reports
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
- Youssef Besbes
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
CEN GROUPE CRIT SA
SDG SYNERGIE SA
POM PLASTIC OMNIUM SE
INF INFOTEL SA
TYRES NOKIAN RENKAAT OYJ
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
FR VALEO SE
G24 SCOUT24 AG
WIZZ WIZZ AIR HOLDINGS PLC
VOW3 VOLKSWAGEN AG PREF
COR CORTICEIRA AMORIM SGPS SA
CIE CIE AUTOMOTIVE S.A.
NVG NAVIGATOR COMPANY SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
VLTSA VOLTALIA
AXS ACCSYS TECHNOLOGIES
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
ALFEN ALFEN NV
MEDCL MEDINCELL SA
S30 SOLUTIONS 30 SE
WDP WAREHOUSES DE PAUW SCA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
- Youssef Besbes
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
CEN GROUPE CRIT SA
SDG SYNERGIE SA
POM PLASTIC OMNIUM SE
INF INFOTEL SA
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
G24 SCOUT24 AG
WIZZ WIZZ AIR HOLDINGS PLC
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
COR CORTICEIRA AMORIM SGPS SA
NDA AURUBIS AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
NVG NAVIGATOR COMPANY SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
VLTSA VOLTALIA
AXS ACCSYS TECHNOLOGIES
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
ALFEN ALFEN NV
MEDCL MEDINCELL SA
S30 SOLUTIONS 30 SE
WDP WAREHOUSES DE PAUW SCA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Luis de Toledo Heras
- Julian Dobrovolschi
NDX1 NORDEX SE
IFX INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
AC ACCOR SA
ENX EURONEXT NV
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
FRA FRAPORT AG
EDEN EDENRED SA
IPN IPSEN SA
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
DG VINCI SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
FGR EIFFAGE SA
DAI DAIMLER AG
SBMO SBM OFFSHORE NV
MF WENDEL SE
EN BOUYGUES SA
CEN GROUPE CRIT SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
SDG SYNERGIE SA
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
KORI KORIAN SA
STF STEF
INF INFOTEL SA
AFX CARL ZEISS MEDITEC AG
SCR SCOR SE
RHM RHEINMETALL AG
DEC JCDECAUX SA
ITP INTERPARFUMS
ASY ASSYSTEM SA
BEN BENETEAU SA
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
JCQ JACQUET METALS SA
GOE GROUPE GORGE SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ALTA ALTAREA SCA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
SDF K+S AG
ACX ACERINOX SA
EBRO EBRO FOODS SA
ZAL ZALANDO SE
TRI TRIGANO SA
A1XA4J CARBIOS SA
ENI ENI S.P.A.
BB SOCIETE BIC SA
ELE ENDESA S.A.
RWE RWE AG
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ERA ERAMET SA
HEN3 HENKEL AG & CO. KGAA PREF
EZJ EASYJET PLC
QDT QUADIENT SA
ELIS ELIS SA
ICAD ICADE SA
IMPN IMPLENIA AG
REP REPSOL SA
FIE FIELMANN AG
DEZ DEUTZ AG
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
SIX2 SIXT SE
AIXA AIXTRON SE
NDA AURUBIS AG
KRN KRONES AG
NEM NEMETSCHEK SE
ACKB ACKERMANS & VAN HAAREN NV
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
DLG DE'LONGHI S.P.A.
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
COFA COFACE SA
VLTSA VOLTALIA
SPIE SPIE SA
HBH HORNBACH HOLDING AG & CO. KGAA
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
XFAB X-FAB SILICON FOUNDRIES SE
RUI RUBIS SCA
BP. BP P.L.C.
BIM BIOMERIEUX SA
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
WAVE WAVESTONE SA
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VRLA VERALLIA SAS
FDJ LA FRANCAISE DES JEUX SA
8TRA TRATON SE
HAG HENSOLDT AG
VK VALLOUREC SA
ALG ALLEGRO.EU SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
INPST INPOST S.A.
