reports
CNH announces voting results of 2024 Annual General Meeting and publis...
CNH announces voting results of 2024 Annual General Meeting and publishes 2023 Sustainability Report Basildon, May 3, 2024 CNH Industrial N.V. (NYSE: CNHI) today held its annual general meeting of shareholders. Shareholders re-appointed the Company’s director nominees, including Suzanne Heywood and Scott W. Wine as executive directors1, and Elizabeth Bastoni, Howard W. Buffett, Richard J. Kramer, Karen Linehan, Alessandro Nasi, Vagn Sørensen and Åsa Tamsons as non-executive directors. Shareholders also approved a dividend of $0.47 per common share (equivalent to a total distribution of...
- Javier Esteban
INTESA SANPAOLO: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'24 vs 1T'23: M. Intereses: 3.932 M euros (+20,8% vs +19,9% BS(e) y +20,5% consenso); M. Bruto: 6.732 M euros (+11,1% vs +8,4% BS(e) y +9,2% consenso); M. Neto: 4.162 M euros (+18,2% vs +9,8% BS(e) y +11,8% consenso); BDI: 2.301 M euros (+17,6% vs +13,4% BS(e) y n/a consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 3.932 M euros (-1,6% vs -2,4% BS(e) y -1,9% consenso); M. Bruto: 6.732 M euros (+5,6% vs +3,0% BS(e) y +3,8% consenso); M. Neto: 4.162 M euros (+43,3% vs +33,1% BS(e) y +35,6% co...
- Carole Braudeau
- Carole Braudeau
- Jerôme Bodin
LR LEGRAND SA
FRA FRAPORT AG
LI KLEPIERRE SA
ALV ALLIANZ SE
ORSTED ORSTED
RAA RATIONAL AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
IHG INTERCONTINENTAL HOTELS GROUP PLC
MRNA MODERNA INC.
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
- Geoffroy Michalet
Ayvens : T1 supérieur aux attentes, grâce à la marge de Leasing. Guida...
>T1 : supérieur grâce à la marge de Leasing - Au titre de son T1, Ayvens publie des résultats dont la comparabilité n’est pas encore parfaite (T1 2023 encore sur le périmètre ALD stand alone) et témoigne toujours de marges dégradées à ce stade. Ces résultats sont néanmoins supérieurs aux attentes.Leasing Contract Margin & Service margins : ressortent à 707 M€ vs CSS 640 M€ & ODDO BHF 363 M€, une progression séquentielle de 3.7% vs T4 2023, aidée par les synergies...
- Geoffroy Michalet
Ayvens : Q1 beats expectations, thanks to the leasing margin. Guidance...
>Q1: beats forecasts thanks to the leasing margin - For Q1, Ayvens has published results for which comparability is not yet perfect (Q1 2023 still under ALD’s scope as a stand-alone) and still reflecting deteriorated margins for the time being. However, results nonetheless beat expectations.Leasing contract margin & service margins: were € 707m vs consensus € 640m and ODDO BHF at € 363m, a sequential improvement of +3.7% vs Q4 2023, aided by purchasing synergies ...
- Bruno Cavalier
- Jerôme Bodin
LR LEGRAND SA
FRA FRAPORT AG
LI KLEPIERRE SA
ALV ALLIANZ SE
ORSTED ORSTED
RAA RATIONAL AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
IHG INTERCONTINENTAL HOTELS GROUP PLC
MRNA MODERNA INC.
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
- ING Helpdesk
Benelux Morning Notes
Aperam: In-line 1Q24 EBITDA, FCF marked by WC build, 2Q24 guidance below consensus. Ayvens: Taking the brakes off. BAM: Not the best start to the year. bpost: 1Q24 in line with consensus but beat vs INGF, no outlook yet. Brunel International: good set of 1Q24 results – 5% beat on EBIT, comforting trends. B&S Group: Preview - should be a non-event. DEME Group: Preview - should be a non-event. D'Ieteren: Febiac April registrations flat YoY, VW brands up 8.4%. GBL: NAV per share in ...
- Maria Paz Ojeda
SOCIÉTÉ GÉNÉRALE: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'24 vs 1T'23: M. Bruto: 6.645 M euros (-0,4% vs n/a BS(e) y -4,1% consenso); M. Neto: 1.665 M euros (+3,2% vs n/a BS(e) y -14,5% consenso); BDI: 680,0 M euros (-21,7% vs n/a BS(e) y -44,9% consenso). Rdos. 1T'24 vs 4T'23: M. Bruto: 6.645 M euros (+11,5% vs n/a BS(e) y +7,4% consenso); M. Neto: 1.665 M euros (+29,0% vs n/a BS(e) y +6,9% consenso); BDI: 680,0 M euros (+58,1% en 4T'23 vs n/a BS(e) y +11,2% consenso).
Progress on ABN AMRO share buyback programme 26 April – 2 May 2024
Progress on ABN AMRO share buyback programme 26 April – 2 May 2024 Progress on ABN AMRO share buyback programme 26 April – 2 May 2024 ABN AMRO reports the transaction details related to its EUR 500 million share buyback programme announced on 14 February 2024. During the week of 26 April 2024 up to and including 2 May 2024 a total of 2,400,000 shares and depositary receipts were repurchased at an average price of €15.25 for a total amount of €36,590,400. For detailed information on the daily repurchased shares and depositary receipts, individual share purchase transactions and weekly rep...
