reports
- Charlotte Vaisse
- Fehmi Ben Naamane
- Oddo Sustainability Team
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
WTB WHITBREAD PLC
ZVTG ZAVAROVALNICA TRIGLAV D.D.
GLJ GRENKE AG
RBT ROBERTET SA
POS PORR AG
CAI CA IMMOBILIEN ANLAGEN AG
WIE WIENERBERGER AG
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SHOT SCANDIC HOTELS GROUP
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
2CRSI 2CRSI SA
GRE GRENERGY RENOVABLES
IHG INTERCONTINENTAL HOTELS GROUP PLC
MFEA MEDIASET NV
DSPW DOOSAN SKODA POWER A.S.
LOUP SOCIETE L.D.C.
- Charlotte Vaisse
- Fehmi Ben Naamane
- Oddo Sustainability Team
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
WTB WHITBREAD PLC
ZVTG ZAVAROVALNICA TRIGLAV D.D.
GLJ GRENKE AG
RBT ROBERTET SA
POS PORR AG
CAI CA IMMOBILIEN ANLAGEN AG
WIE WIENERBERGER AG
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SHOT SCANDIC HOTELS GROUP
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
2CRSI 2CRSI SA
GRE GRENERGY RENOVABLES
IHG INTERCONTINENTAL HOTELS GROUP PLC
MFEA MEDIASET NV
DSPW DOOSAN SKODA POWER A.S.
LOUP SOCIETE L.D.C.
- Jerôme Bodin
- Jerôme Bodin
- Ahmed Ben Salem
- Baptiste Lebacq
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ALFOC FOCUS HOME INTERACTIVE SA
NK IMERYS SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
ATO ATOS SE
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
EVT EVOTEC SE
FGA FIGEAC AERO SA
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
GOE GROUPE GORGE SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
ICAD ICADE SA
SUN SULZER AG
NDA AURUBIS AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
CON CONZZETA AG
11B 11 BIT STUDIOS S.A.
SIFG SIF HOLDING NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
THEP THERMADOR HOLDING SA
DSC1 DUTCH STAR C SHAR
FAST FASTNED
WINE PURCARI WINERIES PCL
OVH OVH GROUPE
ALVGO VOGO SA
MFEA MEDIASET NV
PLX PLUXEE NV
ORP ORPEA
- Ahmed Ben Salem
- Baptiste Lebacq
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ALFOC FOCUS HOME INTERACTIVE SA
NK IMERYS SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
ATO ATOS SE
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
FGA FIGEAC AERO SA
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
GOE GROUPE GORGE SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
ICAD ICADE SA
SUN SULZER AG
NDA AURUBIS AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
CON CONZZETA AG
11B 11 BIT STUDIOS S.A.
SIFG SIF HOLDING NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
THEP THERMADOR HOLDING SA
DSC1 DUTCH STAR C SHAR
FAST FASTNED
WINE PURCARI WINERIES PCL
OVH OVH GROUPE
ALVGO VOGO SA
MFEA MEDIASET NV
PLX PLUXEE NV
ORP ORPEA
- Jerôme Bodin
- Jerôme Bodin
- Emmanuel Matot
- Marc Lavaud
- Michael Foundoukidis
- Emmanuel Matot
- Marc Lavaud
- Michael Foundoukidis
- Jerôme Bodin
MFE B shares : Set to continue the positive advertising trend in Italy...
>The advertising trend is solid in Italy and tough in Spain in Q3 - MFE reported yesterday its Q3 earnings, in with our forecasts for EBIT. Group EBIT for 9M stood at € 127m, i.e. -€ 9.8m in Q3, an improvement vs -€ 22.8m for Q3 2023 (the consensus was forecasting -€ 7m in Q3 2024). Advertising growth came to +11.8% in Q3 in Italy and -6.8% in Spain. MFE’s situation is quite different to that of the other broadcasters; the group benefits from synergies with Mediaset E...
- Jerôme Bodin
MFE B shares : Vers une poursuite de la bonne tendance publicitaire en...
