reports
- Julian Dobrovolschi
- Julian Dobrovolschi
- Baptiste Lebacq
- Michael B. Schäfer
- Baptiste Lebacq
- Michael B. Schäfer
- Michael B. Schäfer
- Jean-François Granjon
- Jean-François Granjon
- Michael B. Schäfer
- Fehmi Ben Naamane
- Johanna Jourdain
ODDO : DSV offre le plus de potentiel sur le secteur du freight forwar...
Nous initions DSV à Surperformance (OC 1 930 DKK) et Kuehne + Nagel à Sous-performance (OC 155 CHF), tout en maintenant DHL Group à Neutre (OC relevé à 48 € vs 44 €). DSV offre le plus de potentiel sur le secteur du freight forward, grâce à son profil opérationnel best-in-class et l’intégration de Schenker (numéro 4 mondial). K+N devrait sous-performer en opérationnel d’où un risque de derating. DHL Group pâtit de son profil non pure-player malgré du self-help.
- Fehmi Ben Naamane
- Johanna Jourdain
ODDO : DSV offers the most potential in the freight forwarding sector
We initiate coverage of DSV at Outperform (target price of DKK 1,930) and Kuehne + Nagel at Underperform (target price of CHF 155), while maintaining DHL Group at Neutral (target price lifted to € 48 vs € 44). DSV offers the greatest potential in the freight forwarding sector, thanks to its best-in-class operating profile and the integration of Schenker (global no.4). K+N is expected to underperform on an operational basis, resulting in a risk of derating. DHL Group suffers from its non-pure-pla...
- Bruno Cavalier
- Maxime Kogge
VIE VEOLIA ENVIRONNEMENT SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
TLX TALANX AG
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BHP BHP GROUP LTD
ZGN ERMENEGILDO ZEGNA NV
- Bruno Cavalier
- Maxime Kogge
VIE VEOLIA ENVIRONNEMENT SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
TLX TALANX AG
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BHP BHP GROUP LTD
ZGN ERMENEGILDO ZEGNA NV
- Baptiste Lebacq
- Michael B. Schäfer
- Baptiste Lebacq
- Michael B. Schäfer
Air Liquide: 1 director
A director at Air Liquide sold 1,000 shares at 172.260EUR and the significance rating of the trade was 63/100. 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...
- Emira Sagaama
- Julian Dobrovolschi
- Marc Lavaud
AKE ARKEMA
LR LEGRAND
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
CBK COMMERZBANK AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
FRE FRESENIUS SE & CO. KGAA
HEN3 HENKEL AG & CO. KGAA PREF
ANA ACCIONA SA
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
AZN ASTRAZENECA PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
PIRC PIRELLI & C. S.P.A.
DNP DINO POLSKA S.A.
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
HAG HENSOLDT AG
INPST INPOST S.A.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
UN0 UNIPER SE
- Emira Sagaama
- Julian Dobrovolschi
- Marc Lavaud
AKE ARKEMA
LR LEGRAND
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
DGE DIAGEO PLC
CBK COMMERZBANK AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
FRE FRESENIUS SE & CO. KGAA
HEN3 HENKEL AG & CO. KGAA PREF
ANA ACCIONA SA
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
AZN ASTRAZENECA PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
PIRC PIRELLI & C. S.P.A.
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
HAG HENSOLDT AG
INPST INPOST S.A.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
UN0 UNIPER SE
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHLN DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
BT.A BT GROUP PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
RNO RENAULT SA
G1A GEA GROUP AG
KPN ROYAL KPN NV
GFC GECINA SA
DAI DAIMLER AG
EBS ERSTE GROUP BANK AG
ADEN ADECCO GROUP AG
SCMN SWISSCOM AG
MMK MAYR-MELNHOF KARTON AG
RHM RHEINMETALL AG
CDR CD PROJEKT S.A.
PKO PKO BANK POLSKI S.A.
TEP TELEPERFORMANCE SE
RF EURAZEO SA
ZAL ZALANDO SE
GEBN GEBERIT AG
ORSTED ORSTED
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
CRG CRH PLC
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
COLO B COLOPLAST A/S CLASS B
INX IMCD N.V.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
NEXI NEXI S.P.A.
STLA STELLANTIS N.V.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
ARM ARM HOLDINGS PLC
SYENS SYENSQO
UN0 UNIPER SE
AENA AENA S.M.E. SA
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