reports
Fresenius SE & Co. KGaA: 1 director
A director at Fresenius SE & Co. KGaA bought 2,000 shares at 25.480EUR and the significance rating of the trade was 55/100. 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 year...
- Carole Braudeau
- Carole Braudeau
- Jerôme Bodin
MT ARCELORMITTAL SA
CA CARREFOUR SA
VIV VIVENDI SE
WKL WOLTERS KLUWER NV
RAND RANDSTAD NV
G ASSICURAZIONI GENERALI S.P.A.
FRE FRESENIUS SE & CO. KGAA
BA. BAE SYSTEMS PLC
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ENG ENAGAS SA
RIO RIO TINTO PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
- Jerôme Bodin
MT ARCELORMITTAL SA
CA CARREFOUR SA
VIV VIVENDI SE
WKL WOLTERS KLUWER NV
RAND RANDSTAD NV
G ASSICURAZIONI GENERALI S.P.A.
FRE FRESENIUS SE & CO. KGAA
BA. BAE SYSTEMS PLC
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ENG ENAGAS SA
RIO RIO TINTO PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
- Oliver Metzger
Fresenius SE & CO KGaA : Q4 review – Beat on bottom line, guidance pro...
>Miss on the top line, but beat on the bottom line - Q4 revenues of € 5,678m (-46.6% y-o-y, 0%/-2% vs ODDO BHF/consensus) were driven by 4% growth at constant currency and 5% organic growth. Group EBIT before special items reached € 634m (+13.4% y-o-y, margin 11.2%), 9%/7% ahead of expectations. Adjusted EPS of € 0.70 compared to our € 0.66 and consensus € 0.68.Kabi – boosted by Biopharma - Kabi's Q4 revenues of € 1,996m (-204% y-o-y) were 0%/-4% vs e...
- Oliver Metzger
Fresenius SE & CO KGaA : 2024 continues to show only slow progress
>Q4 preview – solid finish impacted by forex - Q4 revenues of € 5,607m (-47.3% y-o-y) should profit from organic growth of 3.7%, but the deconsolidation of Fresenius Medical Care dilutes the y-o-y view. We are forecasting an adj. EBIT of € 582m (margin 10.4%) for the quarter. We forecast Kabi to profit from 10.6% organic growth at the growth vectors, but only little growth of 0.8% at Pharma brings segmental organic growth to 5.7%. We forecast segmental forex headwind ...
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/06/2024
Today we are adding CRH to the ODDO BHF European Large Caps Convictions List. It is exposed to the US economy, which we believe will continue to outperform the European economy, as borne out by the very robust job creation figures released last Friday. CRH generates 75% of its EBITDA in the 10 fastest-growing US states, and also has positive technical catalysts such as its future inclusion in the S&P TMI and Russell 1000 indices. - ...
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/02/2024
Nous faisons rentrer aujourd’hui CRH dans notre liste de valeurs recommandées Large Caps. Elle est exposée à l’économie américaine qui va continuer ,selon nous, de se montrer plus dynamique que l’économie européenne, comme en ont attesté les très bons chiffres de création d’emploi vendredi dernier. Elle réalise 75% de son EBITDA dans les 10 Etats américains à plus forte croissance et dispose en outre de catalyseurs techniques positifs comme sa future entrée dans les indices S&P TMI et...
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
Credit Morning 11/08/2023
Altice: Search of SFR headquarters linked to a VAT tax dispute for the period 2013-2019. Banco BPM reports historic nine-month 2023 results, is assigned a BBB-/positive rating by S&P, and will announce its new strategic plan on 12 December.Paprec: New bond issue to refinance PAPREC 25 notes>...
CON CONTINENTAL AKTIENGESELLSCHAFT
COV COVIVIO SA
ORA ORANGE SA
ALTA ALTAREA SCA
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
SHA SCHAEFFLER AG
UCG UNICREDIT S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
TEF TELEFONICA SA
GEST GESTAMP AUTOMOCION S.A.
NEXI NEXI S.P.A.
- Carole Braudeau
Morning Crédit 08/11/2023
Altice : Perquisition au siège de SFR liée au contentieux sur les taux de TVA entre 2013 et 2019. Banco BPM publie des résultats à 9 mois 2023 historiques, se voit attribuer une notation BBB-/positive par S&P, et dévoilera son nouveau plan stratégique le 12 décembre.Paprec : lancement d’un placement obligataire pour refinancer les obligations 2025. >...
CON CONTINENTAL AKTIENGESELLSCHAFT
COV COVIVIO SA
ORA ORANGE SA
ALTA ALTAREA SCA
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
SHA SCHAEFFLER AG
UCG UNICREDIT S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
TEF TELEFONICA SA
GEST GESTAMP AUTOMOCION S.A.
NEXI NEXI S.P.A.
- Carole Braudeau
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