As momentum has become less adverse than over the past five years, interest rates have started to fall and valuations have (historically low), this should have prodded small and mid cap companies back to their old outperformance. The European elections in France and the ensuing decision to dissolve the French National Assembly have changed risk perceptions and erased YTD gains. In our new ODDO BHF European mid cap list for H2 2024, France is underweighted with a mix of defensive and s...
Le momentum devenu moins défavorable qu’au cours des 5 derniers exercices, l’amorce de baisse des taux, et les valorisations (historiquement basses) auraient dû aider les small&Midcaps à retrouver leur surperformance. Les Elections européennes suivies de la dissolution de l’Assemblée nationale en France ont changé la perception du risque et gommé les gains YTD. Notre nouvelle liste ODDO BHF European Midcaps pour le S2 2024 se trouve sous-pondérée sur la France et propose un mix entre ...
>Unprecedented revision of 25% - Ericsson yesterday published its annual Ericsson Mobility report, an industry benchmark for mobile network traffic forecasts. Traffic forecasts are crucial in terms of the investment outlook for the telecoms sector.What is surprising is that Ericsson cut its global mobile traffic forecast by close to 25% for 2029 (from 403 EB/m to 313 EB/m, or from 56 to 42 GB/m per smartphone user). Ericsson does not communicate much on this revi...
>Une révision inédite de 25% - Ericsson a publié hier son rapport annuel « Ericsson Mobility report», une référence de l’industrie pour les prévisions de trafic sur réseau mobile. Les prévisions de trafic sont déterminantes pour les prévisions d’investissements dans les télécoms.La surprise est qu’Ericsson coupe de près de 25% à la baisse ses prévisions de trafic mobile mondial pour 2029 (de 403 ExaBytes/mois à 313 EB/mois, soit de 56 à 42 GB/mois par utilisateur...
Eurofins responds to Muddy Waters allegations Picard : IPT communiqués et upgrade du rating par Moody’s à B2/stable Atos : le consortium Onepoint se retire des discussions, EPEI propose de les reprendre Vodafone : émission de 3 mds USD d’obligations, tenders sur certaines souches en USD/EUR>...
JCDecaux Spain receives 6 awards at Cannes Lions, including the Dan Wieden Titanium Prix for its "Meet Marina Prieto" campaign JCDecaux Spain receives 6 awards at Cannes Lions, including the Dan Wieden Titanium Prix for its "Meet Marina Prieto" campaign Paris, June 24th, 2024 – JCDecaux SE (Euronext Paris: DEC), the number one outdoor advertising company worldwide, announces that JCDecaux Spain has received 6 awards at the Cannes Lions, including the Dan Wieden Titanium Prix, for its "Meet Marina Prieto" campaign. This campaign has achieved outstanding success at inte...
JCDecaux Espagne reçoit 6 prix aux Cannes Lions, dont le Prix Dan Wieden Titanium pour sa campagne « Meet Marina Prieto » JCDecaux Espagne reçoit 6 prix aux Cannes Lions, dont le Prix Dan Wieden Titanium pour sa campagne « Meet Marina Prieto » Paris, le 24 juin 2024 – JCDecaux SE (Euronext Paris : DEC), numéro un mondial de la communication extérieure, annonce que JCDecaux Espagne a reçu 6 distinctions aux Cannes Lions, dont le Prix Dan Wieden Titanium, pour sa campagne « Rencontrez Marina Prieto ». Celle-ci a connu un succès exceptionnel dans les festivals internationaux de publi...
Grifols has been under great stress since the first attack from Gotham at the beginning of the year. Its share price has shed by -41% YTD vs. +9% for the IBEX 25 Index and its 2028 unsecured notes now trade at around 84% vs. 91% just before the release of Gotham’s initial report and a bottom price of 77% on 15 March. In total, the short seller disseminated four reports, criticizing inter-alia Grifols’ net leverage calculation (adjustments, minority interests…), related-party tran...
Grifols has been under great stress since the first attack from Gotham at the beginning of the year. Its share price has shed by -41% YTD vs. +9% for the IBEX 25 Index and its 2028 unsecured notes now trade at around 84% vs. 91% just before the release of Gotham’s initial report and a bottom price of 77% on 15 March. In total, the short seller disseminated four reports, criticizing inter-alia Grifols’ net leverage calculation (adjustments, minority interests…), related-party tran...
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