Elis: General shareholders meeting 23 may 2024 - Availability of documents General shareholders’ meeting to be held on May 23, 2024Availability of the documents relating to the general shareholders’ meeting Saint-Cloud, 2 May 2024 – The Combined General Shareholders’ Meeting of Elis will be held on May 23, 2024, at 3pm at the Maison des Travaux Publics, 3 rue de Berri, 75008 Paris. The General Meeting will be held in the physical presence of the shareholders; it will not be retransmitted on the company’s website. Holders of bearer shares should ask their financial intermediaries for prox...
Elis : Assemblée générale 23 mai 2024 - Mise à disposition des documents Assemblée générale mixte des actionnaires du 23 mai 2024Mise à disposition des documents relatifs à l’assemblée générale Saint-Cloud, le 2 mai 2024 - L’Assemblée générale mixte d’Elis se tiendra le 23 mai 2024 à 15 heures à la Maison des Travaux Publics, 3 rue de Berri, 75008 Paris. L’Assemblée générale se tiendra en la présence physique des actionnaires ; elle ne sera pas retransmise sur le site Internet de la société. Les actionnaires détenant leurs actions au porteur devront se rapprocher de leur intermédiaire fi...
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
>Q1 2024 seen as most challenging quarter of 2024 due to the US - Anheuser-Busch InBev (ABI) is set to report its Q1 2024 results on 8 May at 07:00 and host a conference call later that day at 15:00. Predominantly due to the US, we expect ABI’s Q1 2024 to be the most challenging quarter of 2024. As a reminder, following the issues with Bud Light that started as from Q2 2023, the brewer reported organic EBITDA declines in North America of 24.4%, 26.7%, and 31.3% in Q2,...
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Apr 22, 2024 to Apr 26, 2024 AMSTERDAM – April 29, 2024 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated July 1, 2021. The Program was approved by a shareholder resoluti...
>We reiterate our Outperform rating after a road show in Paris - We organised a road show in Paris with STMicroelectronics, following in the Q1 2024 earnings publication (Flash in French /Flash in English). The group was represented by Jean Marc Chery (CEO), Lorenzo Grandi (CFO) and the IR team (Celine Berthier and Cedric Pugni). After having sharply downgraded its forecasts for 2024, management revisited the reasons and quantification of the warning, as well as the s...
>Nous réitérons notre opinion Surperformance après un roadshow à Paris - Nous avons organisé un roadshow à Paris avec STMicroelectronics, à la suite des résultats du T1 24 (Flash en Français /Flash in English). Le groupe était représenté par Jean Marc Chery (CEO), Lorenzo Grandi (CFO) et l’équipe IR (Celine Berthier et Cedric Pugni). Après avoir significativement révisé en baisse ses prévisions pour 2024, le management est revenu sur les raisons et la quantification d...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
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