reports
- Carole Braudeau
- Carole Braudeau
- Julian Dobrovolschi
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/17/2024
As the world leader in logistics, DHL operates in 220 countries via 5 main activities (post and parcels in Germany, Express, freight forwarding, supply chain and e-commerce). Despite buoyant structural trends (global trade, e-commerce, outsourcing of logistics chains), we are initiating coverage with a Neutral rating and target price of € 43 in the absence of short-term visibility on the global macro environment and due to the risk of a consensus downgrade. - ...
- Bruno Cavalier
- Julian Dobrovolschi
- Oliver Metzger
Merck KGaA : Healthcare and Electronics to drive 2024, Life Sciences t...
>Solid start into the year, Healthcare and Electronics to drive 2024 - The first quarter was a good start into the year for Merck on the back of a strong Healthcare performance as well as Electronics ahead of expectations. The quantitative guidance for 2024 looks solid on the top line with 1% to 5% organic sales growth (ODDO BHF 3.3%) and an EBITDA pre of € 5.7bn to € 6.3bn (ODDO BHF € 6.0bn). The most relevant driver for the share price will be better visibility on t...
Agilent Presents Solutions Innovation Research Awards to Cornell and I...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- (NYSE: A) today announced two Solutions Innovation Research Awards (SIRA) presented to Professors and . These separate awards recognize their outstanding contributions to advanced materials research. Electrocatalysis plays a pivotal role in advancing clean energy systems. Enhancing the efficiency of chemical reactions at electrode surfaces can accelerate the transition to sustainable energy sources. High-entropy nanoparticles—materials that incorporate many different types of atoms into one lattice—offer a fresh perspective in electrocatalysis. Their ...
- Oliver Metzger
Merck KGaA : Strong momentum in Healthcare & Semiconductors, Life Scie...
>Q1 review – Better on bottom line - Q1 2024 revenues of € 5,120m (-3.3% y-o-y) were -2%/0% vs ODDO BHF/consensus. The organic decline was -1.2%, (ODDO BHF +0.2%). EBITDA pre of € 1,454m (-8.4% y-o-y, margin 28.4%) was 3%/7% better than ODDO BH/consensus. EPS pre was € 2.06 some 0%/7% ahead of expectations. For 2024, the company detailed its guidance and looks for sales of € 20.6bn to € 22.1bn (ODDO BHF € 21.6bn, consensus € 21.2bn) with +1% to +5% organic growth with...
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2024
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2024
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
Evelyne Nguyen est nommée Directrice financière d’EUROAPI
Evelyne Nguyen est nommée Directrice financière d’EUROAPI Communiqué de presse Paris – Le 13 mai 2024 – Evelyne Nguyen a été nommée Directrice financière d’EUROAPI, à compter du 14 mai 2024, et sera membre du Comité Exécutif. Elle succède à Antoine Delcour, qui quitte l’entreprise pour poursuivre de nouveaux projets. Antoine restera au sein de la société jusqu’à la fin juin afin d’assurer la transition. « L’ensemble de l’entreprise et le Conseil d’administration se joignent à moi pour exprimer notre sincère gratitude à Antoine pour son remarquable engagement à l’égard d’EUROAPI au cou...
Evelyne Nguyen appointed EUROAPI’s Chief Financial Officer
Evelyne Nguyen appointed EUROAPI’s Chief Financial Officer Press Release Paris – May 13, 2024 - Evelyne Nguyen has been appointed EUROAPI’s Chief Financial Officer, effective May 14, 2024, and will be a member of the Executive Committee. She is taking over from Antoine Delcour, who is leaving the company to pursue new endeavors. Antoine will remain within the company until the end of June to ensure a smooth transition. “The entire company and the Board of Directors join me in expressing our sincere gratitude to Antoine for his outstanding dedication to EUROAPI over the past four years...
Charles River Laboratories Announces First-Quarter 2024 Results
WILMINGTON, Mass.--(BUSINESS WIRE)-- Charles River Laboratories International, Inc. (NYSE: CRL) today reported its results for the first quarter of 2024. For the quarter, revenue was $1.01 billion, a decrease of 1.7% from $1.03 billion in the first quarter of 2023. The impact of foreign currency translation benefited reported revenue by 0.3%, and acquisitions contributed 1.5% to consolidated first-quarter revenue. A small divestiture of a Safety Assessment site reduced reported revenue by 0.2%. Excluding the effect of these items, organic revenue decreased 3.3%. On a segment basis, both the ...
