reports
Director/PDMR Shareholding
easyJet plc (EZJ) Director/PDMR Shareholding 11-Oct-2024 / 14:00 GMT/BST easyJet plc (the “Company”) Director/PDMR Shareholding 11 October 2024 On 11 October 2024 the Company was notified by Equiniti Share Plan Trustees Limited (the "Trustee"), as the Trustee of the easyJet plc Share Incentive Plan (the "Plan"), that on 10 October 2024 it had purchased ordinary shares of 27 2/7 pence each in the Company on behalf of the persons discharging managerial responsibility set out in the table below. The Plan is an HM Revenue and Customs approved plan under which employees i...
- Olfa Taamallah
- Yan Derocles
ODDO : Majors begin a phase of upward revisions
Thanks to unit revenue that has proven more resilient than anticipated, real discipline on capacity and a decline in the fuel bill, we expect margins to recover, especially for the legacies. IAG remains our top pick. We are upgrading Air France-KLM and Lufthansa to Neutral and downgrading Ryanair to Underperform as well as WizzAir on Neutral. - >Sights on the legacies: IAG remains our top pick, Air France and Lufthansa upgraded to Neutral - We have the legacies in our ...
- Olfa Taamallah
- Yan Derocles
ODDO : Les majors amorcent leur phase de montée
Grâce à une recette unitaire qui se tient mieux que prévu, une discipline capacitaire notable et une baisse de la facture carburant, nous anticipons un rebond des marges tout particulièrement pour les majors. IAG reste notre valeur préférée. Nous relevons Air France-KLM et Lufthansa à Neutre et abaissons Ryanair à Sous-performance ainsi que Wizz Air à Neutre. - >Cap sur les majors: IAG en top pick, Air France et Lufthansa relevées à Neutre - Nous mettons le cap sur le...
Director/PDMR Shareholding
easyJet plc (EZJ) Director/PDMR Shareholding 11-Sep-2024 / 14:00 GMT/BST easyJet plc (the “Company”) Director/PDMR Shareholding 11 September 2024 On 11 September 2024 the Company was notified by Equiniti Share Plan Trustees Limited (the "Trustee"), as the Trustee of the easyJet plc Share Incentive Plan (the "Plan"), that on 10 September 2024 it had purchased ordinary shares of 27 2/7 pence each in the Company on behalf of the persons discharging managerial responsibility set out in the table below. The Plan is an HM Revenue and Customs approved plan under which emplo...
Finnair: 1 director
A director at Finnair bought 20,000 shares at 2.436EUR 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 showin...
- MarketLine Department
Luxair SA - Company Profile and SWOT Analysis
Summary Luxair SA - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Luxair SA (Luxair) is an air transportation company. It offers passenger and cargo air transportation services to and from Luxembourg. The company operates scheduled services to various destinations in North ...
Director/PDMR Shareholding
easyJet plc (EZJ) Director/PDMR Shareholding 13-Aug-2024 / 14:00 GMT/BST easyJet plc (the “Company”) Director/PDMR Shareholding 13 August 2024 On 13 August 2024 the Company was notified by Equiniti Share Plan Trustees Limited (the "Trustee"), as the Trustee of the easyJet plc Share Incentive Plan (the "Plan"), that on 12 August 2024 it had purchased ordinary shares of 27 2/7 pence each in the Company on behalf of the persons discharging managerial responsibility set out in the table below. The Plan is an HM Revenue and Customs approved plan under which employees in t...
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
JMT JERONIMO MARTINS SGPS S.A.
CA CARREFOUR SA
DB1 DEUTSCHE BOERSE AG
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ROG ROCHE HOLDING LTD
SK SEB SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
CPG COMPASS GROUP PLC
NESN NESTLE S.A.
VIV VIVENDI SE
NRG NRJ GROUP SA
RF EURAZEO SA
KER KERING SA
ELE ENDESA S.A.
SAN SANOFI
VER VERBUND AG CLASS A
EZJ EASYJET PLC
REP REPSOL SA
SOI SOITEC SA
SIX2 SIXT SE
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
IBE IBERDROLA SA
AZN BANCO SANTANDER S.A.
