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). - ...
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...
>Q1 2024 sales 1.5% above css thanks to impressive Defence & Security start to the year - Thales just released a solid start to the year with sales 1.5% above expectations and order intake well ahead of street forecasts thanks to more orders in excess of € 100m than initially expected.Sales of € 4,421m were 1.5% above consensus expectations (ODDO BHF: € 4,383m, company compiled consensus: € 4,357m) with organic growth of 7.9%. This was mainly driven by i/ impres...
>Q1 2024 sales 1.5% above css thanks to impressive Defence & Security start to the year - Thales just released a solid start to the year with sales 1.5% above expectations and order intake well ahead of street forecasts thanks to more orders in excess of € 100m than initially expected.Sales of € 4,421m were 1.5% above consensus expectations (ODDO BHF: € 4,383m, company compiled consensus: € 4,357m) with organic growth of 7.9%. This was mainly driven by i/ impres...
>Both AGMs have approved the merger between SHA and VTSC - The AGMs of Vitesco (24 April) and Schaeffler (25 April) both have approved the merger of Vitesco Technologies Group into Schaeffler as expected. The deal thus has reached the next milestone and remains on track for the planned closure in Q4 2024. The approval by both AGMs was not a surprise because of the ownership structure of both companies. Following both AGMs, minority shareholders now have the chance to ...
>Q1 sales: 5.3% organic growth with 4%+ for volumes - Q1 sales, reported yesterday, were broadly in line with expectations (0.4% above by value, but with slightly better organic growth). Sales grew by 5.3% in organic terms vs 4.5% expected by the consensus (see our flash published yesterday “Q1 2024 sales slightly ahead of expectations, which had adjusted downwards”). This 5.3% breaks down into 1% of pricing (on the product portion) and over 4% of volumes (vs over 5% ...
>CA T1 : 5.3% de croissance organique dont 4%+ de volumes - Le CA T1 publié hier était globalement en ligne avec les attentes (0.4% supérieur en valeur, mais avec une croissance organique légèrement meilleure). Il progresse de 5.3% en organique vs 4.5% attendus par le consensus (cf. notre flash publié hier « CA T1 2024 un peu au-dessus des attentes, qui s’étaient ajustées à la baisse »). Ces 5.3% se décomposent en 1% de pricing (sur la partie produits) et plus de 4% d...
Schneider Electric Launches All-In-One Battery Energy Storage System (BESS) for Microgrids - Upholding the highest and strictest safety standards, BESS will be available in various markets around the world. , the global leader in digital transformation of energy management and automation, today announced the launch of its latest (BESS) designed and engineered to be a part of a flexible and scalable, architecture. BESS is the foundation for a fully integrated microgrid solution that is driven by Schneider Electric’s controls, optimization, electrical distribution, and world-renowned digit...
EQS-News: Schaeffler AG / Schlagwort(e): Hauptversammlung/Dividende Hauptversammlung von Schaeffler stimmt für Verschmelzung der Vitesco Technologies Group Aktiengesellschaft auf die Schaeffler AG 25.04.2024 / 16:50 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Hauptversammlung von Schaeffler stimmt für Verschmelzung der Vitesco Technologies Group Aktiengesellschaft auf die Schaeffler AG Zustimmung Hauptversammlung zur Verschmelzung erfolgt, Abschluss Verschmelzung weiterhin für das vierte Quartal 2024 erwartet Vorbereitungen zu...
EQS-News: Schaeffler AG / Key word(s): AGM/EGM/Dividend Annual General Meeting of Schaeffler approves merger ofVitesco Technologies Group Aktiengesellschaft into Schaeffler AG 25.04.2024 / 16:50 CET/CEST The issuer is solely responsible for the content of this announcement. Annual General Meeting of Schaeffler approves merger of Vitesco Technologies Group Aktiengesellschaft into Schaeffler AG Approval of the merger by the Annual General Meeting, completion of the merger still expected in the fourth quarter of 2024 Preparations for the integration of Vitesco proceeding...
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
>Q1 sales: +5.3% in organic terms (vs css at 4.5%) - Schneider Electric this morning reported Q1 sales of € 8.606bn, up 1.3% in reported terms. Organic growth came to 5.3% (ODDO BHF 3.7%, consensus 4.5%).The gap widened further in terms of divisional performances, with the Energy Management division continuing to see strong growth (+8.9% in organic terms), while the Industrial Automation division posted a decline of 6.6% in organic terms, the first quarter of ne...
>CA T1 : +5.3% en organique (vs css à 4.5%) - Schneider Electric a publié ce matin un chiffre d’affaires T1 à 8 606 M€, en progression de 1.3% en publié. La croissance organique affiche une hausse de 5.3% (ODDO BHF 3.7%, css 4.5%).L’écart s’est encore creusé en termes de performance, avec une division Energy Management qui reste en forte croissance (+8.9% en organique), tandis que la divison Industrial Automation affiche un recul de 6.6% en organique, 1er trimes...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AEDAS, CELLNEX, EBRO FOODS, IBERDROLA. EUROPA: BASF, BNP, PERNOD RICARD, SANOFI, SCHNEIDER. 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. Jornada de más a menos Las bolsas europeas comenzaron bien la jornada, pero fueron perdiendo fuelle...
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.