reports
- Felix Fischer
- Ian Wong
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
Casino Group: Agreement for Trinity to transfer its shares in France R...
Casino Group: Agreement for Trinity to transfer its shares in France Retail Holdings to EPEI III Agreement for Trinity to transfer its shares in France Retail Holdings to EPEI III Paris, 20 November 2024 Casino, Guichard-Perrachon (« Casino ») announces that it has been informed on 19 November 2024 of the signing of a share purchase agreement by which Trinity Investments Designated Activity Company, whose management company is Attestor Limited (« Trinity ») is to transfer to EP Equity Investment III S.à r.l. (« EPEI »)1 its 7.65% shareholding in France Retail Holdings S.à.r.l. (« FRH »)1....
- Clement Genelot
Delivery Hero: model update
Post-Q3 trading update, we have again updated our model with an unchanged PT at EUR46 (based on a mix of DCF and SOTP) and a Buy rating.FY 2025 estimates adjustment: We have left our FY 2024 estimates unchanged but cut our FY 2025 EBITDA by c.EUR60m or c.5% to reflect more investments in Korea (rev
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Jean Danjou
ODDO : Swiss watch exports for October: overall negative growth confir...
>October exports down -2.2%, luxury subsegment up 1.7% - Overall exports showing a low single-digit decline for October (YTD score now at -2.6%) cannot be perceived as a real improvement, coming after a low double-digit fall in September (-12.1%) as the number of working days was higher y-o-y last month. The luxury category has remained a visible outperformer, up 1.7%, while the three other lower-end categories have continued to suffer markedly with y-o-y falls for Oc...
- Jean Danjou
ODDO : Swiss watch exports for October: overall negative growth confir...
>October exports down -2.2%, luxury subsegment up 1.7% - Overall exports showing a low single-digit decline for October (YTD score now at -2.6%) cannot be perceived as a real improvement, coming after a low double-digit fall in September (-12.1%) as the number of working days was higher y-o-y last month. The luxury category has remained a visible outperformer, up 1.7%, while the three other lower-end categories have continued to suffer markedly with y-o-y falls for Oc...
- Emmanuel Matot
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 18/11/2024
Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
ELE ENDESA S.A.
01913 PRADA S.P.A.
SOI SOITEC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ATRY ATRYS HEALTH
TMV TEAMVIEWER AG
VK VALLOUREC SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PLX PLUXEE NV
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/18/2024
As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SREN SWISS RE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
BC8 BECHTLE AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AGN AEGON N.V.
- Emmanuel Matot
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 11/18/2024
As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
ELE ENDESA S.A.
01913 PRADA S.P.A.
SOI SOITEC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ATRY ATRYS HEALTH
TMV TEAMVIEWER AG
VK VALLOUREC SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PLX PLUXEE NV
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/11/2024
Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SREN SWISS RE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
BC8 BECHTLE AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AGN AEGON N.V.
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: margin risk quantified - Growth momentum is definitely what makes luxury stocks tick. Alas, the near-term growth outlook for the industry remains hard to decipher: the normalisation in the West is well advanced but the reacceleration might look slow going for a while, at the same time China’s demand has abruptly stopped, is poised to recover but remains hostage of overall macro conditions. It is no longer a secret by now that the sector’s growth fo...
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: margin risk quantified - Growth momentum is definitely what makes luxury stocks tick. Alas, the near-term growth outlook for the industry remains hard to decipher: the normalisation in the West is well advanced but the reacceleration might look slow going for a while, at the same time China’s demand has abruptly stopped, is poised to recover but remains hostage of overall macro conditions. It is no longer a secret by now that the sector’s growth fo...
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Air Baltic, Aggreko, PHM Group, Rekeep, Hapag-Lloyd, Bite, Applus, Iliad, Digi Communications, Kem One, Axactor, Nomad Foods (Iglo), Premier Foods, CBR Fashion, Telecom Italia, Boparan, Altice France (SFR), Ineos, Ineos Quattro, Casino Guichard-Perrachon
Groupe Casino - Nombre de droits de vote et d'actions 31-10-2024
Groupe Casino - Nombre de droits de vote et d'actions 31-10-2024 CASINO, GUICHARD-PERRACHON Société anonyme au capital de 4 009 397,13 €Siège social : 1, Cours Antoine Guichard42000 Saint-Etienne554 501 171 R.C.S. Saint-Etienne Informations relatives au nombre total de droits de voteet d’actions composant le capital socialau 31 octobre 2024 (article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Nombre d’actions composant le capitalNombre total de droits de voteNombre total de droits de vote exerçables en assemblée générale400 939 713401 107 970401 083 423 * * ** Fait...
Casino Group: 2028 Strategic Plan
Casino Group: 2028 Strategic Plan Casino Group: a strategic plan to achieve the best of brands in convenience retailing Paris, 14 November 2024 A strategic plan named "Renouveau 2028", aimed at becoming the best of brands in convenience retailing. Growth drivers based on three key market segments: Being the go-to choice for day-to-day food shopping;Becoming a major player in Quick Meal Solutions;Being the leader in providing new everyday services. To kickstart this transformation, we will be leveraging five strategic levers: The strength of our brands;Our culture of service;Our power ...
Casino Group: Release of the Strategic Plan Presentation
Casino Group: Release of the Strategic Plan Presentation RELEASE OF THE PRESENTATION OF THE STRATEGIC PLAN The Group has released its Strategic Plan Presentation on its website. It is available following this link: Analyst and investor contacts Charlotte Izabel+33 (0)6 89 19 88 33 Investor Relations+33 (0)1 53 65 24 17 Press contacts Corporate Communications Department – Casino Group Stéphanie Abadie+33 (0)6 26 27 37 05Investor Communications Department+33 (0)1 53 65 24 78 Disclaimer This press release was prepared solely for information purposes, and should not be construed as ...
Groupe Casino : Mise à disposition de la présentation du Plan Stratégi...
Groupe Casino : Mise à disposition de la présentation du Plan Stratégique MISE À DISPOSITION DE LA PRÉSENTATION DU PLAN STRATÉGIQUE Le Groupe indique avoir mis à disposition du public la présentation de son Plan Stratégique « Renouveau 2028 » sur son site à l’adresse suivante : -casino.fr/wp-content/uploads/2024/11/2024-11-14-Casino-Presentation-Plan-strategique.pdf Contacts analystes et investisseurs Charlotte IZABEL+33 (0)6 89 19 88 33 Relations Investisseurs+33 (0)1 53 65 24 17 Contacts presse Direction de la Communication Groupe Casino Stéphanie ABADIE+33 (0)6 26 27 37 05Direction Co...
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