ODDO BHF Small & MIDCAP MORNING NEWS – 12/20/2024

ODDO BHF Small & MIDCAP MORNING NEWS – 20/12/2024

Fraport : The long negotiations with the airlines have borne some frui...

ODDO BHF Small & MIDCAP MORNING NEWS - 11/05/2024

European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercussion...

ISS A/S : Growing visibility on short- to medium-term triggers leads t...

Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin du 5...

Fraport : Weak set of results driven by Opex pressures at Frankfurt ai...

>2.5% EBITDA miss at Group level, with Frankfurt airport 7% below - Fraport’s Q3 2024 results were slightly below our estimates and the consensus, due to some opex pressure at Frankfurt airport, only partially offset by a good underlying performance at the international assets: total adj. EBITDA of € 484m vs € 496m ODDO BHFe and € 491m from the consensus i.e. 2.5% and 1.5% below respectively, with Frankfurt airport EBITDA at € 239m vs € 258m ODDO BHFe and € 256m css ...

GBC Best of German Mittelstand - 29.10.2024

Liebe Investoren, hätten Sie unmittelbar nach Ausbruch des Ukraine-Krieges einen DAX-ETF gekauft, würden Sie sich heute über eine Performance von über 35 % freuen. Hätten Sie dagegen im gleichen Zeitraum in die kleineren deutschen Aktienindizes investiert, hätten Sie im besten Fall keinen Verlust gemacht, im schlechtesten Fall ein Minus von mehr als 15 %. Seit nunmehr fast drei Jahren gilt die Börsenweisheit nicht mehr, dass kleinere Unternehmen zwar ein höheres Risiko aufweisen als Large Cap...

ODDO : First feedback – DAY 2

We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Accelor Mittal (=) – Heading for better H2 despite still soft underlying markets, no change on VallourecAdesso (=) – IT-solutions segment will continue to be a drag on profitability in H2 2024Aurubis (+) – Announced disposal for its US-based finished ...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/08/2024

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ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/06/2024

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Fraport : Weak release; guidance specified with traffic seen at the lo...

>Results in line with mix development at Frankfurt airport - Fraport’s Q2 2024 results were in line with our estimates and the consensus, but with some opex pressure at the retail division in Frankfurt airport offset by a good underlying performance at both the aviation division and the international assets: total adj. EBITDA of € 355m vs € 347m ODDO BHFe and € 348m from the consensus, with Frankfurt airport EBITDA at € 202 vs € 201 ODDO BHFe and € 208m css.2024 ...

Fraport AG: 1 director

A director at Fraport AG bought 1,958 shares at 51.085EUR and the significance rating of the trade was 60/100. 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...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/05/2024

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ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/14/2024

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Fraport : Q1 results above at Frankfurt airport, while international b...

>Good results at Frankfurt airport; international below once adjusted for one-offs - Fraport’s Q1 2024 results, once adjusted for one-offs (+€ 28m in Greece), were in line with our estimates, with a beat at Frankfurt airport driven by the aviation division offset by an underperformance in the international division: total adj. EBITDA of € 185m vs € 185m ODDO BHFe and € 186m for the consensus. But results at Frankfurt airport, more important from a valuation perspectiv...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/03/2024

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ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/05/2024

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Fraport : Q1 impacted by strikes, rest of 2024 expected to improve ste...

>Moderate start of the year in Frankfurt after traffic impacted by strikes… - Frankfurt airport handled 12.5m passengers during the first quarter of 2024, up +10.4% and a recovery to just 84.7% vs the 2019 level (March 82.4%; February 84.6%, January 87.4%).The first quarter was impacted by several days of strikes and bad weather conditions that affected airport operations and led to the cancellations of flights, according to the company, these resulted in the loss of ...