reports
A2A Spa: 1 director
A director at A2A Spa bought 25,000 shares at 2.010EUR and the significance rating of the trade was 55/100. 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 showin...
TransAlta to Acquire Heartland Generation from Energy Capital Partners...
TransAlta to Acquire Heartland Generation from Energy Capital Partners at a Reduced Price of $542 Million CALGARY, Alberta, Nov. 14, 2024 (GLOBE NEWSWIRE) -- Highlights TransAlta and ECP have agreed to an $80 million purchase price reduction to reflect two required asset divestitures representing 97 MW (net ownership)Transaction revalued at approximately $542 million, inclusive of the assumption of $232 million of low-cost debt, and subject to a further favourable economic adjustment of approximately $80 million, reflecting the economic benefit of the Heartland business arising since t...
- Research Department
IBERIAN DAILY 14 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: FERROVIAL, GRIFOLS, IBERDROLA. 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 3Q’24 results to be released over the coming days in Spain. US inflation continues to follow the script European stock markets ended with drops, although the US inflation data helped distance them from daily lows. In the STOXX 600 the best-performing sectors were Energy and Consumer Goo...
- Research Department
INFORME DIARIO 14 NOVIEMBRE + RDOS. ESPAÑA 3T’24. IDEAS DESTACADAS Y P...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, GRIFOLS, IBERDROLA. EUROPA: ASML, DEUTSCHE TELEKOM, PROSUS, SIEMENS. 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. 3T’24 que se publicarán en España y Europa en los próximos días. La inflación estadounidense sigue el camino esperado Las bolsas europeas terminaron con caídas, aunque el dato de i...
Iberdrola S.A.: 1 director
A director at Iberdrola S.A. bought 10,000 shares at 13.740EUR and the significance rating of the trade was 64/100. 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 clearl...
TransAlta Reports Strong Third Quarter 2024 Results
TransAlta Reports Strong Third Quarter 2024 Results CALGARY, Alberta, Nov. 05, 2024 (GLOBE NEWSWIRE) -- TransAlta Corporation (“TransAlta” or the “Company”) (TSX: TA) (NYSE: TAC) today reported its financial results for the three and nine months ended Sept. 30, 2024, demonstrating another quarter of strong financial performance. "Our third quarter results illustrate the value of our proactive hedging strategy together with the active management of our Alberta merchant portfolio. Our asset optimization strategies have achieved exceptional results and we are track...
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/10/2024
Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
FORTUM FORTUM OYJ
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ASM ASM INTERNATIONAL N.V.
KGX KION GROUP AG
MONC MONCLER SPA
AENA AENA SME SA
SKF B SKF AB CLASS B
SAN BANCO SANTANDER S.A.
BP. BP P.L.C.
BIM BIOMERIEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
GSK GSK PLC
FER FERROVIAL SA
PUIG PUIG BRANDS
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2024
The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
FORTUM FORTUM OYJ
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ASM ASM INTERNATIONAL N.V.
KGX KION GROUP AG
MONC MONCLER SPA
AENA AENA SME SA
SKF B SKF AB CLASS B
SAN BANCO SANTANDER S.A.
BP. BP P.L.C.
BIM BIOMERIEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
GSK GSK PLC
FER FERROVIAL SA
PUIG PUIG BRANDS
- Louis Boujard
- CFA
- Philippe Ourpatian
Fortum : Patience and resilience pending a brightening of the outlook
>Nuclear replaces hydro at a slightly higher-than-expected cost - Fortum's 9M 2024 results released yesterday undershot our expectations and the consensus estimates. Like-for-like EBITDA totalled € 254m, (-20% y-o-y), a shade below our forecasts € 262m. EBIT came in at € 158m (-30%) vs ODDO BHF € 170m and net profit stood at € 117m (-43%) vs our forecast of € 125m. By division, the Generation business recorded an EBIT of € 176m (vs ODDO BHF’s estimate of€ 190m), impa...
- Louis Boujard
- CFA
- Philippe Ourpatian
Fortum : Patience et résilience en attendant que les perspectives se d...
