reports
- Julian Dobrovolschi
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
GRF GRIFOLS S.A. CLASS A
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
HEN3 HENKEL AG & CO. KGAA PREF
CRG CRH PLC
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
LEG LEG IMMOBILIEN AG
INX IMCD N.V.
AUTO AUTO TRADER GROUP PLC
GRF.P GRIFOLS S.A. PREF CLASS B
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
PIRC PIRELLI & C. S.P.A.
RMV RIGHTMOVE PLC
NEXI NEXI S.P.A.
INPST INPOST S.A.
DTG DAIMLER TRUCK
TEN TENARIS S.A.
- Carole Braudeau
- Julian Dobrovolschi
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
GRF GRIFOLS S.A. CLASS A
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
HEN3 HENKEL AG & CO. KGAA PREF
CRG CRH PLC
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
LEG LEG IMMOBILIEN AG
INX IMCD N.V.
AUTO AUTO TRADER GROUP PLC
GRF.P GRIFOLS S.A. PREF CLASS B
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
PIRC PIRELLI & C. S.P.A.
RMV RIGHTMOVE PLC
NEXI NEXI S.P.A.
INPST INPOST S.A.
DTG DAIMLER TRUCK
TEN TENARIS S.A.
- Carole Braudeau
- Juan Ros-Padilla
Grifols A : Q3 earnings notably below expectations. FY 2024 guidance r...
>Biopharma sales momentum improves… - Sales grew by +12% or +12% cc (vs +9% cc in Q2) to € 1.8bn (in line). Momentum improved sequentially and unlike Q2, where it was mostly explained by Bio-supplies/Diagnostic, it is now Biopharma leading the growth (+12%cc in Q3 vs +9% in Q2). Bio Supplies (+49% cc in Q3 vs +93% in Q2) deteriorated sequentially yet maintained a very solid pace. Diagnostic (+1% cc in Q3 vs +1% in Q2) kept the very modest pace seen in Q2 (-3% cc in Q3...
- Jamila El Bougrini
- Thibaut Voglimacci-Stephanopoli
Grifols Receives FDA Approval to Treat Surgical Bleeding in Pediatric ...
Grifols Receives FDA Approval to Treat Surgical Bleeding in Pediatric Patients With its Fibrin Sealant Solution Younger patients in the U.S. can now benefit from Grifols Fibrin Sealant (FS) and its positive effect on surgical outcomes, including a fast time to hemostasisGrifols surgical bleeding management treatments form part of an increasingly robust portfolio of innovative therapeutics enhancing the health and well-being of patients BARCELONA, Spain, Oct. 29, 2024 (GLOBE NEWSWIRE) -- Grifols (MCE:GRF, MCE:GRF.P, NASDAQ:GRFS), a global healthcare company and leading manufacturer ...
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
Credit Morning 10/25/2024
Ontex: Q3 24 call notes: “Actively” looking at refinancing… but no further specificationOrano: announcement of a € 300m capital increase and suspension of activities in NigerArdagh: another significant PW in glassNexity: Q3 at last encouraging with positive signals and a new divestment announcedValeo revises its 2024 guidance and suspends its 2025 objectives in the face of an increasingly difficult environment>...
DG VINCI SA
SK SEB SA
NXI NEXITY SA CLASS A
SW SODEXO SA
MF WENDEL SE
MERY MERCIALYS SA
CGM CEGEDIM SA
FNAC FNAC DARTY SA
FR VALEO SE
BAYN BAYER AG
ONTEX ONTEX GROUP N.V.
WBD WEBUILD S.P.A.
HLAG HAPAG-LLOYD AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SPM SAIPEM S.P.A.
- Carole Braudeau
Morning Crédit 25/10/2024
Ontex : Q3 24 call notes: “Actively” looking at refinancing… but no further specificationOrano : annonce d’une augmentation de capital de 300 m EUR et de la suspension des activités au NigerArdagh : encore un PW significatif dans le verreNexity : un T3 enfin encourageant avec des signaux positifs et une nouvelle cession annoncéeValeo révise sa guidance 2024 et suspend ses objectifs 2025 face à un environnement de plus en plus difficile>...
