ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/11/2024

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/25/2024

BHP ltd : Feedback from visit to Chile: compelling assets and growth p...

BHP ltd : Feedback visite de site Chili : des actifs et des projets de...

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

BHP Group Limited: 1 director

A director at BHP Group Limited maiden bought 10,000 shares at 42.790AUD and the significance rating of the trade was 84/100. 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 ye...

Morning Crédit 22/10/2024

Picard lance son abondement de 200 m EUR sur le FRN 2029Wendel : acquisition transformante avec un accord pour acquérir 75% de Monroe Capital LLC, leader américain du marché de la dette privéeEurofins : Solid growth in Q3 24 albeit guidance lowered; special cash audit finds no material irregularitiesAccorInvest revient déjà sur le marché obligataire>...

Credit Morning 10/22/2024

Picard launches its € 200m tap on FRN 2029Wendel: transformative acquisition with an agreement to acquire 75% of Monroe Capital LLC, the US leader in the private debt marketEurofins: solid growth in Q3 24 albeit guidance lowered; special cash audit finds no material irregularitiesAccorInvest is already back on the bond market>...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/21/2024

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ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 21/10/2024

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BHP ltd : Settlement of main litigation on Samarco in sight, medium-te...

>Settlement of main litigation on Samarco in sight - On Friday, BHP and partner Vale formalised a settlement on the 2015 Samarco disaster for BRL 170bn ($ 31.7bn), an one-third increase on the previous BRL 127bn proposal made public in April. This new offer is aligned to the requirements of the public prosecutor in order to close the case in the country and, according to Reuters, a deal could be signed on 25 October. In detail, the new offer includes $ 7.9bn already s...

BHP ltd : Vers la clôture du principal litige sur Samarco, perspective...

>Vers la clôture du principal litige sur Samarco - BHP et son partenaire Vale ont officialisé vendredi une proposition de règlement de la catastrophe de Samarco de 2015 de 170 MdBRL (31,7 Md$), en hausse d’un tiers sur la proposition précédente de 127 MdBRL rendue publique en avril. Cette nouvelle offre est alignée sur les exigences du bureau du procureur public fédéral pour mettre fin aux poursuites dans le pays et selon Reuters, un deal pourrait être signé le 25 oct...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/17/2024

We measured the impact of the contribution from Michel Barnier’s exceptional tax on 88 stocks exposed to France. Some 17 of them would experience a (negative) impact on their EPS of more than 4% on average over 2024 and 2025: LDC (-8.3%), Synergie (-8%), Eiffage (-7.9%), ADP (-7.9%), Dassault Aviation (-7%), Crit (-6.9%), Derichebourg (-6.3%), Hermès (-5.6%), Safran (-5.6%), Bouygues (-5.6%), M6 (-5.2%), Thales (-5%), TF1 (-4.9%), Nexans (-4.9%), Vinci (-4.7%), Compagnie des Alpes (...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/10/2024

Nous avons mesuré l’impact de la contribution exceptionnelle Barnier sur 88 valeurs exposées à la France. 17 d’entre elles auraient un impact (négatif) sur leurs BPA de plus de 4% en moyenne sur 2024 et 2025 : LDC (-8,3%), Synergie (-8%), Eiffage (-7,9%) ADP (-7,9%), Dassault Aviation (-7%), Crit (-6,9%), Derichebourg (-6,3%), Hermès (-5,6%), Safran (-5,6%), Bouygues (-5,6%), M6 (-5,2%), Thalès (-5%), TF1 (-4,9%), Nexans (-4,9%), Vinci (-4,7%), Compagnie des Alpes (-4,4%), FDJ (-4%). - ...

BHP ltd : Another solid production report, especially for copper

>Solid production report especially for copper and nickel - Overnight, BHP published solid production numbers for Q1 2024-25 (to 31 March) in all its divisions, above our estimates overall. In a low-seasonality quarter, production at the largest WAIO iron ore division (58% of FY24-25e EBITDA) climbed 3% y-o-y to 71.6Mt, reflecting the ramp-up of South Flank and the benefits from ongoing debottlenecking initiatives. Samarco also grew 4% to 1.3Mt as a result of the rest...

BHP ltd : Another solid production report, especially for copper

>Solid production report especially for copper and nickel - Overnight, BHP published solid production numbers for Q1 2024-25 (to 31 March) in all its divisions, above our estimates overall. In a low-seasonality quarter, production at the largest WAIO iron ore division (58% of FY24-25e EBITDA) climbed 3% y-o-y to 71.6Mt, reflecting the ramp-up of South Flank and the benefits from ongoing debottlenecking initiatives. Samarco also grew 4% to 1.3Mt as a result of the rest...

BHP Group Limited - June 2024 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Perilya Ltd - Company Profile and SWOT Analysis

Summary Perilya Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Perilya Ltd (Perilya), a subsidiary of Shenzhen Zhongjin Lingnan Nonfemet Co. Ltd., is a metal mining and exploration company. The company carries out the mining, exploration and development of base metal o...

Fortescue Metals Group Ltd - Mergers & Acquisitions (M&A), Partnership...

Summary Marketline's Fortescue Metals Group Ltd Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Fortescue Metals Group Ltd - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Allianc...