reports
- Farid Bitari
- Ghada Ben Sedrine
- Nicolas David
- Stephane Houri
ODDO : Generative AI: a genuine revolution, pending the next revolutio...
Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doub...
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
- Farid Bitari
- Ghada Ben Sedrine
- Nicolas David
- Stephane Houri
ODDO : L’IA générative, une véritable révolution, en attendant la proc...
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies ...
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 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. - ...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
SOI SOITEC SA
ELI ELIA GROUP SA/NV
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
IBE IBERDROLA SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
BHP BHP GROUP LTD
ARGX ARGEN-X SE
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Bruno Cavalier
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 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. - ...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
SOI SOITEC SA
ELI ELIA GROUP SA/NV
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
IBE IBERDROLA SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
BHP BHP GROUP LTD
ARGX ARGEN-X SE
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Louis Boujard
- CFA
- Philippe Ourpatian
Iberdrola : Visit to the Saint Brieuc offshore wind farm
>A site visit that illustrates the group’s qualities - On Wednesday 18 June we organised a visit to Iberdrola’s first offshore wind farm in France (and the second in France overall), located off the coast of Paimpol, for around twenty French clients. The Saint Brieuc project was commissioned at the end of May 2023, with 496 MW installed capacity. It is above all emblematic of the group’s ability to: develop a project in a legislative environment that was still in the ...
- Louis Boujard
- CFA
- Philippe Ourpatian
Iberdrola : Visite du parc éolien maritime de Saint Brieuc
>Une visite de site illustrative des qualités du groupe - Nous avons organisé le mardi 18 juin dernier une visite de la première ferme éolienne maritime d’Iberdrola en France (et la seconde sur le territoire national au global) située au large de Paimpol pour une vingtaine de clients français. Le projet de Saint Brieuc a été mis en service fin mai 2023, avec 496 MW de capacité installée. Il est surtout emblématique de la capacité du groupe à : développer un projet dan...
Iberdrola S.A.: 1 director
A director at Iberdrola S.A. bought 4,000 shares at 12.170EUR 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...
- Research Department
- Research Department
IBERIAN DAILY 21 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IBERDROLA. Euro STOXX 50 nearing 5,000 points The strong opening in US stock markets after the holiday on Wednesday spurred gains in Europe. In the STOXX 600 almost all sectors rose (19/20), led by Technology and Real Estate, whereas Household Goods was the only sector to end with losses, followed by Food. On the macro side, in the UK the BoE kept rates at 5.25% (2 of 7 votes in favour of a cut) ahead of the election on 04 July. In the euro zone, June’s preliminary consumer conf...
- Research Department
INFORME DIARIO 14 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: COLONIAL, REPSOL. Europa en rojo después de la Fed Resaca fuerte en Europa con una atmósfera enturbiada por la política europea, las posibles represalias de china a los aranceles del VE y la reunión de la Fed. Se registraron así pérdidas superiores al -2,0% en la mayoría de los índices y algo más contenidas en el Ibex, que perdió en cualquier caso los 11.100 puntos. En el STOXX 600 a excepción de Hogar (Distribución) todos los sectores presentaron ...
- Research Department
IBERIAN DAILY 14 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: COLONIAL, REPSOL. Europe in the red after the Fed meeting Europe saw a strong hangover, marked by the European Parliament elections, China’s possible retaliations to EV tariffs and the Fed meeting. Most indices dropped by more than -2.0%, the Ibex to a lesser extent but in any case below the 11,100-point level. In the STOXX 600, with the exception of Household, all sectors saw corrections, led by Automobiles and Banks. On the macro side, in the euro zone, April’s industrial outp...
- Bruno Cavalier
- Emmanuel Matot
ODDO BHF Small & MIDCAP MORNING NEWS - 06/13/2024
Legislative elections are the most difficult to predict because they combine a multiplicity of parameters (alliances, turnout, local factors, vote transfers). The difficulty is increased in a snap election. However, the polls give the National Rally a good chance of being called upon to form the next government. What would it do then? Its economic programme does not add up from the financial standpoint. Any attempt to implement it would imply an increase in public deficits of several ...
- Ahmed Ben Salem
- Bruno Cavalier
- Emmanuel Matot
ODDO BHF Small & MIDCAP MORNING NEWS - 13/06/2024
Les élections législatives sont les plus difficiles à prévoir car elles mêlent une multiplicité de paramètres (alliances, participation, facteurs locaux, reports de voix). La difficulté est accrue dans une élection-surprise. Toutefois, les sondages donnent au Rassemblement national de bonnes chances d’être appelé à former le prochain gouvernement. Que ferait-il alors? Son programme économique n’est pas bouclé au plan financier. Toute tentative pour le réaliser impliquerait une hausse ...
- Ahmed Ben Salem
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : IEA report: risk of surplus on the cards in the medium term
>Set for demand slowdown and plateau in 2029 - IEA has just published its report with projections out to 2030. Demand growth for 2024 was revised downwards by 100 kb/d to +1 Mb/d. In the longer term, it is expected to grow by 3.2 Mb/d out to 2030 to reach 105.4 Mb/d, with a decline from 2029. Demand is continuing its decline of 2.9 Mb/d in the OECD zone to fall to 42.7 Mb/d, thus returning to its 1991 level. In contrast, it continues its growth of 6.1 Mb/d in RoW, ...
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : Rapport AIE : un risque de surplus se profile à moyen terme
>Vers un ralentissement de la demande et un plateau en 2029 - L’AIE vient de publier son rapport avec des projections jusqu’en 2030. La croissance de la demande pour 2024 a été revue en baisse de 100 kb/j à +1 Mb/j. A plus long terme, elle devrait croitre de 3.2 Mb/j d’ici 2030 pour atteindre 105.4 Mb/j, en amorçant un déclin dès 2029. Cette demande poursuit son déclin de 2.9 Mb/j en zone OCDE pour baisser à 42.7 Mb/j, retrouvant ainsi son niveau de 1991. Par contr...
- Carole Braudeau
- Carole Braudeau
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