reports
- 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
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Sharad Kumar S.P
- Wim Lewi
- Stephane Foucaud
AUCTUS ON FRIDAY - 17/05/2024
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C; target price of £0.50 per share: Spudding high impact well – Drilling operations have started at the Carrizales Norte B Pad Horizontal Well 1. This is the first horizontal well drilled in the Ubaque on Tapir. Three more horizontal wells will be drilled on the pad. Delivering good flow rates at these wells will be very important for future production growth. Arrow held US$12.4 mm in cash at the beginning ...
TLW TULLOW OIL PLC
GPRK GEOPARK
TXP TOUCHSTONE EXPLORATION
AOI. AFRICA OIL
CASP CASPIAN SUNRISE
CHAR CHARIOT OIL & GAS
MAHA A MAHA ENERGY
GKP GULF KEYSTONE PETROLEUM LTD.
ZPHR ZEPHYR ENERGY
SENX SERINUS ENERGY
TAO TAG OIL LTD
AXL. ARROW EXPLORATION LTD
HBR HARBOUR ENERGY PLC
KIST KISTOS PLC
PLSR CN PULSAR HELIUM INC.
- Sharad Kumar S.P
Holdings Report - April 2024 KBCS Holdings Universe Up 0.6% Thanks To ...
1M Performance - Absolute: Over the last 1M period, the KBCS Holdings Universe posted a return of +0.6% which was mainly driven by single-asset holdings (+1.8%) while multi-asset holdings posted a negative return of -0.1%. The 3 top performers during the period were Financière de Tubize (+8.1%), Brederode (+7.4%), and Texaf (+6.9%) while the 3 worst performers were HAL Trust (-4.6%), Gimv (-1.5%), and D'Ieteren Group (-1.2%). YTD Performance - Relative: On a YTD basis, the KBCS Holdings Univer...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
SOLV SOLVAC S.A.
GIMB GIMV NV
QFG QUEST FOR GROWTH
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
HEIO HEINEKEN HOLDING N.V.
KBCA KBC ANCORA SCA
TEXF TEXAF
BREB BREDERODE S.A.
TINC TINC COMM. VA
ROCK WHITESTONE GROUP
- Thijs Berkelder
HAL Trust : Solid Q1 performance
>Quoted companies did well in Q1, but minor info on performance unquoted - NAV end Q1: The NAV based on the market value of the ownership interests in quoted companies and the liquid portfolio and on the book value of the unquoted companies amounted to € 14,228m (€ 157.49 ps), up € 665m (€ 7.37 ps) from y/e 2023. This NAV is prior to the proposed payment of the dividend over 2023 (€ 2.85 ps).NAV last week: In Q2 up to 10 May, the NAV was positively impacted by ch...
Richemont announces strong underlying performance for the year ended 3...
Richemont announces strong underlying performance for the year ended 31 March 2024 AD HOC ANNOUNCEMENT PURSUANT TO ART. 53 LR17 MAY 2024 Please find below the Highlights and Chairman’s commentary from Richemont FY24 Annual Results Announcement. RICHEMONT ANNOUNCES STRONG UNDERLYING PERFORMANCEFOR THE YEAR ENDED 31 MARCH 2024 Group highlights Group sales at all-time high of € 20.6 billion; Q4 sales down by 1% at actual exchange rates, up 2% at constant exchange ratesOperating profit at € 4.8 billion, notwithstanding significant adverse foreign currency movements and non-recurri...
Assemblée Générale du 16 mai 2024
Assemblée Générale du 16 mai 2024 Relations Presse :Victoire GruxTél. : 06 04 52 16 55 Relations Investisseurs :Vincent BiraudTél. : 01 47 54 50 87 Assemblée Générale du 16 mai 2024 Paris, le 16 mai 2024 – L’Assemblée Générale des actionnaires de Capgemini SE, qui s’est réunie ce jour au Pavillon Gabriel à Paris, a adopté l’ensemble des résolutions proposées par le Conseil d’administration. L’Assemblée Générale a approuvé le renouvellement du mandat d’administrateur de M. Aiman Ezzat pour une durée de quatre ans. Le Conseil d’administration qui s’est réuni à l’issue de cette Assemblé...
Transaction in Own Shares
Transaction in Own Shares Transaction in Own Shares 16 May, 2024 • • • • • • • • • • • • • • • • Shell plc (the ‘Company’) announces that on 16 May, 2024 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchaseNumber of Shares purchasedHighest price paid Lowest price paid Volume weighted average price paid per shareVenueCurrency16/05/20241,135,704£28.4950£27.9950£28.2245LSEGBP16/05/2024733,121£28.5000£28.0000£28.2351BATS (BXE)GBP16/05/2024164,175£28.4800£27.9950£28.2013Chi-X (CXE)GBP16/05/2024...
TotalEnergies SE : Informations relatives au nombre total de droits de...
