reports
- Baptiste Salaville
- Charlotte Vaisse
- Michael B. Schäfer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 02/10/2024
Rechutant début septembre à cause des inquiétudes sur un risque de récession aux USA, les marchés actions se sont ensuite repris grâce au pivot de la Fed et au plan de relance chinois qu’on n’attendait plus. La baisse des taux courts permet de mettre fin à l’inversion de la courbe sur les rendements souverains. Autos, Energy et Healthcare ont nettement sous-performé le Stoxx 600. Demain, la Golden Week, l’élection US et le budget français seront clés pour une poursuite de la progressi...
- Baptiste Salaville
- Charlotte Vaisse
- Michael B. Schäfer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/02/2024
Falling back sharply in early September due to concerns about a risk of recession in the US, equity markets then recovered thanks to the Fed's pivot and the Chinese stimulus plan that was no longer expected. The fall in short-term rates did put an end to the inversion of the curve on sovereign yields. Autos, energy and healthcare significantly underperformed the Stoxx 600. To come, Golden Week, the US election and the French budget will be key to a continued market progress. With, of ...
- Michael B. Schäfer
Covestro AG : Formal offer launched by ADNOC, as expected
>Offering at € 62/share, 50%+1 minimum acceptance, all else untouched - ADNOC yesterday officially launched a voluntary takeover bid for Covestro, offering € 62/share, in line with long-term speculations and highlighted by Covestro management as a ‘good starting point for discussion’ back in June 2024. The minimum acceptance rate was set at 50%+1 share. The investment agreement between Covestro and ADNOC includes a broadly unchanged organizational and governance stru...
Medidata renforce son engagement en faveur de l’expérience du patient ...
NEW YORK--(BUSINESS WIRE)-- , marque de Dassault Systèmes et principal fournisseur de solutions d’essais cliniques pour l’industrie des sciences de la vie, a annoncé aujourd’hui le lancement de Medidata , une nouvelle solution qui harmonise les allocations et les remboursements liés aux essais pour les patients participant à la recherche clinique. Cette offre automatise le cycle de vie des paiements et répond au défi de longue date de compenser les participants pour leur temps, leurs efforts et les dépenses liées à l’étude, tout en répondant aux préoccupations croissantes concernant la toxicit...
Dassault Systèmes Signs the AI Pact to Drive Innovation and the Ethica...
VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced that it has signed the , a new initiative from the European Commission to establish best practices and minimize risks associated with the use of artificial intelligence in Europe, and help industry create value. By signing the pact, Dassault Systèmes demonstrates its commitment to playing a proactive role in encouraging innovation and the ethical use of AI in Europe following Europe’s AI Act. The AI Pact was created by the European Commission to encourage and support organizations to plan ah...
Medidata Extends Its Commitment to the Patient Experience with the Lau...
NEW YORK--(BUSINESS WIRE)-- , a Dassault Systèmes brand and leading provider of clinical trial solutions to the life sciences industry, today announced the launch of Medidata , a new solution that streamlines trial-related stipends and reimbursements for patients participating in clinical research. This offering automates the payment lifecycle and addresses the longstanding challenge of compensating participants for their time, effort, and study-related expenses, while solving for growing concerns around the financial toxicity of clinical trial encounters. Medidata Patient Payments delivers a...
Medidata reconnu comme leader dans l'évaluation inaugurale PEAK Matrix...
NEW YORK--(BUSINESS WIRE)-- Medidata, une marque de Dassault Systèmes et principal fournisseur de solutions d'essais cliniques pour l'industrie des sciences du vivant, a été qualifié de leader dans la toute première évaluation PEAK Matrix® d'Everest Group pour la saisie électronique des données (EDC) en matière de sciences du vivant. Le rapport, qui a évalué 20 fournisseurs, a mis en exergue de Medidata en raison de son intégration sans heurt avec les wearables, les capteurs et les EHR, ainsi que de ses fonctionnalités avancées en matière de vérification des données sources, de sa gestion de...
Medidata Recognized as a Leader in Everest Group’s Inaugural Electroni...
