reports
- Stephane Beyazian
HEIA HEINEKEN NV
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
ABB ABB LTD.
SAND SANDVIK AB
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
RAND RANDSTAD NV
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
HM B H&M HENNES & MAURITZ AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASRNL ASR NEDERLAND NV
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
NOVO B NOVO NORDISK A/S
- Stephane Beyazian
ODDO BHF Small & MIDCAP MORNING NEWS - 06/27/2024
As momentum has become less adverse than over the past five years, interest rates have started to fall and valuations have (historically low), this should have prodded small and mid cap companies back to their old outperformance. The European elections in France and the ensuing decision to dissolve the French National Assembly have changed risk perceptions and erased YTD gains. In our new ODDO BHF European mid cap list for H2 2024, France is underweighted with a mix of defensive and s...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
KPN ROYAL KPN NV
ORA ORANGE SA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
A1XA4J CARBIOS SA
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
OVH OVH GROUPE
EAPI EUROAPI
SCHOTT PHARMA AG
- Stephane Beyazian
HEIA HEINEKEN NV
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
ABB ABB LTD.
SAND SANDVIK AB
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
RAND RANDSTAD NV
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
HM B H&M HENNES & MAURITZ AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASRNL ASR NEDERLAND NV
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
NOVO B NOVO NORDISK A/S
- Stephane Beyazian
ODDO BHF Small & MIDCAP MORNING NEWS - 27/06/2024
Le momentum devenu moins défavorable qu’au cours des 5 derniers exercices, l’amorce de baisse des taux, et les valorisations (historiquement basses) auraient dû aider les small&Midcaps à retrouver leur surperformance. Les Elections européennes suivies de la dissolution de l’Assemblée nationale en France ont changé la perception du risque et gommé les gains YTD. Notre nouvelle liste ODDO BHF European Midcaps pour le S2 2024 se trouve sous-pondérée sur la France et propose un mix entre ...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
KPN ROYAL KPN NV
ORA ORANGE SA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
A1XA4J CARBIOS SA
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
OVH OVH GROUPE
EAPI EUROAPI
SCHOTT PHARMA AG
- Konrad Zomer
- Stephane Beyazian
ODDO : Ericsson downgrades its global traffic outlook
>Unprecedented revision of 25% - Ericsson yesterday published its annual Ericsson Mobility report, an industry benchmark for mobile network traffic forecasts. Traffic forecasts are crucial in terms of the investment outlook for the telecoms sector.What is surprising is that Ericsson cut its global mobile traffic forecast by close to 25% for 2029 (from 403 EB/m to 313 EB/m, or from 56 to 42 GB/m per smartphone user). Ericsson does not communicate much on this revi...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Konrad Zomer
- Stephane Beyazian
ODDO : Ericsson abaisse ses prévisions de trafic mondial
>Une révision inédite de 25% - Ericsson a publié hier son rapport annuel « Ericsson Mobility report», une référence de l’industrie pour les prévisions de trafic sur réseau mobile. Les prévisions de trafic sont déterminantes pour les prévisions d’investissements dans les télécoms.La surprise est qu’Ericsson coupe de près de 25% à la baisse ses prévisions de trafic mobile mondial pour 2029 (de 403 ExaBytes/mois à 313 EB/mois, soit de 56 à 42 GB/mois par utilisateur...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
Sidetrade names Allison Barlaz as Chief Marketing Officer to fast-trac...
Sidetrade names Allison Barlaz as Chief Marketing Officer to fast-track its growth in North America June 24, 2024 | , the global leader in AI-powered Order-to-Cash applications, welcomes Allison Barlaz as Chief Marketing Officer. This appointment is part of Sidetrade's ambitious plan to enhance its market presence and accelerate growth, with a focus on North America. Allison Barlaz joins Sidetrade with over twenty-five years’ experience in product and marketing roles across software companies, including SaaS vendors. In her new role, Barlaz provides visionary leadership and strategic marke...
Sidetrade nomme Allison Barlaz en tant que Directrice marketing pour a...
Sidetrade nomme Allison Barlaz en tant que Directrice marketing pour accélérer sa croissance en Amérique du Nord PARIS, France – 24 juin 2024 | , plateforme d’intelligence artificielle (IA) dédiée à la sécurisation et à la génération du cashflow des entreprises, accueille Allison Barlaz au poste de Directrice marketing. Cette nomination s'inscrit dans le cadre du plan ambitieux de Sidetrade visant à renforcer sa présence sur le marché et à accélérer sa croissance, en mettant l'accent sur l'Amérique du Nord. Allison Barlaz rejoint Sidetrade avec plus de vingt-cinq ans d'expérience dans le d...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious!
PFAS refers to a large group of forever chemicals. Pressure from regulators, investors, consumers and ESG rating agencies is contributing to the materialisation of the reputational risk incurred by companies, first and foremost producers (the chemical companies Arkema, BASF, Solvay) and, to a lesser extent, some past users of regulated PFAS (SGO and SEB for PFOA). In contrast, we have identified eight stocks in our coverage for which PFAS decontamination constitutes an opportunit...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious !
