reports
- Ahmed Ben Salem
O2D TELEFONICA DEUTSCHLAND HOLDING AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
ENI ENI S.P.A.
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SHEL SHELL PLC
- Ahmed Ben Salem
O2D TELEFONICA DEUTSCHLAND HOLDING AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
ENI ENI S.P.A.
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SHEL SHELL PLC
- Jean Danjou
EssilorLuxottica : Optical retail Europe: the performance is set to re...
>Visit to the GrandOptical flagship store in Paris and presentation of optical retail Europe: favourable impression, Outperform rating maintained - EssilorLuxottica yesterday organised a visit for sell-side analysts to the GrandOptical flagship store on the Champs Elysées, a “gigantic” 600m² optical store (annual sales expected to top € 15m in a full year) which recently reopened and the renovation of which aims to boost sales by leveraging the group’s product portfo...
- Jean Danjou
EssilorLuxottica : Retail optique Europe: la performance devrait reste...
>Visite du flagship GrandOptical à Paris et présentation du retail optique Europe : impression favorable, opinion Surperformance maintenue - EssilorLuxottica a organisé hier pour les analystes sell side la visite du flagship GrandOptical sur les Champs Elysées, un magasin optique « hors norme » de 600 m2 (CA annuel attendu au-dessus de 15 M€ en année pleine) qui a été récemment réouvert et dont la rénovation vise à doper les ventes en s’appuyant sur le portefeuille-p...
EssilorLuxottica: Result of the payment of dividends in shares and rec...
EssilorLuxottica: Result of the payment of dividends in shares and record of the corresponding capital increase Result of the payment of dividends in sharesand record of the corresponding capital increase Charenton-le-Pont, France (May 30, 2024 – 4:30 pm) – The Annual General Meeting of EssilorLuxottica has decided to grant to the shareholders the option to receive their dividend in shares. The price for newly issued shares for the payment of the dividend has been set at Euro 180.12 per share. This price corresponds to 90% of the average of the opening prices quoted on Euronext Paris over ...
EssilorLuxottica: Risultato del pagamento del dividendo in azioni e pr...
EssilorLuxottica: Risultato del pagamento del dividendo in azioni e presa d’atto dell’aumento di capitale derivante dall’esercizio dell’opzione Risultato del pagamento del dividendo in azioni e presa d’atto dell’aumento di capitale derivante dall’esercizio dell’opzione Charenton-le-Pont, Francia (30 maggio 2024 – ore 16:30) – L’Assemblea Annuale degli Azionisti di EssilorLuxottica ha deciso di attribuire a ciascun azionista la possibilità di optare per il pagamento del dividendo in azioni di nuova emissione della Società. Il prezzo per le nuove azioni, in caso d’esercizio dell’opzione, è s...
- Ahmed Ben Salem
AAL ANGLO AMERICAN PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BNTX BIONTECH SE
- Carole Braudeau
- Jean Danjou
ODDO : Swiss watch exports for April display positive growth likely he...
>Positive growth likely helped by a calendar effect, underlying trends suggest muted growth at best - The April report presents corrected figures for March which indicate that total watch exports declined -4.8% over Q1 2024 (-6% prev.) with the luxury category down -1.3% (-3% prev.). The y-o-y score for April at +4.5% marks a clear positive change on a sequential basis (March was down -12.1% according to the revised data) but likely benefitted from a significant posit...
- Jean Danjou
ODDO : Swiss watch exports for April display positive growth likely he...
>Positive growth likely helped by a calendar effect, underlying trends suggest muted growth at best - The April report presents corrected figures for March which indicate that total watch exports declined -4.8% over Q1 2024 (-6% prev.) with the luxury category down -1.3% (-3% prev.). The y-o-y score for April at +4.5% marks a clear positive change on a sequential basis (March was down -12.1% according to the revised data) but likely benefitted from a significant posit...
- Carole Braudeau
BUREAU VERITAS - Availability of preparatory documents for Bureau Veri...
BUREAU VERITAS - Availability of preparatory documents for Bureau Veritas’ Ordinary Shareholders’ Meeting of June 20, 2024 PRESS RELEASE Neuilly-sur-Seine, France – May 30, 2024 Availability of preparatory documents for Bureau Veritas’ Ordinary Shareholders’ Meeting of June 20, 2024 Bureau Veritas’ Ordinary Shareholders’ Meeting will be held on Thursday, June 20, 2024, at 3:00 p.m., in the Auditorium of the Company’s registered office located at Immeuble Newtime, 40/52, boulevard du Parc in Neuilly-sur-Seine (92200), France, for the purpose of discussing the agenda and the draft...
