reports
GSK: 1 director
A director at GSK sold 6,000 shares at 1,702p and the significance rating of the trade was 59/100. 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 showing Close p...
TotalEnergies : Assemblée générale ordinaire et extraordinaire du 24 m...
PARIS--(BUSINESS WIRE)-- Regulatory News: Les actionnaires de la Société sont invités à participer à l’Assemblée générale ordinaire et extraordinaire de TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE) qui se tiendra vendredi 24 mai 2024, à 14 heures, à la Tour Coupole, 2 place Jean Millier, La Défense 6, 92 400 Courbevoie. L’Assemblée générale sera retransmise en direct en intégralité sur le site internet . Toutes les informations utiles relatives à cette Assemblée sont régulièrement mises à jour sur cette page du site. Les actionnaires peuvent exercer leur droit de vote préalablement ...
- Jerôme Bodin
LR LEGRAND SA
FRA FRAPORT AG
LI KLEPIERRE SA
ALV ALLIANZ SE
ORSTED ORSTED
RAA RATIONAL AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
IHG INTERCONTINENTAL HOTELS GROUP PLC
MRNA MODERNA INC.
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Jerôme Bodin
LR LEGRAND SA
FRA FRAPORT AG
LI KLEPIERRE SA
ALV ALLIANZ SE
ORSTED ORSTED
RAA RATIONAL AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
IHG INTERCONTINENTAL HOTELS GROUP PLC
MRNA MODERNA INC.
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
- Dominic Rose
- Naresh Chouhan
Sanofi - The Path to €120 (BUY, TP EUR120 [110], 7pgs)
This new analysis shows how Sanofi shares get to €120 (+c.30%) by end 2025. We have conducted a foundational analysis that investors can refer to over the next 18mths as Sanofi releases at least 15 P2 & P3 pipeline readouts. We show the upside potential from every single readout and show that just 4 drugs could add €18/share upon successful readouts. In addition to multiple readouts, the likely Consumer Health spin in Q4, the tolebrutinib overhang being resolved one way or another and a strong C...
- Research Department
IBERIAN DAILY 03 MAY + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: ACERINOX, IBERDROLA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Doubts on the market despite an accommodating Fed With the exceptions of the IBEX and FTSE 100, it was a session of losses on European stock markets with strong sector dispersion, and where falling sovereign debt yields reeled in part o...
- Research Department
INFORME DIARIO 03 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, IBERDROLA. EUROPA: AXA, LINDE, SOCIÉTE GÉNÉRALE. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Dudas en el mercado a pesar de una Fed complaciente A excepción del Ibex y FTSE 100, jornada en rojo en las principales bolsas europeas c...
- Benoit Valleaux
- Steven Gould
Santander : A robust start to 2024 and guidance confirmed
>Outperform rating maintained - Target price raised to € 5.5 (vs € 5.4) - Santander’s Q1 2024 results underpin our Outperform rating and lead us to increase our net profit estimates (+2% on average over the period 2024-2026e), due to a slightly more favourable stance on the top line trend. Our target price has thus been lifted to € 5.5 (vs € 5.4). The trend in the group’s operating performances remains broadly solid with the validation of the main financial targets se...
- Benoit Valleaux
- Steven Gould
Santander : Début d’année 2024 solide & guidances confirmées
>Opinion Surperformance maintenue – OC porté à 5.5 € (vs 5.4 €) - Les résultats T1 2024 de Santander viennent conforter notre opinion Surperformance et nous amènent à rehausser nos estimations de RN (+2% en moyenne sur la période 2024-26), en raison d’un biais un peu plus favorable notamment sur l’évolution de la topline. Notre OC est en conséquence porté à 5.5 € (vs 5.4 €). L’évolution des performances opérationnelles du groupe reste globalement solides avec une vali...
