reports
Voltalia SA: Total number of shares and voting rights in the share cap...
Voltalia SA: Total number of shares and voting rights in the share capital as of October 31, 2024 Total number of shares and voting rights in the share capital as of October 31, 2024 (Articles L. 233-8 (II) of the French Commercial Code and 223-16 of the General Regulations of the French Financial Markets Authority) Date Total number of shares in the capital Number of theoretical voting rights Number of exercisable voting rights 10/31/2024 131 318 716197 716 492197 280 094 Next on the agenda: Q4 2024 Turnover, January 29, 2025 (after market close) About Voltalia ()Voltalia is an interna...
- James Ratzer
Telefonica (Neutral, €4.5, +7%) Q3 24 – Revenue, EBITDA and FCF beat
Telefonica’s Q3 results are solid, being marginally ahead of consensus across the board. In particular, strong KPIs in Spain and high organic growth in Brazil stands out, and with all guidance reiterated, we believe there could be some upside to consensus estimates.
- Alvaro del Pozo
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Alvaro del Pozo
TELEFÓNICA: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 10.023 Bn (-2.9% vs. -3.7% BS(e) and -3.3% consensus); EBITDA: € 2.946 Bn (-11.5% vs. -2.2% BS(e) and -3.2% consensus); EBIT: € 740.0 M (-30.0% vs. -9.3% BS(e) and -2.6% consensus); Net Profit: € 10.0 M (-98.0% vs. -50.2% BS(e) and -34.5% consensus); 9M'24 vs. 9M'23 Results Sales: € 30.418 Bn (-0.3% vs. -0.6% BS(e) and -0.4% consensus); EBITDA: € 9.37 Bn (-2.3% vs. +0.9% BS(e) and +0.5% consensus); EBIT: € 2.803 Bn (-5.8% vs. +1.6% BS(e) and +3.9% consensus); Net...
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Carole Braudeau
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Geoffroy Michalet
Carrefour : Rumors of Non-Core Country Divestiture Studies by the Comp...
>Mulling exit from non-core countries: what are they and what do they represent? - In a review of options to increase the value of its share price, Carrefour is considering pullouts from noncore countries, a press article claims. The three core countries are i/ France (45% of sales), ii/ Brazil (23% of sales) and iii/ Spain (13% of sales).The other five non-core countries collectively account for around 20% of sales (€ 18.4bn in 2023 sales).They are Italy (5...
- Carole Braudeau
- Stephane Beyazian
Telefonica : Q3 2024: better group FCF growth on non-recurring items
>Q3 2024 results 1% with consensus - Q3 2024 revenues are down 3% y-o-y to € 10,023m, due to negative forex changes, and in line with consensus (consensus € 9,983m, ODDO BHF € 10,356m). Q3 2024 EBITDA was down 2.5% y-o-y to € 3,260m or 1% above consensus (consensus € 3,224m). EBITDAaL was down 3.4% at € 2,595m, also 1% above expectations (consensus € 2,564m, ODDO BHF € 2,683m).2024 targets are confirmed: revenue growth of 1%, EBITDA 1-2%A, FCF > 10%. The targets ...
- Stephane Beyazian
Telefonica : Q3 2024: better group FCF growth on non-recurring items
>Q3 2024 results 1% with consensus - Q3 2024 revenues are down 3% y-o-y to € 10,023m, due to negative forex changes, and in line with consensus (consensus € 9,983m, ODDO BHF € 10,356m). Q3 2024 EBITDA was down 2.5% y-o-y to € 3,260m or 1% above consensus (consensus € 3,224m). EBITDAaL was down 3.4% at € 2,595m, also 1% above expectations (consensus € 2,564m, ODDO BHF € 2,683m).2024 targets are confirmed: revenue growth of 1%, EBITDA 1-2%A, FCF > 10%. The targets ...
- Manuel Martin
- CEFA
- CREA
Branicks : Q3 2024 figures broadly in line with our estimates but with...
>FFO guidance for FY 2024 was confirmed - This morning, Branicks reported Q3 2024 figures which were broadly in line with our estimates but with FFO being ahead of our expectations which was, amongst others,driven by other adjustments and higher fees income. Management confirmed its FY 2024e FFO guidance of € 40-55m but cut its acquisition guidance to € 0m from € 150-300m.Q3 2024 net rental income dropped by -12.6% to € 35.8m which was in line with our € 35.4m e...