VOD ASTRAZENECA PLC
STM VODAFONE GROUP PLC
BESI STMICROELECTRONICS NV
ULA BE SEMICONDUCTOR INDUSTRIES N.V.
ERF UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
STLA EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
UMG STELLANTIS N.V.
DSY UNIVERSAL MUSIC GROUP NV
ML DASSAULT SYSTEMES SA
GSK COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 GSK PLC
SGSN DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B SGS SA
NOVO NORDISK A/S
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
JMT JERONIMO MARTINS SGPS S.A.
CA CARREFOUR SA
DB1 DEUTSCHE BOERSE AG
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ROG ROCHE HOLDING LTD
SK SEB SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
CPG COMPASS GROUP PLC
NESN NESTLE S.A.
VIV VIVENDI SE
NRG NRJ GROUP SA
RF EURAZEO SA
KER KERING SA
ELE ENDESA S.A.
VER SANOFI
EZJ VERBUND AG CLASS A
REP EASYJET PLC
SOI REPSOL SA
SIX2 SOITEC SA
MOCORP SIXT SE
MONC METSO OUTOTEC OYJ
IBE MONCLER SPA
SAN IBERDROLA SA
AZN BANCO SANTANDER S.A.
VOD ASTRAZENECA PLC
STM VODAFONE GROUP PLC
BESI STMICROELECTRONICS NV
ULA BE SEMICONDUCTOR INDUSTRIES N.V.
ERF UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
STLA EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
UMG STELLANTIS N.V.
DSY UNIVERSAL MUSIC GROUP NV
ML DASSAULT SYSTEMES SA
GSK COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 GSK PLC
SGSN DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B SGS SA
NOVO NORDISK A/S
- Olfa Taamallah
- Yan Derocles
easyJet : Q3 results reassure after the Ryanair warning but caution st...
>Good performance in Q3 but the pricing guidance includes greater caution - The Q3 earnings release after last Monday’s warning from Ryanair was a relief with unit revenue per seat up 0.6% (versus -10% for Ryanair) including passenger revenue down a slight 0.7% and growth in unit ancillary revenue of 3.7%. We believe that this gap is notably attributable to more moderate growth at easyJet (7.4% vs 10.5% for Ryanair), a passenger and network mix more concentrated on p...
- Olfa Taamallah
- Yan Derocles
easyJet : Le T3 rassure après l’avertissement de Ryanair mais la prude...
>Bonne performance sur le T3 mais la guidance sur les prix intègre plus de prudence - La publication du T3 post avertissement de Ryanair lundi dernier a été un soulagement avec une recette unitaire au siège en hausse de 0.6% (contre -10% pour Ryanair) y compris une recette passager en léger recul de 0.7% et une progression des recettes auxiliaires unitaires de 3.7%. Nous estimons que ce décalage s’explique notamment par une croissance plus modérée chez easyJet (7.4% ...
- Olfa Taamallah
- Yan Derocles
EQNR EQUINOR ASA
ADP AEROPORTS DE PARIS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
HO THALES SA
GFC GECINA SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
SW SODEXO SA
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
ALO ALSTOM SA
ELE ENDESA S.A.
EZJ EASYJET PLC
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
MOCORP METSO OUTOTEC OYJ
ENG ENAGAS SA
IBE IBERDROLA SA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AM DASSAULT AVIATION
SGSN SGS SA
- Carole Braudeau
Credit Morning 07/24/2024
Branicks: VIB shareholder questions legitimation of intergroup transactions Constellium: Gloomy outlook for the remainder of 2024 but an improvement is expected in 2025 Nexans: strong set of H1 results and guidance for FY 2024 upgraded Eurofins: H1 24: Material adj. EBITDA margin expansion Forvia refines 2024 targets towards lower end of range after higher H1 costs>...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ATO ATOS SE
DBK DEUTSCHE BANK AG
ORA ORANGE SA
EO FAURECIA SA
ALO ALSTOM SA
NEX NEXANS SA
EZJ EASYJET PLC
SOI SOITEC SA
UCG UNICREDIT S.P.A.
