reports
- Aurelien Sivignon
- Baptiste Lebacq
- Benoit Valleaux
- Fehmi Ben Naamane
- Jeremy Garnier
- Jerôme Bodin
- Matthias Desmarais
- Nicolas David
- Oussema Denguir
- Roland Pfaender
- MBA
- CFA
- CCRA
- Stephane Houri
ALLIX WALLIX GROUP SA
GTT GAZTRANSPORT & TECHNIGAZ SA
MMB LAGARDERE SCA
ASY ASSYSTEM SA
SQI SQLI SA
PSB PSB INDUSTRIES SA
SRP SRP GROUPE SA
GFI GFI INFORMATIQUE S.A.
VETO VETOQUINOL SA
NRG NRJ GROUP SA
GBT GUERBET SA
GOE GROUPE GORGE SA
FCMC SOCIETE FERMIERE DU CASINO MUNICIPAL DE CANNES S.A.
ALVIV VISIATIV SA
SEFER SERGEFERRARI GROUP SA
AMPLI AMPLITUDE SURGICAL
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
INSD VERIMATRIX SA
COFA COFACE SA
PWG PRODWAYS GROUP SA
FCAS11 CARRASPIENTES S.A.
FII EDIFICIO CASTELO
OIC/H SUBSEA 7 INC.
ONECAP INVESTMENT CORP
- Ahmed Ben Salem
- Anis Zgaya
- Antoine Boivin-Champeaux
- Baptiste Lebacq
- Benoit Valleaux
- Delphine Brault
- Emira Sagaama
- Fatma Agnès Hamdani
- Johanna Jourdain
- Louis Boujard
- CFA
- Matthias Desmarais
- Nicolas David
- Olfa Taamallah
- Oussema Denguir
- Philippe Ourpatian
- Pierre Tegner
- Roland Pfaender
- MBA
- CFA
- CCRA
- Salma Bouraoui
- Sven Edelfelt
- Yan Derocles
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/27/2018
Which stocks should be picked over the summer? We have sought to answer this question by screening the Stoxx 600 using simple criteria: buy stocks with positive 1m, 3m and 6m EPS revision and that are not expensive (maximum premium of 20% on P/E and P/B) relative to their respective sectors. We have selected stocks on which our analysts have Buy recommendations and our chart analyst (Rémy Colombero) has a positive opinion: Ahold, Aegon, Alten, Arkema, Eiffage and Ipsen. Applying a sym...
O2D TELEFONICA DEUTSCHLAND HOLDING AG
DG VINCI SA
CA CARREFOUR SA
RDSA ROYAL DUTCH SHELL PLC CLASS A
NK IMERYS SA
SU SCHNEIDER ELECTRIC SE
CNP CNP ASSURANCES SA
SEV SUEZ SA
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
VCT VICAT-CIMENTS VICAT SA
SCR SCOR SE
CPG COMPASS GROUP PLC
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
TEP TELEPERFORMANCE SE
KER KERING SA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
REP REPSOL SA
CRH. CRH MEDICAL
FCMC SOCIETE FERMIERE DU CASINO MUNICIPAL DE CANNES S.A.
EC TOTAL GABON
GAS NATURGY ENERGY GROUP S.A.
PUM PUMA EXPLORATION INC.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
ENBR3 EDP - ENERGIAS DO BRASIL S.A.
TEC TECHNIPFMC PLC
AIR AIRBUS GROUP SE
DCX. DAIMLER AG CEDEAR
FERG FERGUSON PLC
BVINV BUREAU VERITAS REGISTRE INTERNATIONAL DE CLASSIFICATION DE NAVIRES ET D'AERONEFS
000028 CHINA NATIONAL ACCORD MEDICINES CORPORATION LTD CLASS A
L'OREAL PRIME FIDEL 2020
GSK. GLAXOSMITHKLINE PLC CEDEAR
DEO.. DIAGEO PLC
LHBL LAFARGEHOLCIM BANGLADESH
Casino : Semestriels en ligne, mais à nouveau des interrogations sur ...
>S1 2018 : en ligne avec une bonne performance sur le Retail France - Résultats du S1 2018 globalement en ligne avec nos attentes : EBIT hors gains fiscaux au Brésil de 339 M€, +6.1% en déclaré et +17.3% en organique vs 345 M€ estimés par nous et 341 M€ par le consensus. Distribution France supérieure à nos prévisions : EBIT de 114 M€ (+37.4%) vs 100 M€ estimés par Oddo et 110 M€ par le consensus. RNpdg courant de 48 M€ (+29.7%). Les semestriels intègrent encore...
Casino : Interim figures in line, but questions about deleveraging onc...