- Martin Marandon-Carlhian
- Stephane Houri
ams OSRAM : Solid Q3 2024 results but Q4 guidance well below expectati...
>Q3 2024 results above expectations on profitability - This morning, ams-OSRAM reported Q3 2024 results which were above expectations. Revenues were € 881m, in line with the consensus at € 880m (guidance € 830-930m). They were up 8% q-o-q and down 3% y-o-y. Adjusted gross margin was 29.7%, close to the consensus at 30%. Adjusted EBITDA was € 166m, i.e. an EBITDA margin of 18.8%, slightly above the consensus at € 164m and 18.6% (guidance at 17-20%). Adjusted EBIT was €...
- Martin Marandon-Carlhian
- Stephane Houri
ams OSRAM : Solid Q3 2024 results but Q4 guidance well below expectati...
>Q3 2024 results above expectations on profitability - This morning, ams-OSRAM reported Q3 2024 results which were above expectations. Revenues were € 881m, in line with the consensus at € 880m (guidance € 830-930m). They were up 8% q-o-q and down 3% y-o-y. Adjusted gross margin was 29.7%, close to the consensus at 30%. Adjusted EBITDA was € 166m, i.e. an EBITDA margin of 18.8%, slightly above the consensus at € 164m and 18.6% (guidance at 17-20%). Adjusted EBIT was €...
- Olfa Taamallah
- Yan Derocles
Air France-KLM : Lower Q4 fuel bill and solid environment should offse...
>Q3 EBIT 4.5% below css - Air France-KLM has just reported its Q3 2024 earnings, which were 4.5% below estimates at EBIT level due to a slightly lower than expected RASK. Adjusted EBIT came out at € 1,180m, -12% yoy (ODDO BHF: € 1,252m; Co compiled css: € 1,236m) for revenues of € 8,979m (ODDO BHF: € 9,039m, Co compiled css: € 8,887m), i.e a margin of 13.1%. In detail, the performance over the quarter was marked by i/ a 3.6% capacity growth driven in particular ...
- Olfa Taamallah
- Yan Derocles
Air France-KLM : Lower Q4 fuel bill and solid environment should offse...
>Q3 EBIT 4.5% below css - Air France-KLM has just reported its Q3 2024 earnings, which were 4.5% below estimates at EBIT level due to a slightly lower than expected RASK. Adjusted EBIT came out at € 1,180m, -12% yoy (ODDO BHF: € 1,252m; Co compiled css: € 1,236m) for revenues of € 8,979m (ODDO BHF: € 9,039m, Co compiled css: € 8,887m), i.e a margin of 13.1%. In detail, the performance over the quarter was marked by i/ a 3.6% capacity growth driven in particular ...
- Geoffroy Michalet
Carrefour : Rumeurs d’étude de cessions de pays non-core par la sociét...
>Cession potentielle de pays non-core : que sont-ils et que représentent-ils ? - Un article de presse mentionne que Carrefour, dans une étude de ses options pour revaloriser son cours de Bourse, étudierait la possibilité de céder des pays non-core. Les 3 pays core sont i/ la France (45% du CA, ii/ le Brésil (23% du CA) et iii/ l’Espagne (13% du CA).Les 5 autres pays non-core représentent globalement c.20% du CA (18.4 Md€ de CA 2023).Il s’agit de l’Italie (5%...
- Emna Ben Bdira
- Maxime Kogge
ArcelorMittal : Solid Q3 print in an unsupportive market
>Solid Q3 driven by resilient Europe and solid Brazil - ArcelorMittal released solid Q3 results with EBITDA of $ 1.58bn, down 15% QoQ and 26% y-o-y but 6% above consensus and 7% above ODDO BHF. The beat was mostly driven by resilient volumes and better costs (including raw mats) that offset lower shipments. By division, Brazil at $ 0.5bn was the sole higher vs Q2, thanks to better seasonality and good cost control. Despite a weaker environment, Europe at $0.4bn also ...
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