DIC DIC ASSET AG
NHH NH HOTEL GROUP SA
DHER DELIVERY HERO SE
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
- Olfa Taamallah
- Yan Derocles
EQNR EQUINOR ASA
ADP AEROPORTS DE PARIS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
HO THALES SA
GFC GECINA SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
SW SODEXO SA
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
ALO ALSTOM SA
ELE ENDESA S.A.
EZJ EASYJET PLC
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
MOCORP METSO OUTOTEC OYJ
ENG ENAGAS SA
IBE IBERDROLA SA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AM DASSAULT AVIATION
SGSN SGS SA
- Carole Braudeau
Morning Crédit 24/07/2024
Branicks: VIB shareholder questions legitimation of intergroup transactions Constellium : Gloomy outlook for the remainder of 2024 but an improvement is expected in 2025 Nexans: strong set of H1 results and guidance for FY 2024 upgraded Eurofins : H1 24: Material adj. EBITDA margin expansion Forvia affine ses objectifs 2024 vers le bas de fourchette après une hausse des coûts au S1>...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ATO ATOS SE
DBK DEUTSCHE BANK AG
ORA ORANGE SA
EO FAURECIA SA
ALO ALSTOM SA
NEX NEXANS SA
EZJ EASYJET PLC
SOI SOITEC SA
UCG UNICREDIT S.P.A.
DIC DIC ASSET AG
NHH NH HOTEL GROUP SA
DHER DELIVERY HERO SE
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
- Olfa Taamallah
- Yan Derocles
easyJet : A release broadly in line – More caution on pricing offset b...
>Q3 better than expected fuelled by Holidays - easyJet has just released a good Q3 results, slightly above expectations with headline profit before tax of £ 236m, up 16% y-o-y (vs our estimate of £ 212m with higher-than-expected Holiday contribution at £ 73m vs our estimate of £ 54m). Airline passenger numbers increased by 8% and RPS increased by 1% year-on year (in line with previous guidance and our estimate), with headline CPS ex fuel (easyJet definition) inc...
- Olfa Taamallah
- Yan Derocles
easyJet : A release broadly in line – More caution on pricing offset b...
>Q3 better than expected fuelled by Holidays - easyJet has just released a good Q3 results, slightly above expectations with headline profit before tax of £ 236m, up 16% y-o-y (vs our estimate of £ 212m with higher-than-expected Holiday contribution at £ 73m vs our estimate of £ 54m). Airline passenger numbers increased by 8% and RPS increased by 1% year-on year (in line with previous guidance and our estimate), with headline CPS ex fuel (easyJet definition) inc...
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/07/2024
A l’occasion du flash sectoriel sur les compagnies aériennes publié ce matin par nos analystes sectoriels, nous sortons Ryanair de notre liste de valeurs recommandées Large Caps. L’opinion passe de Surperformance à Neutre et l’objectif de cours est abaissé de 26 € à 20 €. - ...
LHA DEUTSCHE LUFTHANSA AG
PUB PUBLICIS GROUPE SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
VOLV B VOLVO AB CLASS B
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WLN WORLDLINE SA
VACN VAT GROUP AG
SAP SAP SE
BHP BHP GROUP LTD
ASML ASML HOLDING NV
NEXI NEXI S.P.A.
AF AIR FRANCE - KLM
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/18/2024
The French equity market will only be able to erase the discount (50bp increase in risk premium) triggered by the dissolution of the National Assembly once the budget has been approved next autumn. In the meantime, a technocratic government or an Ensemble + LR government could provide some slight respite, but other options (partial alliance of the NFP with Ensemble) are also possible, and less favourable for French equities. The parliamentary session that opens today could clarify the...
LHA DEUTSCHE LUFTHANSA AG
PUB PUBLICIS GROUPE SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
VOLV B VOLVO AB CLASS B
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WLN WORLDLINE SA
VACN VAT GROUP AG
SAP SAP SE
BHP BHP GROUP LTD
ASML ASML HOLDING NV
NEXI NEXI S.P.A.
AF AIR FRANCE - KLM
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