reports
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/24/2024
Dutch real estate companies showed signs of cautious optimism at the recent Provada conference, with logistics and retail favoured. Healthcare shows some positive signs, with limited devaluations. The Dutch government's potential reduction of the Real Estate Transfer Tax and new REIT regime could benefit listed real estate companies active in the country. - ...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
SOI SOITEC SA
ELI ELIA GROUP SA/NV
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
IBE IBERDROLA SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
BHP BHP GROUP LTD
ARGX ARGEN-X SE
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Bruno Cavalier
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/06/2024
Dutch real estate companies showed signs of cautious optimism at the recent Provada conference, with logistics and retail favoured. Healthcare shows some positive signs, with limited devaluations. The Dutch government's potential reduction of the Real Estate Transfer Tax and new REIT regime could benefit listed real estate companies active in the country. - ...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
SOI SOITEC SA
ELI ELIA GROUP SA/NV
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
IBE IBERDROLA SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
BHP BHP GROUP LTD
ARGX ARGEN-X SE
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Thijs Berkelder
Elia Group : EGM approval for equity raise
>But reiterates: no equity raise in 2024 - On Friday 21 June, Elia Group held an EGM (Extraordinary General Meeting of Shareholders) to validate an amendment in the articles of association related to the authorised capital. Because at the initial EGM on 21 May a quorum was reached of 71.39% and 71.29% respectively, not enough for approval, on Friday a second EGM took place to reach the final approval.Amendment company’s object: now also allowed to invest in othe...
Description of the Share Repurchase Program Authorised by the Ordinary...
Description of the Share Repurchase Program Authorised by the Ordinary General Meeting of 20 June 2024 Daix, 21 June 2024 Pursuant to Article 241-2 of the AMF General Regulations (Règlement Général de l’Autorité des marchés financiers), the purpose of this description is to present the objectives and terms of the Company’s share repurchase program approved by the Ordinary General Meeting of 20 June 2024, it being specified that the Company does not to date intend to pursue any objective other than to animate the market under a liquidity agreement which has been in place since the...
Results of the votes of the Combined Shareholders’ General Meeting of ...
Results of the votes of the Combined Shareholders’ General Meeting of June 20, 2024 Daix (France), Long Island City (New York, United States), on June 21, 2024 – Inventiva (Euronext Paris and Nasdaq: IVA) (the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral small molecule therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), also known as non-alcoholic steatohepatitis (“NASH”), and other diseases with significant unmet medical needs, today announced the results of the votes of its Combined Shareholders’ Meeting...
Résultats des votes de l’Assemblée Générale Mixte des actionnaires réu...
Résultats des votes de l’Assemblée Générale Mixte des actionnaires réunies le 20 juin 2024 Daix (France), Long Island City (New York, Etats-Unis), le 21 juin 2024 – Inventiva (Euronext Paris et Nasdaq : IVA) (la « Société »), société biopharmaceutique spécialisée dans le développement clinique de petites molécules administrées par voie orale pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique (« MASH »), également connue sous le nom de stéatohépatite non alcoolique (« NASH ») et d’autres maladies avec un besoin médical non satisfait significatif, annonce les ...
- Jacob Mekhael
- Thomas Vranken
- Jacob Mekhael
Inventiva Competitor results show impact on fibrosis in NASH/MASH
Yesterday, competitor Lilly (no coverage) reported a statistically significant effect on fibrosis in the phase 2 (SYNERGY-NASH, NCT04166773) trial of tirzepatide (GIP/GLP-1 agonist) in 155 biopsy-proven NASH/MASH patients. As a result, tirzepatide became the first incretin to hit on fibrosis with a 21-25% placebo adjusted response. While there was some read-through to other NASH/MASH stocks such as Madrigal and 89bio (both down approx. -3%), we believe NASH/MASH is a complex disease and high non...
- Jacob Mekhael
Sequana Medical Presents alfapump QOL benefit in liver ascites at EASL
Sequana will present previously reported outcomes from a matched cohort analysis of the POSEIDON study and NACSELD3 registry showing a quality of life benefit with comparable safety for the alfapump vs. standard of care (paracentesis) in liver ascites, at EASL being held 5-8 June. We believe the data continues to support the alfapump's positioning and look forward to PMA approval expected in 1Q25, and subsequent US commercial launch in 2H25. We reiterate our BUY rating and € 6 TP.
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
Combined General Meeting of June 20, 2024 - Availability of the prepar...
