reports
- Nicolas David
ODDO BHF Small & MIDCAP MORNING NEWS - 06/26/2024
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 doubtless...
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
ACX ACERINOX SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
TWEKA TKH GROUP N.V. CERT
HBH HORNBACH HOLDING AG & CO. KGAA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
ALFEN ALFEN NV
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
EBUS EBUSCO HLDG NV
IOS IONOS GROUP SE
- Baptiste Salaville
- Jerôme Bodin
- Marc Lavaud
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/06/2024
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 aérie...
SOP SOPRA STERIA GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ATO ATOS SE
RI PERNOD RICARD SA
ACN ACCENTURE PLC CLASS A
EN BOUYGUES SA
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
VIV VIVENDI SE
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
CCL CARNIVAL PLC
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Baptiste Salaville
- Marc Lavaud
- Nicolas David
- Philippe Ourpatian
ODDO BHF Small & MIDCAP MORNING NEWS - 26/06/2024
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 aérie...
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
ACX ACERINOX SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
TWEKA TKH GROUP N.V. CERT
HBH HORNBACH HOLDING AG & CO. KGAA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
ALFEN ALFEN NV
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
EBUS EBUSCO HLDG NV
IOS IONOS GROUP SE
- Baptiste Salaville
- Jerôme Bodin
- Marc Lavaud
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/26/2024
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 doubtless...
SOP SOPRA STERIA GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ATO ATOS SE
RI PERNOD RICARD SA
ACN ACCENTURE PLC CLASS A
EN BOUYGUES SA
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
VIV VIVENDI SE
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
CCL CARNIVAL PLC
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Nicolas David
- Nicolas Thorez
ODDO : Numeum lowers its forecasts for the sector in France with no re...
>Downward revision to growth forecasts for 2024 at +5.0%... - Yesterday afternoon, Numeum held its half-year conference on trends in the digital sector in France (IT services, engineering services and software). At this event, following a survey of its members between April and early May, the professional union delivered a message that was broadly more cautious than in December regarding the sector trend for 2024, with a lower growth forecast for the entire market at ...
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Nicolas David
- Nicolas Thorez
ODDO : Numeum revoit à la baisse ses prévisions pour le secteur en Fra...
>Révision à la baisse des perspectives de croissance pour 2024 à +5.0%... - Numeum a tenu hier après-midi sa conférence semestrielle sur les tendances pour le secteur du numérique en France (IT Services, Engineering Services et Logiciels). A cette occasion, suite à une enquête menée auprès de ses adhérents entre avril et début mai, le syndicat professionnel a délivré un message globalement plus prudent qu’en décembre dernier concernant l’évolution du secteur pour 2024...
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Jeremy Garnier
Hornbach Holding : A good start to the year, cautious stance maintain ...
>Q1 sales of € 1,806m (+1.8%) / EBIT of € 146m (margin of 8.1%, +190bp) - Yesterday, Hornbach Holding published Q1 2024-25 results that came in a shade above expectations. Sales were € 1,806m (vs € 1,810m est.) up 1.8% (a slight decline in the price effect and a positive volume effect) with: i/ good resilience at Hornbach Baumarkt (95% of sales, 171 stores) positioned in the renovation/garden segment with sales growth of 2.6% to € 1,711m. Growth was similar bet...
- Jeremy Garnier
Hornbach Holding : Un bon début d’exercice, encore de la prudence sur ...
>CA T1 de 1 806 M€ (+1.8%) / EBIT de 146 M€ (marge de 8.1%, +190 pb) - Hornbach Holding a publié hier ses résultats T1 2024/25 qui ressortent légèrement supérieurs aux attentes. Le CA est ressorti à 1 806 M€ (vs 1 810 M€e) en croissance de 1.8% (légère baisse de prix et effet volume positif) avec : i/ Une bonne résistance de Hornbach Baumarkt (95% du CA, 171 magasins) positionné sur le segment rénovation/jardinage dont le CA a augmenté de 2.6% à 1 711 M€. Cette ...
- 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
- Carole Braudeau
- Carole Braudeau
EQS-News: Just – Evotec Biologics vom US-amerikanischen Verteidigungsm...
EQS-News: Evotec SE / Schlagwort(e): Sonstiges Just – Evotec Biologics vom US-amerikanischen Verteidigungsministerium für Manufacturing Optimization Program ausgewählt 25.06.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Just – Evotec Biologics wird eine ultraschnelle, kosteneffiziente Plattformlösung für die Herstellung von Biotherapeutika für das Manufacturing Optimization Program des US-amerikanischen Verteidigungsministeriums liefern Die Produktionslösung umfasst die nahtlose Integration der beschleunigt...
EQS-News: Just – Evotec Biologics selected by U.S. Department of Defen...
EQS-News: Evotec SE / Key word(s): Miscellaneous Just – Evotec Biologics selected by U.S. Department of Defense for Manufacturing Optimization Program 25.06.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Just – Evotec Biologics will deliver an ultra-rapid, cost-efficient biotherapeutics manufacturing platform solution for the DOD’s Manufacturing Optimization Program Manufacturing solution includes seamless integration of accelerated mAb drug development into the overall Manufacturing Optimization Program Manufa...
EQS-News: HORNBACH Group delivers strong Q1 2024/25 results increasing...
EQS-News: HORNBACH Holding AG & Co. KGaA / Key word(s): Quarterly / Interim Statement/Quarter Results HORNBACH Group delivers strong Q1 2024/25 results increasing earnings per share y-o-y by 44% – full-year outlook confirmed unchanged 25.06.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. HORNBACH Group delivers strong Q1 2024/25 results increasing earnings per share y-o-y by 44% – full-year outlook confirmed unchanged Consolidated net sales increased by 1.8% in Q1 2024/25 due to favorable weather conditions counterbalancing ef...
EQS-News: HORNBACH Gruppe erzielt starkes Ergebnis in Q1 2024/25 und s...
EQS-News: HORNBACH Holding AG & Co. KGaA / Schlagwort(e): Quartals-/Zwischenmitteilung/Quartalsergebnis HORNBACH Gruppe erzielt starkes Ergebnis in Q1 2024/25 und steigert Gewinn je Aktie im Quartalsvergleich um 44% – Prognose für das Gesamtjahr unverändert bestätigt 25.06.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. HORNBACH Gruppe erzielt starkes Ergebnis in Q1 2024/25 und steigert Gewinn je Aktie im Quartalsvergleich um 44% – Prognose für das Gesamtjahr unverändert bestätigt Netto-Konzernumsatz in Q1 2024/25 um 1,8...
- 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
- 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
- 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...
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