfait dans les formes progressives et secondairement progressives, un vrai intérêt de la classe des BTKi avec le passage accru de...
INFINEON INFINEON TECHNOLOGIES AG
HEIA HEINEKEN NV
AI AIR LIQUIDE SA
IPN IPSEN SA
DB1 DEUTSCHE BOERSE AG
BNP BNP PARIBAS SA CLASS A
LI KLEPIERRE SA
COV COVIVIO SA
ROG ROCHE HOLDING LTD
HO THALES SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
GLE SOCIETE GENERALE S.A. CLASS A
OR L'OREAL SA
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
ASSA B ASSA ABLOY AB CLASS B
ENG ENAGAS SA
IBE IBERDROLA SA
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
AKZA AKZO NOBEL N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
- Virginia Romero
- Louis Boujard
- CFA
- Philippe Ourpatian
Iberdrola : 9M 2024 slightly better than expected and 2024 trajectory ...
>Recurring 9M 2024 results slightly above our expectations and the consensus - The company just disclosed its figures for 9M 2024. Based on recurring (i.e. excluding the € 1.7bn capital gain from Mexico assets disposal), 9M 2024 performance is slightly above our expectations and the market estimates. Recurring EBITDA reached € 11,551m (+11.0%) vs € 10,783m in 9M 2023, recurring EBIT € 7,354m vs € 6,812m in 9M 2023 and recurring net profit € 4,305m (+22.0%) vs € 3,636m...
- Louis Boujard
- CFA
- Philippe Ourpatian
Iberdrola : 9M 2024 slightly better than expected and 2024 trajectory ...
>Recurring 9M 2024 results slightly above our expectations and the consensus - The company just disclosed its figures for 9M 2024. Based on recurring (i.e. excluding the € 1.7bn capital gain from Mexico assets disposal), 9M 2024 performance is slightly above our expectations and the market estimates. Recurring EBITDA reached € 11,551m (+11.0%) vs € 10,783m in 9M 2023, recurring EBIT € 7,354m vs € 6,812m in 9M 2023 and recurring net profit € 4,305m (+22.0%) vs € 3,636m...
- Virginia Romero
IBERDROLA: 9M’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results EBITDA: € 3.654 Bn (+13.4% vs. +8.2% BS(e) and +19.4% consensus); Net Profit: € 1.336 Bn (+19.7% vs. +10.3% BS(e) and +1.5% consensus); 9M'24 vs. 9M'23 Results EBITDA: € 11.551 Bn (+7.1% vs. +5.6% BS(e) and +8.9% consensus); Net Profit: € 4.305 Bn (+18.4% vs. +15.5% BS(e) and +12.8% consensus);
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