reports
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
KBC KBC GROUP N.V.
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
UCG UNICREDIT S.P.A.
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
FAST FASTNED
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PLNW PLANISWARE
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
KBC KBC GROUP N.V.
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
UCG UNICREDIT S.P.A.
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
FAST FASTNED
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PLNW PLANISWARE
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Javier Esteban
INFORME SECTORIAL BANCOS EUROPA: POCO MOMENTUM SECTORIAL HASTA RDOS. 4...
Poco momentum hasta que publiquen guidance 2025 en Rdos. 4T’24. A la espera del guidance’25 en Rdos. 4T’24 reina la cautela y un apetito limitado por el sector a la espera de que se descarten escenarios muy negativos, en nuestra opinión injustificados. Nosotros esperamos una caída media de ingresos de -3,3% en 2025 (vs -1% consenso) y -10% en BDI (vs -3% consenso) para un EURIBOR de 2,18%. Creemos que queda valor en un sector holgado de capital (13,3% CET1 medio) con una yield por dividendo de ~...
- Research Department
INFORME DIARIO 08 ENERO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SECTOR BANCOS. La escalada de la rentabilidad de la deuda vuelve a presionar las bolsas Las bolsas europeas, que subían por la mañana, acabaron cediendo parte de sus ganancias al cierre tras una apertura bajista del mercado americano. El principal catalizador fue la escalada en la rentabilidad de la deuda soberana a largo plazo, tras la publicación de unos mejores datos macro en EE.UU. y ante las ventas de bonos por parte de los inversores para ha...
Intesa Sanpaolo S.p.A.: 1 director
A director at Intesa Sanpaolo S.p.A. sold 7,500 shares at 3.844EUR and the significance rating of the trade was 52/100. 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 years cl...
- Jerôme Bodin
- Sinan Doganli
- Jerôme Bodin
- Gautier Le Bihan
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Emmanuel Matot
ODDO BHF Small & MIDCAP MORNING NEWS - 11/20/2024
Efforts to revitalise the five brands that make up the Lanvin Group are under way and should pay off in the medium term. However, at this stage of development (critical mass not yet achieved for some brands, negative profitability and cash burn) and in a consumer environment that does not yet point to a rebound, we prefer to remain cautious on the share. We are initiating coverage with a Neutral rating, with a target price of $ 1.80, based on a DCF valuation. - ...
- Damien Choplain
- Martial Descoutures
- Emmanuel Matot
ODDO BHF Small & MIDCAP MORNING NEWS - 20/11/2024
Les efforts de redynamisation sont en cours pour les 5 marques qui constituent Lanvin Group et devraient porter leurs fruits à moyen terme. Toutefois, à ce stade de développement (taille critique encore non atteinte sur certaines marques, rentabilité négative et consommation de cash) et dans un environnement de consommation n’indiquant pas encore de rebond, nous préférons rester encore prudents sur le titre. Nous initions à Neutre, avec un OC à 1.8 $ résultant d’une valorisation par D...
- 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
- Benoit Valleaux
- Steven Gould
ODDO : ABI data (November 2024): trends confirmed
>Update on the macroeconomic and banking situation in Italy - The latest data from the Italian Banking Association (ABI), covering October 2024 confirms the recent trend, with an overall situation confirming its relative resilience in view of the recent indications (GDP, industrial production, confidence climate, etc.) and given uncertainties on the short to medium term. Lending activity confirmed signs of an improvement YTD (notably with regard to households) – ...
- Benoit Valleaux
- Steven Gould
ODDO : Statistiques ABI (Nov 2024) : tendances confirmées
>Point sur la situation macroéconomique & bancaire en Italie - Les dernières données de l’Association Bancaire Italienne (ABI), couvrant octobre 2024, confirment la tendance récente, avec une situation globale confirmant sa relative résilience au regard des indicateurs récents (PIB, production industrielle, climat de confiance…) et compte tenu des incertitudes à CMT. L’activité de crédit confirme les signes d’amélioration YTD (notamment auprès des ménages) – elle...
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