reports
- Christophe Chaput
- Florent Laroche-Joubert
- Steven Boumans
ODDO : The recovery is only beginning and the best is yet to come
The rate cut carried out and yet to come (ECB: -125bp to -150bp to come by end-2025e) is a real driver for listed real estate and creates the conditions enabling it to outperform. In this context, we are lifting 23 target prices for the 42 stocks covered. Covivio, CTP, Merlin Properties, URW, Vonovia and Xior Student Housing are now our Top Picks. Aedifica (Outperform vs Neutral) should also benefit. Lastly, we are lowering Care Property to Neutral and SFL to Underperform. - >...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Christophe Chaput
- Florent Laroche-Joubert
- Steven Boumans
ODDO : La reprise ne fait que commencer et le meilleur est à venir
La baisse de taux actée et à venir (BCE : -125 à 150 pb à venir d’ici fin 2025e) agit comme un véritable catalyseur pour l’immobilier côté et crée les conditions lui permettant de surperformer. Dans ce cadre, nous relevons 23 objectifs de cours sur 42 valeurs suivies. Covivio, CTP, Merlin Properties, URW, Vonovia et Xior Student Housing constituent désormais nos top picks. Aedifica (Surperformance vs Neutre) devrait également en bénéficier. Enfin, nous abaissons Care Property à N...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
Crossject announces its eligibility for France’s PEA-PME investment sc...
Crossject announces its eligibility for France’s PEA-PME investment scheme Enables French retail investors to buy securities under preferential tax conditions Dijon, France Sept 26, 2024 -- Crossject (ISIN: FR0011716265; Euronext: ALCJ), a specialty pharma company developing medicines for emergency situations harnessing its award-winning needle-free auto-injector ZENEO®, today confirms its eligibility for PEA-PME, a French government investment scheme which enables retail investors to acquire a portfolio of European securities whilst benefiting from preferential tax conditions. This fram...
- Fabrice Farigoule
H1 24: no real surprise, but a glimpse of disappointment
H1 24: no real surprise, but a glimpse of disappointment EARNINGS/SALES RELEASES The company released its H1 24 numbers and reminded the milestones achieved over the past few months. Even if we still believe in the case, we are a bit perplexed about the ability of the group to have its products reach the market without another financing round. We also found that management shows a degree cautiousness with respect to the timing of such a launch. Whether this is a just a way to make sure not to ...
- Carole Braudeau
- Jean-François Granjon
- Louis Boujard
- CFA
- Carole Braudeau
- Jean-François Granjon
- Louis Boujard
- CFA
- Fehmi Ben Naamane
TUI AG : All indicators are green!
>Summer season very good and promising start to the winter season - TUI AG just published its pre-close trading update, a few days before the end of the financial year. The main figures concern business trends over the current summer season and initial booking figures for the 2024-2025 winter season. For the 2024 summer season, the group announced booking volumes +6% y-o-y and average prices up by 3% y-o-y (unchanged vs the last figures released in August). At 97...
- Fehmi Ben Naamane
TUI AG : All indicators are green!
>Summer season very good and promising start to the winter season - TUI AG just published its pre-close trading update, a few days before the end of the financial year. The main figures concern business trends over the current summer season and initial booking figures for the 2024-2025 winter season. For the 2024 summer season, the group announced booking volumes +6% y-o-y and average prices up by 3% y-o-y (unchanged vs the last figures released in August). At 97...
- Martial Descoutures
- Oussema Denguir
Crossject : Calendrier confirmé pour Zepizure
>Une publication du S1 24 très classique - La société a publié hier ses résultats du S1 2024. Les produits d’exploitation s’élèvent à 5.8 M€ (vs 7.9 M€ en 2023) dont 3.3 M€ provenant de ses avancées réglementaires avec la BARDA, légèrement en hausse par rapport au S1 2023 (3.2 M€). Les investissements en R&D restent stables et la perte d’exploitation a marginalement augmenté (-6.7 M€ vs -6.5 M€ au S1 2023). Un P&L classique. Au niveau du bilan, Crossject a émis u...
- Martial Descoutures
- Oussema Denguir
Crossject : Calendar confirmed for Zepizure
>A very typical results publication for H1 2024 - Crossject reported its Q1 2024 results yesterday. Operating income totalled € 5.8m (vs € 7.9m in 2023), of which € 3.3m came from its regulatory advances with BARDA, slightly up compared to H1 2023 (€ 3.2m). R&D investments remained stable and the operating loss widened marginally (-€ 6.7m vs -€ 6.5m in H1 2023). A classic P&L Regarding the balance sheet, Crossject issued a convertible and/or redeemable bond in t...
