reports
- Carole Braudeau
- Carole Braudeau
- Carine Maciol
Continental : Feedback Corporate Conference, 3 and 4 September 2024
Feedback from German bond issuers, which we met at our Corporate Conference in Frankfurt am Main, hosted jointly by ODDO BHF and Commerzbank. - This document summarises key notes. - Investment Grade - Continental, Fresenius SE, Fresenius Medical Care, Kion - High Yield - Ceconomy - Not rated - SGL Carbon - - - - - - - - - - - - - - - >...
- Carine Maciol
Continental : Feedback Corporate Conference, 3 and 4 September 2024
Feedback from German bond issuers, which we met at our Corporate Conference in Frankfurt am Main, hosted jointly by ODDO BHF and Commerzbank. - This document summarises key notes. - Investment Grade - Continental, Fresenius SE, Fresenius Medical Care, Kion - High Yield - Ceconomy - Not rated - SGL Carbon - - - - - - - - - - - - - - - >...
- Anthony Dick
- Michael Foundoukidis
ODDO : Software Defined Vehicle (SDV): the next revolution
The growing importance of software, which will be further enhanced by SDV, could be even more disruptive to the automotive sector than electrification. In this report, we take a closer look at the main challenges and opportunities of this technological breakthrough, while on the stock market front, the current negative perception of traditional OEMs (discount at historic levels) seems to us to represent an upside risk, provided the latter make progress in terms of execution. Conv...
BMW BAYERISCHE MOTOREN WERKE AG
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
VTSC VITESCO TECHNOLOGIES GRP AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Michael Foundoukidis
ODDO : Software Defined Vehicle (SDV): la prochaine révolution
L’importance croissante du logiciel, amenée à se matérialiser encore davantage via le SDV, pourrait bouleverser le secteur automobile encore plus que ne le fait l’électrification. Nous revenons ici sur les principaux enjeux de cette rupture technologique alors que, sur le plan boursier, la perception actuelle négative autour des constructeurs traditionnels (décote à des niveaux historiques) nous semble créer un risque à la hausse, pour peu que ces derniers progressent sur l’exécu...
BMW BAYERISCHE MOTOREN WERKE AG
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
VTSC VITESCO TECHNOLOGIES GRP AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Oliver Metzger
- Sinan Doganli
ODDO : First feedback – DAY 2
We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Accelor Mittal (=) – Heading for better H2 despite still soft underlying markets, no change on VallourecAdesso (=) – IT-solutions segment will continue to be a drag on profitability in H2 2024Aurubis (+) – Announced disposal for its US-based finished ...
CON CONTINENTAL AKTIENGESELLSCHAFT
FRA FRAPORT AG
MT ARCELORMITTAL SA
DAI DAIMLER AG
SZG SALZGITTER AG
VNA VONOVIA SE
RWE RWE AG
NDA AURUBIS AG
WIE WIENERBERGER AG
RAA RATIONAL AG
ADN1 ADESSO AG
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STM STABILUS SE
TUI TUI AG
R3NK RENK GROUP AG
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Usama Tariq
- Usama Tariq
- Manuel Martin
- CEFA
- CREA
Branicks : Final Q2 2024 results broadly in the range of expectations ...
>FY 2024 guidance confirmed - This morning, Branicks´ reported soft final Q2 2024 figures which were broadly in the range of expectations, except an impairment charge, overall confirming its preliminary key figures released on 19 August (net rental income and FFO, amongst others). Management confirmed its FY 2024e FFO guidance of € 40-55m.Q2 2024 net rental income of € 38.6m was basically unchanged vs € 38.5m in Q1 2024 and down -5.8% y-o-y. The decline is mainly...
EQS-News: Branicks Group AG: operational strength and significant debt...
EQS-News: Branicks Group AG / Key word(s): Real Estate/Half Year Results Branicks Group AG: operational strength and significant debt reduction in the first half of 2024 27.08.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Frankfurt am Main, August 27, 2024 Press release of the Branicks Group AG Branicks Group AG: operational strength and significant debt reduction in the first half of 2024 Bridge financing reduced in three steps to EUR 40 million by mid-August Active transaction business with 15 property sales Another...
EQS-News: Branicks Group AG: Operative Stärke und deutliche Entschuldu...
EQS-News: Branicks Group AG / Schlagwort(e): Immobilien/Halbjahresergebnis Branicks Group AG: Operative Stärke und deutliche Entschuldung im ersten Halbjahr 2024 27.08.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Frankfurt am Main, 27. August 2024 Presseinformation der Branicks Group AG Branicks Group AG: Operative Stärke und deutliche Entschuldung im ersten Halbjahr 2024 Brückenfinanzierung in drei Schritten bis Mitte August auf 40 Mio. Euro verringert Aktives Transaktionsgeschäft mit 15 Immobilienverkäufen Er...
EQS-News: Branicks Group AG: Annual General Meeting approves all agend...
EQS-News: Branicks Group AG / Key word(s): Real Estate/AGM/EGM Branicks Group AG: Annual General Meeting approves all agenda items with large majorities 22.08.2024 / 15:58 CET/CEST The issuer is solely responsible for the content of this announcement. Frankfurt am Main, August 22, 2024 Press release of the Branicks Group AG Branicks Group AG: Annual General Meeting approves all agenda items with large majorities Jürgen Josef Overath elected to the Supervisory Board as successor to Prof. Dr. Ulrich Reuter Frankfurt am Main, August 22, 2024: The today’s ordinary Annua...
EQS-News: Branicks Group AG: Ordentliche Hauptversammlung stimmt allen...
EQS-News: Branicks Group AG / Schlagwort(e): Immobilien/Hauptversammlung Branicks Group AG: Ordentliche Hauptversammlung stimmt allen Tagesordnungspunkten mit großen Mehrheiten zu 22.08.2024 / 15:58 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Frankfurt am Main, 22. August 2024 Presseinformation der Branicks Group AG Branicks Group AG: Ordentliche Hauptversammlung stimmt allen Tagesordnungspunkten mit großen Mehrheiten zu Jürgen Josef Overath als Nachfolger von Prof. Dr. Ulrich Reuter in den Aufsichtsrat gewählt Frankfurt am ...
- Carole Braudeau
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