reports
- 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
- Delphine Brault
- Quentin Borie
Legrand : Q1 below expectations at the level of organic sales growth, ...
>Q1 2024: organic growth -5.4%, adjusted EBITA margin 20.5% - Legrand this morning reported Q1 2024 results below expectations due to the top line. Organic growth reached -5.4% (ODDO BHF at -2.6% and the consensus at -3.1%). All divisions posted negative growth in Q1. Unlike most of its peers, the US did not provide a cushion, with sales falling 6.1% on an organic basis, while Europe was down -4.7%. In Asia-Pacific, the decline amounted to 5.8% and that in South Ameri...
- Wedbush Research
2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
QRVO QORVO INC.
SHAK SHAKE SHACK INC. CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
WLDN WILLDAN GROUP
WFC WELLS FARGO & COMPANY
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
TXRH TEXAS ROADHOUSE INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CYBR CYBERARK SOFTWARE LTD.
CROX CROCS INC.
AXTI AXT INC.
ARDX ARDELYX INC
WD WALKER & DUNLOP INC.
BJRI BJ'S RESTAURANTS INC.
GRBK GREEN BRICK PARTNERS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CELH CELSIUS HOLDINGS INC.
VTR VENTAS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
PEAK HEALTHPEAK PROPERTIES INC.
SMCI SUPER MICRO COMPUTER
RKT INC.
ABNB ROCKET COMPANIES
ELEV AIRBNB INC. CLASS A
LBPH ELEVATION ONCOLOGY
MRVL LONGBOARD PHARMACEUTICALS
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
COIN GLOBALFOUNDRIES INC
DBD COINBASE GLOBAL INC
NCR DIEBOLD NIXDORF INC
NCR NIGERIA
- Delphine Brault
- Quentin Borie
Legrand : Un T1 en-dessous des attentes au niveau de la croissance org...
>T1 2024 : croissance organique -5.4%, marge d’EBITA ajusté 20.5% - Legrand a publié ce matin des résultats T1 2024 inférieurs aux attentes, du fait de la top-line. La croissance organique atteint -5.4% (ODDO BHF à -2.6%, consensus à -3.1%). Toutes les divisions affichent une évolution négative au T1. Contrairement à la plupart de ses pairs, les Etats-Unis n’ont pas joué leur rôle d’amortisseur avec un recul de 6.1% du CA en organique, et l’Europe est en recul de 4.7%...
- Matthew Bryson
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
Legrand : INFORMATIONS FINANCIÈRES CONSOLIDÉES NON AUDITÉES AU 31 MARS...
LIMOGES, France--(BUSINESS WIRE)-- Regulatory News: Legrand (Paris:LR): Compte de résultat consolidé 2 État du résultat global de la période 2 Bilan Consolidé 3 Tableau des flux de trésorerie consolidés 5 Notes annexes aux états financiers consolidés 6 Compte de résultat consolidé Période de 3 mois close le (en millions d’euros) 31 mars 2024 31 mars 2023 Chiffre d'affaires 2 028,2 2 149,6 Charges opérationnelles Coût des ventes (952,0) ...
Legrand : Publication du premier trimestre 2024
LIMOGES, France--(BUSINESS WIRE)-- Regulatory News: Legrand (Paris:LR) : Benoît Coquart, Directeur général de Legrand, a déclaré : « Nos résultats du premier trimestre 2024 sont conformes à nos anticipations, tant en termes de chiffre d’affaires que de marges et de cash flow libre. Sur un marché du bâtiment (environ 80% du chiffre d’affaires de Legrand) en retrait marqué sur la plupart des géographies comme attendu au premier trimestre, la baisse limitée du chiffre d’affaires et la résistance de nos marges et de notre cash flow libre illustrent la résilience de notre modèle d’affaires, l...
Legrand : Notification de mise à disposition des informations financiè...