>Une tendance publicitaire solide en Italie et difficile en Espagne sur le T3 - MFE a publié hier ses résultats du T3 ressortis en ligne avec nos attentes au niveau de l’EBIT. L’EBIT groupe sur les 9M ressort à 127 M€ soit -9,8 M€ sur le T3 en amélioration vs -22,8 M€ sur le T3 2023 (le consensus tablait sur -7 M€ au T3 2024). La croissance publicitaire est ressortie à +11,8% sur le T3 en Italie et -6,8 % en Espagne. La situation de MFE est assez différente des autres...
- Jerôme Bodin
MFE B shares : La bonne dynamique publicitaire du S1 2024 devrait se p...
>Opinion Sous-performance réitérée - MFE a publié hier ses résultats du S1 2024 ressortis supérieurs aux attentes avec un EBIT de 136 M€ contre 115 M€ attendus par ODDO BHF et 128 M€ par le consensus. Ceci est principalement dû à une hausse de 53% de l’EBIT en Italie à 60 M€ soutenu par une bonne maitrise des coûts. Rappelons que le groupe avait déjà donné des indications sur la tendance publicitaire, donc sans surprise. La croissance publicitaire groupe est ressortie...
- Damien Choplain
- Marc Lavaud
- Oussema Denguir
- Damien Choplain
- Marc Lavaud
- Oussema Denguir
ODDO BHF Small & MIDCAP MORNING NEWS - 09/20/2024
Tubacex is a solutions provider for the energy and mobility sectors through high value-added products (seamless stainless-steel tubes) and services. It has recently completed a successful transformation which should result in a much more stable results and cash flow profile going forward (EBITDA margin c.15% vs 10-year historical average of 9%) although 2024 will be a transition year ahead of the completion of the ADNOC contract and the closing of Mubadala’s transaction (acquisition o...
- Jerôme Bodin
MFE B shares : Brisk advertising momentum should continue in Q3
>Underperform rating reiterated - MFE reported its 2024 interim results above our expectations with H1 EBIT of € 136m vs € 115m forecast by ODDO BHF and € 128m by the consensus. This is mainly due to a 53% rise in EBIT in Italy to € 60m, underpinned by tight control of costs. Note that the group had already provided indications on the advertising trend, so this came as no surprise. Growth in the group’s advertising came to +8.5% in Q2 in Italy and +9% in Spain. MFE’s ...
- Jean-François Granjon
ODDO BHF Small & MIDCAP MORNING NEWS - 05/24/2024 Date Performance sin...
The underlying themes discussed at the Forum were the materialisation of the transition of business models, management of emerging ESG risks, adaptation of human capital and the challenges of CSR reporting. Among the 35 companies present, six stood out positively, four warrant caution and three are worth rediscovering from an “improvers” angle. - ...
- Jean-François Granjon
ODDO BHF Small & MIDCAP MORNING NEWS - 24/05/2024 Date Performance dep...
En toile de fond des thèmes discutés au Forum, il y a la matérialisation de la transition des modèles d’affaires, la gestion de risques ESG émergents, l’adaptation du capital humain, et les enjeux du reporting RSE. Parmi les 35 sociétés présentes, 6 se sont démarquées positivement, 4 méritent la prudence, et 3 sont à redécouvrir sous un angle « improvers ». - ...
- Jerôme Bodin
MFE B shares : Advertising trend still robust in Italy and Spain
>Good advertising momentum in Q1 as expected - MFE reported this morning its Q1 2024 earnings, which were very slightly below our forecast with EBIT of € 23.5m vs € 28m expected mainly under the effect of costs higher than we expected (up by around 8% over the quarter). Note that the group had already provided indications on the advertising trend, so this came as no surprise. Growth in the group’s advertising came to +6.3% in Q1, with +5.7% in Italy and +8% in Spain. ...
- Jerôme Bodin
MFE B shares : Une tendance publicitaire toujours solide en Italie et ...
>Bonne dynamique publicitaire sur le T1 comme attendu - MFE a publié ce matin ses résultats du T1 2024 ressortis très légèrement inférieurs à notre attente avec un EBIT de 23,5 M€ vs 28 M€ attendus principalement sous l’effet des coûts supérieurs à notre attente (en hausse d’environ 8% sur le trimestre). Rappelons que le groupe avait déjà donné des indications sur la tendance publicitaire, donc sans surprise. La croissance publicitaire groupe est ressortie à +6,3% sur...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.