reports
- Markus Remis
- Martin Marandon-Carlhian
- Stephane Houri
FP TOTAL SE
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DEMANT DEMANT A/S
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
ERA ERAMET SA
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
NDA AURUBIS AG
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
PRY PRYSMIAN S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
DSY DASSAULT SYSTEMES SA
GSK GSK PLC
NOVO B NOVO NORDISK A/S
- Carole Braudeau
- Markus Remis
- Martin Marandon-Carlhian
- Stephane Houri
FP TOTAL SE
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DEMANT DEMANT A/S
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
ERA ERAMET SA
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
NDA AURUBIS AG
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
PRY PRYSMIAN S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
DSY DASSAULT SYSTEMES SA
GSK GSK PLC
NOVO B NOVO NORDISK A/S
- Carole Braudeau
- Oliver Metzger
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Roy Külter
- Steven Boumans
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/06/2024
Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spirits,...
AKE ARKEMA
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
UBSN UBS GROUP AG
PUM PUMA SE
EN BOUYGUES SA
VNA VONOVIA SE
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
NEX NEXANS SA
HEN3 HENKEL AG & CO. KGAA PREF
EDW EDP RENOVAVEIS SA
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
COLO B COLOPLAST A/S CLASS B
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
NEOEN NEOEN S.A.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
UN0 UNIPER SE
- Carole Braudeau
- Roy Külter
- Steven Boumans
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/11/2024
Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilities, ...
AKE ARKEMA
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
UBSN UBS GROUP AG
PUM PUMA SE
EN BOUYGUES SA
VNA VONOVIA SE
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
NEX NEXANS SA
HEN3 HENKEL AG & CO. KGAA PREF
EDW EDP RENOVAVEIS SA
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
COLO B COLOPLAST A/S CLASS B
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
NEOEN NEOEN S.A.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
UN0 UNIPER SE
- Oliver Metzger
Fresenius SE & CO KGaA : Q3 review –Beat driven by Helios Germany, sli...
>Q3 review – Beat on top and bottom line - Q3 revenues of € 5,303m (-3.9% y-o-y, 2%/2% vs ODDO BHF/consensus) were driven solely by 9% organic growth. Group EBIT before special items reached € 552m (-1.3% y-o-y, margin 10.4%), 6%/3% ahead of expectations. Adjusted EPS of € 0.69 compared to our € 0.66 and the consensus’ € 0.65.Kabi -Strong growth of Biopharma, IV business with slow growth - Kabi's Q3 revenues of € 2,114m (+4.6% y-o-y) were 2%/0% vs exp...
- 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 - - - - - - - - - - - - - - - >...
- Charlotte Vaisse
- Konrad Zomer
EDP EDP-ENERGIAS DE PORTUGAL SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
LI KLEPIERRE SA
ORA ORANGE SA
RXL REXEL SA
SCR SCOR SE
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
OR L'OREAL SA
REE RED ELECTRICA CORP. SA
GRF GRIFOLS S.A. CLASS A
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
SOLB SOLVAY SA
BOL BOLLORE SA
01913 PRADA S.P.A.
AENA AENA SME SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BHP BHP GROUP LTD
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
GSK GSK PLC
FER FERROVIAL SA
- Carole Braudeau
CO CASINO GUICHARD-PERRACHON SA
TEP TELEPERFORMANCE SE
KER KERING SA
ALTA ALTAREA SCA
GRF GRIFOLS S.A. CLASS A
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
KGX KION GROUP AG
ONTEX ONTEX GROUP N.V.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CABK CAIXABANK SA
TKO TIKEHAU CAPITAL SCA
CGG CGG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
TEF TELEFONICA SA
CPR DAVIDE CAMPARI-MILANO N.V.
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