>H1 2018: in line with a favourable performance from retail France - H1 2018 results were broadly in line with our estimates: EBIT of € 339m, excluding tax savings in Brazil, +6.1% on a reported basis and +17.3% organic vs Oddo BHF’s estimate of € 345m and the consensus forecast of € 341m. Retail France was higher than our forecasts: EBIT of € 114m (+37.4%) vs € 100m estimated by Oddo BHF and € 110m by the consensus. Adjusted attributable net profit of € 48m, +2...
Casino : Semestriels en ligne, mais à nouveau des interrogations sur ...
>S1 2018 : en ligne avec une bonne performance sur le Retail France - Résultats du S1 2018 globalement en ligne avec nos attentes : EBIT hors gains fiscaux au Brésil de 339 M€, +6.1% en déclaré et +17.3% en organique vs 345 M€ estimés par nous et 341 M€ par le consensus. Distribution France supérieure à nos prévisions : EBIT de 114 M€ (+37.4%) vs 100 M€ estimés par Oddo et 110 M€ par le consensus. RNpdg courant de 48 M€ (+29.7%). Les semestriels intègrent encore...
- Delphine Brault
- Emira Sagaama
- Emmanuel Matot
- Matthias Desmarais
- Oussema Denguir
- Stephane Houri
UBI UBISOFT ENTERTAINMENT SA
KN NATIXIS
RNO RENAULT SA
UG PEUGEOT SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA
SGSN SGS SA
TYRES NOKIAN RENKAAT OYJ
FCMC SOCIETE FERMIERE DU CASINO MUNICIPAL DE CANNES S.A.
FFP FFP
NDA AURUBIS AG
NOVNEE NOVARTIS N 2. LINIE
ASML ASML HOLDING NV
SIC SWISSCANTO (CH) REAL ESTATE FUND IFCA
DCX. DAIMLER AG CEDEAR
NSAN NISSAN MOTOR CO. LTD. CEDEAR
ALSTOM - NEW
BBVJ11 FUNDO DE INVESTIMENTO IMOBILIARIO BB VOTORANTIM JHSF CIDADE
ERIC. L.M. ERICSSON TELEPHONE CO. CEDEAR
- Emmanuel Matot
- Jerôme Bodin
- Delphine Brault
- Emira Sagaama
- Emmanuel Matot
- Matthias Desmarais
- Oussema Denguir
- Stephane Houri
UBI UBISOFT ENTERTAINMENT SA
KN NATIXIS
RNO RENAULT SA
UG PEUGEOT SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA
SGSN SGS SA
TYRES NOKIAN RENKAAT OYJ
FCMC SOCIETE FERMIERE DU CASINO MUNICIPAL DE CANNES S.A.
FFP FFP
NDA AURUBIS AG
NOVNEE NOVARTIS N 2. LINIE
ASML ASML HOLDING NV
SIC SWISSCANTO (CH) REAL ESTATE FUND IFCA
DCX. DAIMLER AG CEDEAR
NSAN NISSAN MOTOR CO. LTD. CEDEAR
ALSTOM - NEW
BBVJ11 FUNDO DE INVESTIMENTO IMOBILIARIO BB VOTORANTIM JHSF CIDADE
ERIC. L.M. ERICSSON TELEPHONE CO. CEDEAR
- Emmanuel Matot
- Jerôme Bodin
Casino : Good Q2 2018 for sales, the challenge is still deleveraging
>Q2 2017 sales 1.6% higher than we expected - Casino’s consolidated sales came to € 8.92bn in Q2 2018, down -3% on a reported basis but up +5.2% organically (vs +3.5% estimated) and +3.2% LFL (vs +1.6% estimated). France came in 1.3% ahead of our forecast at € 4.76bn, with growth of +0.8% on a reported basis, +1.3% organically and +1.8% LFL (vs +0.5%e). Latam (€ 3.75bn, -8.1% reported, +9.7% organic and +4.4% LFL) also beat our estimates by 1.9%e (we expected LFL grow...
Casino : Bon T2 2018 sur le plan commercial, l’enjeu reste le désen...
>Ventes du T2 2018 : de 1.6% au-dessus de nos attentes - Le CA consolidé de Casino s’est établi à 8 916 M€ au T2 2018, -3% en déclaré, mais +5.2% en organique (vs +3.5%e) et de +3.2% en LFL (vs +1.6%e). La France ressort 1.3% au-dessus de notre prévision à 4 759 M€, +0.8% en déclaré, +1.3% en organique et +1.8% en LFL (vs +0.5%e). Le Latam (3 754 M€, -8.1% en déclaré, +9.7% en organique et +4.4% en LFL) dépasse également nos estimations de 1.9%e (nous n’escomptions qu....
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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