reports
Iberdrola S.A.: 1 director
A director at Iberdrola S.A. bought 10,222 shares at 12.150EUR and the significance rating of the trade was 75/100. 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 clearl...
- Research Department
INFORME DIARIO 14 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: COLONIAL, REPSOL. Europa en rojo después de la Fed Resaca fuerte en Europa con una atmósfera enturbiada por la política europea, las posibles represalias de china a los aranceles del VE y la reunión de la Fed. Se registraron así pérdidas superiores al -2,0% en la mayoría de los índices y algo más contenidas en el Ibex, que perdió en cualquier caso los 11.100 puntos. En el STOXX 600 a excepción de Hogar (Distribución) todos los sectores presentaron ...
- Research Department
IBERIAN DAILY 14 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: COLONIAL, REPSOL. Europe in the red after the Fed meeting Europe saw a strong hangover, marked by the European Parliament elections, China’s possible retaliations to EV tariffs and the Fed meeting. Most indices dropped by more than -2.0%, the Ibex to a lesser extent but in any case below the 11,100-point level. In the STOXX 600, with the exception of Household, all sectors saw corrections, led by Automobiles and Banks. On the macro side, in the euro zone, April’s industrial outp...
- Bruno Cavalier
- Emmanuel Matot
ODDO BHF Small & MIDCAP MORNING NEWS - 06/13/2024
Legislative elections are the most difficult to predict because they combine a multiplicity of parameters (alliances, turnout, local factors, vote transfers). The difficulty is increased in a snap election. However, the polls give the National Rally a good chance of being called upon to form the next government. What would it do then? Its economic programme does not add up from the financial standpoint. Any attempt to implement it would imply an increase in public deficits of several ...
- Ahmed Ben Salem
- Bruno Cavalier
- Emmanuel Matot
ODDO BHF Small & MIDCAP MORNING NEWS - 13/06/2024
Les élections législatives sont les plus difficiles à prévoir car elles mêlent une multiplicité de paramètres (alliances, participation, facteurs locaux, reports de voix). La difficulté est accrue dans une élection-surprise. Toutefois, les sondages donnent au Rassemblement national de bonnes chances d’être appelé à former le prochain gouvernement. Que ferait-il alors? Son programme économique n’est pas bouclé au plan financier. Toute tentative pour le réaliser impliquerait une hausse ...
Engie: 1 director
A director at Engie bought 2,500 shares at 14.969EUR and the significance rating of the trade was 54/100. 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 showing ...
- Ahmed Ben Salem
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : IEA report: risk of surplus on the cards in the medium term
>Set for demand slowdown and plateau in 2029 - IEA has just published its report with projections out to 2030. Demand growth for 2024 was revised downwards by 100 kb/d to +1 Mb/d. In the longer term, it is expected to grow by 3.2 Mb/d out to 2030 to reach 105.4 Mb/d, with a decline from 2029. Demand is continuing its decline of 2.9 Mb/d in the OECD zone to fall to 42.7 Mb/d, thus returning to its 1991 level. In contrast, it continues its growth of 6.1 Mb/d in RoW, ...
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : Rapport AIE : un risque de surplus se profile à moyen terme
>Vers un ralentissement de la demande et un plateau en 2029 - L’AIE vient de publier son rapport avec des projections jusqu’en 2030. La croissance de la demande pour 2024 a été revue en baisse de 100 kb/j à +1 Mb/j. A plus long terme, elle devrait croitre de 3.2 Mb/j d’ici 2030 pour atteindre 105.4 Mb/j, en amorçant un déclin dès 2029. Cette demande poursuit son déclin de 2.9 Mb/j en zone OCDE pour baisser à 42.7 Mb/j, retrouvant ainsi son niveau de 1991. Par contr...
- Baptiste Salaville
- Jean-Baptiste Rouphael
- Jerôme Bodin
- Robert Jan Vos
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/11/2024
As part of the consolidation of the renewable energy sector, an acquisition in cash of Solaria by Endesa, at a price of € 20 (+73%) would make strategic and financial sense, without endangering balance sheet strength. It would give Endesa a new growth trajectory and allow its parent company, Enel, to benefit from Solaria’s ongoing solar energy developments in Italy and Germany. Our positive ratings are based on a speculative approach for Solaria and the resilience of the integrated bu...
- Baptiste Salaville
- Jean-Baptiste Rouphael
- Jerôme Bodin
- Robert Jan Vos
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/06/2024
Dans le cadre de la consolidation du secteur des énergies renouvelables, une acquisition en numéraire de Solaria par Endesa, à un prix estimé de 20 € (+73%), ferait sens au plan stratégique et financier, sans risque sur la solidité bilantielle. Cette opération donnerait une nouvelle trajectoire de croissance à Endesa et permettrait à sa maison mère, Enel, de bénéficier des développements solaires en cours de Solaria en Italie et en Allemagne. Nos opinions positives se fondent sur une ...
- Louis Boujard
- CFA
- Philippe Ourpatian
Engie : Yet another dose of exogenous risk
>Clap of thunder in a cloudy sky - Engie had already had a difficult day on the stock market on Friday with an underperformance of 2% vs its index which itself struggled (-1% vs the market). The source of this poor performance is to be found in rumours concerning the taxation of supposed excess profits which has been debated at the National Assembly for a number of weeks with the guiding principles expected to be announced mid-June. After the poor results for his part...
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : Solar, Spain, Europe for Solaria, Endesa and Enel
As part of the consolidation of the renewable energy sector, an acquisition in cash of Solaria by Endesa, at a price of € 20 (+73%) would make strategic and financial sense, without endangering balance sheet strength. It would give Endesa a new growth trajectory and allow its parent company, Enel, to benefit from Solaria’s ongoing solar energy developments in Italy and Germany. Our positive ratings are based on a speculative approach for Solaria and the resilience of the integrat...
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : Solaire, Espagne, Europe pour Solaria, Endesa et Enel
Dans le cadre de la consolidation du secteur des énergies renouvelables, une acquisition en numéraire de Solaria par Endesa, à un prix estimé de 20 € (+73%), ferait sens au plan stratégique et financier, sans risque sur la solidité bilantielle. Cette opération donnerait une nouvelle trajectoire de croissance à Endesa et permettrait à sa maison mère, Enel, de bénéficier des développements solaires en cours de Solaria en Italie et en Allemagne. Nos opinions positives se fondent sur...
- Louis Boujard
- CFA
- Philippe Ourpatian
Engie : Vous reprendrez bien une petite dose de risque exogène
>Coût de tonnerre dans un ciel nuageux - Engie a déjà connu une journée de Bourse difficile vendredi avec une contre-performance de 2% vs son indice qui était lui-même en souffrance (1% vs marché). La source de cette mauvaise performance est à chercher du côté du retour de rumeurs au sujet de la taxation des supposés surprofits qui fait l’objet de débat à L’Assemblée nationale depuis de longues semaines et dont une ligne directrice était attendue pour la mi-juin. Aprè...
- Carole Braudeau
- Carole Braudeau
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