reports
- 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
- Olfa Taamallah
- Yan Derocles
Lufthansa : CASK needs to be visibly back under control for a re-ratin...
>CASK back under control by the very end of the year … but with a much bigger degree of confidence - While the comments on unit cost trends (CASK) excluding fuel were more cautious than we expected on Q2 (due to a weaker uptick in capacity to the tune of c200bp and very likely additional costs to prepare for the summer season), the level expected for FY 2024 is broadly in line with our post-strike estimate (6.55 vs a target of 6.5). This control is likely to be more ...
- Olfa Taamallah
- Yan Derocles
Lufthansa : La reprise en main du CASK doit être visible pour enclench...
>Une reprise en main du CASK en toute fin d’exercice… mais avec une plus forte dose de confiance - Si les commentaires sur l’évolution des coûts unitaires (CASK) hors carburant étaient plus prudents que ce que nous anticipions sur le T2 (en raison d’un rebond des capacités moins fort à hauteur de c200 pb et certainement des surcoûts de préparation de la saison estivale), le niveau attendu sur FY 24 ressort globalement en ligne avec notre estimation post grève (6.55 v...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 01-May-2024 / 14:30 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of financial instruments 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder Full name of shar...
Availability of documents ahead of the Shareholders’ Meeting of June 5...
Availability of documents ahead of the Shareholders’ Meeting of June 5, 2024 Paris, April 30, 2024 Availability of documents ahead of the Shareholders’ Meeting of June 5, 2024 Preparatory documents to the Shareholders’ Meeting of June 5, 2024 Shareholders of Air France-KLM are invited to participate to the Air France-KLM Combined Ordinary and Extraordinary Shareholders’ Meeting which will be held on Wednesday, June 5, 2024 at 2.30 pm at the Hilton Paris Charles de Gaulle Hotel, 8 rue de Rome, 93290 Tremblay-en-France. In this context, information relating to this Shareholders’ Meeting a...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 30-Apr-2024 / 14:00 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder Full name of shareholder(...
- Carole Braudeau
Credit Morning 04/30/2024
Iliad Holding plans to issue new bonds to fund the investment in Tele2 and a tender on Iliad Holding 2026 notesIsabel Marant: well preserved liquidity but further deep fall in the wholesale order bookVerisure markets new bonds with two special covenants linked to a potential IPOBUT/Mobilux: new bond offering with the inclusion of Conforama into the scope>...
- Carole Braudeau
Morning Crédit 30/04/2024
Isabel Marant : liquidité supérieure aux attentes mais nouvelle chute du carnet de commandesBUT/Mobilux : Nouvelle émission obligataire avec intégration de Conforama dans le périmètreIliad Holding compte émettre des de nouvelles obligations pour financer l’investissement dans Tele2 et un tender sur la souche Iliad Holding 2026Verisure commercialise des nouvelles obligations avec deux covenants spéciaux liés à une potentielle IPO>...
- ING Helpdesk
Air France-KLM - Résultats T1 2024
Air France-KLM - Résultats T1 2024 xx PREMIER TRIMESTRE 2024 30 avril 2024 Poursuite de la croissance des revenus de l’activité Passage - Résultat d'exploitation affecté par les coûts liés aux perturbations opérationnelles et par la baisse des revenus du cargo Capacité du Groupe en hausse de 4,5% par rapport à l’année précédente et coefficient de remplissage à 86%Passagers transportés en hausse de +6,2% par rapport à l’année précédente, à 20,9m Recette unitaire Passage du Groupe en hausse de +2.1% par rapport au T1 2023Chiffre d’affaires du Groupe porté à 6,7 mds€, en hausse de 5,1% par rap...
Air France-KLM Q1 2024 results
Air France-KLM Q1 2024 results xx FIRST QUARTER 2024 April 30, 2024 Further growth in passenger revenue – Operating result impacted by disruption costs and weaker cargo revenues Group capacity increased by 4.5% compared to last year with load factor at 86%Increase of passengers carried to 20.9m, +6.2% compared to last yearGroup Passenger unit revenue up +2.1% compared to last yearGroup revenues at €6.7bn, up 5.1% compared to last year Operating result at -€489m impacted by disruption costs and cargo unit revenue reductionPositive recurring adjusted operating free cash flow driven by promis...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 29-Apr-2024 / 11:30 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder Name City ...
- Carole Braudeau
- Carole Braudeau
Morning Crédit 29/04/2024
Atos : l’Etat souhaite acquérir les activités souveraines du groupe, les besoins de liquidités sont revus à 1,1 md EUR (vs. 0,6 md EUR)Picard : les discussions entre Moez Zouari et Lion Capital auraient reprisDeutsche Bank annonce une provision légale inattendue de 1.3 md EUR pour le T2>...
Availability of the 2023 Universal Registration Document
Availability of the 2023 Universal Registration Document Paris, April 26 2024 Availability of the 2023 Universal Registration Document Air France-KLM’s 2023 Universal Registration Document was filed with the Autorité des Marchés Financiers (AMF) on April 26, 2024. The French version is available in accordance with the applicable regulatory conditions. It may be consulted on the AMF website (-france.org) and on Air France-KLM’s website (section Finance\Publications\Regulated Information). The English version of this document is available on Air France-KLM’s website (section Fina...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 26-Apr-2024 / 10:30 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification Other Comments Legal Entity level crossing - See Section 9. 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder ...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 25-Apr-2024 / 10:30 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights; An acquisition or disposal of financial instruments 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Deta...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 24-Apr-2024 / 11:00 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder Full name of shareholder(...
- Jerôme Bodin
ODDO : Olympic Games and Euro 2024: a limited economic impact but an o...
In the run-up to the 2024 Summer Olympic Games and Euro 2024 football tournament, we have identified six stocks to favour: JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield and easyJet. While these two major sporting events are not expected to have a significant impact on the host economies in the medium term, the microeconomic and sectoral impacts should be more marked. The tourism, transport, beverages and consumer goods sectors are expected to be the main winners. Som...
AC ACCOR SA
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
GET GETLINK SE
FRA FRAPORT AG
ADP AEROPORTS DE PARIS SA
BN DANONE SA
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
PUM PUMA SE
COV COVIVIO SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
SW SODEXO SA
TFI TELEVISION FRANCAISE 1 SA
MMB LAGARDERE SCA
DEC JCDECAUX SA
NESN NESTLE S.A.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
GLO GL EVENTS SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
WPP WPP PLC
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ABI ANHEUSER-BUSCH INBEV SA/NV
DUFN DUFRY AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AF AIR FRANCE - KLM
MFEA MEDIASET NV
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