>Le nucléaire remplace l’hydro pour un cout un peu plus élevé qu’attendu - Les résultats des 9 premiers mois de 2024 de Fortum, publiés hier, étaient inférieurs à nos attentes et aux estimations du consensus. L'EBITDA comparable s'est établi à 254 M€ (-20 % en glissement annuel), un peu en deçà de nos prévisions de 262 M€. L'EBIT a atteint 158 M€ (-30%) vs ODDO BHF 170 M€ et le résultat net 117 M€ (-43 %) contre notre prévision de 125 M€. Par division, l’activité Gene...
- Oliver Metzger
WCH WACKER CHEMIE AG
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
ALV ALLIANZ SE
ISP INTESA SANPAOLO S.P.A.
SIX2 SIXT SE
UCG UNICREDIT S.P.A.
BP. BP P.L.C.
DWS DWS GROUP GMBH & CO. KGAA
8TRA TRATON SE
STMN STRAUMANN HOLDING AG
- Louis Boujard
- CFA
- Philippe Ourpatian
Fortum : Result a bit short of expectations
>Weak hydro volumes burdened the performance in the Q3 - Fortum’s 9M 2024 results, reported this morning, fell short of our expectations and consensus estimates. Comparable EBITDA stood at € 254m (-20% y-o-y), a bit shy of our forecast at € 262m. EBIT reached € 158m (-30%) vs. our estimate of € 170m. Net income came in at € 117m (-43%) vs our forecast of € 125m. By division, Generation recorded EBIT of € 176m (vs our estimates at € 190m), impacted by the drop in Hydr...
- Oliver Metzger
WCH WACKER CHEMIE AG
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
ALV ALLIANZ SE
ISP INTESA SANPAOLO S.P.A.
SIX2 SIXT SE
UCG UNICREDIT S.P.A.
BP. BP P.L.C.
DWS DWS GROUP GMBH & CO. KGAA
8TRA TRATON SE
STMN STRAUMANN HOLDING AG
- Louis Boujard
- CFA
- Philippe Ourpatian
Fortum : Result a bit short of expectations
>Weak hydro volumes burdened the performance in the Q3 - Fortum’s 9M 2024 results, reported this morning, fell short of our expectations and consensus estimates. Comparable EBITDA stood at € 254m (-20% y-o-y), a bit shy of our forecast at € 262m. EBIT reached € 158m (-30%) vs. our estimate of € 170m. Net income came in at € 117m (-43%) vs our forecast of € 125m. By division, Generation recorded EBIT of € 176m (vs our estimates at € 190m), impacted by the drop in Hydr...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Konrad Zomer
AI AIR LIQUIDE SA
EDEN EDENRED SA
EQNR EQUINOR ASA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
ORA ORANGE SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
SW SODEXO SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
BEI BEIERSDORF AG
KER KERING SA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Konrad Zomer
AI AIR LIQUIDE SA
EDEN EDENRED SA
EQNR EQUINOR ASA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
ORA ORANGE SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
SW SODEXO SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
BEI BEIERSDORF AG
KER KERING SA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Research Department
IBERIAN DAILY 24 OCTOBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVI...
NEWS SUMMARY: IBERDROLA, ROVI, VISCOFAN. 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 3Q’24 results to be released over the coming days in Spain. IBEX leading the way once again It was a negative session on both sides of the Atlantic, except for the IBEX, in another day with all eyes on results. In the Stoxx 600, most of the sectors (15/20) ended with losses, led by Basic Ma...
- Louis Boujard
- CFA
- Philippe Ourpatian
Iberdrola : 9M 24 légèrement meilleur et trajectoire 2024 conforme aux...
>Opinion Neutre et OC à 15.3 € maintenus - Les résultats du 9M 24 sont ressortis un peu au-dessus de nos attentes et de celles du consensus. Comme attendu, la stratégie de résilience du groupe lui permet de bénéficier, sur les trois premiers trimestres, de la progression des activités régulées grâce à la croissance de la base d’actifs et aux révisions tarifaires. Cela a permis de largement compenser une activité de génération bénéficiant certes d’un bon niveau d’hydro...
- Research Department
INFORME DIARIO 24 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, ROVI, VISCOFAN. EUROPA: DANONE, DEUTSCHE TELEKOM, KERING, SIEMENS. 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. 3T’24 que se publicarán en España y Europa en los próximos días. El Ibex volvió a liderar Jornada negativa a ambos lados del Atlántico salvo para el Ibex en una nueva sesión descarg...
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