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
ALAFY AFYREN
AM DASSAULT AVIATION
OVH OVH GROUPE
ALLFG ALLFUNDS (UK) LTD
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
CTPNV CTP NV
SHEL SHELL PLC
EAPI EUROAPI
DEME DEME GROUP NV
LHYFE LHYFE S.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SHUR SHURGARD SELF STORAGE LIMITED
DSFIR KONINKLIJKE DSM N.V.
AF AIR FRANCE - KLM
SCHOTT PHARMA AG
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
VIRI VIRIDIEN
SHA SCHAEFFLER AG
CAN CANAL+
- Bruno Cavalier
- Jerôme Bodin
- Stephane Houri
IPS IPSOS
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
GET GETLINK SE
FRA FRAPORT AG
ELIOR ELIOR GROUP SA
DG VINCI SA
ALESK ESKER SA
BEKB BEKAERT SA
DB1 DEUTSCHE BOERSE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
MF WENDEL SE
EN BOUYGUES SA
F3C SFC ENERGY AG
STF STEF
INF INFOTEL SA
SCR SCOR SE
DEC JCDECAUX SA
ASY ASSYSTEM SA
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
BRBY BURBERRY GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ZAL ZALANDO SE
ERA ERAMET SA
ICAD ICADE SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
REP REPSOL SA
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
DLG DE'LONGHI S.P.A.
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
ONTEX ONTEX GROUP N.V.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
COFA COFACE SA
HBH HORNBACH HOLDING AG & CO. KGAA
XFAB X-FAB SILICON FOUNDRIES SE
JEN JENOPTIK AG
VRLA VERALLIA SAS
ALG ALLEGRO.EU SA
INPST INPOST S.A.
FPE3 FUCHS PETROLUB SE
ALAFY AFYREN
AM DASSAULT AVIATION
CTPNV CTP NV
EAPI EUROAPI
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
SHUR SHURGARD SELF STORAGE LIMITED
AF AIR FRANCE - KLM
VIRI VIRIDIEN
CAN CANAL+
- Bruno Cavalier
- Stephane Houri
IPS IPSOS
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
GET GETLINK SE
FRA FRAPORT AG
ELIOR ELIOR GROUP SA
DG VINCI SA
ALESK ESKER SA
BEKB BEKAERT SA
DB1 DEUTSCHE BOERSE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
MF WENDEL SE
EN BOUYGUES SA
STF STEF
INF INFOTEL SA
SCR SCOR SE
DEC JCDECAUX SA
ASY ASSYSTEM SA
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
BRBY BURBERRY GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ZAL ZALANDO SE
ERA ERAMET SA
ICAD ICADE SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
REP REPSOL SA
COR CORTICEIRA AMORIM SGPS SA
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
DLG DE'LONGHI S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
ONTEX ONTEX GROUP N.V.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
COFA COFACE SA
HBH HORNBACH HOLDING AG & CO. KGAA
XFAB X-FAB SILICON FOUNDRIES SE
ARGX ARGEN-X SE
JEN JENOPTIK AG
VRLA VERALLIA SAS
ALG ALLEGRO.EU SA
INPST INPOST S.A.
FPE3 FUCHS PETROLUB SE
ALAFY AFYREN
AM DASSAULT AVIATION
CTPNV CTP NV
EAPI EUROAPI
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
SHUR SHURGARD SELF STORAGE LIMITED
AF AIR FRANCE - KLM
VIRI VIRIDIEN
CAN CANAL+
- Stephane Houri
ODDO : 28th ODDO BHF Forum – Feedback Day 2
We hosted our 28th ODDO BHF Forum in Lyon on 9 and 10 January 2025. In total, 210 companies made presentations over the two days. In addition to day 1 feedback (Link to the feedback of the first day), in the following note, we provide some initial feedback from the companies for the second day. The full final feedback, including sector conclusions, will be published later this week. As was the case for the first day, analysts judged that a majority of the companies had a rather neutral tone. Ou...