- Research Department
INFORME DIARIO 03 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, IBERDROLA. EUROPA: AXA, LINDE, SOCIÉTE GÉNÉRALE. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Dudas en el mercado a pesar de una Fed complaciente A excepción del Ibex y FTSE 100, jornada en rojo en las principales bolsas europeas c...
- Cor Kluis
ING Group : Better Q1 commission income and marginally higher future d...
>Conclusion: Better Q1 commission and marginally higher future deposit margin - The € 2.5bn SBB was in line with consensus, showing ING does not change its SBB pace by the possible 13.5% effective SBB tax from 1/1/25. ING marginally increased its NII guidance for FY24 as a result of higher inflation/ECB rate expectations and limited deposit competition, which was already in our estimates. ING increased its deposit margin guidance for FY25-27 marginally by higher rates...
- Benoit Valleaux
- Steven Gould
Santander : A robust start to 2024 and guidance confirmed
>Outperform rating maintained - Target price raised to € 5.5 (vs € 5.4) - Santander’s Q1 2024 results underpin our Outperform rating and lead us to increase our net profit estimates (+2% on average over the period 2024-2026e), due to a slightly more favourable stance on the top line trend. Our target price has thus been lifted to € 5.5 (vs € 5.4). The trend in the group’s operating performances remains broadly solid with the validation of the main financial targets se...
- Benoit Valleaux
- Steven Gould
Santander : Début d’année 2024 solide & guidances confirmées
>Opinion Surperformance maintenue – OC porté à 5.5 € (vs 5.4 €) - Les résultats T1 2024 de Santander viennent conforter notre opinion Surperformance et nous amènent à rehausser nos estimations de RN (+2% en moyenne sur la période 2024-26), en raison d’un biais un peu plus favorable notamment sur l’évolution de la topline. Notre OC est en conséquence porté à 5.5 € (vs 5.4 €). L’évolution des performances opérationnelles du groupe reste globalement solides avec une vali...
Ayvens: Integration proceeding well and Q1 2024 financial results in l...
Ayvens: Integration proceeding well and Q1 2024 financial results in line with plans Q1 2024 RESULTS Leasing contract and Services margins at EUR 706.6 million, up 30.6% vs. Q1 2023, driven by the consolidation of LeasePlan and up 16.0% vs. Q4 20231, on the back of stabilizing underlying margins2, materialization in P&L of synergies with LeasePlan and limited non-recurring items Used car sales (UCS) result per unit at EUR 1,6613 in Q1 2024 excluding the impacts of reduction in depreciation costs and Purchase Price Allocation (PPA), stable vs. Q4 2023 (EUR 1,706). UCS result per unit at E...
CREDIT AGRICOLE SA: Q1-2024 Results : THE GROUP CONTINUES TO GROW
CREDIT AGRICOLE SA: Q1-2024 Results : THE GROUP CONTINUES TO GROW THE GROUP CONTINUES TO GROW CASA AND CAG STATED AND UNDERLYING DATA Q1-2024 CRÉDIT AGRICOLE S.A. CRÉDIT AGRICOLE GROUP Stated Underlying Stated Underlying Revenues €6,806m+11.2% Q1/Q1 €6,797m+10.5% Q1/Q1 €9,525m+6.7% Q1/Q1 €9,475m+5.8% Q1/Q1 Expenses -€3,669m-4.5% Q1/Q1 -€3,649m-5.0% Q1/Q1 -€5,589m-5.4% Q1/Q1 -€5,569m-5.8% Q1/Q1 Gross Operating Income €3,137m+37.6% Q1/Q1 €3,148m+36.1% Q1/Q1 €3,936m+30.4% Q1/Q...
CREDIT AGRICOLE SA : Résultats T1-2024 : LE GROUPE POURSUIT SON DEVELO...
CREDIT AGRICOLE SA : Résultats T1-2024 : LE GROUPE POURSUIT SON DEVELOPPEMENT LE GROUPE POURSUIT SON DÉVELOPPEMENT DONNÉES PUBLIÉES ET SOUS-JACENTES CASA ET GCA T1-2024 CRÉDIT AGRICOLE S.A. GROUPE CRÉDIT AGRICOLE Publié Sous-jacent Publié Sous-jacent Revenus 6 806 m€+11,2% T1/T1 6 797 m€+10,5% T1/T1 9 525 m€+6,7% T1/T1 9 475 m€+5,8% T1/T1 Charges - 3 669 m€-4,5% T1/T1 - 3 649 m€-5,0% T1/T1 - 5 589 m€-5,4% T1/T1 - 5 569 m€-5,8% T1/T1 Résultat Brut d’Exploitation 3 137 m€+37,6% T1/T1 ...
Societe Generale: First quarter 2024 earnings
Societe Generale: First quarter 2024 earnings RESULTS AT 31 MARCH 2024 Press release Paris, 3 May 2024 QUARTERLY RESULTS Quarterly revenues of EUR 6.6 billion, stable vs. Q1 23 (-0.4%), driven by very good performances of Global Banking and Investor Solutions, Private Banking and International Retail Banking, an increase in revenues and net interest income in France compared with Q4 23, despite a shift from sight deposits to remunerated savings, and a stabilisation of margins as well as the normalisation of used car sales’ result...
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