reports
- Javier Esteban
INTESA SANPAOLO: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'24 vs 1T'23: M. Intereses: 3.932 M euros (+20,8% vs +19,9% BS(e) y +20,5% consenso); M. Bruto: 6.732 M euros (+11,1% vs +8,4% BS(e) y +9,2% consenso); M. Neto: 4.162 M euros (+18,2% vs +9,8% BS(e) y +11,8% consenso); BDI: 2.301 M euros (+17,6% vs +13,4% BS(e) y n/a consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 3.932 M euros (-1,6% vs -2,4% BS(e) y -1,9% consenso); M. Bruto: 6.732 M euros (+5,6% vs +3,0% BS(e) y +3,8% consenso); M. Neto: 4.162 M euros (+43,3% vs +33,1% BS(e) y +35,6% co...
City of Oceanside and ENGIE Announce a 30-year Comprehensive Energy P...
City of Oceanside and ENGIE Announce a 30-year Comprehensive Energy Project Oceanside, California and Houston, May 01, 2024 (GLOBE NEWSWIRE) -- The City of Oceanside, in collaboration with ENGIE North America (ENGIE), announced plans for a transformative energy initiative aimed at enhancing sustainability, reducing costs and fostering community engagement. This comprehensive 30-year initiative is projected to generate more than $26,000,000 in net savings for the City. It includes significant energy efficiency gains through a series of strategic measures, including: integrating 1.6 mega...
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2024
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
LHN LAFARGEHOLCIM LTD.
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/04/2024
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
LHN LAFARGEHOLCIM LTD.
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Pierre Tegner
Nestle : Very bad start to the year with 1.4% l-f-l only and -2% volum...
>Q1 sales at -5.9% with organic growth of just +1.4% - Nestlé posted very poor Q1 results well below expectations which had been already lowered during the last 4 weeks. Reported net sales came in at CHF 22,092m at -5.9% (VA consensus at -3.8% and ODDO BHF at -3.2%) with FX at -6.7%, a scope effect of -0.6% and organic growth at a very low level of +1.4% (VA css at +3.1% and ODDO BHF at +2.6%). Q1 organic growth of just +1.4% was driven by a negative volume mix ...
- Pierre Tegner
Nestlé : Very bad start to the year with 1.4% l-f-l only and -2% volum...
>Q1 sales at -5.9% with organic growth of just +1.4% - Nestlé posted very poor Q1 results well below expectations which had been already lowered during the last 4 weeks. Reported net sales came in at CHF 22,092m at -5.9% (VA consensus at -3.8% and ODDO BHF at -3.2%) with FX at -6.7%, a scope effect of -0.6% and organic growth at a very low level of +1.4% (VA css at +3.1% and ODDO BHF at +2.6%). Q1 organic growth of just +1.4% was driven by a negative volume mix ...
Nestlé reports three-month sales for 2024
Nestlé reports three-month sales for 2024 [Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in and Follow today's event live 14:00 CEST Full details on our ............. Vevey, April 25, 2024 Nestlé reports three-month sales for 2024 Organic growth of 1.4%, with pricing of 3.4% and real internal growth (RIG) of -2.0%.Total reported sales were CHF 22.1 billion, a decrease of 5.9% (3M-2023: CHF 23.5 billion). Foreign exchange decreased sales by 6.7%. Net divestitures had a negative impact of 0.6%.Overall, organic sales growth for the Group was dr...
- Ahmed Ben Salem
- Luis de Toledo Heras
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/23/2024
In the run-up to the 2024 Summer Olympic Games and Euro 2024 football tournament, we have identified six stocks to favour: JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield and easyJet. While these two major sporting events are not expected to have a significant impact on the host economies in the medium term, the microeconomic and sectoral impacts should be more marked. The tourism, transport, beverages and consumer goods sectors are expected to be the main winners. Some med...
- Ahmed Ben Salem
- Luis de Toledo Heras
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/04/2024
En amont des Jeux Olympiques d’été et de l’Euro de football 2024, nous identifions 6 valeurs à privilégier : JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield et easyJet. Alors que ces deux évènements sportifs majeurs ne devraient pas avoir d’impact significatif sur les économies hôtes à moyen terme, les impacts microéconomiques et sectoriels devraient être plus marqués. Les secteurs du tourisme, des transports, des boissons et des biens de consommation devraient être les pr...
- Benoit Valleaux
- Steven Gould
ODDO : ABI statistics (March 2024): no unpleasant surprises
>Update on the macroeconomic and banking situation in Italy - The latest statistics from the Italian Banking Association (ABI), covering March 2024, confirm the recent trend, with the overall situation remaining fragile albeit more resilient than initially expected in view of the recent indicators (GDP, industrial production, business confidence, etc.) and given the uncertainties in the short to medium term. Lending stayed on a negative trend in March 2024 after ...
