reports
- Carole Braudeau
- Carole Braudeau
- Research Department
INFORME DIARIO 17 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, COLONIAL, FCC, MERLIN PROPERTIES, GRIFOLS, OHLA, SECTOR BANCARIO ESPAÑA. EUROPA: PROSUS. Respiro en las bolsas europeas Jornada de pérdidas moderadas en Europa, tras varios días de subidas que han llevado al STOXX 600 a máximos históricos y al Ibex a máximos de 2015, superando los 11.300 puntos. Dentro del STOXX 600, Seguros y R. Básicos mostraron el mejor comportamiento frente a las pérdidas de Autos e Industriales. Desde la macro, en la E...
Leapmotor International Begins Operations to Expand Global Electric Ve...
Leapmotor International Begins Operations to Expand Global Electric Vehicle Sales Starting September 2024 in Nine European Countries, Followed by Other Key Growth Regions Leapmotor International Begins Operations to Expand Global Electric Vehicle Sales Starting September 2024 in Nine European Countries, Followed by Other Key Growth Regions Leapmotor International, a 51/49 Stellantis-led company between Stellantis and Leapmotor, is dedicated to redefining electric vehicles through cutting-edge technology and innovation and boasting comprehensive, in-house development capabilitiesLeapmotor I...
Eurofins EAG Laboratories Expands Battery Testing Services Supporting ...
SUNNYVALE, Calif.--(BUSINESS WIRE)-- , a global leader in materials testing services, is expanding its battery materials testing capabilities with a new purpose-built 6,600 square-foot laboratory located in Sunnyvale, CA. and expanded facilities at its Syracuse, New York laboratory with the addition of 6,500 square-foot of new laboratory space. Both laboratories further complement Eurofins EAG Laboratories’ extensive testing techniques and capabilities covering over 150 material testing techniques. Eurofins EAG is the only independent battery testing laboratory with ‘turnkey’ materials and f...
- Research Department
INFORME DIARIO 13 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CELLNEX, GLOBAL DOMINION, GREENING, NATURGY. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Semana de rebote en las bolsas Semana de rebote en las bolsas que se acercan a máximos del año después de que el Banco de Inglaterra allanase...
- Research Department
IBERIAN DAILY 13 MAY + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: ALMIRALL, CELLNEX, GLOBAL DOMINION, GREENING, NATURGY. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Stock markets rallied last week Stock exchanges rallied last week, trading near annual highs after the Bank of England paved the way to initiate rate cuts next month and the governor Andrew Bailey stat...
Nombre d'actions et de droits de vote au 30 avril 2024
Nombre d'actions et de droits de vote au 30 avril 2024 7 mai 2024 Orange : Information relative au nombre total d’actions et de droits de vote prévue par l’article L. 233-8 II du Code de commerce et l’article 223-16 du Règlement général de l’Autorité des Marchés Financiers En application de l’article L. 22-10-46 du Code de commerce, il est automatiquement conféré, à compter du 3 avril 2016, un droit de vote double aux actions entièrement libérées inscrites au nominatif depuis deux ans au nom d’un même actionnaire. DateNombre d’actions composant le capitalNombre d’actions auto-détenues pri...
Total number of shares and voting rights at April 30, 2024
Total number of shares and voting rights at April 30, 2024 7 May 2024 Orange: information on the total number of shares and voting rights referred to in Article L.233-8 II of the French Commercial Code and Article 223-16 of the General Regulations of the Autorité des Marchés Financiers. In application of Article L. 22-10-46 of the French Commercial Code (Code de commerce), as from 3 April 2016, a double voting right is automatically granted to fully paid-up shares that have been held in registered form and under a single shareholder name for at least two years. DateNumber of shares Numbe...
Press release: Following a court decision, Orange announces the withdr...
Press release: Following a court decision, Orange announces the withdrawal of the resolution due to be submitted to the AGM regarding the appointment of the employee shareholders representative to the Board of Directors Press releaseParis, 7 May 2024 Following a court decision, Orange announces the withdrawal of the resolution due to be submitted to the AGM regarding the appointment of the employee shareholders representative to the Board of Directors The Board of Directors of Orange met today to consider the implications of the decision rendered on 3 May by the Commercial Court of Nant...
Communiqué : Orange annonce le retrait, à son assemblée générale du 22...