DG VINCI SA
SK SEB SA
NXI NEXITY SA CLASS A
SW SODEXO SA
MF WENDEL SE
MERY MERCIALYS SA
CGM CEGEDIM SA
FNAC FNAC DARTY SA
FR VALEO SE
BAYN BAYER AG
ONTEX ONTEX GROUP N.V.
WBD WEBUILD S.P.A.
HLAG HAPAG-LLOYD AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SPM SAIPEM S.P.A.
- Mateo Salcedo
Webuild : Webuild: Back into the HY market. We recommend to Buy the ne...
Webuild priced its new EUR 2030 unsecured bond at 4.875% to maturity, which is above our fair price of 4.625% and providing a premium of c.0.4% against the 2029 bond. We believe that at such price investors are compensated by the cyclical nature of the construction segment, in addition to the high concentration in Italy and lower EBITDA margin vs peers due to its lack of exposure to the concession segment. As such, we start the coverage of the new bond with a Buy recommendation. ...
- Mateo Salcedo
Webuild : Webuild: Back into the HY market. We recommend to Buy the ne...
Webuild priced its new EUR 2030 unsecured bond at 4.875% to maturity, which is above our fair price of 4.625% and providing a premium of c.0.4% against the 2029 bond. We believe that at such price investors are compensated by the cyclical nature of the construction segment, in addition to the high concentration in Italy and lower EBITDA margin vs peers due to its lack of exposure to the concession segment. As such, we start the coverage of the new bond with a Buy recommendation. ...
Grifols Partners with BARDA for Proof-of-Concept Testing of Ocular Imm...
Grifols Partners with BARDA for Proof-of-Concept Testing of Ocular Immunoglobulin as Treatment for Sulfur Mustard-Induced Eye Injury Initiative will test Grifols ocular surface immunoglobulin (OSIG) eye drops to evaluate their nonclinical efficacy in neutralizing symptoms from exposure to sulfur mustard, a chemical warfare agent A successful preclinical study of this potentially innovative therapeutic could lead to an FDA license for one of the first medical treatments for sulfur mustard ocular injury Grifols also plans to start a phase 2 clinical trial of an OSIG for dry eye disease ...
- Anthony Dick
- Emira Sagaama
- Michael Foundoukidis
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/10/2024
With the recall behind us we believe its time to look forward. Ignoring the noise from the recall over the last years, we believe Philips performance was good. Moreover the company’s positioning in IGT, Monitoring, Cardio Ultrasound and MRI has never been better. There is a credible self-help plan to lift Adj EBITA by 70% over the coming 5 years which should position margins and returns at industry average. The discount to the sector is no longer warranted. We upgrade to outperform. - ...
- Anthony Dick
- Emira Sagaama
- Michael Foundoukidis
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/15/2024
With the recall behind us we believe its time to look forward. Ignoring the noise from the recall over the last years, we believe Philips performance was good. Moreover the company’s positioning in IGT, Monitoring, Cardio Ultrasound and MRI has never been better. There is a credible self-help plan to lift Adj EBITA by 70% over the coming 5 years which should position margins and returns at industry average. The discount to the sector is no longer warranted. We upgrade to outperform. - ...
- Anthony Dick
- Michael Foundoukidis
Continental : Outlook still too uncertain to play a 2025 story
>Adjustments in the face of a more strained environment and one-offs - Following the pre-close call last week and in the run-up to Q3 2024 earnings release, we have adjusted our estimates for Continental, primarily to factor in : 1/ a more difficult LVP environment in H2 (negative), 2/ higher difficulties at ContiTech (negative), 3/ risk of higher provisions due to the BMW braking systems recall (negative), and 4/ exceptional items relating to Vitesco (positive). All ...
- Anthony Dick
- Michael Foundoukidis
Continental : Des perspectives encore trop incertaines pour jouer une ...
>Ajustements face à un environnement plus tendu et des exceptionnels - A la suite du pre-close call la semaine dernière et à l’approche des résultats T3 2024, nous ajustons nos estimations sur Continental, essentiellement afin de tenir compte 1/ d’un environnement de production automobile plus difficile sur le S2 (négatif) ; 2/ des difficultés de ContiTech (négatif) ; 3/ des risques de provisions accrues face au rappel freinage BMW (négatif) ; 4/ des éléments exceptio...
- Carole Braudeau
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