Lonza gibt Ergebnisse der Generalversammlung 2024 bekannt – Alle Anträ...
Lonza Group AG / Schlagwort(e): Generalversammlung Lonza gibt Ergebnisse der Generalversammlung 2024 bekannt – Alle Anträge des Verwaltungsrats wurden genehmigt 08.05.2024 / 15:00 CET/CEST Jean-Marc Huët wurde als Präsident des Verwaltungsrats gewählt Die Aktionäre wählten alle zur Wiederwahl stehenden Verwaltungsratsmitglieder wieder Eine Dividende von CHF 4.00 pro Aktie wird ab dem 15. Mai 2024 ausgeschüttet Die anwesenden und vertretenen Aktionäre hielten insgesamt 29'994'055 Aktien, was 40.28% des Aktienkapitals entspricht Deloitte wurde als Revisionsstelle für das Geschäft...
Lonza Announces Results of the 2024 Annual General Meeting – All Motio...
Lonza Group AG / Key word(s): AGMEGM Lonza Announces Results of the 2024 Annual General Meeting – All Motions Proposed by Board of Directors Approved 08.05.2024 / 15:00 CET/CEST Jean-Marc Huët was elected as Chairman of the Board of Directors Shareholders re-elected all members of the Board of Directors standing for re-election A dividend of CHF 4.00 per share will be paid out starting from 15 May 2024 Attending and represented shareholders collectively held a total of 29,994,055 shares, representing 40.28% of the share capital Deloitte has been re-elected as auditor for finan...
- Martin Marandon-Carlhian
- Stephane Houri
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- Martin Marandon-Carlhian
- Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- Oliver Metzger
- Stephan Wulf
Lonza : Lonza has improved its strategic position in biologics and is ...
>Lonza’s equity story has become more attractive since our initiation - Since we initiated the coverage of Lonza on 5 March 2024, several aspects of the equity story have further improved. The appointment of Wolfgang Wienand as CEO in April has ended a period of uncertainty regarding the company's future leadership. Even more importantly, Lonza's strategic position has improved with the acquisition of Genentech in the US. This is particularly true regarding the expect...
Agilent to Announce Second-Quarter Fiscal Year 2024 Financial Results ...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Agilent Technologies Inc. (NYSE: A) will release financial results for the second quarter of fiscal year 2024 after the stock market closes on May 29. In addition, the company will host a conference call to discuss the results at 1:30 p.m. PT. To join the listen-only conference call webcast, click the link on the of Agilent’s investor relations website. A recording of the call will also be available on the website for 90 days. About Agilent Technologies Agilent Technologies Inc. (NYSE: A) is a global leader in analytical and clinical laboratory tec...
Charles River Launches Viral Vector Reference Materials to Streamline ...
WILMINGTON, Mass.--(BUSINESS WIRE)-- Charles River Laboratories International, Inc. (NYSE: CRL) today announced the launch of its reference materials for adeno associated virus (AAV) and lentiviral vector (LVV) portfolio, designed to streamline Cell and Gene Therapy (CGT) research and development as it scales to Good Manufacturing Practice- (GMP) quality. Moving towards a gold standard for reference materials, Charles River is introducing six AAV reference material serotypes, offering superior and capsid ratios and high vector genome concentration (GC/mL), plus five products, available wi...
Padraig McDonnell Assumes Agilent CEO Role
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Agilent Technologies Inc. (NYSE:A) today announced that Padraig McDonnell has assumed the role of Agilent CEO, effective immediately. His appointment is part of the company’s CEO . McDonnell is the fourth CEO in Agilent’s history and succeeds Mike McMullen, who will serve as an adviser until he retires Oct. 31. This press release features multimedia. View the full release here: Padraig McDonnell (Photo: Business Wire) “It’s an incredible honor to serve as CEO of this great company that impacts the world by advancing the quality of life,” McDonnell said. ...
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