Groupe Casino - Nombre de droits de vote et d'actions 30-04-2024 / 06-05-2024 CASINO, GUICHARD-PERRACHON Société anonyme au capital de 395 740 444,29 €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 social (article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) 6 mai 2024 Nombre d’actions composant le capitalNombre total de droits de voteNombre total de droits de vote exerçables en assemblée générale39 574 044 42939 622 240 02039 621 21...
Groupe Casino: FRH and Casino request exemption/extension under Dutch Financial Supervision Act FRH and Casino request exemption/extension under Dutch Financial Supervision Act Paris, 7 May 2024 Casino Guichard-Perrachon S.A. (“Casino”; Euronext Paris: CO; ISIN: FR0000125585) hereby informs as follows: also on behalf of France Retail Holdings S.à r.l. (an entity ultimately controlled by Mr. Daniel Křetínský) (“FRH”), it is hereby announced that FRH and Casino have today jointly submitted a petition to the Enterprise Chamber of the Amsterdam Court of Appeal, the Netherlands, ("Enterprise C...
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we take a look at the Q1 earnings season in the US, which is set to be a good vintag
In our view, the sharp negative market reaction was triggered by subdued trends in China and April trends which were slightly below the Q1 top-line performance (+6% FX-n), on top of another tough comparison base (Q2 2023: +20% FX-n). Whilst FY24 outlook was reiterated, management's relatively cauti
EME Equity Market – April 2024 Market performance – green across all geographies, with Turkey outperforming. The MSCI EM Europe Index was up 5.3% mom in EUR terms and 4.2% mom in USD in April; while the Turkish ISE30 saw the strongest performance, adding 11.6% mom; followed by the Hungarian BUX (+5.0% mom); the Czech PX (+2.8% mom); the Greek ASE (+1.8% mom), the Polish WIG20 (+1.2% mom) and the Romanian BET (+0.1% mom) (all in EUR terms).
Latest Kantar French market share data highlight a continued and surprising outperformance by Leclerc (+80bp) despite very tough comps vs. other independents and Lidl (slightly up) and vs. integrated groups (down 100bp). The wide gap between Leclerc and Intermarché, Systeme U and Lidl in a fast-dec
Two Directors at Kering Sa bought 135,294 shares at between 327.936EUR and 337.639EUR. The significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the l...
Casino Group: Disposal of 121 stores to ITM, Auchan, Carrefour Disposal of 121 stores to Groupement Les Mousquetaires, Auchan Retail France and Carrefour Paris, 30 April 2024 Following the agreements reached on 24 January 2024, with Auchan Retail France and Groupement Les Mousquetaires as well as on 8 February 2024, with Carrefour to sell a combined total of 287 stores, Casino Group announces today the sale of 121 stores1. The disposals of the remaining 166 stores will occur in two steps, on 31 May 2024 and 1 July 2024, respectively. This transaction is based on an enterprise value of t...
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
>Calendar and FX certainly help but let’s not overlook the volume-driven underlying growth - Sales grew at a pace of +19% y-o-y to € 8.1bn (vs +17% in Q4) with the group’s l-f-l expanding at +6% (vs +10% in Q4). By business, Biedronka sales grew +19% to € 5.8bn, accelerating vs Q4 (+19%) helped by the calendar effect (3pp) and the FX (8pp). L-f-L only deteriorated 50bp q-o-q to 4.6% which is remarkable in a disinflationary context and proves right Biedronka’s volume-d...
Judgment on FRH request for grace period extension Judgment on FRH request for grace period extension Paris, 29 April 2024 Casino Guichard-Perrachon S.A. (Euronext Paris: CO; ISIN: FR0000125585) hereby informs as follows: On behalf of France Retail Holdings S.à.r.l. (an entity ultimately controlled by Mr. Daniel Křetínský) (“FRH”), it is hereby announced that FRH has received on 25 April 2024 a judgment of the Enterprise Chamber of the Amsterdam Court of Appeal, the Netherlands, granting a thirty-day extension pursuant to Article 5:72(2) of the Dutch Financial Supervision Act (Wet op het...
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we take a closer look at TikTok's weight in the US advertising market ahead of its l
>Topic of the week: the good, the not good and the worrying - From the batch of Q1 results, one outstanding performance stands out, the one of Miu Miu that again grew in excess of 80% this quarter. Astutely combining quiet luxury with fantasy, the sister brand of Prada together with Loewe - part of LVMH F&L - are probably the franchises encapsulating the most the current zeitgeist among young luxury shoppers. It stands for only 22% of the group sales and the reaction ...
>Topic of the week: the good, the not good and the worrying - From the batch of Q1 results, one outstanding performance stands out, the one of Miu Miu that again grew in excess of 80% this quarter. Astutely combining quiet luxury with fantasy, the sister brand of Prada together with Loewe - part of LVMH F&L - are probably the franchises encapsulating the most the current zeitgeist among young luxury shoppers. It stands for only 22% of the group sales and the reaction ...
In Q1, Delivery Hero demonstrated its ability to outperform peers and generate an appealing growth/profitability/FCF profile, which should continue to fuel the ongoing rerating (i.e. 0.9x EV/Sales 2025e vs. 0.7-0.8x as of Feb.) even though Meituan's in-road into Saudi Arabia has to be closely monit
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.