reports
- Marc Lavaud
- Maxime Kogge
ODDO : The Copper Rush
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). - >Our copper ...
- Marc Lavaud
- Maxime Kogge
ODDO : La ruée vers le cuivre
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) ...
Endexx Corporation Reports Substantial Financial Growth and Market Exp...
Endexx Corporation Reports Substantial Financial Growth and Market Expansion in Annual Financial Results CAVE CREEK, AZ, April 18, 2024 (GLOBE NEWSWIRE) -- via – Endexx Corporation (), a leading developer of plant-based lifestyle products, today reported a significant increase in revenue and expansion into new global markets for the fiscal year ending September 30, 2023. Report Here: Financial and Operational Highlights: ● Robust Revenue Growth: Endexx achieved a remarkable revenue increase to $3,908,385 in 2023, up from $2,138,010 in 2022, marking an 83% year-over-year growth. T...
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Decent Q1 production numbers in all divisions but copp...
>Good numbers in iron ore and aluminium, copper underwhelming again - Rio Tinto yesterday evening released solid Q4 production numbers, broadly in line with our forecasts, but copper remained underwhelming. In the core Iron Ore division (75% of 2024e EBITDA), production stood at 78mt, -2% y-o-y, and shipments at 77.9mt, -1% (both standing 1% > ODDO BHF), affected by planned depletion (ahead of the start-up of Western Range in 2025) but also weather disruptions at the ...
- Salome Charamalet
- Stefano Toffano
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Decent Q1 production numbers in all divisions but copp...
>Good numbers in iron ore and aluminium, copper underwhelming again - Rio Tinto yesterday evening released solid Q4 production numbers, broadly in line with our forecasts, but copper remained underwhelming. In the core Iron Ore division (75% of 2024e EBITDA), production stood at 78mt, -2% y-o-y, and shipments at 77.9mt, -1% (both standing 1% > ODDO BHF), affected by planned depletion (ahead of the start-up of Western Range in 2025) but also weather disruptions at the ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Long-Term Breakouts for Emerging & Frontier Markets The bullish outlook we initiated in early November 2023 remains intact. The S&P 500 and Nasdaq 100 (QQQ) still refuse to close below their 20-day MAs/21-day EMAs for more than 2-3 consecutive days -- and even if/when they do, important supports are close by, including at 4983-5050 on the S&P 500 and $425-$433 on QQQ (gap supports from 2/22/24). The Fed's next move is almost guaranteed to be a cut (though when it happens is up for debate). And ...
GBX GREENBRIER COMPANIES INC.
HL HANNIBAL LEASE
WLK WESTLAKE CHEMICAL CORPORATION
TRN TRINITY INDUSTRIES INC.
OEC ORION ENGINEERED CARBONS SA
KOP KOPPERS HOLDINGS INC.
BAK BRASKEM S/A ADS
MX. METHANEX CORPORATION
EDR. ENDEAVOUR SILVER CORP.
SVM. SILVERCORP METALS
FR. FIRST MAJESTIC SILVER CORP.
FVI. FORTUNA SILVER MINES INC.
PAAS PAN AMERICAN SILVER CORP.
CENX CENTURY ALUMINUM COMPANY
GATX GATX CORPORATION
KALU KAISER ALUMINUM CORPORATION
RAIL FREIGHTCAR AMERICA INC.
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
VVV VALVOLINE INC.
AA ALCOA CORPORATION
FSTR L.B. FOSTER CO.
RIO RIO TINTO PLC
WPM WHEATON PRECIOUS METALS CORP
NOHA NORSK HYDRO ASA ADS
AWCMY ALUMINA LTD ADS
CSTM CONSTELLIUM SE CLASS A
CDE COEUR MINING INC
PLG PULDIN LION GROUP REIT-SOFIA
Endexx Corporation's HYLA Accelerates Global Reach in Vape Innovation ...
Endexx Corporation's HYLA Accelerates Global Reach in Vape Innovation With Strategic Distribution Milestones CAVE CREEK, AZ, April 02, 2024 (GLOBE NEWSWIRE) -- via – Endexx Corporation (OTC: EDXC), on the brink of a strategic rebranding to HYLA, is thrilled to announce a groundbreaking distribution agreement, marking a pivotal moment in its market expansion within the United States. Endexx Corporation, transitioning to HYLA, has finalized a substantial sale amounting to $348,812.50 with a premier distributor in Houston, Texas. This significant milestone underscores the escalating demand...
Endexx Corporation (EDXC) Leverages Global Market Trends and Legislati...
Endexx Corporation (EDXC) Leverages Global Market Trends and Legislative Reforms to Spearhead Growth in the Cannabis and Plant-Based Wellness Sectors CAVE CREEK, AZ, March 27, 2024 (GLOBE NEWSWIRE) -- via – Endexx Corporation (), a pioneering force in plant-based wellness and the parent entity behind the innovative HYLA brand, today unveiled strategic maneuvers to harness the expansive opportunities presented by recent legislative changes in Europe and its strategic forays into new international markets. This initiative is set to position EDXC and its HYLA division at the forefront of th...
