reports
- Fehmi Ben Naamane
NH Hoteles : Un T1 en ligne, Sous-performance maintenue, OC relevé à 4...
>Des chiffres T1 globalement en ligne avec les attentes - NH Hotels a publié des résultats T1 solides. Les revenus groupe ressortent à 460 M€, en croissance de 13% yoy, et 5% au-dessus des attentes (consensus société à 440 M€ et notre estimation à 435 M€). Les RevPAR groupe, eux, progressent de 11% yoy en L/L (soit un chiffre globalement en ligne avec les attentes), le léger décalage avec le niveau de la croissance topline vient de la contribution des nouvelles ouvert...
- Fehmi Ben Naamane
NH Hoteles : Q1 2024 results in line, Underperform rating maintained, ...
>Q1 figures broadly in line with expectations - NH Hotels reported robust Q1 results. Group revenues grew 13% y-o-y to € 460m, 5% ahead of expectations (company-compiled consensus at € 440m and ODDO BHF estimate at € 435m). Group RevPAR increased 11% y-o-y on a like-for-like basis (broadly in line with expectations), with the slight gap with top-line growth stemming from the contribution from new openings, which added 2.4% to revenue growth. Average prices increased r...
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 05/15/2024 Date Performance sin...
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
ETL EUTELSAT COMMUNICATIONS SA
PBB DEUTSCHE PFANDBRIEFBANK AG
TNG TRANSGENE SA
F3C SFC ENERGY AG
FGA FIGEAC AERO SA
PSM PROSIEBENSAT.1 MEDIA SE
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
DEQ DEUTSCHE EUROSHOP AG
PAT PATRIZIA AG
WLN WORLDLINE SA
DKG DEUTSCHE KONSUM REIT-AG
NHH NH HOTEL GROUP SA
CGG CGG
BSGR B&S GROUP S.A.
MEDCL MEDINCELL SA
NEXI NEXI S.P.A.
INPST INPOST S.A.
NA9 NAGARRO
HGEA HGEARS AG
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
ORP ORPEA
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 15/05/2024 Date Performance dep...
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
ETL EUTELSAT COMMUNICATIONS SA
PBB DEUTSCHE PFANDBRIEFBANK AG
TNG TRANSGENE SA
F3C SFC ENERGY AG
FGA FIGEAC AERO SA
PSM PROSIEBENSAT.1 MEDIA SE
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
DEQ DEUTSCHE EUROSHOP AG
PAT PATRIZIA AG
WLN WORLDLINE SA
DKG DEUTSCHE KONSUM REIT-AG
NHH NH HOTEL GROUP SA
CGG CGG
BSGR B&S GROUP S.A.
MEDCL MEDINCELL SA
NEXI NEXI S.P.A.
INPST INPOST S.A.
NA9 NAGARRO
HGEA HGEARS AG
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
ORP ORPEA
- Luis Arredondo
- Carole Braudeau
- Carole Braudeau
Morning Crédit 14/05/2024
Iliad abonde les obligations Iliad Holding 2031 à hauteur de 150 m EUR et 200 m USD Grifols : S&P confirme le rating corporate B avec une perspective stable (vs. B/cw negative) Delivery Hero : cession de foodpanda à Uber pour 950 m USD + augmentation de capital réservée de 300 m USD>...
- Luis Arredondo
- Rafael Bonardell
- Luis Arredondo
- Rafael Bonardell
- Research Department
INFORME DIARIO 14 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. PREVIEWS (ANÁLIS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, COLONIAL, FERROVIAL, GRIFOLS, LOGISTA, NH HOTELES, UNICAJA. EUROPA: BAYER. 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 transición en las bolsas En una sesión sin referencias macroeconómicas y con la campaña de resultados com...
- Research Department
IBERIAN DAILY 14 MAY + 1Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SABADEL...
NEWS SUMMARY: ACS, COLONIAL, FERROVIAL, GRIFOLS, LOGISTA, NH HOTELES, SANTANDER, TELEFÓNICA, UNICAJA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. A transition session for stock markets In a session without macroeconomic references and with the earnings season being the only catalyst, most European indices (with t...
Press Release: Sanofi adds over €1 billion for biomanufacturing to €2....
Press Release: Sanofi adds over €1 billion for biomanufacturing to €2.5 billion already committed in major projects in France to support health sovereignty Sanofi adds over €1 billion for biomanufacturing to €2.5 billion already committed in major projects in France to support health sovereignty Paris, May 13, 2024. As the largest private contributor to the security and independence of France's health ecosystem, Sanofi today announces an investment of more than €1 billion to create new bioproduction capacity at its sites in Vitry-sur-Seine (Val de Marne), Le Trait (Seine-Maritime) a...
- Research Department
IBERIAN DAILY 10 MAY + 1Q'24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: CAF, FERROVIAL, MELIÁ, SACYR. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. IBEX, bringing up the rear in Europe Most European indices saw an improvement over the course of the session, despite the increased tension in the Middle East and along with new rises in sovereign debt yields. The IBEX, des...
Press Release: Sanofi and Novavax announce co-exclusive licensing agre...
Press Release: Sanofi and Novavax announce co-exclusive licensing agreement to co-commercialize COVID-19 vaccine and develop novel flu-COVID-19 combination vaccines Sanofi and Novavax announce co-exclusive licensing agreement to co-commercialize COVID-19 vaccine and develop novel flu-COVID-19 combination vaccines Agreement provides patients with broader access to a protein-based non-mRNA adjuvanted COVID-19 vaccine through combined commercial strength, from 2025 onwards Accelerates potential for development of a novel flu-COVID-19 combination product based on authorized vaccines with ...
Communiqué de presse : Sanofi et Novavax concluent un accord de licenc...
Communiqué de presse : Sanofi et Novavax concluent un accord de licence co-exclusif pour la co-commercialisation d’un vaccin COVID-19 et le développement de vaccins combinés grippe - COVID-19 Sanofi et Novavax concluent un accord de licence co-exclusif pour la co-commercialisation d’un vaccin COVID-19 et le développement de vaccins combinés grippe - COVID-19 L’accord, qui combinera la puissance commerciale des deux entreprises, permettra aux patients de bénéficier à partir de 2025 d’un meilleur accès à un vaccin adjuvanté à base de protéines, non-ARNm, contre la COVID-19 Accélération du ...
- Research Department
INFORME DIARIO 10 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, FERROVIAL, MELIÁ, SACYR. 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. El Ibex, a la cola en Europa Jornada de menos a más en la mayoría de índices europeos pese al incremento de la tensión en Oriente Próximo y acompañado de nuevos repu...
- Research Department
INFORME DIARIO 08 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, AMADEUS, ENDESA, FERROVIAL, FLUIDRA, NATURGY, ROVI, TALGO. EUROPA: AB INVEB, BMW, MUNICH RE. 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. Continúa el rebote en Europa Las bolsas europeas continuaron con el rebote de comienzos de seman...
- Research Department
IBERIAN DAILY 08 MAY + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: AENA, AMADEUS, ENDESA, FERROVIAL, FLUIDRA, NATURGY, ROVI, TALGO. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. The rally in Europe continues European stock markets continued to rally at the start of the week while sovereign debt yields continued to fall, bringing the IBEX back above 11,000 points. With...
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