reports
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2024
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
LHN LAFARGEHOLCIM LTD.
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 04/25/2024
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
ATO ATOS SE
CEN GROUPE CRIT SA
SDG SYNERGIE SA
MMB LAGARDERE SCA
ITP INTERPARFUMS
HCO HIGHCO SA
MRN MERSEN SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
GLO GL EVENTS SA
EBRO EBRO FOODS SA
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
ALVIV VISIATIV SA
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
ARG ARGAN SA
ADOC ADOCIA SA
VLTSA VOLTALIA
SPIE SPIE SA
LFDE LA FRANCAISE DE L'ENERGIE SA
COPN COSMO PHARMACEUTICALS NV
SAE SHOP APOTHEKE EUROPE NV
XFAB X-FAB SILICON FOUNDRIES SE
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
AEDAS AEDAS HOMES SA
VRLA VERALLIA SAS
TCH TECHNICOLOR SA
SOL SOLTEC POWER HOLDINGS
BLV BELIEVE SA
FUR FUGRO NV
RWI RENEWI PLC
FLOW FLOW TRADERS LTD
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/04/2024
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
LHN LAFARGEHOLCIM LTD.
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 25/04/2024
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
ATO ATOS SE
CEN GROUPE CRIT SA
SDG SYNERGIE SA
MMB LAGARDERE SCA
ITP INTERPARFUMS
HCO HIGHCO SA
MRN MERSEN SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
GLO GL EVENTS SA
EBRO EBRO FOODS SA
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
ALVIV VISIATIV SA
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
ARG ARGAN SA
ADOC ADOCIA SA
VLTSA VOLTALIA
SPIE SPIE SA
LFDE LA FRANCAISE DE L'ENERGIE SA
COPN COSMO PHARMACEUTICALS NV
SAE SHOP APOTHEKE EUROPE NV
XFAB X-FAB SILICON FOUNDRIES SE
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
AEDAS AEDAS HOMES SA
VRLA VERALLIA SAS
TCH TECHNICOLOR SA
SOL SOLTEC POWER HOLDINGS
BLV BELIEVE SA
FUR FUGRO NV
RWI RENEWI PLC
FLOW FLOW TRADERS LTD
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 25-Apr-2024 / 10:30 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights; An acquisition or disposal of financial instruments 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Deta...
- Hela Zarrouk
- Johanna Jourdain
Voyageurs du monde : Positive medium-term outlook but 2024 will see th...
>Feedback from SFAF meeting: 2024 will see the end of the catch-up period - At a meeting to present its 2023 annual results, Voyageurs du Monde’s management focused on the following points:- The 2023 results were marked by strong revenue growth underpinned by exceptional post-COVID demand for travel (revenue: +40%; +16.5% LFL vs 2019). We note the strong growth in the cycling business following the acquisition of EuroFun, which now accounts for 16% of consolidate...
- Hela Zarrouk
- Johanna Jourdain
Voyageurs du monde : Perspectives MT positives mais 2024 marquera la f...
>Feedback réunion SFAF : 2024 marquera la fin du rattrapage - Lors d’une réunion de présentation de ses résultats annuels 2023, le management de Voyageurs du Monde est revenu essentiellement sur les points suivants :Les résultats 2023 ont été marqués par une forte progression du CA soutenue par une demande exceptionnelle en termes de demande de voyages post COVID (CA : +40% ; +16.5% LFL vs 2019). Nous notons la forte montée en puissance de l’activité vélo suite à...
- Anthony Dick
- Michael Foundoukidis
Volkswagen (pref) : China ambitions again reiterated, but still requir...
>Near-term challenges remain, improvement thereafter unlikely to be pencilled in - VW held a CMD in China yesterday (PR link), where the OEM reaffirmed and detailed its "China for China" strategy in the country and its ambitions. In a nutshell, our view would be that there was not much news from VW, with the China story still requiring both a lot of faith and patience. As VW management once again seems to be emphasizing, the next two years (at least) will remain chall...
- Anthony Dick
- Michael Foundoukidis
Volkswagen (pref) : China ambitions again reiterated, but still requir...
>Near-term challenges remain, improvement thereafter unlikely to be pencilled in - VW held a CMD in China yesterday (PR link), where the OEM reaffirmed and detailed its "China for China" strategy in the country and its ambitions. In a nutshell, our view would be that there was not much news from VW, with the China story still requiring both a lot of faith and patience. As VW management once again seems to be emphasizing, the next two years (at least) will remain chall...
Holding(s) in Company
easyJet plc (EZJ) Holding(s) in Company 24-Apr-2024 / 11:00 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00B7KR2P84 Issuer Name EASYJET PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder Full name of shareholder(...
- Chaima Ferrandon
- Sven Edelfelt
HEIA HEINEKEN NV
AI AIR LIQUIDE SA
IPN IPSEN SA
DB1 DEUTSCHE BOERSE AG
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
KPN ROYAL KPN NV
COV COVIVIO SA
ROG ROCHE HOLDING LTD
ORA ORANGE SA
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
KER KERING SA
RAND RANDSTAD NV
ENI ENI S.P.A.