NEW YORK--(BUSINESS WIRE)-- Medidata, a Dassault Systèmes brand and the leading provider of clinical trial solutions to the life sciences industry, has been recognized as a Leader in Everest Group‘s first-ever PEAK Matrix® Assessment for Electronic Data Capture (EDC) in life sciences. The report, which evaluated 20 providers, highlighted Medidata for its seamless integration with wearables, sensors, and EHRs, along with its advanced capabilities in source data verification, AI-driven query management, and adverse event handling. Rave EDC earned recognition for its intuitive, low-code design,...
L'EORTC prolonge son partenariat avec Medidata pour ouvrir un nouveau ...
LONDRES--(BUSINESS WIRE)-- , marque de Dassault Systèmes et principal fournisseur de solutions d’essais cliniques pour l’industrie des sciences de la vie, et l'Organisation européenne pour la recherche et le traitement du cancer (EORTC), annoncent aujourd'hui une prolongation de quatre ans de leur partenariat. La relation étendue permettra à l'EORTC d'accroître encore l'accès des patients aux essais cliniques en oncologie, de faciliter la participation aux essais et d'aider à mettre plus rapidement de nouveaux traitements sur le marché. L'EORTC exploite actuellement 13 solutions Medidata, perm...
EORTC Extends Medidata Partnership to Help Power New Phase of Oncology...
LONDON--(BUSINESS WIRE)-- , a Dassault Systèmes brand and leading provider of clinical trial solutions to the life sciences industry, and the European Organisation for Research and Treatment of Cancer (EORTC), announced today a four-year extension to their partnership. The extended relationship will enable EORTC to further increase patient access to oncology clinical trials, make trial participation easier, and help to deliver new treatments to the market faster. EORTC is now leveraging 13 Medidata solutions, enabling their researchers to access and manage all clinical data in a single place a...
Aixial Group migre son portefeuille de données cliniques spécifiques s...
LONDRES--(BUSINESS WIRE)-- , marque de Dassault Systèmes et principal fournisseur de solutions d’essais cliniques pour l’industrie des sciences de la vie, a annoncé aujourd’hui un nouveau projet avec Aixial Group, un organisme de recherche sous contrat (CRO), visant à harmoniser l’exécution des études et d’accélérer le verrouillage de la base de données. Aixial Group migrera les données cliniques de l’une de ses unités commerciales sur la afin de créer une source unique de vérité (SSOT) qui permettra aux équipes d’étude de respecter la confidentialité des données des patients, d’assurer un su...
Aixial Group Migrates Specific Clinical Data Portfolio Onto Medidata P...
LONDON--(BUSINESS WIRE)-- , a Dassault Systèmes brand and leading provider of clinical trial solutions to the life sciences industry, today announced a new project with Aixial Group, a contract research organization (CRO), to streamline the execution of studies and achieve database lock faster. Aixial Group will migrate clinical data from one of its business units onto the to create a Single Source of Truth (SSOT) that enables study teams to support patient data privacy, monitor throughout the study to keep patients safe, and make better-informed decisions. "Aixial Group offers our trial sp...
- Michael B. Schäfer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/30/2024
With regard to our list of recommended stocks, i) we are adding: adidas, Merck KGaA, Santander, Technip FMC, Unilever and Vivendi , ii) we are maintaining ASMi, Atlas Copco, AXA, Deutsche Boerse, GSK, Holcim, Inditex, Lonza, Sodexo, RELX and Rolls-Royce, iii) we are removing: BASF, Nemetschek, Nestlé and TUI AG. - ...
1COV COVESTRO AG
HEIA HEINEKEN NV
DBK DEUTSCHE BANK AG
RCO REMY COINTREAU SA
RXL REXEL SA
HEI HEIDELBERGCEMENT AG
ANA ACCIONA SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
BP. BP P.L.C.
SIK SIKA AG
KBX KNORR-BREMSE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSFIR KONINKLIJKE DSM N.V.
- Michael B. Schäfer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/07/2024
Au sein de notre liste de valeurs recommandées, i) nous faisons entrer : adidas, Merck KGaA, Santander, Technip FMC, Unilever et Vivendi, ii) nous maintenons ASMi, Atlas Copco, Axa, Deutsche Boerse, GSK, Holicm, Inditex, Lonza, Sodexo, RELX et Rolls-Royce, iii) nous faisons sortir : BASF, Nemetschek, Nestlé, TUI AG. - ...
