reports
Director/PDMR Shareholding
easyJet plc (EZJ) Director/PDMR Shareholding 31-May-2024 / 09:00 GMT/BST easyJet plc (the “Company”) Director/PDMR shareholding 31 May 2024 The Company announces the following transactions by PDMRs who have exercised share awards as set out below. PDMR Type of Award Vesting date Exercise cost Exercise date Number of awards exercised Number of shares sold to cover tax liabilities* Number of shares retained Rebecca Mills Long Term Incentive Plan 19.12.20...
- Jakub Caithaml
WOOD Flash – Turkish Airlines: 1Q24 – revenue up, but EBITDA down yoy,...
Turkish Airlines’ 1Q24 results showed – as expected – a pause in the earnings growth. Revenues were up 10% yoy, driven by higher capacity, but the EBITDA was down marginally (-3% yoy). The unit revenues were lower yoy, due chiefly to the still very high base effect of 1Q23, while the unit costs were flat yoy, owing to the lower fuel CASK (which was down 8% yoy) offsetting the mid-single digit growth in the ex-fuel CASK.
- Research Team
WOOD Daily: ALE PW; THYAO TI; CCOLA TI; TUPRS TI; LOGO TI; CPS PW; CAR...
HEADLINES: • Allegro: 1Q24 strong, as expected, guidance for GMV acceleration in 2Q24E POSITIVE • Turkish Airlines: 1Q24 – revenue up, but EBITDA down yoy, as ex-fuel CASK up in mid-single digits, but RASK down 6% yoy NEUTRAL • Coca-Cola Icecek: strong operating results in 1Q24 POSITIVE • Tupras: 1Q24 results – weak results, on maintenance NEGATIVE • Logo Yazilim: 1Q24 results – on track POSITIVE • Cyfrowy Polsat: 1Q24 results review – adjusted EBITDA +1% yoy, 2% above our estimate POSITIVE • In...
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
CCOLA COCA-COLA ICECEK A.S.
CAR INTER CARS S.A.
THYAO TURK HAVA YOLLARI A.O.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
CPS CYFROWY POLSAT SA
TPE TAURON POLSKA ENERGIA S.A.
OTOEL AUTOHELLAS S.A.
ALG ALLEGRO.EU SA
GPP GRUPA PRACUJ DA
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 17-May-2024 / 15:00 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification Other Comments Updated calculation methodology for cash equity positions held in trading books for client facilitation purposes. 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered o...
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2024
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. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Carole Braudeau
Credit Morning 05/16/2024
Altice designates certain subsidiaries as unrestricted (Bloomberg)Elior: good H1 23/24 results and confidence in targetsMoody's upgrades Monte's ratings by one notch to Ba2 senior and Ba3 Tier 2Avolta (ex-Dufry): solid first quarter, guidance confirmedMaxeda: after a difficult FY 2023 (leverage above 5x), the group is counting on its free cash flow generation in 2024 to deleverage before refinancing next year.>...
- Carole Braudeau
Morning Crédit 16/05/2024
Maxeda : après une année 2023 difficile (levier au-dessus de 5x), le groupe mise sur sa génération de free cash-flow en 2024 pour se désendetter avant son refinancement l’an prochainAltice désigne certaines filiales comme non restreintes (Bloomberg)Moody’s réhausse d’un cran les notes de Monte, à Ba2 en senior et à Ba3 en Tier 2Elior : bonne publication au S1 23/24 et confiance sur les objectifs fixésAvolta (ex-Dufry) : Très bon trimestre, guidances confirmées...
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2024
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. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Olfa Taamallah
- Yan Derocles
easyJet : H1 release pretty much in line with consensus expectations
>H1 2023-24 release in mid-range of the guidance - easyJet has just released its detailed H1 2023-24 release with a headline loss before tax of £ 350m in the middle of the range in the trading update for a loss of £ 340-360m (VA consensus was expecting -£ 340m). This reflects a £ 61m improvement y-o-y driven by network growth, cost discipline and the continued expansion of easyJet holidays.Total revenue increased by 22% to £ 3,268m predominantly due to an increa...
- Olfa Taamallah
- Yan Derocles
easyJet : H1 release pretty much in line with consensus expectations
>H1 2023-24 release in mid-range of the guidance - easyJet has just released its detailed H1 2023-24 release with a headline loss before tax of £ 350m in the middle of the range in the trading update for a loss of £ 340-360m (VA consensus was expecting -£ 340m). This reflects a £ 61m improvement y-o-y driven by network growth, cost discipline and the continued expansion of easyJet holidays.Total revenue increased by 22% to £ 3,268m predominantly due to an increa...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 15-May-2024 / 11:00 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of financial instruments 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder Full name of shar...
- Carole Braudeau
- Carole Braudeau
Morning Crédit 14/05/2024
Iliad abonde les obligations Iliad Holding 2031 à hauteur de 150 m EUR et 200 m USD Grifols : S&P confirme le rating corporate B avec une perspective stable (vs. B/cw negative) Delivery Hero : cession de foodpanda à Uber pour 950 m USD + augmentation de capital réservée de 300 m USD>...
Director/PDMR Shareholding
easyJet plc (EZJ) Director/PDMR Shareholding 13-May-2024 / 14:00 GMT/BST easyJet plc (the “Company”) Director/PDMR Shareholding 13 May 2024 On 13 May 2024 the Company was notified by Equiniti Share Plan Trustees Limited (the "Trustee"), as the Trustee of the easyJet plc Share Incentive Plan (the "Plan"), that on 10 May 2024 it had purchased ordinary shares of 27 2/7 pence each in the Company on behalf of the persons discharging managerial responsibility set out in the table below. The Plan is an HM Revenue and Customs approved plan under which employees in the UK are...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 13-May-2024 / 13:00 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder Full name of shareholder(...
- Carole Braudeau
- Carole Braudeau
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 09-May-2024 / 13:00 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder Full name of shareholder(...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 03-May-2024 / 11:15 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights; An acquisition or disposal of financial instruments 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Deta...
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