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Research Department
  • Research Department

IBERIAN DAILY 22 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BANKING SECTOR, COLONIAL, GRIFOLS, POSSIBLE TAX CHANGES. Doubts on the markets It was a session that improved in European stock markets after Nvidia’s results release, with the markets ending with moderate gains and the IBEX rising back above 11,600 points. Within the STOXX 600, Insurance and Energy led the gains, with Telecoms and Consumer Goods ending with the biggest losses. In the euro zone, November’s preliminary consumer confidence fell more than expected. On the macro side,...

Florent Laroche-Joubert
  • Florent Laroche-Joubert

Inmobiliaria Colonial : Merger-absorption plan taking shape ….

>Aude Grant appointed CEO of SFL following departure of Dimitri Boulte - SFL yesterday announced, during the day, the appointment of Aude Grant as CEO of SFL from 21 December 2024 as part of the “confirmation of a possible plan to merge SFL and Colonial” and following the departure of Dimitri Boulte who is stepping down after contributing to the development of SFL over 14 years.According to the group, Aude Grant “will complete the work on the merger with Colonial...

Research Department
  • Research Department

INFORME DIARIO 22 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: COLONIAL, GRIFOLS, IMPUESTOS, SECTOR BANCARIO. EUROPA: AIR LIQUIDE, LINDE. Dudas en los mercados Jornada de menos a más tras los resultados de Nvidia en las bolsas europeas, que terminaron con subidas moderadas y con el Ibex recuperando los 11.600 puntos. Así, dentro del STOXX 600, Seguros y Energía lideraron las ganancias, frente a Telecos y Bienes de Consumo que terminaron con las mayores caídas. En la Eurozona la confianza del consumidor prelim...

Florent Laroche-Joubert
  • Florent Laroche-Joubert

Inmobiliaria Colonial : Le projet de fusion absorption de SFL se préci...

>Aude Grant nommée nouvelle directrice générale de SFL suite au départ de Dimitri Boulte - SFL a annoncé hier en cours de journée la nomination d’Aude Grant en tant que Directrice Générale de SFL à partir du 21 décembre 2024 dans le cadre de « la confirmation d’un possible projet de fusion de SFL et Colonial » et cela suite au départ de Dimitri Boulte qui quitte ses fonctions après avoir contribué pendant 14 ans au développement de SFL.Il est précisé qu’Aude Gran...

Munchener Ruckversicherungs-Gesellschaft AG: 1 director

A director at Munchener Ruckversicherungs-Gesellschaft AG bought 1,000 shares at 470.257EUR and the significance rating of the trade was 96/100. 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 o...

Emmanuel Matot ... (+2)
  • Emmanuel Matot
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 18/11/2024

Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...

Bruno Cavalier ... (+5)
  • Bruno Cavalier
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/18/2024

As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...

Emmanuel Matot ... (+2)
  • Emmanuel Matot
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 11/18/2024

As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...

Bruno Cavalier ... (+5)
  • Bruno Cavalier
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/11/2024

Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

ODDO : A win/win deal between Acciona Energia and Endesa

>A deal on hydroelectric assets in Spain - Acciona Energia has announced the signature of an agreement with Endesa for the divestment of 100% of the capital of its subsidiary Corporación Acciona Hidráulica (CAH) for an enterprise value of € 1bn. This transaction is debt exempt and will generate a capital gain estimated at € 620m for Acciona Energia. The deal is expected to close in the first half of 2025, following approval from the anti-trust authorities and the nec...

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

ODDO : Une opération gagnant / gagnant entre Acciona Energia et Endesa

>Une transaction sur des actifs hydroélectriques en Espagne - Acciona Energia a annoncé la conclusion d’un accord avec Endesa pour la cession de 100% du capital de sa filiale Corporación Acciona Hidráulica (CAH) pour une valeur d’entreprise de 1 Md€. Cette transaction est exempte de dettes et générera pour Acciona Energia la comptabilisation d’une plus-value de cession estimée de 620 M€. La clôture est prévue dans la première moitié de 2025, suite aux autorisations a...

Research Department
  • Research Department

IBERIAN DAILY 18 NOVEMBER + 3Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ENDESA, GRIFOLS, MERLIN PROPERTIES, ROVI. 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. Post-electoral phase in the US After the confirmation that the Republican Party obtained majority in the two parliamentary chambers and following some announcements or possible appointments...

Research Department
  • Research Department

INFORME DIARIO 18 NOVIEMBRE + RDOS. ESPAÑA 3T’24. PREVIEWS (ANÁLISIS B...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, ENDESA, GRIFOLS, MERLIN PROPERTIES, ROVI. EUROPA: PROSUS. 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. Mercados en fase post-electoral Durante la semana pasada los índices mundiales entraron en la fase post elect...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/15/2024

Swiss-based Accelleron was formed from the spin-off of ABB’s highly profitable turbocharger division in 2022. We view the share as a promising investment on 1/ market leadership in an attractive niche, 2/ about ~40% ROCE, 3/ conversion of ~80% of EBITDA into cash, leading to fast deleveraging, and a solid base for shareholder remuneration (75% pay out), and 4/ strong long-term visibility linked to a ~75% service share, the bulk of which is recurring. Despite an already strong stock pe...

Ignacio Romero
  • Ignacio Romero

COLONIAL: 9M’24 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23 Results Sales: € 101.8 M (+6.5% vs. +4.6% BS(e)); EBITDA: € 86.9 M (+7.3% vs. +1.2% BS(e)); Net Profit: € 0.09 M (+15.6% vs. +3.9% BS(e)); 9M'24 vs. 9M'23 Results Sales: € 292.8 M (+4.9% vs. +4.3% BS(e)); EBITDA: € 239.9 M (+2.8% vs. +0.7% BS(e)); Net Profit: € 0.26 M (+8.8% vs. +5.0% BS(e));

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