- Benoit Valleaux
- Steven Gould
ODDO : Statistiques ABI (Mars 2024) : évolution sans mauvaise surprise
>Point sur la situation macroéconomique et bancaire en Italie - Les dernières données de l’Association Bancaire Italienne (ABI), couvrant mars 2024, confirment la tendance récente, avec une situation globale demeurant fragile bien que plus résiliente qu’initialement attendu au regard des indicateurs récents (PIB, production industrielle, climat de confiance…) et compte tenu des incertitudes à CMT. L’activité de crédit reste négativement orientée en mars 2024 aprè...
- Jerôme Bodin
ODDO : Olympic Games and Euro 2024: a limited economic impact but an o...
In the run-up to the 2024 Summer Olympic Games and Euro 2024 football tournament, we have identified six stocks to favour: JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield and easyJet. While these two major sporting events are not expected to have a significant impact on the host economies in the medium term, the microeconomic and sectoral impacts should be more marked. The tourism, transport, beverages and consumer goods sectors are expected to be the main winners. Som...
AC ACCOR SA
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
GET GETLINK SE
FRA FRAPORT AG
ADP AEROPORTS DE PARIS SA
BN DANONE SA
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
PUM PUMA SE
COV COVIVIO SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
SW SODEXO SA
TFI TELEVISION FRANCAISE 1 SA
MMB LAGARDERE SCA
DEC JCDECAUX SA
NESN NESTLE S.A.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
GLO GL EVENTS SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
WPP WPP PLC
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ABI ANHEUSER-BUSCH INBEV SA/NV
DUFN DUFRY AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AF AIR FRANCE - KLM
MFEA MEDIASET NV
- Jerôme Bodin
ODDO : Jeux Olympiques et Euro 2024 : un impact économique limité mais...
En amont des Jeux Olympiques d’été et de l’Euro de football 2024, nous identifions 6 valeurs à privilégier : JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield et easyJet. Alors que ces deux évènements sportifs majeurs ne devraient pas avoir d’impact significatif sur les économies hôtes à moyen terme, les impacts microéconomiques et sectoriels devraient être plus marqués. Les secteurs du tourisme, des transports, des boissons et des biens de consommation devraient être l...
AC ACCOR SA
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
GET GETLINK SE
FRA FRAPORT AG
ADP AEROPORTS DE PARIS SA
BN DANONE SA
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
PUM PUMA SE
COV COVIVIO SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
SW SODEXO SA
TFI TELEVISION FRANCAISE 1 SA
MMB LAGARDERE SCA
DEC JCDECAUX SA
NESN NESTLE S.A.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
GLO GL EVENTS SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
WPP WPP PLC
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ABI ANHEUSER-BUSCH INBEV SA/NV
DUFN DUFRY AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AF AIR FRANCE - KLM
MFEA MEDIASET NV
ENGIE sees continued strong growth in renewables in the U.S.
ENGIE sees continued strong growth in renewables in the U.S. ENGIE ranks #1 globally as corporate clean power seller during record year in industry. HOUSTON, April 22, 2024 (GLOBE NEWSWIRE) -- , a leader in the Net Zero energy transition, envisions continued strong customer demand for its renewables solutions in the U.S. and aims to grow its number of integrated projects substantially. ENGIE was recently named the top corporate seller of clean power purchase agreements (PPAs) globally in what was a record year for PPAs, according to BloombergNEF’s (BNEF) 2023 full year rankings. Accor...
Nestlé announces retirement of Marco Settembri, appointment of Guillau...
Nestlé announces retirement of Marco Settembri, appointment of Guillaume Le Cunff as CEO Zone Europe [Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in and ............. Nestlé announces retirement of Marco Settembri, appointment of Guillaume Le Cunff as CEO Zone Europe Vevey, April 18, 2024 Marco Settembri, Executive Vice President and Chief Executive Officer Zone Europe, will take a well-deserved retirement after a distinguished career of over 36 years at Nestlé. He will step down from the Group Executive Board on June 30, 2024. Since joining ...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/UBS capital need, Rabobank and Intesa capital, EPBD finali...
Swiss finance minister supports substantially higher capital requirements for UBS. Rabobank tender for participation notes to result in a limited dent in its MDA headroom, Intesa Sanpaolo calls AT1. The Council of the EU adopts the Energy Performance of Buildings Directive recast. Equitable Bank is in the market with an inaugural social covered bond. Monte dei Paschi di Siena returns in CPT covered bond format
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/UBS capital need, Rabobank and Intesa capital, EPBD finali...
Swiss finance minister supports substantially higher capital requirements for UBS. Rabobank tender for participation notes to result in a limited dent in its MDA headroom, Intesa Sanpaolo calls AT1. The Council of the EU adopts the Energy Performance of Buildings Directive recast. Equitable Bank is in the market with an inaugural social covered bond. Monte dei Paschi di Siena returns in CPT covered bond format
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
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