reports
- Stephane Beyazian
- Stephane Beyazian
- Emna Ben Bdira
- Maxime Kogge
ArcelorMittal : After Q2 set to be mixed, H2 should see the group’s po...
>After a good Q1, the guidance for Q2 is a bit more mixed - We got an update from the company following its Q1 release. On 2 May ArcelorMittal released good results with top notch activity in North America and good resilience in other divisions despite lacklustre demand and an influx of Asian imports. The group also confirmed its full-year forecasts for steel demand even though it underlined at this stage the lack of restocking at distributors and clients. Following t...
- Emna Ben Bdira
- Maxime Kogge
ArcelorMittal : Après un T2 qui s’annonce en demi-teinte, le S2 verra ...
>Après un bon T1, les indications sur le T2 sont un peu plus en demi-teinte - Nous avons fait le point avec la société après sa publication T1. Pour mémoire, ArcelorMittal a publié le 2 mai de bons résultats marqués notamment par une activité nord-américaine au sommet et une bonne résistance des autres divisions malgré une demande poussive et un afflux d’importations asiatiques. Le groupe a également confirmé ses prévisions annuelles de demande d’acier même s’il a sou...
- Carole Braudeau
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Carole Braudeau
- ING Helpdesk
Benelux Morning Notes
Aedifica: First sign of portfolio valuation stabilization. ArcelorMittal: Solid 1Q24 EBITDA beat, softer FCF reflects WC and CAPEX phasing. Belgian telcos: Peer Telenet 1Q24 results, still weak commercial performance. dsm-firmenich AG: Vita-still not-min. IBA: Contract to install a P1 system in Connecticut. KPN: VodafoneZiggo 1Q24 results confirm fixed losses, mobile weaker QoQ. Shell plc: Good start to the year
- Emna Ben Bdira
- Maxime Kogge
ArcelorMittal : Sound Q1 driven by NorthAm and Brazil, Europe and Mini...
>Solid Q1 thanks to NorthAm and Brazil, Europe and Mining more subdued - ArcelorMittal just released solid Q1 results with EBITDA of $ 1.96bn, 9% above the consensus and 4% above ODDO BHF. The beat was mostly driven by good price and cost development while volumes were broadly in line. EBITDA improved 35% q-o-q thanks to seasonally higher volumes and higher prices but slid 9% y-o-y as 2023 had seen even stronger prices and volumes. Net income was a stronger beat at $ ...
- Emna Ben Bdira
- Maxime Kogge
ArcelorMittal : Sound Q1 driven by NorthAm and Brazil, Europe and Mini...
>Solid Q1 thanks to NorthAm and Brazil, Europe and Mining more subdued - ArcelorMittal just released solid Q1 results with EBITDA of $ 1.96bn, 9% above the consensus and 4% above ODDO BHF. The beat was mostly driven by good price and cost development while volumes were broadly in line. EBITDA improved 35% q-o-q thanks to seasonally higher volumes and higher prices but slid 9% y-o-y as 2023 had seen even stronger prices and volumes. Net income was a stronger beat at $ ...
ArcelorMittal S.A.: ArcelorMittal reports first quarter 2024 results
ArcelorMittal S.A.: ArcelorMittal reports first quarter 2024 results Luxembourg, May 2, 2024 - ArcelorMittal (referred to as “ArcelorMittal” or the “Company” or the "Group") (MT (New York, Amsterdam, Paris, Luxembourg), MTS (Madrid)), the world’s leading integrated steel and mining company, today announced results1 for the three-month period ended March 31, 2024. 1Q 2024 key highlights: Health and safety focus: Protecting employee health and wellbeing remains the overarching priority of the Company; the Company-wide audit of safety by dss+ is progressing and will support our p...
ArcelorMittal announces results of its General Meeting
ArcelorMittal announces results of its General Meeting 30 April 2024, 18:15 CET The Annual General Meeting (‘General Meeting’) of shareholders of ArcelorMittal held today in Luxembourg approved all resolutions by a strong majority. 78.47% of the voting rights were represented at the General Meeting. The results of the votes will be posted shortly on under ‘Investors – Equity investors – Shareholders events – AGM – Annual General Meeting of shareholders, 30 April 2024’ where the full documentation regarding the General Meeting is available. In particular, the shareholders: Approved the ...
ArcelorMittal S.A.: ArcelorMittal announces the publication of its fir...
ArcelorMittal S.A.: ArcelorMittal announces the publication of its first quarter 2024 sell-side analyst consensus figures 25 April 2024, 14:30 CET ArcelorMittal (‘the Company’) today announces the publication of its first quarter 2024 sell-side analyst consensus figures. The consensus figures are based on analysts’ estimates recorded on an external web-based tool provided and managed by an independent company, Visible Alpha. To arrive at the consensus figures below, Visible Alpha has aggregated the expectations of sell-side analysts who, to the best of our knowledge, cover Ar...
ArcelorMittal S.A.: ArcelorMittal publishes its 2023 Integrated Annual...
ArcelorMittal S.A.: ArcelorMittal publishes its 2023 Integrated Annual Review 23 April 2024, 15:00 CET Today, ArcelorMittal (‘the company’) published its 2023 Integrated Annual Review (‘IAR’), which can be accessed here . The 2023 IAR, ‘Preparing for the future’, is structured in nine main chapters: Our business and material issues Driving change in our safety performanceResponsible energy use and lower-carbon futuresAir, water, land, biodiversity and ecosystemsDelivering a circular economy through innovationValue chains our stakeholders trustAttracting, retaining and developing...
ArcelorMittal S.A.: ArcelorMittal publishes interim update on its comp...
ArcelorMittal S.A.: ArcelorMittal publishes interim update on its company-wide safety audit 10 April 2024, 16:45 CET ArcelorMittal (‘the Company’) announced in December 2023 that it had engaged dss+, a leading provider of sustainable operations management consulting services, to conduct a company-wide audit of its safety practices. Today, it shares a first interim update about what has been achieved in the first three months of the audit, and the scale and scope of the work underway. The complete audit is expected to take nine months to complete with the key recommendations due to be pu...
- Chaima Ferrandon
- Sven Edelfelt
- Chaima Ferrandon
- Sven Edelfelt
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