reports
Safran S.A.: 1 director
A director at Safran S.A. sold 2,095 shares at 208.000EUR and the significance rating of the trade was 83/100. 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 sho...
ArcelorMittal announces results of its General Meeting
ArcelorMittal announces results of its General Meeting 30 April 2024, 18:15 CET The Annual General Meeting (‘General Meeting’) of shareholders of ArcelorMittal held today in Luxembourg approved all resolutions by a strong majority. 78.47% of the voting rights were represented at the General Meeting. The results of the votes will be posted shortly on under ‘Investors – Equity investors – Shareholders events – AGM – Annual General Meeting of shareholders, 30 April 2024’ where the full documentation regarding the General Meeting is available. In particular, the shareholders: Approved the ...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2024
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). - ...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024
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...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
Moody's Ratings affirms Airbus A2 rating; changes outlook to positive ...
Moody's Ratings (Moody's) has today affirmed Airbus SE's (Airbus) senior unsecured and short term issuer ratings at A2 and P-1 respectively. Concurrently, Moody's has affirmed Airbus SE's senior unsecured MTN program rating at (P)A2, its Commercial Paper rating at P-1, the backed senior unsecured ra...
- Nicolas David
Capgemini : Q1 cc growth of -3.3%, in line with expectations. FY 2024 ...
>Q1 y-o-y cc growth of -3.3% in line with expectations. Decent bookings - Q1 2024 sales came to € 5,527m down -3.3% at cc. This figure is just in line with expectations in reported terms and +20bp above at cc (vs ODDO BHF: € 5,518m, down -3.6% y-o-y cc; Css: € 5,527m down -3.5% y-o-y cc). Organic growth came to -3.6%, +20bp above Css expectations (vs ODDO BHF: -4.0% y-o-y org and Css at -3.8% y-o-y org), a slowdown vs Q4 2023 (-0.9%). This implies q-o-q org. growth of...
- Nicolas David
Capgemini : Q1 cc growth of -3.3%, in line with expectations. FY 2024 ...
>Q1 y-o-y cc growth of -3.3% in line with expectations. Decent bookings - Q1 2024 sales came to € 5,527m down -3.3% at cc. This figure is just in line with expectations in reported terms and +20bp above at cc (vs ODDO BHF: € 5,518m, down -3.6% y-o-y cc; Css: € 5,527m down -3.5% y-o-y cc). Organic growth came to -3.6%, +20bp above Css expectations (vs ODDO BHF: -4.0% y-o-y org and Css at -3.8% y-o-y org), a slowdown vs Q4 2023 (-0.9%). This implies q-o-q org. growth of...
Capgemini records Q1 2024 revenues of €5.5 billion in line with expect...
Capgemini records Q1 2024 revenues of €5.5 billion in line with expectations Media relations:Victoire GruxTel.: 55 Investor relations:Vincent BiraudTel.: 87 Capgemini records Q1 2024 revenues of €5.5 billionin line with expectations Revenues of €5,527 million, -3.5% at current exchange rates and -3.3% at constant exchange ratesBookings of €5,655 million representing a solid book-to-bill ratio of 1.02 Paris, April 30, 2024 – The Capgemini Group reported Q1 2024 revenues of €5,527 million, -3.5% year-on-year at current exchange rates and -3.3% at constant exchange rates*. Aiman Ezza...
Capgemini réalise au 1er trimestre 2024 un chiffre d’affaires de 5,5 m...
Capgemini réalise au 1er trimestre 2024 un chiffre d’affaires de 5,5 milliards € conforme aux attentes Relations presse :Victoire GruxTél. : 06 04 52 16 55 Relations investisseurs :Vincent BiraudTél. : 01 47 54 50 87 Capgemini réalise au 1er trimestre 2024 un chiffre d’affaires de 5,5 milliards € conforme aux attentes Chiffre d’affaires de 5 527 millions d’euros, soit -3,5 % à taux de change courants et -3,3 % à taux de change constants Prises de commandes de 5 655 millions d’euros, correspondant à un ratio book-to-bill solide de 1,02 Paris, le 30 avril 2024 – Au 1er trimestre 2024, l...
TotalEnergies : Déclaration des Transactions sur Actions Propres
PARIS--(BUSINESS WIRE)-- Regulatory News: Paris, le 29 avril 2024 - Dans le cadre de l’autorisation consentie par l’Assemblée générale ordinaire du 26 mai 2023 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d'actions, TotalEnergies SE (LEI : 529900S21EQ1BO4ESM68) (Paris:TTE) (LSE:TTE) (NYSE:TTE) déclare ci-après les achats d’actions propres (FR0000120271) réalisés du 22 avril au 26 avril 2024 : Jour de la transaction Volume total journalier (en nombre de titres) Prix pondéré moyen journalier d'acquisition (en EUR/action) Montant de...
Poxel fait le point sur sa situation financière au premier trimestre 2...
LYON, France--(BUSINESS WIRE)-- Regulatory News: POXEL SA (Euronext : POXEL - FR0012432516) (Paris:POXEL), société biopharmaceutique au stade clinique développant des traitements innovants pour les maladies chroniques graves à physiopathologie métabolique, dont la stéatohépatite non alcoolique (NASH) et les maladies métaboliques rares, publie aujourd'hui sa position de trésorerie, fait le point sur sa situation financière au premier trimestre clos le 31 mars 2024, dresse un bilan de ses activités et annonce le report de la publication de ses résultats annuels 2023, compte tenu de la conclusi...