- Carole Braudeau
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
A1XEH4 CROSSJECT SA
TFI TELEVISION FRANCAISE 1 SA
ISS ISS A/S
NRG NRJ GROUP SA
ALTA ALTAREA SCA
BOSS HUGO BOSS AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SAVE SAVENCIA SA
FIE FIELMANN AG
VID VIDRALA SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
AED AEDIFICA SA
BEZ BERENTZEN GRUPPE
WAF SILTRONIC AG
TWEKA TKH GROUP N.V. CERT
OREGE OREGE SA
LNSX SIXT LEASING AG
FFARM FORFARMERS
MVC METROVACESA SA
VOS VOSSLOH AG
NEOEN NEOEN S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
C3RY CHERRY AG
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Carole Braudeau
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 02/05/2024
Nous sortons GALP de notre liste ODDO BHF European Large Caps. La valeur a réalisé une performance de +31,3% depuis son entrée le 20 mars dernier. Notre analyste adopte ce jour une opinion Neutre (vs Surperformance) sur la valeur qui a atteint notre objectif de cours. - ...
A1XEH4 CROSSJECT SA
TFI TELEVISION FRANCAISE 1 SA
ISS ISS A/S
NRG NRJ GROUP SA
ALTA ALTAREA SCA
BOSS HUGO BOSS AG
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
GLB GLANBIA PLC
SAVE SAVENCIA SA
FIE FIELMANN AG
VID VIDRALA SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
AED AEDIFICA SA
BEZ BERENTZEN GRUPPE
WAF SILTRONIC AG
TWEKA TKH GROUP N.V. CERT
OREGE OREGE SA
LNSX SIXT LEASING AG
FFARM FORFARMERS
MVC METROVACESA SA
VOS VOSSLOH AG
NEOEN NEOEN S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
C3RY CHERRY AG
- Chaima Ferrandon
- Sven Edelfelt
Imerys : The start of a long-awaited renewal
>Adjusted EBITDA 13% higher than we expected thanks to TQC - Q1 2024 adjusted EBITDA came to € 188m, up 9.2% and 13% above our estimate for € 166m (€ 131m excluding TQC). Special mention should be made of the contribution from TQC (The Quartz Corporation) which amounted to € 52m in Q1 2024, significantly above our estimate at € 35m (€ 20m in Q1 2023). Excluding TQC, the contribution to EBITDA from the underlying business was in line with our expectations. The Q1 EBITD...
- Anthony Dick
- Michael Foundoukidis
Volkswagen (pref) : A tough start to the year, unlikely to improve sen...
>Q1 even tougher than expected but with no consequence for the year - Although VW had expected a tough Q1, earnings were nonetheless 7% below estimates (EBIT) with an operating margin of 6.1% (consensus at 6.5%) and negative FCF of close to € 3bn (vs consensus at -€ 921m). The causes were known, but had an even more negative impact than anticipated, mainly with the supply difficulties at Audi (operating margin for Progressive unit at just 3.4% vs consensus 7.7%) and, ...
- Anthony Dick
- Michael Foundoukidis
Volkswagen (pref) : Un début d’année difficile, pas de nature à amélio...
>Un T1 encore plus difficile qu’anticipé mais sans conséquence sur l’année - Si VW avait bien prévenu d’un T1 difficile, les résultats sont néanmoins ressortis inférieurs de 7% aux attentes (EBIT) avec une MOP de 6.1% (consensus à 6.5%) et un FCF négatif de près de 3 Md€ (vs consensus à -921 M€). Les causes étaient connues mais ont eu un impact encore plus négatif qu’anticipé avec, essentiellement, les difficultés d’approvisionnement chez Audi (MOP Progressive à seule...
- Chaima Ferrandon
- Sven Edelfelt
Imerys : Le début d’un renouveau si longtemps attendu
>EBITDA ajusté 13% supérieur à nos attentes grâce à TQC - L’EBITDA ajusté T1 2024 ressort à 188 M€ en hausse de 9.2% et 13% au-dessus de nos attentes à 166 M€ (131 M€ hors TQC). Mention spéciale à la contribution de TQC (The Quartz Corporation) qui s’élève à 52 M€ au T1 2024 significativement supérieure à nos attentes de 35 M€ (20 M€ au T1 2023). Hors TQC, la contribution à l’EBITDA du business sous-jacent ressort en ligne avec nos attentes. La marge d’EBITDA T1 resso...
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