reports
- Carole Braudeau
Credit Morning 11/20/2024
Grifols: the board considers that Brookfield’s indicative price undervalues the company Teva: S&P upgrades the rating to BB/positive from BB/positiveElior: Results recovered in 2023-24, exceeding expectations. Debt reduction is making headway as planned.Tereos: Sharp decline in EBITDA in Q2 24/25. The financial position is stable thanks to the generation of FCF.>...
- Damien Choplain
- Martial Descoutures
- Carole Braudeau
Morning Crédit 20/11/2024
Grifols : le conseil d’administration estime que le prix indicatif proposé par Brookfield sous-évalue la sociétéTeva: S&P upgrades the rating to BB/positive from BB/positiveElior: les résultats se sont redressés 2023/24, dépassant les attentes. Le désendettement progresse comme prévu.Tereos : fort repli de l'EBITDA au T2 24/25. La situation financière est stable grâce à la génération de FCF.>...
- Damien Choplain
- Martial Descoutures
RHM RHEINMETALL AG
BLND BRITISH LAND COMPANY PLC
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
TLX TALANX AG
UCG UNICREDIT S.P.A.
CABK CAIXABANK SA
GRF.P GRIFOLS S.A. PREF CLASS B
ARGX ARGEN-X SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
- Juan Ros-Padilla
Grifols A : Brookfield confirms a non-binding indication of € 10.50. G...
>Brookfield confirms that it has issued a non-binding indication of € 10.5 - Brookfield unveiled, via a regulatory filing, that it recently requested more information from Grifols’ Transaction Committee with which to finalise its due diligence and issued a non-binding price indication of € 10.50 per class A share and € 7.62 per class B share. Brookfield added that it continues to engage constructively with Grifols yet, for the time being, no agreement or decision has...
- Luis Arredondo
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Carole Braudeau
- Carole Braudeau
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Anthony Dick
- Michael Foundoukidis
Continental : Q3 release likely not as bad as feared
>Q3 performance and FY outlook adjustments likely to be seen as reassuring - Continental Q3 sales came in at € 9.8bn, slightly below consensus expectations at € 10.0bn while adjusted EBIT reached € 873m (above consensus at € 787m but in line with our estimate at € 892m, with the consensus unlikely to have fully adjusted from the Vitesco € 125m positive one-off announced a few weeks ago). Looking in detail vs our assumptions, auto was in line (4.2% vs 4.3%e), tires be...
- Anthony Dick
- Michael Foundoukidis
Continental : Q3 release likely not as bad as feared
>Q3 performance and FY outlook adjustments likely to be seen as reassuring - Continental Q3 sales came in at € 9.8bn, slightly below consensus expectations at € 10.0bn while adjusted EBIT reached € 873m (above consensus at € 787m but in line with our estimate at € 892m, with the consensus unlikely to have fully adjusted from the Vitesco € 125m positive one-off announced a few weeks ago). Looking in detail vs our assumptions, auto was in line (4.2% vs 4.3%e), tires be...
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