NEWS SUMMARY: ACCIONA ENERGÍA, CAF, IAG, TELEFÓNICA. The positive trend in stock exchanges continues European stock markets saw new gains, with the S&P500 hitting new highs. Within the STOXX 600, Industrials and Technology were the best-performing sectors whereas Autos and Real Estate ended with the biggest losses. On the macro side, few references were made public, in Spain, April’s consumer confidence data recovered to Sept’23 highs, in the euro zone, the members from the ECB Vasle and Kaza...
>Facts, outlook and perception - Facts: we now have a complete picture of Q1 top line trends. The perfect symmetry in trends, between the two heavyweights dominating soft luxury on the one hand (LVMH Fashion & Leather) and hard luxury on the other (Richemont Jewellery Maisons), was once again confirmed with Jewellery Maisons growing as anticipated +3% y-o-y at cc close to the +2% growth reported for F&L. The symmetry goes a long way: growth versus 2019 ended up at 113...
>Facts, outlook and perception - Facts: we now have a complete picture of Q1 top line trends. The perfect symmetry in trends, between the two heavyweights dominating soft luxury on the one hand (LVMH Fashion & Leather) and hard luxury on the other (Richemont Jewellery Maisons), was once again confirmed with Jewellery Maisons growing as anticipated +3% y-o-y at cc close to the +2% growth reported for F&L. The symmetry goes a long way: growth versus 2019 ended up at 113...
Société Générale : Descriptif du programme de rachat d’actions sous réserve de l’autorisation de l'Assemblée générale mixte du 22 mai 2024 DESCRIPTIF DU PROGRAMME DE RACHAT D’ACTIONSSOUS RÉSERVE DE L’AUTORISATION DE L’ASSEMBLÉE GÉNÉRALE MIXTE DU 22 MAI 2024 Information réglementée Paris, le 17 mai 2024 Le présent descriptif est établi conformément aux dispositions de l’article 241-2-I du Règlement général de l’Autorité des marchés financiers. 1. Date de l’Assemblée générale appelée à autoriser le programme de rachat d’actions L’autorisation d’achat par la Société de ses propres actions...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, COLONIAL, FCC, MERLIN PROPERTIES, GRIFOLS, OHLA, SECTOR BANCARIO ESPAÑA. EUROPA: PROSUS. Respiro en las bolsas europeas Jornada de pérdidas moderadas en Europa, tras varios días de subidas que han llevado al STOXX 600 a máximos históricos y al Ibex a máximos de 2015, superando los 11.300 puntos. Dentro del STOXX 600, Seguros y R. Básicos mostraron el mejor comportamiento frente a las pérdidas de Autos e Industriales. Desde la macro, en la E...
Kering: Monthly statement on the total number of shares and voting rights (May 2024) KeringSociété anonyme with a share capital of €493,683,112Head office: 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS May 16, 2024 Monthly statementon the total number of shares and voting rights(articles L.233-8 of the French Commercial Code and 223-16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des Marchés Financiers) Date Total number ofshares Total number of voting rightstheoretical 1exercisable 2May 15, 2024123,420,778176,619,961175,786,094 1 Calculate...
Kering : Publication mensuelle du nombre d'actions composant le capital et du nombre total de droits de vote (Mai 2024) KeringSociété anonyme au capital de 493 683 112 €Siège social : 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS Le 16 mai 2024 Publication mensuelledu nombre d’actions composant le capital et du nombre total de droits de vote(articles L. 233-8 du code de commerce et 223-16 du règlement général de l’AMF) Date d’arrêt desInformations Nombre total d’actionscomposant le capital Nombre total de droits de votethéoriques 1exerçables 2 15/05/2024 123 420 778 176...
We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...
>Q2 below expectations at group level - Q2 2024 orders were down 12% like-for-like (consensus -11%) at € 20.5bn (consensus at € 20.1bn). The book-to-bill was 1.07. Sales were stable on a l-f-l basis at € 19.2bn (consensus +1.7%) and adjusted industrial EBITA reached € 2,513m, giving a margin of 14% (vs 14.8% forecast by the consensus). Industrial profit thus came in 6% below consensus expectations. EPS pre-PPA was € 2.73 (css at € 2.31), but includes € 0.65 in excepti...
Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...
>Un T2 inférieur aux attentes au niveau groupe - Les commandes T2 2024 reculent de 12% en comparable (consensus -11%), à 20.5 Md€ (Css à 20.1 Md€). Le book-to-bill atteint 1.07. Le chiffre d'affaires est stable en comparable à 19.2 Md€ (consensus à 1.7%) et l’EBITA industrial ajusté atteint 2513 M€, soit une marge de 14% (vs 14.8% attendus par le consensus). L’industrial profit s’établit ainsi 6% en dessous des attentes du consensus. Le BPA pre PPA atteint 2.73 € (Cs...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAIXABANK, IAG, NATURGY, TELEFÓNICA. EUROPA: DEUTSCHE TELEKOM, ENI, 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. 1T’24 que se publicarán en España y Europa en los próximos días. Las bolsas siguen de fiesta Nueva jornada de avances, con el Ibex liderando y consolidando má...
A director at Societe Generale SA bought 75,000 shares at 25.819EUR and the significance rating of the trade was 100/100. 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 ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, COLONIAL, FERROVIAL, GRIFOLS, LOGISTA, NH HOTELES, UNICAJA. EUROPA: BAYER. 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. 1T’24 que se publicarán en España y Europa en los próximos días. Jornada de transición en las bolsas En una sesión sin referencias macroeconómicas y con la campaña de resultados com...
NEWS SUMMARY: ACS, COLONIAL, FERROVIAL, GRIFOLS, LOGISTA, NH HOTELES, SANTANDER, TELEFÓNICA, UNICAJA. 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 1Q’24 results to be released over the coming days in Spain. A transition session for stock markets In a session without macroeconomic references and with the earnings season being the only catalyst, most European indices (with t...
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