- Anthony Dick
- Marc Lavaud
- Martin Marandon-Carlhian
- Maxime Kogge
- Michael Foundoukidis
ODDO : Véhicules électriques : d’un excès à l’autre ?
Le momentum autour de l’électrification, moins favorable dernièrement, a conduit à un changement profond de perception, passant d’un optimisme sans doute excessif à un pessimisme qui le semble tout autant. En effet, si nous avons revu en baisse nos hypothèses, nous visons néanmoins toujours une croissance dans les années à venir (y compris cette année), bien supérieure à celle du marché automobile dans son ensemble. Face à ces changements, tous les acteurs au sein de la chaîne de...
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
SHA SCHAEFFLER AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
CIE CIE AUTOMOTIVE S.A.
MELE MELEXIS NV
LIVS AUTOLIV INC. SDR
RIO RIO TINTO PLC
XFAB X-FAB SILICON FOUNDRIES SE
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
STLA STELLANTIS N.V.
VTSC VITESCO TECHNOLOGIES GRP AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Anthony Dick
- Marc Lavaud
- Martin Marandon-Carlhian
- Maxime Kogge
- Michael Foundoukidis
ODDO : Electric vehicles: from one extreme to another?
With momentum around electrification less favourable of late, we have seen a major shift in perception, from doubtless overly rose-tinted optimism to what looks to be similarly excessive pessimism. While we have reduced our BEV assumptions, we nonetheless still anticipate growth in the next few years (including this year), well ahead of that of the automotive market as a whole. In the face of these changes, the players in the value chain (mines, semiconductors, auto) are differen...
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
SHA SCHAEFFLER AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
CIE CIE AUTOMOTIVE S.A.
MELE MELEXIS NV
LIVS AUTOLIV INC. SDR
RIO RIO TINTO PLC
XFAB X-FAB SILICON FOUNDRIES SE
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
STLA STELLANTIS N.V.
VTSC VITESCO TECHNOLOGIES GRP AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Sid Rajeev
- Sid Rajeev
Rio Tinto: 1 director
A director at Rio Tinto bought 500 shares at 5,020p and the significance rating of the trade was 69/100. 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 showing C...
Endexx Corporation Announces Transition to New Auditor Amid Strategic ...
Endexx Corporation Announces Transition to New Auditor Amid Strategic Evolution CAVE CREEK, AZ, March 01, 2024 (GLOBE NEWSWIRE) -- via – Endexx Corporation (OTCQB: EDXC), a pioneer in the plant-based wellness sector, today disclosed a pivotal update to its corporate governance framework. Following a comprehensive review and in alignment with our strategic vision for growth and transparency, Endexx has made the decisive move to engage Victor Mokuolu, CPA PLLC (VMCPA) as our new independent auditor, effective from the fiscal year ended September 30, 2023. This transition is detailed in our...
- Jerôme Bodin
MT ARCELORMITTAL SA
CA CARREFOUR SA
VIV VIVENDI SE
WKL WOLTERS KLUWER NV
RAND RANDSTAD NV
G ASSICURAZIONI GENERALI S.P.A.
FRE FRESENIUS SE & CO. KGAA
BA. BAE SYSTEMS PLC
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ENG ENAGAS SA
RIO RIO TINTO PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
- Jerôme Bodin
MT ARCELORMITTAL SA
CA CARREFOUR SA
VIV VIVENDI SE
WKL WOLTERS KLUWER NV
RAND RANDSTAD NV
G ASSICURAZIONI GENERALI S.P.A.
FRE FRESENIUS SE & CO. KGAA
BA. BAE SYSTEMS PLC
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ENG ENAGAS SA
RIO RIO TINTO PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Solid, in-line FY results, encouraging guidance
>Underlying EBITDA in line, dividend at top of the range - Rio Tinto published FY 2023 underlying EBITDA of $ 23.9bn, in line with consensus and ODDO BHF estimates. The 9% the y-o-y drop was driven by lower commodity prices, especially for aluminium, and cost inflation, while volumes and forex provided small tailwinds. By division, Iron Ore reported EBITDA of $ 20.0bn, in line with the consensus and up 7% y-o-y driven by higher iron prices and good cost control with u...
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Solid, in-line FY results, encouraging guidance
>Underlying EBITDA in line, dividend at top of the range - Rio Tinto published FY 2023 underlying EBITDA of $ 23.9bn, in line with consensus and ODDO BHF estimates. The 9% the y-o-y drop was driven by lower commodity prices, especially for aluminium, and cost inflation, while volumes and forex provided small tailwinds. By division, Iron Ore reported EBITDA of $ 20.0bn, in line with the consensus and up 7% y-o-y driven by higher iron prices and good cost control with u...
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