ASM ASM INTERNATIONAL N.V.
ASSA B ASSA ABLOY AB CLASS B
INGA ING GROEP NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
- Jean-François Granjon
VAC PIERRE & VACANCES SA
EVT EVOTEC SE
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
WHA WERELDHAVE N.V.
PIG HAULOTTE GROUP SA
CDA COMPAGNIE DES ALPES SA
ALCAR CARMAT SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
BB SOCIETE BIC SA
NEX NEXANS SA
CTAC CTAC N.V.
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
SEFER SERGEFERRARI GROUP SA
SHOT SCANDIC HOTELS GROUP
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
TKO TIKEHAU CAPITAL SCA
ALKAL KALRAY SA
DSC1 DUTCH STAR C SHAR
ZEL PHARMA MAR SA
BAR BARCO NV
OVH OVH GROUPE
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
- Chaima Ferrandon
- Sven Edelfelt
AI AIR LIQUIDE SA
IPN IPSEN SA
DB1 DEUTSCHE BOERSE AG
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
KPN ROYAL KPN NV
COV COVIVIO SA
ROG ROCHE HOLDING LTD
ORA ORANGE SA
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
KER KERING SA
RAND RANDSTAD NV
ENI ENI S.P.A.
ASM ASM INTERNATIONAL N.V.
ASSA B ASSA ABLOY AB CLASS B
INGA ING GROEP NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
- Jean-François Granjon
VAC PIERRE & VACANCES SA
EVT EVOTEC SE
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
WHA WERELDHAVE N.V.
PIG HAULOTTE GROUP SA
CDA COMPAGNIE DES ALPES SA
ALCAR CARMAT SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
BB SOCIETE BIC SA
NEX NEXANS SA
CTAC CTAC N.V.
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
SEFER SERGEFERRARI GROUP SA
SHOT SCANDIC HOTELS GROUP
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
TKO TIKEHAU CAPITAL SCA
ALKAL KALRAY SA
DSC1 DUTCH STAR C SHAR
ZEL PHARMA MAR SA
BAR BARCO NV
OVH OVH GROUPE
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
- Hela Zarrouk
- Johanna Jourdain
Voyageurs du monde : Résultats 2023 globalement en ligne- Bonne visibi...
>Résultats FY 2023 en forte progression, en ligne avec les attentes - Voyageurs du Monde a publié des résultats annuels 2023, globalement en ligne avec les attentes, qui se caractérisent par : 1/ un CA consolidé en progression de 39.5% à 693.6 M€ (ODDO BHF :696.2 M€e) bénéficiant d’un effet de base favorable (principalement sur le S1), d’une demande soutenue pour la réalisation de voyages ainsi que l’intégration des opérations de croissance externe réalisées en 2022. ...
- Hela Zarrouk
- Johanna Jourdain
Voyageurs du monde : 2023 results generally in line – Good visibility ...
>Strong growth in FY 2023, in line with expectations - Voyageurs du Monde has reported 2023 full-year results generally in line with expectations, including: 1/ consolidated sales growth of 39.5% to € 693.6m (vs. ODDO BHF estimate of € 696.2m), benefiting from a favourable base effect (mainly in H1), high demand for travel and the integration of acquisitions carried out in 2022. On a like-for-like basis, 2023 sales rose by 16.5% relative to the benchmark year of 2019....
- Anthony Dick
- Michael Foundoukidis
Renault : The best is yet to come
>Q1 sales a shade above expectations thanks to financial services - Yesterday, Renault published Q1 2024 sales that came in slightly above expectations at € 11.7bn (+2% vs the consensus at € 11.5bn), largely driven by the financial services business (+28%, 11% above estimates) whilst the Autos business was in line (€ 10.4bn) despite a more negative volumes contribution (-4.6 vs -2.8 points), slightly less robust pricing than expected (+4.1 vs +5.0 points) and thanks ...
- Anthony Dick
- Michael Foundoukidis
Renault : Le meilleur reste à venir
>CA T1 légèrement supérieur aux attentes grâce aux services financiers - Renault a publié, hier, un CA T1 2024 légèrement supérieur aux attentes à 11.7 Md€ (+2% vs css à 11.5 Md€), essentiellement tiré par les services financiers (+28%, 11% au-dessus des attentes) alors que l’Automobile était en ligne (10.4 Md€) malgré des volumes plus négatifs (-4.6 vs -2.8 pt), un pricing légèrement moins robuste qu’attendu (+4.1 vs +5.0 pt) et grâce aux partenaires (+2.4 vs +0.3 p...
CNH announces signing of a €3.25 billion committed revolving credit fa...
CNH announces signing of a €3.25 billion committed revolving credit facility CNH announces signing of a €3.25 billion committed revolving credit facility Basildon, April 23, 2024 On April 19, 2024, CNH (NYSE: CNHI) signed a €3.25 billion committed revolving credit facility, intended for general corporate purposes of the Company. The facility, entered into with a group of 18 banks providing aggregate commitments in excess of €3.5 billion, has a 5-year tenor with two extension options of one year each, exercisable on the first and second anniversary of the signing date. It replaces an ...
- Carole Braudeau
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