IPS IPSOS
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
GET GETLINK SE
FRA FRAPORT AG
ELIOR ELIOR GROUP SA
DG VINCI SA
ALESK ESKER SA
BEKB BEKAERT SA
DB1 DEUTSCHE BOERSE AG
LI KLEPIERRE SA
COV COVIVIO SA
FGR EIFFAGE SA
SBMO SBM OFFSHORE NV
MF WENDEL SE
EN BOUYGUES SA
STF STEF
INF INFOTEL SA
SCR SCOR SE
DEC JCDECAUX SA
ASY ASSYSTEM SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
FII LISI SA
GOE GROUPE GORGE SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ZAL ZALANDO SE
ERA ERAMET SA
ICAD ICADE SA
IMPN IMPLENIA AG
REP REPSOL SA
COR CORTICEIRA AMORIM SGPS SA
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
DLG DE'LONGHI S.P.A.
ONTEX ONTEX GROUP N.V.
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
COFA COFACE SA
HBH HORNBACH HOLDING AG & CO. KGAA
XFAB X-FAB SILICON FOUNDRIES SE
JEN JENOPTIK AG
VRLA VERALLIA SAS
ALG ALLEGRO.EU SA
INPST INPOST S.A.
FPE3 FUCHS PETROLUB SE
ALAFY AFYREN
AM DASSAULT AVIATION
CTPNV CTP NV
EAPI EUROAPI
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
SHUR SHURGARD SELF STORAGE LIMITED
AF AIR FRANCE - KLM
VIRI VIRIDIEN
CAN CANAL+
- Emira Sagaama
- Ghada Ben Sedrine
- Nicolas David
- Oddo Sustainability Team
- Thomas Zlowodzki
ATO ATOS SE
OSE OSE IMMUNOTHERAPEUTICS SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
LXS LANXESS AG
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
BB SOCIETE BIC SA
CAP CAPGEMINI SE
COR CORTICEIRA AMORIM SGPS SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
FTG111 FLATEXDEGIRO AG
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
- Emira Sagaama
- Ghada Ben Sedrine
- Nicolas David
- Oddo Sustainability Team
- Thomas Zlowodzki
ATO ATOS SE
OSE OSE IMMUNOTHERAPEUTICS SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
LXS LANXESS AG
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
BB SOCIETE BIC SA
CAP CAPGEMINI SE
COR CORTICEIRA AMORIM SGPS SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
FTG111 FLATEXDEGIRO AG
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
- Luis de Toledo Heras
- Juan Ros-Padilla
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 11/05/2024
European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercussion...
VCT VICAT-CIMENTS VICAT SA
LEI LEIFHEIT AG
SZG SALZGITTER AG
ALDEL DELFINGEN INDUSTRY SA
ISS ISS A/S
NOEJ NORMA GROUP SE
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
COR CORTICEIRA AMORIM SGPS SA
TUB TUBACEX S.A.
BCHN BURCKHARDT COMPRESSION HOLDING AG
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SAE SHOP APOTHEKE EUROPE NV
SAB BANCO DE SABADELL SA
S30 SOLUTIONS 30 SE
EXN EXCLUSIVE NETWORKS SA
SHUR SHURGARD SELF STORAGE LIMITED
- Juan Ros-Padilla
- Thomas Zlowodzki
ISS A/S : Growing visibility on short- to medium-term triggers leads t...
Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin du 5...
VCT VICAT-CIMENTS VICAT SA
LEI LEIFHEIT AG
SZG SALZGITTER AG
ALDEL DELFINGEN INDUSTRY SA
ISS ISS A/S
NOEJ NORMA GROUP SE
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
COR CORTICEIRA AMORIM SGPS SA
TUB TUBACEX S.A.
BCHN BURCKHARDT COMPRESSION HOLDING AG
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SAE SHOP APOTHEKE EUROPE NV
SAB BANCO DE SABADELL SA
S30 SOLUTIONS 30 SE
EXN EXCLUSIVE NETWORKS SA
SHUR SHURGARD SELF STORAGE LIMITED
- Luis de Toledo Heras
Corticeira : Strong cash flow generation compensates weaker profitabil...
>Weak results on poor demand and cork cost pressure - Weak results, largely in line with our implied estimates (Q3 2024 EBITDA margin of 14.7% and 9M 2024 of 17.6% vs 18% 2024e) were affected by poor volumes and cork cost pressure, which offset the benefits from an increase industrial efficiency, lower non-cork raw material costs and an improved product mix. Sales in Q3 2024 recorded a slight sequential improvement (+0.7% y-o-y) but are still affected by low market vi...
