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Research Department
  • Research Department

INFORME DIARIO 06 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA ENERGÍA, SANTANDER. EUROPA: AHOLD DELHAIZE, BMW, SIEMENS, UNICREDIT. 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. Trump gana las elecciones A la espera de conocer el desenlace oficial, todo parece indicar que Trump habría ganado las...

Research Department
  • Research Department

IBERIAN DAILY 06 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACCIONA ENERGÍA, SANTANDER. 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. Trump wins the elections Awaiting the official results, all indications suggest that Donald Trump would have won the US presidential election (248 of 270 necessary electoral votes), where four of the so-called swing states would h...

Research Department
  • Research Department

IBERIAN DAILY 04 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, GRIFOLS. 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. European markets fell last week Despite Friday’s rally, last week ended with corrections >-3.0% in the STOXX index, with the better performance of the Ibex that “only” fell around -1.0%, with US stock markets practically fl...

Research Department
  • Research Department

INFORME DIARIO 04 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, GRIFOLS. EUROPA: SCHNEIDER ELECTRIC. 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. Semana de caídas europeas Pese al rebote de las bolsas el viernes, la semana terminó con caídas superiores al -3,0% en el STOXX, co...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Schneider Electric : Solid growth in Q3 and 2024 guidance confirmed

>Q3 sales up 8% l-f-l - This morning, Schneider Electric published Q3 2024 sales growth of 8% (vs 7.5% for the consensus). The gap in terms of performance between the two divisions remains very significant, with the energy management division continuing to deliver strong growth (+11.6% in organic terms), while the industrial automation division posted a decline of 5.9% on an organic basis, the third straight quarter of decline. By geographic zone, Asia-Pacific wa...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Schneider Electric : Une croissance solide au T3 et une guidance 2024 ...

>CA T3 en croissance de 8% en comparable - Schneider Electric a publié hier matin un CA T3 2024 en hausse de 8% (vs 7.5% attendus par le css). L’écart en termes de performance entre les 2 divisions reste très élevé, avec une division Energy Management toujours en forte croissance (+11.6% en organique), tandis qu’Industrial Automation affiche un recul de 5.9% en organique, 3ème trimestre consécutif de baisse. Par zone géographique, l’Asie-Pacifique progresse de 2%...

Konrad Zomer ... (+2)
  • 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...

Alfonso Mariategui
  • Alfonso Mariategui

SCHNEIDER ELECTRIC: MENSAJES DE LA CONFERENCE CALL VENTAS 3T’24 (ANÁLI...

De la conference call de sus Ventas 3T’24 destacamos:  Sobre el negocio de automatización (~20% ventas) donde la demanda .

Konrad Zomer ... (+2)
  • 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,...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Schneider Electric : Q3 revenues slightly ahead of expectations

>Q3 revenues: +8% in organic terms (vs css at 7.5%) - Schneider Electric’s Q3 2024 revenues, reported this morning, slightly beat expectations. Organic growth came in at 8% (vs 7.3% expected by ODDO BHF and 7.5% by the consensus).The gap in terms of performance between the two divisions remains very significant, with the Energy Management division continuing to deliver strong growth (+11.6% in organic terms), while the Industrial Automation division posted a decl...

Alfonso Mariategui
  • Alfonso Mariategui

SCHNEIDER ELECTRIC: VENTAS 3T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'24 vs 3T'23: Ventas: 9.311 M euros (+5,9% vs +5,2% BS(e) y +5,3% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 27.484 M euros (+4,0% vs +3,8% BS(e) y +3,8% consenso).

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Schneider Electric : Un CA T3 légèrement au-dessus des attentes

>CA T3 : +8% en organique (vs css à 7.5%) - Schneider Electric a publié ce matin un chiffre d’affaires T3 2024 légèrement meilleur qu’attendu. La croissance organique atteint 8% (vs 7.3% attendus par ODDO BHF et 7.5% par le consensus).L’écart en termes de performance entre les 2 divisions reste très élevé, avec une division Energy Management qui reste en forte croissance (+11.6% en organique), tandis que la division Industrial Automation affiche un recul de 5.9% ...

 PRESS RELEASE

Schneider’s sustainability program heads full speed toward its end-yea...

Schneider’s sustainability program heads full speed toward its end-year targets with strong local impact Schneider Electric, the leader in the digital transformation of energy management and automation, today announced the latest results of its Schneider Sustainability Impact (SSI) program and its financial results for the third quarter of 2024. Rueil-Malmaison, France, Oct. 30, 2024 (GLOBE NEWSWIRE) -- , the leader in the digital transformation of energy management and automation, today announced the latest results of its Schneider Sustainability Impact (SSI) program and its financial ...

Research Department
  • Research Department

INFORME DIARIO 30 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ENCE, ENDESA, FERROVIAL, GREENING, INDRA, METROVACESA, PUIG BRANDS, REDEIA, UNICAJA. EUROPA: BASF, KERING, SCHNEIDER ELECTRIC, VOLKSWAGEN. 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 mercado al son de los beneficios empresariales ...

Research Department
  • Research Department

INFORME DIARIO 28 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS. EUROPA: PHILIPS. 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. Los mercados descuentan una victoria de Trump Semana marcada por el repunte de las rentabilidades soberanas ante el aumento de probabilidades de una victoria de D. T...

Research Department
  • Research Department

IBERIAN DAILY 28 OCTOBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVI...

NEWS SUMMARY: GRIFOLS. 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. Markets pricing in a Trump victory The week was marked by rising sovereign debt yields in view of the stronger likelihood of a Trump victory in the US presidential election next week. The IBEX came up short of 12,000 points, falling nearly -1.0% on ...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

ODDO : US elections: between continuity and disruption, the benefits/r...

Accounting for an average of 19% of revenues for European capital goods groups (over 40% in some cases), the US is clearly a central factor in growth strategies, both organically and inorganically. Based on our analysis of the programmes of the two candidates running for the White House and the positioning of the various groups, we have established two scenarios through which to play the sector depending on the winner in November's election. In this still uncertain US election co...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

ODDO : Election US : entre continuité et rupture, les bénéfices/risque...

Représentant 19% en moyenne du CA des groupes de biens d’équipement européens (plus de 40% pour certains), les Etats-Unis sont inévitablement au cœur des stratégies de croissance, tant organique qu’externe. Après analyse des programmes des deux candidats à la Maison Blanche, croisée avec celle du positionnement des groupes, nous avons établi 2 scénarios permettant de se positionner en fonction du candidat qui sera élu en novembre. Dans ce contexte électoral américain encore incer...

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