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Aramco to acquire 10% equity interest in HORSE Powertrain Limited, the...
Aramco to acquire 10% equity interest in HORSE Powertrain Limited, the new global powertrain solutions company established by Renault Group and Geely Aramco to acquire 10% equity interest in HORSE Powertrain Limited, the new global powertrain solutions company established by Renault Group and Geely Aramco has signed definitive agreements to acquire a 10% equity interest in HORSE Powertrain Limited (“HORSE”) valuing the target at €7.4 billion enterprise value. Renault Group and Geely each retain 45% equity stakes.The investment by Aramco, will support the growth of HORSE Powertrain limited ...
Aramco va acquérir une participation de 10 % au capital de HORSE Power...
Aramco va acquérir une participation de 10 % au capital de HORSE Powertrain Limited, la nouvelle société mondiale de moteurs et transmissions créée par Renault Group et Geely Aramco va acquérir une participation de 10 % au capital de HORSE Powertrain Limited, la nouvelle société mondiale de moteurs et transmissions créée par Renault Group et Geely Aramco a signé des accords définitifs pour acquérir une participation de 10 % au capital de HORSE Powertrain Limited, valorisant la société à 7,4 milliards d’euros. Renault Group et Geely conservent chacun une participation de 45 %.L’investisseme...
- Carole Braudeau
- Carole Braudeau
- 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
Renault: 2 directors
Two Directors at Renault sold after exercising options/bought/gave away 24,521 shares at between 0.000EUR and 48.660EUR. The significance rating of the trade was 68/100. 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 ...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Paul Rouviere
- Philippine Adam
On the shelves now: Consumer weekly #34
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we take a look at underperformance by European, and especially French, equity indexe
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF Small & MIDCAP MORNING NEWS - 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. - ...
LI KLEPIERRE SA
WTB WHITBREAD PLC
ISP INTESA SANPAOLO S.P.A.
COR CORTICEIRA AMORIM SGPS SA
UCG UNICREDIT S.P.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
IHG INTERCONTINENTAL HOTELS GROUP PLC
- 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
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF Small & MIDCAP MORNING NEWS - 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. - ...
LI KLEPIERRE SA
WTB WHITBREAD PLC
ISP INTESA SANPAOLO S.P.A.
COR CORTICEIRA AMORIM SGPS SA
UCG UNICREDIT S.P.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
IHG INTERCONTINENTAL HOTELS GROUP PLC
- 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
- Jean Danjou
ODDO : Monday review – Luxury sector
>H2 and beyond - You must have heard the story numerous times by now: behind the visible correction witnessed by the entire luxury sector over the last months lies a growing uncertainty over the outlook for H2. Current expectations call for a y-o-y reacceleration, but this prospect is not well supported by the most recent evidence provided on both the micro and macro fronts. If one looks at growth from 2019 witnessed over 2023 for the sector as a whole, it stands in o...
- Jean Danjou
ODDO : Monday review – Luxury sector
>H2 and beyond - You must have heard the story numerous times by now: behind the visible correction witnessed by the entire luxury sector over the last months lies a growing uncertainty over the outlook for H2. Current expectations call for a y-o-y reacceleration, but this prospect is not well supported by the most recent evidence provided on both the micro and macro fronts. If one looks at growth from 2019 witnessed over 2023 for the sector as a whole, it stands in o...
- Fehmi Ben Naamane
- Johanna Jourdain
ODDO : L’hôtellerie européenne progresse toujours, l’Espagne surperfor...
>Les RevPAR en Europe de l’Ouest progressent de 7.5% en mai - En mai, la croissance des RevPAR ressort à +7.5% yoy pour l’Europe de l’Ouest (selon les chiffres STR), contre +6.6% en avril et +7.7% en mars, portée à la fois par des hausses de prix (+6.7% contre +5.3% en avril et +6.2% en mars) et par ldes taux d’occupation (TO à +0.5 pt). Ainsi, la variation cumulée des RevPAR sur les 5 premiers mois de l’année ressort à +7.1% (+1.2pt sur les TO et +5.0% sur les prix)....
- Fehmi Ben Naamane
- Johanna Jourdain
ODDO : European hotel sector still growing, Spain continues to outperf...
>RevPAR in western Europe was up 7.5% in May - In May, RevPAR growth was +7.5% y-o-y in western Europe (according to STR figures), vs +6.6% in April and +7.7% in March, driven by both price increases (+6.7% vs +5.3% in April and +6.2% in March) and a rise in occupancy rates (occupancy rate up +0.5 points). As such, the cumulative change in RevPAR in the first 5 months of the year was +7.1% (+1.2 points for occupancy rates and +5.0% for prices). Compared to 2019 levels...
Renault Group : Information relating to the total number of voting rig...
Renault Group : Information relating to the total number of voting rights and share capital - May 31, 2024 Disclosure of the total number of voting rights and shares, provided pursuant to article L. 233-8 II of the French Commercial Code and the Article 223-16 of the Règlement général de l’Autorité des marchés financiers (Regulation of the French stock market authority) Company name of the issuer: Renault S.A. 122 - 122 bis Avenue du Général Leclerc 92100 Boulogne-Billancourt (ISIN code: FR0000131906 – RNO) Date Total number of issued shares Total number of voting rights May...
Renault Group : Information relative au nombre total de droits de vote...
Renault Group : Information relative au nombre total de droits de vote et de capital - 31 mai 2024 Informations relatives au nombre total de droits de vote et d’actions prévues par l’article L. 233-8-II du Code de commerce et l’article 223-16 du Règlement général de l’Autorité des marchés financiers Dénomination sociale de l'émetteur : Renault S.A.122 - 122 bis Avenue du Général Leclerc92100 Boulogne-Billancourt (Code ISIN : FR0000131906 – RNO) Date Nombre d’actions composant le capital social Nombre total de droits de vote 31 mai 2024 295 722 284 Nombre de droits de vote théoriques ...
- Carole Braudeau
- Jean Danjou
ODDO : Watch exports back to negative growth in May with a clear weakn...
>May exports: a decline of -2.2% giving a YTD score at -2.5%, luxury growth limited at +0.7% - If April had witnessed a +4.6% growth after a decline of -4.8% over Q1, helped by a higher number of working days, May reflects a y-o-y contraction again at -2.2%. Both the luxury segment at +0.7% (after April at + 7.9%) and the entry segment at -1.1% (April -0.7%) outperformed the overall market but clearly not by much. Note the luxury segment accounted last month for c. 77...
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