- Nicolas David
ODDO : Iberian Forum – Day 1
We host our 4th ODDO BHF Iberian Forum on the 1st and 2nd of October 2024 virtually. In total, 63 companies will be presenting. In the following note, we provide some initial feedback of the company on day 1. - >Acciona (=) : Confidence in Non-energy business steady, Acciona Energía stake sparks intense scrutiny - Acciona Energia (=/-) : A trajectory beyond 2024 to be explained at the 9 months results - Acerinox (=/-): Softness persists in Europe and US - Amadeus (=/+): sol...
ACX ACERINOX SA
REP REPSOL SA
COR CORTICEIRA AMORIM SGPS SA
BKT BANKINTER SA
ANA ACCIONA SA
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
ENG ENAGAS SA
GCO GRUPO CATALANA OCCIDENTE S.A.
CABK CAIXABANK SA
IDR INDRA SISTEMAS S.A. CLASS A
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ENER GRUPO ECOENER S.A.
- Michael B. Schäfer
- Sinan Doganli
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 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. - ...
- Michael B. Schäfer
- Sinan Doganli
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 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. - ...
NK IMERYS SA
ALDEL DELFINGEN INDUSTRY SA
EKI EKINOPS SA
MRN MERSEN SA
EBRO EBRO FOODS SA
COR CORTICEIRA AMORIM SGPS SA
IDR INDRA SISTEMAS S.A. CLASS A
SAE SHOP APOTHEKE EUROPE NV
DUFN DUFRY AG
GEST GESTAMP AUTOMOCION S.A.
THEP THERMADOR HOLDING SA
FPE3 FUCHS PETROLUB SE
ALLFG ALLFUNDS (UK) LTD
- Luis de Toledo Heras
Corticeira : H1 2024 results in line with estimates, resilient profita...
>Results fully in line with estimates, resilient profitability in a tough market - Results fully in line with our estimates (H1 2024 EBITDA of € 94m, +0.7% vs ODDOe, -9% y-o-y) reflecting weak sales (-7.1% y-o-y) both at the Cork Stoppers segment (-7.6%, including Forestry: c.80% of group’s sales and 78% of EBITDA in H1 2024) and the remaining units (grouped under Amorim Cork Solutions segment: -5.2% y-o-y), resulting in operating deleverage, and persistent cost infla...
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF Small & MIDCAP MORNING NEWS - 06/24/2024
Dutch real estate companies showed signs of cautious optimism at the recent Provada conference, with logistics and retail favoured. Healthcare shows some positive signs, with limited devaluations. The Dutch government's potential reduction of the Real Estate Transfer Tax and new REIT regime could benefit listed real estate companies active in the country. - ...
LI KLEPIERRE SA
WTB WHITBREAD PLC
ISP INTESA SANPAOLO S.P.A.
COR CORTICEIRA AMORIM SGPS SA
UCG UNICREDIT S.P.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
IHG INTERCONTINENTAL HOTELS GROUP PLC
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF Small & MIDCAP MORNING NEWS - 24/06/2024
Dutch real estate companies showed signs of cautious optimism at the recent Provada conference, with logistics and retail favoured. Healthcare shows some positive signs, with limited devaluations. The Dutch government's potential reduction of the Real Estate Transfer Tax and new REIT regime could benefit listed real estate companies active in the country. - ...
LI KLEPIERRE SA
WTB WHITBREAD PLC
ISP INTESA SANPAOLO S.P.A.
COR CORTICEIRA AMORIM SGPS SA
UCG UNICREDIT S.P.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
IHG INTERCONTINENTAL HOTELS GROUP PLC
- Luis de Toledo Heras
Corticeira : Capital Market’s Day: Adapting to a tougher market outloo...
>Unveiling a new organisational structure to face challenging markets - Corticeira held last week its first Capital Market’s Day in Portugal with visits to the Herdade de Rio Frio estate (including a demonstration of the cork extraction process and the forestry intervention project) and some of the different industrial plants (Amorim Top Series, Cork, Flooring and Composites). The group offered details of the restructuring process at the flooring segment (downsizing o...
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