Communiqué : Orange annonce le retrait, à son assemblée générale du 22 mai, de la résolution 7 visant à la désignation d’un administrateur représentant les salariés actionnaires, à la suite d’une décision de justice Orange annonce le retrait, à son assemblée générale du 22 mai, de la résolution 7 visant à la désignation d’un administrateur représentant les salariés actionnaires, à la suite d’une décision de justice Le Conseil d’administration d’Orange s’est réuni ce jour pour examiner les suites à donner au jugement rendu le 3 mai par le Tribunal de commerce de Nanterre qui a annulé le...
Stellantis Pro One Achieves No. 1 Spot in Middle East & Africa Region ...
Stellantis Pro One Achieves No. 1 Spot in Middle East & Africa Region and Strengthens Commercial Vehicle Leadership in Europe and South America Stellantis Pro One Achieves No. 1 Spot in Middle East & Africa Region and Strengthens Commercial Vehicle Leadership in Europe and South America Achieves No. 1 spot with a record 26% market share in Middle East & Africa, led by strong performance in Algeria with the FIAT Professional brand Confirms market leadership in Europe 30 and South AmericaNorth America plays a key role in Pro One success; Ram announces new professional commercial vehicle divi...
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Anthony Dick
- Michael Foundoukidis
Stellantis : Back to earth
>An unexpected ‘reset’ and an unfortunate first for Stellantis… - Stellantis on Tuesday reported Q1 sales down 12% at € 41.7bn (-4% vs consensus), hurt by the decline in volumes (-10%) but also FX headwinds (-3%). Also, the OEM clearly confirmed its full-year guidance, albeit providing clarifications that suggest that H1 will be tougher than expected, with a targeted operating margin of between 10.0% and 11.0% (10.5%e) and visibly lower FCF, ahead of a hoped-for impro...
- Anthony Dick
- Michael Foundoukidis
Stellantis : Retour sur terre
>Un « reset » inattendu et une première fâcheuse pour Stellantis… - Stellantis a publié un CA T1 en baisse de 12% à 41.7 Md€ (-4% vs consensus), pénalisé par la baisse de ses volumes (-10%) mais aussi un impact devises négatif (-3%). Au-delà, le constructeur a bien confirmé ses objectifs annuels, en apportant néanmoins des précisions qui suggèrent un S1 plus difficile qu’attendu avec une MOP visée entre 10.0% et 11.0% (10.5%e) et un FCF en nette baisse, avant une amél...
- Ben Rickett
- James Ratzer
EU Towers Review: A rising risk from land aggregators Cellnex (Neutra...
Cellnex and Inwit have recently pivoted towards buying more land. Why? In part because they still see a good opportunity to deploy capital attractively, but we believe this is also driven by a defensive angle against a gradually rising role of land aggregators in Europe
Stellantis Reports Q1 2024 Net Revenues and Shipments Reflecting New P...
Stellantis Reports Q1 2024 Net Revenues and Shipments Reflecting New Product Transition Stellantis Reports Q1 2024 Net Revenues and ShipmentsReflecting New Product Transition Net revenues of €41.7 billion, down 12% compared to Q1 2023 primarily due to volume, mix and foreign exchange headwinds, partly offset by firm net pricingConsolidated shipments(1) of 1,335 thousand units, down 10%, reflecting production actions and inventory management to prepare for new product wave in H2 2024 compared with strong shipments in Q1 2023 to build inventory following a prolonged perio...
Weekly Report (April 19-25, 2024) on the First Tranche of Stellantis 2...
Weekly Report (April 19-25, 2024) on the First Tranche of Stellantis 2024 Share Buyback Program Weekly Report (April 19-25, 2024) on the First Tranche of Stellantis 2024 Share Buyback Program AMSTERDAM, April 26, 2024 - Stellantis N.V. (“Stellantis” or the “Company”) announced today that pursuant to its First Tranche of the 2024 Share Buyback Program announced on February 28, 2024, covering up to €1 billion to be executed in the open market during the period between February 28, 2024 and June 5, 2024, it has repurchased the following common shares in the period between April 19 up to and...
- Ahmed Ben Salem
FP TOTAL SE
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
SK SEB SA
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
SKF B SKF AB CLASS B
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
STM STMICROELECTRONICS NV
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
TEN TENARIS S.A.
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