reports
Rexel: Statement relating to the total number of shares and voting rig...
Rexel: Statement relating to the total number of shares and voting rights Rexel: Statement relating to the total number of shares and voting rights pursuant to Article L.233-8 II of the French Commercial Code and Article 223-16 of the General Rules of the French Autorité des marchés financiers DateNumber of sharesNumber of voting rights2024-06-30 301,735,000 Theoretical number of voting rights(1): 301,735,000Exercisable number of voting rights(2): 297,427,211(1) Number of voting rights including treasury shares deprived from voting rights.(2) Number of voting rights excluding...
LVMH : INFORMATION MENSUELLE RELATIVE AU NOMBRE TOTAL DE DROITS DE VO...
LVMH : INFORMATION MENSUELLE RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL SOCIAL Société Européenne au capital de 150 042 510 eurosSiège social : 22, avenue Montaigne – 75008 Paris775 670 417 RCS PARISArticles L. 233-8 II du Code de Commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers Code ISIN : FR0000121014 Date Nombre total d’actions en circulation Nombre total de droits de vote 30 juin 2024 500 141 700 Total brut de droits de vote : 733 949 636 Total net* de droits de vote :...
- Cedric Rossi
- Loic Morvan
- Paul Rouviere
Luxury Goods: H1 profitability under pressure
We turn more cautious on the sector as recent newsflows points to a deterioration of China's macro. H1 should prove to be challenging for the sector with Q2 growth expected to decelerate sequentially from +1% FX-n in Q2 to zero in Q2. With lower topline growth, Luxury groups will be under pressure
Half yearly report on LVMH’s liquidity contract with ODDO BHF SCA
Half yearly report on LVMH’s liquidity contract with ODDO BHF SCA Paris, July 4th, 2024 Pursuant to LVMH’s liquidity contract with Oddo BHF SCA, on the 30th of June 2024 the following amounts appeared on the liquidity account: 31,000 shares20,083,935.40 euros in cash During the first half of 2024, the following transactions were made under the terms of the LVMH liquidity contract: 3,266 purchases, for a total volume of 184,937 shares and a total amount of 142,235,591.80 euros2,886 sales, for a total volume of 174,937 shares and a total amount of 135,987,110.80 euros As a reminder, at t...
LVMH : Bilan semestriel du contrat de liquidité contracté avec ODDO BH...
LVMH : Bilan semestriel du contrat de liquidité contracté avec ODDO BHF SCA Paris, le 4 juillet 2024 Au titre du contrat de liquidité confié par LVMH à Oddo BHF SCA, à la date du 30 juin 2024, les moyens suivants figuraient au compte de liquidité : 31 000 titres20 083 935,40 euros en espèces Au cours du premier semestre 2024, les opérations suivantes ont été réalisées dans le cadre du contrat de liquidité LVMH : 3 266 transactions exécutées à l’achat, portant sur un volume total de 184 937 titres et un montant total de 142 235 591,80 euros2 886 transactions exécutées à la ven...
- Carole Braudeau
- Carole Braudeau
Rexel successfully issued its first Schuldschein for 200 million euros
Rexel successfully issued its first Schuldschein for 200 million euros Rexel successfully issued its first Schuldschein for 200 million euros Rexel announces today the success of its first Schuldschein private placement, totaling 200 million euros, with two tranches of three and five years. Initially planned at 100 million euros, the placement was oversubscribed by French and international investors, leading Rexel to double the amount issued. This issuance is one of the first by a non-investment grade French issuer since late 2022 and demonstrates the quality a...
Rexel émet avec succès son premier Schuldschein pour 200 millions d’eu...
Rexel émet avec succès son premier Schuldschein pour 200 millions d’euros Rexel émet avec succès son premier Schuldschein pour 200 millions d’euros Rexel annonce aujourd’hui le succès de son premier placement privé de type Schuldschein, d’un montant de 200 M€, réparti en deux maturités de 3 et 5 ans. Initialement prévu pour un montant de 100 millions d’euros, le placement a été sursouscrit par des investisseurs français et internationaux, conduisant Rexel à en doubler le montant. Cette émission est l’une des premières de la part d’un émetteur français non-investmen...
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/03/2024
In June, European equities were buffeted by the political risk in France and the downturn in business climate indicators (PMI), which erased the effect of the ECB's first, widely anticipated, rate cut and the continuing upward revision of the consensus. French indices and stocks - in particular small caps - were the ones that gave up the most ground. In sector terms, within the Stoxx 600, technology, healthcare and media were the only sectors to advance, while real estate, banks, basi...
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/07/2024
En juin, les actions européennes ont pâti du risque politique français et du fléchissement des indicateurs de climat des affaires (PMI) qui ont effacé l’effet de la 1ère baisse des taux de la BCE, largement anticipée, et la poursuite de la révision à la hausse du consensus. Les indices et valeurs françaises – en particulier small caps - sont celles qui ont le plus reculé. En termes sectoriels, sur le Stoxx 600, la technologie, la santé et les médias ont été les seuls secteurs à progre...