Combined General Meeting of June 20, 2024 - Availability of the preparatory documents Daix (France), Long Island City (New York, United States), May 30, 2024 – Inventiva (Euronext Paris and Nasdaq: IVA), a clinical-stage biopharmaceutical company focused on the development of oral small molecule therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), also known as non-alcoholic steatohepatitis (“NASH”), and other diseases with significant unmet medical needs, today announced the availability of the preparatory documents for the Combined General Meeting of J...
Assemblée Générale Mixte du 20 juin 2024 - Modalités de mise à disposi...
Assemblée Générale Mixte du 20 juin 2024 - Modalités de mise à disposition des documents préparatoires Daix (France), Long Island City (New York, Etats-Unis), le 30 mai 2024 – Inventiva (Euronext Paris et Nasdaq : IVA), société́ biopharmaceutique spécialisée dans le développement clinique de petites molécules administrées par voie orale pour le traitement de patients atteints de stéatohépatite non alcoolique (NASH) et d’autres maladies avec un besoin médical non satisfait, annonce aujourd’hui les modalités de mise à disposition des documents préparatoires à l’Assemblée Générale Mixte du 2...
Statement of total voting rights and shares forming the company’s shar...
Statement of total voting rights and shares forming the company’s share capital as of May 13, 2024 Article R. 22-10-23 of the French Commercial Code Market : Euronext ParisISIN code / Mnemo : FR0013233012 / IVAWeb site : Date Number of Shares Outstanding Total voting rights,gross (1) Total voting rights,net (2) May 13, 2024 52 477 188 65 493 081 65 381 630 (¹)The total number of gross (or “theoretical”) voting rights is used as the basis for calculating threshold crossings. In accordance with Article 223-11 of the AMF General Regulations, this number is ca...
Information relative au nombre total de droits de vote et d’actions co...
Information relative au nombre total de droits de vote et d’actions composant le capital social au 13 mai 2024 Article R. 22-10-23 du Code de commerce Place de cotation : Euronext ParisCode ISIN / Mnémo : FR0013233012 / IVASite web : DateNombre de titres composant le capital en circulation Nombre total de droits de vote bruts(1) Nombre total de droits de vote nets(2)13 mai 202452 477 18865 493 08165 381 630 (¹) Le nombre de droits de vote bruts (ou droits de vote « théoriques ») sert de base de calcul pour les franchissements de seuil. Conformément à l’article 22...
- Anthony Dick
- Michael Foundoukidis
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/29/2024
European economic and environmental policies are unlikely to be significantly disrupted by the elections on 6-9 June. However, the EU has its back to the wall on crucial questions: defence, technological sovereignty, the ecological transition, energy autonomy, the automotive industry, banking and airline industry consolidation. This report gives a recap on the previous mandate and discusses the main challenges for the next mandate for the sectors and stocks most affected by the EU. - ...
- Anthony Dick
- Michael Foundoukidis
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 29/05/2024
Les politiques économiques et environnementales européennes ne devraient pas être bouleversées par les élections des 6-9 juin. L’UE est toutefois au pied du mur sur des sujets cruciaux : défense, souveraineté technologique, transition écologique, autonomie énergétique, industrie automobile, consolidation bancaire ou aérienne. L’étude fait le bilan de la précédente mandature et dresse les principaux enjeux de la prochaine pour les secteurs et valeurs les plus impactés par l’UE. - ...
- Thijs Berkelder
Elia Group : Main shareholder Publi-T close to finalising its equity r...
>Funding support by SPFIM, PMV, insurers & bank nearby - Newspaper De Tijd reports this morning that the federal and Flemish government and insurer Ethias have committed to support Elia Group's main shareholder Publi-T (44.8% stake, controlled by group of regional and municipal government entities) with a cash injection.Elia Group has indicated it in the coming 5 years will need € 4-4.5bn new equity, implying that the Belgian municipalities will need to provide f...
- Wim Lewi
Elia Group Press article on Publi-T capitalisation (repeat of 6/10/23)
A detailed report in “De Tijd” newspaper mentions plans from the federal (FPIM) and regional (PMV) investment vehicles to strengthen respectively the Publi-T capital and some Flemish municipal shareholders. Publi-T owns 44.8% of Elia and has committed to stay at this level. A similar article appeared on 6/10/23 and we published a note at the time. The only minor difference is that insurance company Ethias is mentioned as co-investor in Transco. The name of Ethias is not surprising as it is als...
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Lewi
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.