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Research Department
  • Research Department

IBERIAN DAILY 29 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AENA, BANKING SECTOR, BANKINTER, MELIÁ HOTELES, MERLIN PROPERTIES. China in the spotlight Stocks markets on both sides of the Atlantic posted losses, with all eyes on the demonstrations in major Chinese cities against the Govt.’s Zero-Covid policy, although the market was also waiting for Europe’s inflation data and the US employment data. Thus, within the Euro STOXX, almost all sectors ended in the red, with Energy and Basic Resources leading the way, vs. the best relative perfor...

Research Department
  • Research Department

INFORME DIARIO 29 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: AENA, BANKINTER, MELIA HOTELES, MERLIN PROPERTIES, SECTOR BANCOS ESPAÑA. China centra la atención Jornada de caídas a ambos lados del Atlántico con los mercados pendientes de las protestas en las principales ciudades chinas contra la política de Covid cero del gobierno. No obstante, el mercado está pendiente de los datos de inflación en Europa y de empleo en EE.UU. de finales de semana. Así, en el Euro STOXX casi todos los sectores cerraron con pé...

 PRESS RELEASE

HIGHCO : Transactions sur actions propres du 21/11/22 au 25/11/22

HIGHCO : Transactions sur actions propres du 21/11/22 au 25/11/22 Déclaration des transactions sur actions propresRéalisées du 21 au 25 novembre 2022 Paris, le 28 novembre 2022 Présentation agrégée par jour et par marché Nom de l’émetteurCode identifiant émetteurJour de la transactionCode identifiant de l’instrument financierVolume total journalier(en nombre d’actions)Prix pondéré moyen journalier d'acquisition des actionsMarchéHIGH CO969500FYLNRXCJ348W6621/11/2022FR 00000542311 6354,65 €XPARHIGH CO969500FYLNRXCJ348W6622/11/2022FR 00000542311 6124,67 €XPARHIGH CO969500FYLNRXCJ348W6623/11/...

PGS ASA: Update following change in outlook to positive

Our credit view of this issuer reflects its extensive and high-quality seismic survey library, which creates barriers to entry, against a volatile industry and outlook.

Haythem BOHLI ... (+2)
  • Haythem BOHLI
  • Maxime Kogge

ODDO BHF Small & MIDCAP MORNING NEWS - 11/25/2022

We are initiating coverage of Deutsche PfandbriefBank AG (‘PBB’) with a Neutral rating and a target price set at € 9.2. Despite its robust balance sheet (CET1 FL ratio ~16%, NPL ratio ~1%) and niche positioning (real estate and public sector financing via Pfandbriefe, or bank-issued covered bonds), the group’s operating performances (RoE 24m ~4%) are likely to be penalised by the deterioration in the macroeconomic climate and the uncertainty on the real estate market, notably in Germa...

Haythem BOHLI ... (+2)
  • Haythem BOHLI
  • Maxime Kogge

ODDO BHF Small & MIDCAP MORNING NEWS - 25/11/2022

Nous initions la couverture de Deutsche PfandbriefBank AG (‘PBB’) avec une recommandation Neutre et un OC fixé à 9.2 €. En dépit d’un bilan solide (ratio CET1 FL ~16%, ratio NPL ~1%) et d’un positionnement de niche (financement immobilier & public via Pfandbriefe - obligations bancaires adossées), les performances opérationnelles (RoE 24M ~4%) du groupe devraient être pénalisées par la détérioration du contexte macroéconomique et les incertitudes sur le marché immobilier notamment en ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ebusco: PTO Rouen converts option into fixed contract. Elia: Strong trading update. Sligro: Good prospects to bring in Metro Belgium

Robert Jan Vos
  • Robert Jan Vos

Sligro Food Group N.V. : Better not miss this metro

>On the brink of adding 10 cash-and-carry locations in Belgium - On 15 November, Sligro announced that it had bid for the Metro assets in Belgium that were put up for sale a few months earlier. The assets consist of 11 Metro locations, of which 10 were of interest to Sligro. Taking into consideration that a potential deal is within bankruptcy proceedings for Makro Cash & Carry Belgium NV, we know that a final outcome is to be announced shortly, i.e. it is expected bef...

 PRESS RELEASE

Wereldhave celebrates Grand Opening of the fully-let Emmapassage in Ti...

Wereldhave celebrates Grand Opening of the fully-let Emmapassage in Tilburg and delivers its third Full Service Center Today, Wereldhave, the Municipality of Tilburg and partners in development celebrated the official opening of the completely renewed Emmapassage in Tilburg. After completing this final phase of the Tilburg City-Center transformation project, one of the Netherlands’ largest recent inner-city projects, Wereldhave has delivered three Full Service Centers. The official opening act was performed by alderman Rik Grashoff of the Municipality of Tilburg, CEO Matthijs Storm of Wer...

 PRESS RELEASE

PGS ASA: Approval and Publication of Prospectus. New share capital reg...