- Delphine Brault
- Quentin Borie
Rexel : H1 earnings preview: roll on H2
>H1 results set to continue to be undermined by base effects - We expect a mixed set of H1 figures, with negative volumes and margin deterioration. After a revenue decline in comparable terms and on constant days of -4.6% in Q1, we expect a drop of 0.9% in Q2 (consensus at -1.4%). This growth includes -1.9% for volumes (after -3.1% in Q1), 0.3% from price hikes excluding cables (stable in Q1) and a copper effect of 0.7% (-1.5% in Q1).The electrification them...
- Delphine Brault
- Quentin Borie
Rexel : Preview résultats S1 : vivement le S2
>Les résultats S1 resteront pénalisés par les effets de base - Nous anticipons un S1 mixte, avec des volumes négatifs et une marge en retrait. Après une baisse en comparable et à jours constants du CA de -4.6% au T1, nous anticipons un recul de 0.9% au T2 (consensus à -1.4%). Cette baisse inclut -1.9% de volumes (après -3.1% au T1), 0.3% de hausse de prix hors câbles (stable au T1), 0.7% d’effet cuivre (1.5% au T1).La thématique de l’électrification (EV, PV,...
- Cor Kluis
ASR : CMD shows back to life growth, buy-out confidence, good excess c...
The CMD of a.s.r. gives us more confidence in our Outperform recommendation. Key is that their main business ‘life insurance’ goes from a small declining OCG to a stable/growing OCG going forward. A.s.r. increased its OCG target partly because it has confidence to include pension buy-outs as well. Solvency wise a.s.r. has the benefit that the coming years the unique Aegon-integration benefits and EIOPA review (in total +27pp on S2 ratio) are more than sufficient to fund the capit...
Kering: Half-yearly achievement report on Kering share quotations liqu...
Kering: Half-yearly achievement report on Kering share quotations liquidity mandate PRESS RELEASE July 2, 2024 HALF-YEARLY ACHIEVEMENT REPORT ON KERING SHAREQUOTATIONS LIQUIDITY MANDATE Pursuant to the liquidity mandate granted by Kering to Rothschild Martin Maurel, the following assets appeared on the liquidity account as of June 30th, 2024: 0 share€25,792,572 Number of executions on buy side during the semester: 13,437Number of executions on sell side during the semester: 13,706Traded volume on buy side during the semester: 306,881 shares for €112,710,267.92 Tr...
Richemont appoints Catherine Rénier as Chief Executive Officer of Van ...
Richemont appoints Catherine Rénier as Chief Executive Officer of Van Cleef & Arpels 2 JULY 2024 RICHEMONT APPOINTS CATHERINE RÉNIER AS CHIEF EXECUTIVE OFFICER OF VAN CLEEF & ARPELS Richemont today announced that Catherine Rénier, currently Chief Executive Officer (CEO) of Jaeger-LeCoultre, will succeed Nicolas Bos as Chief Executive Officer of Van Cleef & Arpels, effective 1 September 2024, and will report to him following his recent appointment as Richemont’s CEO. Mrs Rénier, a French national, brings more than 20 ye...
Richemont appoints Louis Ferla as Chief Executive Officer of Cartier
Richemont appoints Louis Ferla as Chief Executive Officer of Cartier 2 JULY 2024 RICHEMONT APPOINTS LOUIS FERLA AS CHIEF EXECUTIVE OFFICER OF CARTIER Richemont today announced that Louis Ferla, currently Chief Executive Officer of Vacheron Constantin, will succeed Cyrille Vigneron as Chief Executive Officer (CEO) of Cartier, effective 1 September 2024. Mr Vigneron, who has decided to retire after eight successful years at the helm of the M...
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/07/2024
Le RN et le NFP sont arrivés en tête du 1er tour et verront leurs effectifs croître au Parlement français. La configuration politique de l’Assemblée Nationale à l’issue du second tour le 7 juillet prochain est encore très incertaine en raison de l’explosion des triangulaires : parlement bloqué ou majorité absolue pour le RN ? Nous demeurons prudents sur les actions françaises en ce début de semaine, même si le moment d’un rebond approche. - ...
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/01/2024
The RN and the NFP came out on top in the first round and will see their numbers grow in the French Parliament. The political configuration of the National Assembly at the end of the second round on 7 July is still highly uncertain due to the surge in three-way contests: A blocked parliament or absolute majority for the RN (National Rally)? We remain cautious on French equities at the start of this week, even if the time for a rebound is approaching. - ...
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Paul Rouviere
- Philippine Adam
On the shelves now: Consumer weekly #35
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at the political uncertainty that is clearly set to drive stock markets unti
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