reports
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Jean Danjou
ODDO BHF Small & MIDCAP MORNING NEWS - 11/11/2024
Springer Nature is one of the world’s leading professional publishing companies. Its highly recurring revenue base and strong market position, good FCF generation and a deleveraging balance sheet should lead to a rerating, we believe. We initiate coverage with an Outperform and a TP of €33. - ...
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
FNAC FNAC DARTY SA
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BSGR B&S GROUP S.A.
STM STABILUS SE
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Jean Danjou
ODDO BHF Small & MIDCAP MORNING NEWS - 11/11/2024
Springer Nature is one of the world’s leading professional publishing companies. Its highly recurring revenue base and strong market position, good FCF generation and a deleveraging balance sheet should lead to a rerating, we believe. We initiate coverage with an Outperform and a TP of €33. - ...
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
FNAC FNAC DARTY SA
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BSGR B&S GROUP S.A.
STM STABILUS SE
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: cloudy and overcast but not hopeless - After Richemont on Friday, we are now nearly done with Q3 results but it is fair to acknowledge that during this session more questions than answers have materialised on the sector’s outlook. Earnings momentum remained firmly negative, a hardly surprising development but the way this momentum is going to evolve near term remains much of a mystery. There was a piece of good news: y-o-y growth scores did improve...
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: cloudy and overcast but not hopeless - After Richemont on Friday, we are now nearly done with Q3 results but it is fair to acknowledge that during this session more questions than answers have materialised on the sector’s outlook. Earnings momentum remained firmly negative, a hardly surprising development but the way this momentum is going to evolve near term remains much of a mystery. There was a piece of good news: y-o-y growth scores did improve...
- Cedric Rossi
US eyewear: groups embrace the holiday season with cautious optimism
This week, National Vision (NV) and Warby Parker (WRBY) both reported positive Q3 numbers, confirming the first signs of stabilisation within the US eyewear market as the two players address different customer bases and price points. Obviously it was too early to draw conclusions from Trump's win o
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Carole Braudeau
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Geoffroy Michalet
Carrefour : Rumors of Non-Core Country Divestiture Studies by the Comp...
>Mulling exit from non-core countries: what are they and what do they represent? - In a review of options to increase the value of its share price, Carrefour is considering pullouts from noncore countries, a press article claims. The three core countries are i/ France (45% of sales), ii/ Brazil (23% of sales) and iii/ Spain (13% of sales).The other five non-core countries collectively account for around 20% of sales (€ 18.4bn in 2023 sales).They are Italy (5...
- Carole Braudeau
- Geoffroy Michalet
Carrefour : Rumeurs d’étude de cessions de pays non-core par la sociét...
>Cession potentielle de pays non-core : que sont-ils et que représentent-ils ? - Un article de presse mentionne que Carrefour, dans une étude de ses options pour revaloriser son cours de Bourse, étudierait la possibilité de céder des pays non-core. Les 3 pays core sont i/ la France (45% du CA, ii/ le Brésil (23% du CA) et iii/ l’Espagne (13% du CA).Les 5 autres pays non-core représentent globalement c.20% du CA (18.4 Md€ de CA 2023).Il s’agit de l’Italie (5%...
- Carole Braudeau
- Carole Braudeau
- Clement Genelot
Carrefour: considering all scenarios to revive the share price? Our br...
With Carrefour reportedly in the early stages of discussions with advisors to consider capitalistic/operational scenarios that could revive the share price (source: Bloomberg), we have listed the six potential scenarios. More than half are unrealistic or negative to the share price in our view, whi
- Jean Danjou
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
OSE OSE IMMUNOTHERAPEUTICS SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
PNL POSTNL NV
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
FIE FIELMANN AG
TUB TUBACEX S.A.
AIXA AIXTRON SE
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
JEN JENOPTIK AG
FUR FUGRO NV
- Bruno Cavalier
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
DTE DEUTSCHE TELEKOM AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ABI ANHEUSER-BUSCH INBEV SA/NV
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
STMN STRAUMANN HOLDING AG
- Bruno Cavalier
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
DTE DEUTSCHE TELEKOM AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ABI ANHEUSER-BUSCH INBEV SA/NV
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
STMN STRAUMANN HOLDING AG
- Jean Danjou
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
OSE OSE IMMUNOTHERAPEUTICS SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
PNL POSTNL NV
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
FIE FIELMANN AG
AIXA AIXTRON SE
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
JEN JENOPTIK AG
FUR FUGRO NV
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