EQS-News: TUI AG: Buchungsupdate
EQS-News: TUI AG / Schlagwort(e): Sonstiges TUI AG: Buchungsupdate 24.09.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. 24. September 2024 TUI GROUP Buchungsupdate Im Vorfeld der Veröffentlichung der Gesamtjahresergebnisse zum 30. September 2024 am 11. Dezember gibt die TUI Group folgendes Update bekannt: TUI erwartet starkes Geschäftsjahr 2024 im Rahmen der Erwartungen Dank der positiven Buchungsdynamik und eines starken Endspurts in der laufenden Sommersaison 2024 sind wir gut positioniert, um unsere Prognos...
EQS-News: TUI AG: Pre-Close Trading Update
EQS-News: TUI AG / Key word(s): Miscellaneous TUI AG: Pre-Close Trading Update 24.09.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. 24 September 2024 TUI GROUP Pre-Close Trading Update Prior to entering its close period ahead of reporting its full year results for the twelve months ending 30 September 2024 on 11 December, TUI Group announces the following trading update: TUI set to deliver a strong FY24 in line with expectations Positive booking momentum and a strong close to Summer 2024 leave us well positioned...
Crossject reports financial results and business highlights for the fi...
Crossject reports financial results and business highlights for the first six months of 2024 Available cash €5.95 million, up from €2.3 million on December 31, 2023Reports stable investments in R&D and consolidation of operating income from BARDACompany on track to successfully file for the Emergency Use Authorization for its epilepsy rescue therapy in early 2025 Dijon, France, September 23, 2024 18:00 CET -- Crossject (ISIN: FR0011716265; Euronext: ALCJ), a specialty pharma company developing the award-winning needle-free ZENEO® auto-injector to deliver life-saving medicines in emer...
Crossject to report first-half 2024 financial results and host webcast...
Crossject to report first-half 2024 financial results and host webcast on September 23, 2024 Dijon, France, 17 September, 2024 - Crossject (ISIN: FR0011716265; Euronext: ALCJ), a specialty pharma company developing medicines for emergency situations harnessing its award-winning needle-free auto-injector ZENEO®, will report its financial results for the six months ended June 30, 2024, as scheduled on Monday, September 23. In addition, at 18:00 CET that day, CEO Patrick Alexandre will provide a commentary on the company’s strategic priorities during a webcast and be available for questions...
Crossject publiera ses résultats financiers du premier semestre et org...
Crossject publiera ses résultats financiers du premier semestre et organisera un webcast le 23 Septembre 2024 Dijon, France, 17 septembre 2024 - Crossject (ISIN : FR0011716265 ; Euronext : ALCJ), société pharmaceutique spécialisée dans le développement de médicaments pour les situations d'urgence exploitant son auto-injecteur sans aiguille primé ZENEO®, publiera ses résultats financiers pour le semestre clos le 30 juin 2024, comme prévu le lundi 23 septembre. En outre, à 18h00 CET ce jour-là, le PDG Patrick Alexandre commentera les priorités stratégiques de l'entreprise au cours d'un web...
Duerr AG : 1 director
A director at Duerr AG bought 2,000 shares at 18.147EUR and the significance rating of the trade was 53/100. 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 clearly show...
- Oliver Metzger
- Sinan Doganli
ODDO : First feedback – DAY 2
We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Accelor Mittal (=) – Heading for better H2 despite still soft underlying markets, no change on VallourecAdesso (=) – IT-solutions segment will continue to be a drag on profitability in H2 2024Aurubis (+) – Announced disposal for its US-based finished ...
CON CONTINENTAL AKTIENGESELLSCHAFT
FRA FRAPORT AG
MT ARCELORMITTAL SA
DAI DAIMLER AG
SZG SALZGITTER AG
VNA VONOVIA SE
RWE RWE AG
NDA AURUBIS AG
WIE WIENERBERGER AG
RAA RATIONAL AG
ADN1 ADESSO AG
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STM STABILUS SE
TUI TUI AG
R3NK RENK GROUP AG
Crossject to Present at the H.C. Wainwright 26th Annual Global Investm...
Crossject to Present at the H.C. Wainwright 26th Annual Global Investment Conference, September 9th-11th, 2024 Press Release Dijon, France August 22, 2024 07:30 CET -- Crossject (ISIN: FR0011716265; Euronext: ALCJ), a specialty pharma company developing medicines for emergency situations harnessing its award-winning needle-free auto-injector ZENEO®, announced that it will present virtually and participate in one-on-one investor meetings at the H.C. Wainwright 26th Annual Global Investment Conference, taking place at the Lotte New York Palace Hotel in New York City from September 9th-11th,...
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