Poxel Provides a Financial Update for the First Quarter 2024 and Annou...
LYON, France--(BUSINESS WIRE)-- Regulatory News: (Euronext: POXEL - FR0012432516) (Paris:POXEL), a clinical stage biopharmaceutical company developing innovative treatments for chronic serious diseases with metabolic pathophysiology, including non-alcoholic steatohepatitis (NASH) and rare metabolic disorders, today reported its cash position, provided a financial and business update for the first quarter ended March 31, 2024, and announced the postponement of its 2023 full-year results release, in view of the expected closing of a transaction. Thomas Kuhn, Chief Executive Officer of Poxel...
RUBIS: Publication of the 2023 Universal Registration Document
RUBIS: Publication of the 2023 Universal Registration Document Paris, 29 April 2024, 17:45 pm Rubis filed its 2023 Universal Registration Document with the Autorité des marchés financiers (the French Financial Markets Authority – AMF), in ESEF format, on 29 April 2024. This document is available on the Company's website () in the section "Publications – Financial Reports – Universal Registration Documents", on the AMF’s website () and at the company's registered office (46, rue Boissière - 75116 Paris - France). The 2023 Universal Registration Document includes notably: the Annua...
RUBIS: Mise à disposition du Document d'enregistrement universel 2023
RUBIS: Mise à disposition du Document d'enregistrement universel 2023 Paris, le 29 avril 2024, 17h45 Rubis a déposé son Document d’enregistrement universel relatif à l’exercice 2023, en format ESEF, auprès de l’Autorité des marchés financiers (AMF) le 29 avril 2024. Ce document est disponible sur le site internet de la Société () dans la rubrique « Publications – Rapports Financiers – Documents d’enregistrement universels », sur le site internet de l’AMF () et au siège de la Société (46, rue Boissière - 75116 Paris). Le Document d’enregistrement universel 2023 comprend notamment ...
- Bruno Cavalier
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
VIV VIVENDI SE
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
SAF SAFRAN S.A.
BOL BOLLORE SA
01913 PRADA S.P.A.
MONC MONCLER SPA
MAP MAPFRE SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LIVS AUTOLIV INC. SDR
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
TEN TENARIS S.A.
- Bruno Cavalier
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
VIV VIVENDI SE
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
SAF SAFRAN S.A.
BOL BOLLORE SA
01913 PRADA S.P.A.
MONC MONCLER SPA
MAP MAPFRE SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LIVS AUTOLIV INC. SDR
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
TEN TENARIS S.A.
- Ahmed Ben Salem
TotalEnergies : Stronger Q1 results –group considering shifting its ma...
>Q1 2024 results 2.2% higher than forecast - Adjusted net income came in at $ 5.1bn, 2.2% ahead of our forecasts and the consensus and off a sequential 2.2% with higher WC and debt.Favourable environment, reassuring message on LNG - In E&P, net operating income came in at $ 2.5bn, 2% ahead of the consensus. Production was stable at 2.46m boe/d. Adjusted for disposals in Canada, it showed growth of 1%. For Q2, the group’s guidance is for a slight dec...
- Olfa Taamallah
- Yan Derocles
Safran : Neutral vs Outperform… pending the CMD
>Neutral vs Outperform - TP revised to € 220 - After gains of 30.8% ytd, the stock is now trading on best in class multiples for the European aerospace sector, with an EV/EBIT of 18.2x (premium of c.25%) and a discount limited to c5% vs GE Aero. Admittedly, Safran is the best-quality stock in our coverage universe and we do not see any clouds on the horizon, but investors seem to have already priced in an upward revision of the 2024 guidance. Furthermore, we believe t...
- Ahmed Ben Salem
TotalEnergies : Résultats T1 supérieurs – Le groupe songe à déplacer s...
>Résultats T1 2024, 2.2% supérieurs aux attentes - Le RNpg ajusté s'est établi à 5.1 Md$, 2.2% supérieur à nos attentes et au consensus et en baisse séquentielle de 2.2% avec une hausse du BFR et de l’endettement.Un environnement favorable, message rassurant sur le GNL - En E&P, le RO net ajusté ressort à 2.5 Md$, 2% supérieur au consensus. La production est restée stable à 2.46 Mbep/j. Ajustée des cessions au Canada, elle ressort en hausse de 1%. P...
- Olfa Taamallah
- Yan Derocles
Safran : Neutre vs Surperformance… en attendant le CMD
>Neutre vs Surperformance - OC révisé à 220 € - Après une appréciation de 30.8% YtD, le titre se traite désormais sur des multiples de best in class dans le secteur aéronautique européen avec un multiple VE/EBIT de 18.2x (prime de c25%) et une décote limitée à c5% par rapport à GE Aero. Certes, Safran est le titre le plus qualitatif dans notre univers de couverture et nous ne percevons pas de nuage à l’horizon mais les investisseurs nous semblent avoir déjà intégré un...
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