PGS ASA: Approval and Publication of Prospectus. New share capital registered Oslo, 24 November 2022 NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO AUSTRALIA, CANADA, JAPAN, HONG KONG, SOUTH AFRICA OR THE UNITED STATES, OR ANY OTHER JURISDICTION IN WHICH THE RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL. THIS ANNOUNCEMENT DOES NOT CONSTITUTE AN OFFER OF ANY OF THE SECURITIES DESCRIBED HEREIN. Reference is made to previous stock exchange announcements by PGS ASA (“PGS” or the “Company”) regarding a successfully placed private ...

 PRESS RELEASE

PGS ASA: Contract Award in Mediterranean

PGS ASA: Contract Award in Mediterranean November 24, 2022, Oslo, Norway: PGS is awarded a 3D exploration acquisition contract in the Mediterranean by an independent energy company. Ramform Hyperion will commence acquisition in late November and expect to complete mid-January 2023. “We continue to experience increased exploration activity in this prolific region and are very pleased with this contract award. We currently have the Ramform Hyperion working in the Southeast part of the Mediterranean and this contract secures visibility for the vessel into next year,” says President & CEO i...

 PRESS RELEASE

PGS ASA: Minutes from Extraordinary General Meeting – Approval of Priv...

PGS ASA: Minutes from Extraordinary General Meeting – Approval of Private Placement and Subsequent Offering Oslo, 23 November 2022 NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO AUSTRALIA, CANADA, JAPAN, HONG KONG, SOUTH AFRICA OR THE UNITED STATES, OR ANY OTHER JURISDICTION IN WHICH THE RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL. THIS ANNOUNCEMENT DOES NOT CONSTITUTE AN OFFER OF ANY OF THE SECURITIES DESCRIBED HEREIN. Reference is made to the stock exchange announcements by PGS ASA (“PGS” or the “Company”) on 1 November...

Moody's affirms PGS's CFR rating of Caa1 and change outlook to positiv...

Moody's Investors Service ("Moody's") has today affirmed the Caa1 long-term corporate family rating (CFR) of seismic service provider PGS ASA (PGS) and Caa1-PD probability of default rating (PDR). The outlook on the rating has changed to positive from stable. RATINGS RATIONALE The rating action...

Intesa Sanpaolo SPA: 1 director

A director at Intesa Sanpaolo SPA sold 43,151 shares at 2.200EUR and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...

Martin Huseby Karlsen
  • Martin Huseby Karlsen

Another sanctioning setback

Shell has notified FPSO contractor BW Offshore that it will not take an FID on the Gato do Mato project offshore Brazil within the next 12–24 months. Gato de Mato is one of the key deepwater developments set for an FID in 2023, with planned production in 2026. Shell did not comment on the reason for the delay, but we believe it relates to cost inflation and supply-chain issues. BW Offshore was performing early works on the FPSO with the intention to undertake the full FPSO project upon the FID. ...

 PRESS RELEASE

HIGHCO : Transactions sur actions propres du 14/11/22 au 18/11/22

HIGHCO : Transactions sur actions propres du 14/11/22 au 18/11/22 Déclaration des transactions sur actions propresRéalisées du 14 au 18 novembre 2022 Paris, le 21 novembre 2022 Présentation agrégée par jour et par marché Nom de l’émetteurCode identifiant émetteurJour de la transactionCode identifiant de l’instrument financierVolume total journalier(en nombre d’actions)Prix pondéré moyen journalier d'acquisition des actionsMarchéHIGH CO969500FYLNRXCJ348W6614/11/2022FR 00000542311 5684,65 €XPARHIGH CO969500FYLNRXCJ348W6615/11/2022FR 00000542311 5894,63 €XPARHIGH CO969500FYLNRXCJ348W6616/11/...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Flow Traders: Steady start to the fourth quarter. Retail Estates: Good results, rents sustainability key going forward. Sligro: A major step forward in Belgium now more likely. Vopak: CCS MoU with Petronas. Coverage change

Michiel Declercq ... (+2)
  • Michiel Declercq
  • Wim Lewi
Martin Huseby Karlsen
  • Martin Huseby Karlsen

Offshore spending

shifted into 2023 After reviewing oil majors’ and independents’ Q3 reports and spending plans, we are seeing a shift in offshore spending from 2022 to 2023. Hence, we now estimate YOY offshore spending growth of c9% in 2023, versus 5% in our last update from August. 2022e growth is revised lower to c17% (c20%). This is mainly explained by Equinor shifting spending to next year, while keeping the total unchanged, boosting the percentage growth in 2023. Also, some majors have increased their 2023...

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Gerardo Ibanez
AC ACCOR SA
ADS ADIDAS AG ... (+22)

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/18/2022

PMI indicators have begun to correct, as has the consensus, and valuations are becoming more attractive (5% discount vs the 10-year historical average), based on a scenario of a moderate recession. The sector should therefore gradually recover its appeal even though momentum is set to remain unfavourable for a while yet (negative volumes, inflation still likely to take a toll in 2023). We upgrade Knorr-Bremse to Outperform (improvement in momentum: China, inflation, etc.) and downgrad...

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