reports
- Oliver Metzger
- Wim Gille
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/09/2024
La prochaine acquisition de Campari pourrait être en Inde et intervenir rapidement, selon nous. Rapidement d’abord pour que le groupe puisse pleinement profiter du dynamisme de ce marché. Rapidement ensuite pour se prémunir du ralentissement actuel des liqueurs et apéritifs (L&A) en Europe, segment dont il est historiquement très dépendant. Malgré l’intérêt stratégique du marché indien, une telle opération de M&A pourrait se révéler risquée en s’ajoutant aux multiples défis opérationn...
DGE DIAGEO PLC
MTX MTU AERO ENGINES AG
RI PERNOD RICARD SA
HO THALES SA
RCO REMY COINTREAU SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
ISP INTESA SANPAOLO S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BOL BOLLORE SA
BA. BAE SYSTEMS PLC
UCG UNICREDIT S.P.A.
SKF B SKF AB CLASS B
LDO LEONARDO SPA
HAG HENSOLDT AG
CPR DAVIDE CAMPARI-MILANO N.V.
AERO MONTANA AEROSPACE AG
UMG UNIVERSAL MUSIC GROUP NV
AM DASSAULT AVIATION
DTG DAIMLER TRUCK
LAT LATECOERE
R3NK RENK GROUP AG
- Oliver Metzger
- Wim Gille
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/18/2024
Campari’s next acquisition might be in India and could materialise quickly, in our view. Speed is of the essence: first so that the group can take full advantage of the dynamic growth of this market; and second to guard against the current slowdown in liqueurs and aperitifs (L&A) in Europe, a segment on which it has historically been very reliant. Despite the strategic value that the Indian market offers, such an M&A deal could prove risky by adding to the multiple operational challen...
DGE DIAGEO PLC
MTX MTU AERO ENGINES AG
RI PERNOD RICARD SA
HO THALES SA
RCO REMY COINTREAU SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
ISP INTESA SANPAOLO S.P.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BOL BOLLORE SA
BA. BAE SYSTEMS PLC
UCG UNICREDIT S.P.A.
SKF B SKF AB CLASS B
LDO LEONARDO SPA
HAG HENSOLDT AG
CPR DAVIDE CAMPARI-MILANO N.V.
AERO MONTANA AEROSPACE AG
UMG UNIVERSAL MUSIC GROUP NV
AM DASSAULT AVIATION
DTG DAIMLER TRUCK
LAT LATECOERE
R3NK RENK GROUP AG
- Carole Braudeau
- Carole Braudeau
- Benoit Valleaux
- Steven Gould
ODDO : ABI statistics (September 2024): broadly reassuring trend
>Update on the macroeconomic and banking situation in Italy - The latest data from the Italian Banking Association (ABI), covering the summer months of 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. The lending activity confirmed signs of an improvement YTD (notably with regard ...
- Benoit Valleaux
- Steven Gould
ODDO : Statistiques ABI (sept 2024) : évolution globalement rassurante
>Point sur la situation macroéconomique & bancaire en Italie - Les dernières données de l’Association Bancaire Italienne (ABI), couvrant les mois d’été 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)...
- Carole Braudeau
- Carole Braudeau
Ipsos: Investment of the Lac1 fund
Ipsos: Investment of the Lac1 fund Investment of the Lac1 fund Paris, 17 September 2024 – The Board of Directors of Ipsos welcomes the decision of the Lac1 fund to become a major long-term shareholder in the company. The Lac1 fund, managed by Bpifrance on behalf of French and international investors, is dedicated to the long-term support of large listed multinational companies. This is a positive testament to the importance of Ipsos' business, which is to provide accurate and clear information and analysis on trends in society, markets and people. Ipsos has built a lead...
Ipsos : Investissement du fonds Lac1
Ipsos : Investissement du fonds Lac1 Investissement du fonds Lac1 Paris, 17 septembre 2024 – Le Conseil d’administration d’Ipsos considère que la décision du fonds Lac1 de devenir un actionnaire important et de long terme de la compagnie est une excellente nouvelle. Le fonds Lac1, géré par Bpifrance pour le compte d’investisseurs français et internationaux, est dédié à l’accompagnement de grandes entreprises multinationales cotées sur le long terme. C’est un témoignage positif sur l’importance du métier d’Ipsos, qui consiste à fournir des informations et des analyses précises et claires ...
Nexans awarded contract for first transmission link from Orkney Island...
Nexans awarded contract for first transmission link from Orkney Islands in Scotland Nexans awarded contract for first electrical transmission link from Orkney Islands in Scotland _PRESS RELEASE_ Nexans, a global leader in the design and manufacturing of cabling systems and services, has been awarded the contract for the Orkney Transmission LinkThe link will exchange up to 220MW of energy between the Orkney Islands and the UK mainlandThere will be one high voltage alternating current (HVAC) cable circuit extending approx 69km in route (53km subsea, 15km land) from Finstown in Orkney to Dou...
- Carole Braudeau
- Carole Braudeau
Nexans investit 90 millions d’euros pour accompagner la croissance de ...
Nexans investit 90 millions d’euros pour accompagner la croissance de l’éolien offshore en Europe Nexans investit 90 millions d’euros pour accompagner la croissance de l’éolien offshore en Europe _COMMUNIQUÉ DE PRESSE_ Nexans investit 90 millions d’euros dans ses usines belges de Charleroi et d’Erembodegem et sur son site de Calais, en France, afin d’accompagner la croissance de l’éolien offshore et des interconnexions sous-marinesCet investissement couvrira la construction à Charleroi, en Belgique, d’une nouvelle tour de 53 m pour l’isolation de câbles terrestres, ainsi que l...
Nexans invests 90 million euros to support growth of offshore wind in ...
Nexans invests 90 million euros to support growth of offshore wind in Europe Nexans invests 90 million euros to support growth of offshore wind in Europe _PRESS RELEASE_ Nexans invests 90 million euros in its facilities in Charleroi, Belgium, Erembodegem, Belgium and Calais, France to support the growth of offshore wind and subsea interconnectionsThe investment will include the construction of a new, 53 meter tower for the insulation of onshore cables at Nexans’ plant in Charleroi, Belgium, and will allow for the production of 525kV onshore cables necessary to support the TenneT frame...
- 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 - - - - - - - - - - - - - - - >...
Nexans: 2 directors
Two Directors at Nexans sold 16,985 shares at between 118.882EUR and 122.654EUR. The significance rating of the trade was 100/100. 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 t...
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