PARIS--(BUSINESS WIRE)-- Regulatory News: TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE): Date Nombre d'actions composant le capital Nombre de droits de vote exerçables en Assemblée Générale 30 avril 2024 2 386 846 474 2 313 549 003 Le nombre total des droits de vote s'élève à 2 313 549 003, après déduction des 73 297 471 actions autodétenues. Consultez la version source sur businesswire.com :
EQS-News: E.ON erhöht Dividende zum neunten Mal in Folge
EQS-News: E.ON SE / Schlagwort(e): Hauptversammlung E.ON erhöht Dividende zum neunten Mal in Folge 16.05.2024 / 15:50 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Heute fand die ordentliche Hauptversammlung der E.ON SE im virtuellen Format statt. Beschlossen wurde unter anderem die Ausschüttung einer Dividende in Höhe von 53 Cent pro Aktie für das Geschäftsjahr 2023. Dies entspricht einer Steigerung von vier Prozent gegenüber dem Vorjahr und darüber hinaus der neunten Dividendenerhöhung in Folge. Vom Wachstumskurs des Unternehmens ...
EQS-News: E.ON increases dividend for ninth time in a row
EQS-News: E.ON SE / Key word(s): AGM/EGM E.ON increases dividend for ninth time in a row 16.05.2024 / 15:50 CET/CEST The issuer is solely responsible for the content of this announcement. The Annual General Meeting of E.ON SE took place today in virtual format. The resolutions included the payment of a dividend of 53 cents per share for the 2023 financial year. This represents an increase of four percent compared with the prior year and is also the ninth dividend increase in a row. Shareholders are to continue to benefit from the company's growth agenda. E.ON CEO Leonhard...
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2024
We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 05/16/2024
We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...
FP TOTAL SE
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
GYC GRAND CITY PROPERTIES SA
GLJ GRENKE AG
DEC JCDECAUX SA
BLC BASTIDE LE CONFORT MEDICAL SA
JCQ JACQUET METALS SA
ENI ENI S.P.A.
REP REPSOL SA
VASTN VASTNED RETAIL NV
ERG ERG S.P.A.
CPINV CARE PROPERTY INVEST SA
DIC DIC ASSET AG
FNTN FREENET AG
DUFN DUFRY AG
BP. BP P.L.C.
MDM MAISONS DU MONDE SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VK VALLOUREC SA
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2024
Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 16/05/2024
Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...
FP TOTAL SE
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
GYC GRAND CITY PROPERTIES SA
GLJ GRENKE AG
DEC JCDECAUX SA
BLC BASTIDE LE CONFORT MEDICAL SA
JCQ JACQUET METALS SA
ENI ENI S.P.A.
REP REPSOL SA
VASTN VASTNED RETAIL NV
ERG ERG S.P.A.
CPINV CARE PROPERTY INVEST SA
DIC DIC ASSET AG
FNTN FREENET AG
DUFN DUFRY AG
RUI RUBIS SCA
BP. BP P.L.C.
MDM MAISONS DU MONDE SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VK VALLOUREC SA
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : IEA report: market still in deficit despite a downward revision...
>IEA adjusts down its demand growth forecasts by 140kb/d to 1.1mb/d - The IEA has just published its monthly report in which it has revised down its demand growth estimates for 2024 by 140kb/d from +1.2mb/d to +1.1mb/d. This revision takes account of the weak demand in Q1 (400kb/d below forecasts) in OECD countries and notably in Europe where it contracted by 70kb/d. For 2025, the IEA is leaving its growth estimates unchanged at +1.2mb/d (to 104.3mb/d) with the assu...
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : Rapport AIE : un marché toujours déficitaire malgré une demande...
>L’AIE révise en baisse sa croissance de la demande de 140 kb/j à 1.1Mb/j - L’AIE vient de publier son rapport mensuel dans lequel elle abaisse ses estimations de croissance de la demande pour 2024 de 140 kb/j passant ainsi de +1.2 Mb/j à +1.1 Mb/j. Cette révision tient compte d’une demande qui était faible au T1 (400 kb/j en dessous des attentes) dans les pays de l’OCDE et notamment en Europe où elle s’est contractée de 70 kb/j. Pour 2025, l’AIE a maintenu inchangé...
- Louis Boujard
- CFA
- Philippe Ourpatian
E.ON : La croissance auto-financée se met en place
>Résultats T1 2024 légèrement supérieurs aux attentes - E.ON a publié hier des résultats T1 2024 légèrement supérieurs à nos attentes. L'EBITDA est ressorti à 2 745 M€ (+1% y-o-y) contre 2 640 M€ attendus par ODDO BHF et 2 585 M€ par le consensus. L'EBIT est ressorti à 2 005 M€ (-2% y-o-y), supérieur aux attentes à 1 890 M€ et le résultat net ajusté s'est établi à 1 047 M€ (+2% y-o-y) (vs ODDO BHF à 1 011 M€ / css à 983 M€). En ce qui concerne l'EBITDA, l'EBIT et le r...
- Louis Boujard
- CFA
- Philippe Ourpatian
E.ON : Self-financed growth taking shape
>Q1 2024 results a shade above expectations - E.ON reported Q1 2024 results that came in a shade higher than we expected. EBITDA came to € 2,745m (+1% y-o-y) versus € 2,640m expected by ODDO BHF and € 2,585m forecast by the consensus. EBIT came to € 2,005m (-2% y-o-y), beating expectations at € 1,890m, and adjusted net income amounted to € 1,047m (+2% y-o-y, and vs ODDO BHF at € 1,011m / consensus at € 983m). Where EBITDA, EBIT and net income are concerned, the perfor...
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