BUREAU VERITAS - Mise à disposition des documents préparatoires à l’As...
BUREAU VERITAS - Mise à disposition des documents préparatoires à l’Assemblée générale ordinaire de Bureau Veritas du 20 juin 2024 COMMUNIQUÉ DE PRESSE Neuilly-sur-Seine, France – 30 mai 2024 Mise à disposition des documents préparatoires à l’Assemblée générale ordinaire de Bureau Veritas du 20 juin 2024 L’Assemblée générale ordinaire de Bureau Veritas se tiendra le jeudi 20 juin 2024, à 15 heures, dans l’Auditorium du siège social de la Société situé Immeuble Newtime, 40/52, boulevard du Parc à Neuilly-sur-Seine (92200), à l’effet de délibérer sur l’ordre du jour et les projet...
LVMH: Share transactions disclosure
LVMH: Share transactions disclosure Paris, May 28th, 2024 The disclosure of share transactions carried out from May 20th to May 24th 2024, was sent to the AMF on May 28th 2024. As required by current law, this document is publically available and can be consulted on the Company’s website () under the section «regulated information». LVMH LVMH Moët Hennessy Louis Vuitton is represented in Wines and Spirits by a portfolio of brands that includes Moët & Chandon, Dom Pérignon, Veuve Clicquot, Krug, Ruinart, Mercier, Château d’Yquem, Domaine du Clos des Lambrays, Château Cheval Blanc, Colgin ...
- Christophe Chaput
- Hela Zarrouk
ODDO BHF Small & MIDCAP MORNING NEWS - 05/28/2024
A leader in solutions for the protection of on-board electric and fluid networks, the family-owned group Delfingen has tripled in size in the last decade thanks to strong growth on its markets and well-integrated acquisitions. 2024 should be a transition year with calmer top-line momentum and an emphasis on an improvement in margins and cash generation before a resumption in M&A in the medium term. Our valuation (DCF and peers) stands at € 54 per share, i.e. upside of 40%. With an av...
- Christophe Chaput
- Hela Zarrouk
ODDO BHF Small & MIDCAP MORNING NEWS - 28/05/2024 Date Performance dep...
Leader dans les solutions de protection des réseaux électriques et fluides embarqués, le groupe familial Delfingen a triplé sa taille en 10 ans grâce à une belle croissance de ses marchés et des acquisitions bien intégrées. 2024 sera une année de transition avec une dynamique topline plus calme et un accent mis sur l’amélioration des marges et la génération de trésorerie avant un retour du M&A à moyen terme. Notre valorisation (DCF et comparables) ressort à 54 € par titre, soit un pot...
- Florent Laroche-Joubert
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/28/2024
In this report, we assess the AI opportunities for 14 subdivisions within RELX. With revenues starting to come in following the commercial rollout of Scopus AI and Lexis+AI, we estimate that AI add-ons could lift average fees by 15% to 25%. Higher growth at higher margins. TP 4,164p / € 48.7. - ...
- Florent Laroche-Joubert
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/05/2024
In this report, we assess the AI opportunities for 14 subdivisions within RELX. With revenues starting to come in following the commercial rollout of Scopus AI and Lexis+AI, we estimate that AI add-ons could lift average fees by 15% to 25%. Higher growth at higher margins. TP 4,164p / € 48.7. - ...
- Benoit Valleaux
- Steven Gould
ODDO : ABI statistics (April 2024): no notable inflection
>Update on the macroeconomic and banking situation in Italy - The most recent Italian Banking Association (ABI) data for April 2024 confirm the recent trend, with the overall situation remaining fragile, albeit more resilient than initially anticipated judging by recent indicators (GDP, industrial production, business confidence, etc.) and given the uncertainties surrounding the short and medium term. Lending remained on a negative trend in April 2024 despite sig...
- Benoit Valleaux
- Steven Gould
ODDO : Statistiques ABI (avril 2024) : pas d’inflexion notable
>Point sur la situation macroéconomique et bancaire en Italie - Les dernières données de l’Association Bancaire Italienne (ABI), couvrant avril 2024, confirment la tendance récente, avec une situation globale demeurant fragile bien que plus résiliente qu’initialement attendu au regard des indicateurs récents (PIB, production industrielle, climat de confiance…) et compte tenu des incertitudes à CMT. L’activité de crédit reste négativement orientée sur avril 2024 m...
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