1COV COVESTRO AG
HEIA HEINEKEN NV
DBK DEUTSCHE BANK AG
RCO REMY COINTREAU SA
RXL REXEL SA
HEI HEIDELBERGCEMENT AG
ANA ACCIONA SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
BP. BP P.L.C.
SIK SIKA AG
KBX KNORR-BREMSE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSFIR KONINKLIJKE DSM N.V.
- Michael B. Schäfer
Covestro AG : Q2 EBITDA 3% ahead of css on good volumes; outlook mid-p...
>Q2 EBITDA of € 320m 3% above css of € 311m (ODDO BHF € 284m) on 10% y-o-y volume recovery - Q2 EBITDA of € 320m came in 3% ahead of the consensus forecast of € 311m (ODDO BHF € 284m) on a better contribution from PM. Q2 24 was sequentially up 17% q-o-q compared to € 273m in Q1 24 but still below last year's comparison base of € 385m in Q2 23. The € 65m y-o-y EBITDA decline was primarily fuelled by the € 136m from volume recovery to 10% y-o-y (Q1 24: 10.9% y-o-y)....
- Jerôme Bodin
FME FRESENIUS MEDICAL CARE AG
FP TOTAL SE
AC ACCOR SA
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
WCH WACKER CHEMIE AG
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
ROG ROCHE HOLDING LTD
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
EN BOUYGUES SA
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
G ASSICURAZIONI GENERALI S.P.A.
ENI ENI S.P.A.
BAS BASF SE
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
UCB UCB S.A.
ENEL ENEL SPA
EDW EDP RENOVAVEIS SA
UCG UNICREDIT S.P.A.
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
RMV RIGHTMOVE PLC
FDJ LA FRANCAISE DES JEUX SA
8TRA TRATON SE
WDP WAREHOUSES DE PAUW SCA
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
FER FERROVIAL SA
- Nicolas David
Dassault Systemes : Mixed Q2 detailed earnings and Q3/FY guidance but ...
>Mixed detailed Q2 earnings with software rev. and op. profit slightly below exp. - Total revenue (already pre-announced on 9 July) came in at € 1496m, up 3% on a reported basis and 4% at cc/org. Software revenue totalled € 1347m up 3% at cc, -90bp below our expectations and -60bp below consensus expectations at cc (vs ODDO BHF: 3.9% cc; Css: 3.6% cc). We note a solid performance from Mainstream innovation (+8% cc vs ODDO BHF: +5.5%) driven by Centric PLM but implying...
- Nicolas David
Dassault Systèmes : Mixed Q2 detailed earnings and Q3/FY guidance but ...
>Mixed detailed Q2 earnings with software rev. and op. profit slightly below exp. - Total revenue (already pre-announced on 9 July) came in at € 1496m, up 3% on a reported basis and 4% at cc/org. Software revenue totalled € 1347m up 3% at cc, -90bp below our expectations and -60bp below consensus expectations at cc (vs ODDO BHF: 3.9% cc; Css: 3.6% cc). We note a solid performance from Mainstream innovation (+8% cc vs ODDO BHF: +5.5%) driven by Centric PLM but implying...
- Bruno Cavalier
- Jerôme Bodin
FME FRESENIUS MEDICAL CARE AG
FP TOTAL SE
AC ACCOR SA
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
WCH WACKER CHEMIE AG
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
ROG ROCHE HOLDING LTD
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
EN BOUYGUES SA
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
G ASSICURAZIONI GENERALI S.P.A.
ENI ENI S.P.A.
BAS BASF SE
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
UCB UCB S.A.
ENEL ENEL SPA
EDW EDP RENOVAVEIS SA
UCG UNICREDIT S.P.A.
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
RMV RIGHTMOVE PLC
FDJ LA FRANCAISE DES JEUX SA
8TRA TRATON SE
WDP WAREHOUSES DE PAUW SCA
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
FER FERROVIAL SA
- Nicolas David
Dassault Systemes : Dassault Systèmes at last seems to have entered a ...
>Back-end loaded 2024 targets but de-risked nonetheless - During yesterday’s conference call, the publication of DSY’s full Q2 2024 financial statements (after the group published only a few key indicators and issued a warning earlier in the month on 9 July), the management team was fairly upbeat for H2. First, Medidata’s gradual path towards recovery was confirmed (Q3 stable y-o-y and growth acceleration in Q4, reaching stable growth over the year) and second, DSY do...
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