Les PFAS, désignent une famille nombreuse de polluants éternels. La pression des régulateurs, investisseurs, consommateurs et des agences de notations ESG participe à la matérialisation du risque réputationnel encouru par les sociétés, au premier rang desquels figurent les producteurs (les chimistes Arkema, BASF, Solvay) et dans une moindre mesure, certains utilisateurs passés de PFAS réglementés (SGO et SEB pour le PFOA). A l'inverse, nous identifions huit valeurs de notre unive...
Sidetrade obtient le contrôle majoritaire de SHS Viveon AG
Sidetrade obtient le contrôle majoritaire de SHS Viveon AG Nouvelle direction de SHS Viveon AG avec la prise de contrôle majoritaire par SidetradeRetrait de la cote de SHS Viveon AG approuvé par la Bourse de MunichNouvelle date de clôture de l’offre publique d’achat : 29 juillet 2024 PARIS, France – 20 juin 2024 | , plateforme d’intelligence artificielle (IA) dédiée à la sécurisation et à la génération du cashflow des entreprises, annonce aujourd’hui détenir 79,39% de SHS Viveon AG, un leader allemand dans les logiciels de gestion du risque de crédits, devenant ainsi l’actionnaire major...
Sidetrade secures majority control of SHS Viveon AG
Sidetrade secures majority control of SHS Viveon AG New management at SHS Viveon AG as Sidetrade takes majority controlSHS Viveon AG delisting approved by Munich Stock ExchangeNew tender offer deadline: July 29, 2024 at midnight (CEST, Munich, Germany) June 20, 2024 | , the global leader in AI-powered Order-to-Cash applications, today announces that it owns 79.39% in SHS Viveon AG, a German leader in credit risk management software, becoming the majority shareholder. Following the approval by Munich Stock Exchange for the delisting of SHS Viveon AG, Sidetrade has extended its public ...
- Jeremy Garnier
ODDO : Faux départ pour les small caps…
Collecte de nouveau positive, valorisations raisonnables et prime de croissance, les ingrédients étaient là pour un retour d’une surperformance durable des small caps dans les mois à venir mais les conditions macroéconomiques (taux d’intérêt encore élevés, fortes incertitudes politiques en France) ont freiné cet enthousiasme. Dans ce contexte, notre liste European Nextcap S2 2024 privilégie des sociétés peu exposées à la France, à l’instar d’Altri, CTAC, eDreams Odigeo, SFC Energ...
- Jeremy Garnier
ODDO : False start for small caps…
A return to positive inflows, reasonable valuations and a growth premium: the ingredients were there for a return to sustainable outperformance by small caps in the months ahead, but macroeconomic conditions (interest rates still high, strong political uncertainty in France) dampened this enthusiasm. Against this backdrop, our European Nextcap H2 2024 list favours companies with little exposure to France, such as Altri, CTAC, eDreams Odigeo, SFC Energy and Sword, as well as more ...
- Carole Braudeau
- Carole Braudeau
- Jean-François Granjon
ODDO BHF Small & MIDCAP MORNING NEWS - 06/18/2024
A return to positive inflows, reasonable valuations and a growth premium: the ingredients were there for a return to sustainable outperformance by small caps in the months ahead, but macroeconomic conditions (interest rates still high, strong political uncertainty in France) dampened this enthusiasm. Against this backdrop, our European Nextcap H2 2024 list favours companies with little exposure to France, such as Altri, CTAC, eDreams Odigeo, SFC Energy and Sword, as well as more expos...
- Jean-François Granjon
ODDO BHF Small & MIDCAP MORNING NEWS - 18/06/2024
Collecte de nouveau positive, valorisations raisonnables et prime de croissance, les ingrédients étaient là pour un retour d’une surperformance durable des small caps dans les mois à venir mais les conditions macroéconomiques (taux d’intérêt encore élevés, fortes incertitudes politiques en France) ont freiné cet enthousiasme. Dans ce contexte, notre liste European Nextcap S2 2024 privilégie des sociétés peu exposées à la France, à l’instar d’Altri, CTAC, eDreams Odigeo, SFC Energy, Sw...
- Luis de Toledo Heras
SOLTEC : Q1 2024 results on the right path to recovery
>Results in line with estimates - Good results, in line with our estimates at the EBITDA level, with the strongest quarterly activity for the company partly due to accounting effects (bill and hold agreements reclassified). Trackers delivered in Q1 2024 reached 813 MW with segment gross margins maintaining a healthy level (24%) and a backlog of € 619m offering good revenue visibility (pipeline of € 17bn). Energy recorded an increase in operating capacity of 4.9 MW (La...
- Jean-François Granjon
Seche Environnement : A high-quality, structuring acquisition
>Foothold acquired in a new region - Séché Environnement announced it signed a share purchase agreement to acquire ECO Industrial Environmental Engineering, one of the leading players in the industrial hazardous waste market in Singapore. ECO is the market leader in Singapore, with market share of around 32%, ahead of No. 2 Veolia. The company operates in the markets for the recovery and treatment of hazardous waste, with incinerators, industrial water treatment plant...
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