reports
SKF AB: 1 director
A director at SKF AB maiden bought 2,500 shares at 19.359USD and the significance rating of the trade was 54/100. 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 clearly ...
- Emira Sagaama
- Stefano Toffano
- Emira Sagaama
- Stefano Toffano
Rheinmetall AG: 1 director
A director at Rheinmetall AG bought 100 shares at 486.900EUR 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 years clearly ...
- Arnaud Autier
- Pierre Tegner
Campari : Un départ prématuré du CEO qui questionne. Une nouvelle équi...
>Sous-performance maintenue avec un OC ajusté à 6.5 € vs 7.0 € auparavant - Nous réitérons notre opinion à Sous performance sur Campari. Les performances du groupe se normalisent en EMEA (un peu moins de 50% du CA groupe) et aux US (un peu moins de 30%) laissant envisager des ajustements baissiers du consensus. En outre le départ du CEO annoncé hier matin pose la question de savoir s’il n’y a pas divergence de point de vue sur la capacité à faire poursuivre les acquis...
- Arnaud Autier
- Pierre Tegner
Campari : Premature departure of CEO raises questions. A standout team...
>Underperform rating maintained with a target adjusted to € 6.5 vs € 7.0 before - We maintain our Underperform rating on Campari. The group’s performances are normalising in EMEA (a little under 50% of total revenues) and in the US (a little less than 30%), implying potential consensus downgrades. Moreover, the CEO departure announced yesterday morning raises the issue of potential differences of opinion on the group’s capacity to continue acquisitions while also addr...
Mise à disposition du Document d’Enregistrement Universel Pernod Ricar...
PARIS--(BUSINESS WIRE)-- Regulatory News: Pernod Ricard (Paris:RI) a déposé, le 18 septembre 2024, son Document d’Enregistrement Universel 2023/24 auprès de l’Autorité des Marchés Financiers (AMF) sous le numéro D.24-0710. Ce document peut être consulté sur le site Internet de la Société et sur le site Internet de l’AMF . Il est également tenu à disposition au siège social de la Société – 5 cours Paul Ricard – CS 50180 – 75380 Paris cedex 08. Le Document d’Enregistrement Universel inclut notamment : Les comptes consolidés du Groupe pour l’exercice 2023/24 ; Les comptes sociaux de Perno...
BAE Systems: 1 director
A director at BAE Systems sold 56,000 shares at 1,341p and 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 two years clearly showi...
- 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
- Jerôme Bodin
UMG : Feedback from the 2024 CMD: confident on growth of streaming and...
>1st CMD since the IPO three years ago - UMG held its CMD in London yesterday. The group announced new guidance out to 2028, the main item being average growth in adjusted EBITDA of 10%. This is in line with our estimates which are therefore unchanged. The company’s message was positive on the structural trend for pay streaming (~50% of revenues), invalidating the most pessimistic consensus scenarios for a structural slowdown, notably in volumes. This was not our scen...
- Arnaud Autier
- Pierre Tegner
Campari : CEO resignation
>CEO resigns due to personal reasons; Robert Kunze-Conzewitz to lead the transition period - Key points from the press release:Appointment of Paolo Marchesini and Fabio di Fede as interim co-CEOs.The resignation of Matteo Fantachiotti is due to personal reasons.Establishment of Leadership Transition Committee chaired by Robert Kunze-Conzewitz, the historical CEO of the group.Diversification through M&A will remain at the heart of the strate...
- Arnaud Autier
- Pierre Tegner
Campari : CEO resignation
>CEO resigns due to personal reasons; Robert Kunze-Conzewitz to lead the transition period - Key points from the press release:Appointment of Paolo Marchesini and Fabio di Fede as interim co-CEOs.The resignation of Matteo Fantachiotti is due to personal reasons.Establishment of Leadership Transition Committee chaired by Robert Kunze-Conzewitz, the historical CEO of the group.Diversification through M&A will remain at the heart of the strate...
Intesa Sanpaolo S.p.A.: 1 director
A director at Intesa Sanpaolo S.p.A. sold 9,000 shares at 3.760EUR 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...
- Olfa Taamallah
- Yan Derocles
MTX MTU AERO ENGINES AG
HO THALES SA
CEN GROUPE CRIT SA
ALCLA CLASQUIN SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
ALCAR CARMAT SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
DLG DE'LONGHI S.P.A.
LDO LEONARDO SPA
RUI RUBIS SCA
ALCUR ARCURE SA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
- ING Helpdesk
- Anthony Dick
- Michael Foundoukidis
Daimler Truck : IAA Mobility feedback: ambitions still high, environme...
>CEO/CFO meeting at IAA Mobility in Hannover - Daimler Truck yesterday hosted a meeting between CFO Eva Scherer and incoming CEO Karin Radstrom (ex-head of the Mercedes-Benz unit) and investors/analysts on the sidelines of the IAA Mobility fair in Hannover. The event provided an opportunity to discuss with the new top management team (the CFO having taken the role since 1 April and future CEO due to start on 1 October) the latest trends (demand still lacklustre in Eu...
- Arnaud Autier
- Pierre Tegner
ODDO : Adjustments on China: potential duties and lacklustre consumpti...
>We are focusing on players with the greatest exposure to the coming recovery in China and the US in a spirit sector buffeted by headwinds over the last 12 months. - The last 12 months have seen a series of adjustments in spirits consumption and also, and more importantly, in inventories, pushing back the positive shift in momentum and fuelling the de-rating of the four big stocks of the sector. We continue to believe that this “normalisation” movement is temporary ev...
- Olfa Taamallah
- Yan Derocles
ODDO : Rumeurs de cessez-le-feu en Ukraine: attention au sociétés expo...
>Des rumeurs de cessez-le-feu en Ukraine qui se multiplient - Un article de Bloomberg a ravivé hier les rumeurs de discussions pouvant amener à une fin négociée du conflit en Ukraine. Sans citer de sources, les journalistes rapportaient que certains alliés commençaient à discuter de la manière dont le conflit pouvait se terminer et que la période entre les élections présidentielles américaines et l’investiture (entre novembre et janvier) pourrait offrir une fenêtre d’...
- Olfa Taamallah
- Yan Derocles
ODDO : Rumours of a ceasefire in Ukraine: watch out for groups exposed...
>Rumours of a ceasefire in Ukraine are multiplying - An article in Bloomberg yesterday revived rumours of talks aimed at negotiating an end to the conflict in Ukraine. Without citing any sources, journalists report that certain allies were beginning to discuss the manner in which the conflict could be brought to an end and that the period between the US presidential elections and investiture (between November and January) could offer a window of opportunity. Last Sund...
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