LIMOGES, France--(BUSINESS WIRE)-- Regulatory News: En date de ce jour, Legrand (Paris:LR) indique mettre à disposition ses informations financières consolidées non auditées au 31 mars 2024 à l'adresse suivante : A Propos de Legrand Legrand est le spécialiste mondial des infrastructures électriques et numériques du bâtiment. Son offre complète, adaptée aux marchés tertiaire, industriel et résidentiel en fait une référence à l'échelle mondiale. Capitalisant sur des évolutions technologiques et sociétales qui ont un impact durable sur les bâtiments, Legrand a pour raison d’être d’améliorer ...
- 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
- Nicolas David
Capgemini : Satisfactory Q1 2024 revenue. FY 2024 guidance reiterated,...
>Growth at cc in line with expectations; bookings solid - Capgemini announced a satisfactory set of Q1 2024 revenue figures on Tuesday before trading, with growth at cc reaching -3.3%, +20bp higher than expected. North America was again penalised by a less favourable mix (-7.1% cc) whereas Europe remained more resilient with growth slowing only a little, as expected (-1.8% cc). The TMT and Financial Services sectors are still struggling as a result of limited spending...
- Maxime Dubreil
- Nicolas David
Capgemini : CA T1 2024 satisfaisant. FY 24 guidance réitérée mais le h...
>Croissance à cc en ligne avec les attentes. Bookings solides - Capgemini a annoncé mardi avant Bourse un CA T1 2024 satisfaisant, avec une variation cc de -3.3%, +20 pb au-dessus des attentes. L’Amérique du Nord continue à être pénalisée par un mix moins favorable (-7.1% cc) alors que l’Europe continue à faire preuve d'une plus grande résilience, enregistrant un léger ralentissement de la croissance, comme prévu (-1.8% cc). Les secteurs TMT et services financiers so...
Compagnie De St-Gobain: 1 director
A director at Compagnie De St-Gobain sold 10,000 shares at 75.420EUR and the significance rating of the trade was 68/100. 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 ...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Nicolas David
Capgemini : Q1 cc growth of -3.3%, in line with expectations. FY 2024 ...
>Q1 y-o-y cc growth of -3.3% in line with expectations. Decent bookings - Q1 2024 sales came to € 5,527m down -3.3% at cc. This figure is just in line with expectations in reported terms and +20bp above at cc (vs ODDO BHF: € 5,518m, down -3.6% y-o-y cc; Css: € 5,527m down -3.5% y-o-y cc). Organic growth came to -3.6%, +20bp above Css expectations (vs ODDO BHF: -4.0% y-o-y org and Css at -3.8% y-o-y org), a slowdown vs Q4 2023 (-0.9%). This implies q-o-q org. growth of...
- Nicolas David
Capgemini : Q1 cc growth of -3.3%, in line with expectations. FY 2024 ...
>Q1 y-o-y cc growth of -3.3% in line with expectations. Decent bookings - Q1 2024 sales came to € 5,527m down -3.3% at cc. This figure is just in line with expectations in reported terms and +20bp above at cc (vs ODDO BHF: € 5,518m, down -3.6% y-o-y cc; Css: € 5,527m down -3.5% y-o-y cc). Organic growth came to -3.6%, +20bp above Css expectations (vs ODDO BHF: -4.0% y-o-y org and Css at -3.8% y-o-y org), a slowdown vs Q4 2023 (-0.9%). This implies q-o-q org. growth of...
Capgemini records Q1 2024 revenues of €5.5 billion in line with expect...
Capgemini records Q1 2024 revenues of €5.5 billion in line with expectations Media relations:Victoire GruxTel.: 55 Investor relations:Vincent BiraudTel.: 87 Capgemini records Q1 2024 revenues of €5.5 billionin line with expectations Revenues of €5,527 million, -3.5% at current exchange rates and -3.3% at constant exchange ratesBookings of €5,655 million representing a solid book-to-bill ratio of 1.02 Paris, April 30, 2024 – The Capgemini Group reported Q1 2024 revenues of €5,527 million, -3.5% year-on-year at current exchange rates and -3.3% at constant exchange rates*. Aiman Ezza...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.