reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update May 2024 : Adding Fugro, Removing Arcadis
In this May edition of our Dynamic Top Pick List we replace Arcadis by Fugro. Arcadis continues to deliver consistently on its promises and is working hard to realise its 2026 margin targets via cross selling, leveraging its global engineering platform and numerous self-help measures. In spite of this we remove Arcadis from our Dynamic Top Pick List as the recent & strong share price performance leaves little room for further short term triggers As a service provider to the energy industry, Fu...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
TINC TINC COMM. VA
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
SYENS SYENSQO
- Jerôme Bodin
TF1 : T1 conforme – Perspectives toujours solides sur l’ensemble de l’...
>Tendance publicitaire T1 solide tirée par le succès de TF1+ - TF1 a publié mardi ses résultats du T1 2024 et a tenu sa conférence téléphonique dans la foulée. Ils sont ressortis en ligne avec nos attentes avec un EBITA de 37,3 M€ alors que nous tablions sur 37,5 M€. La tendance publicitaire a été solide au T1 avec, notamment, une très bonne performance de TF1+. Ce trimestre est atypique et marqué par une hausse des coûts. L’effet de base était notamment peu favorable...
Compagnie De St-Gobain: 1 director
A director at Compagnie De St-Gobain sold 10,000 shares at 75.420EUR and the significance rating of the trade was 68/100. 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 last two years ...
Weekly share repurchase program transaction details
Weekly share repurchase program transaction details April 30, 2024 SBM Offshore reports the transaction details related to its EUR65 million (c. US$70 million) share repurchase program for the period April 25, 2024 through April 30, 2024. The repurchases were made under the EUR65 million share repurchase program announced on February 29, 2024 and effective from March 1, 2024. The objective of the program is to reduce share capital. Information regarding the progress of the share repurchase program and the aggregate of the transactions (calculated on a daily basis) for the period March ...
GTT: NOTICE OF AVAILABILITY OF THE 2023 UNIVERSAL REGISTRATION DOCUMEN...
GTT: NOTICE OF AVAILABILITY OF THE 2023 UNIVERSAL REGISTRATION DOCUMENT NOTICE OF AVAILABILITY OF THE 2023 UNIVERSAL REGISTRATION DOCUMENT Paris – April 30, 2024 - The 2023 universal registration document of GTT (Gaztransport et Technigaz), a technology and engineering company specialised in the design of membrane containment systems for the transportation and storage of liquefied gas, was registered with the French stock market authorities (AMF) on April 29, 2024. The French version is publicly available free of charge, in accordance with applicable legislation, and may be downloade...
GTT : MISE A DISPOSITION DU DOCUMENT D’ENREGISTREMENT UNIVERSEL 2023
GTT : MISE A DISPOSITION DU DOCUMENT D’ENREGISTREMENT UNIVERSEL 2023 MISE A DISPOSITION DU DOCUMENT D’ENREGISTREMENT UNIVERSEL 2023 Paris – Le 30 avril 2024 - Le Document d’enregistrement universel 2023 de GTT (Gaztransport et Technigaz), société de technologie et d’ingénierie spécialisée dans la conception de systèmes de confinement à membranes pour le transport et le stockage du gaz liquéfié, a été déposé auprès de l’Autorité des Marchés Financiers le 29 avril 2024. Il est tenu gratuitement à la disposition du public dans les conditions prévues par la réglementation en vigueur et peut ê...
PGS ASA: Annual Report 2023
PGS ASA: Annual Report 2023 April 29, 2024, Oslo, Norway: PGS' 2023 annual report can be downloaded from or The Company's 2023 annual financial statements in European Single Electronic Format (ESEF) can be downloaded from the same web pages. For details, contact: Bård Stenberg VP IR & Corporate Communication Mobile: . Attachments
Petrofac Limited: Delay to publication of 2023 results, Update on rest...
Petrofac Limited ( PFC) Petrofac Limited: Delay to publication of 2023 results, Update on restructuring and Trading Update 29-Apr-2024 / 07:01 GMT/BST This announcement contains inside information for the purposes of Article 7 of the Market Abuse Regulation (EU) 596/2014 of 16 April 2014 (MAR) as it forms part of domestic law by virtue of the European Union (Withdrawal) Act 2018. 29 April 2024DELAY TO PUBLICATION OF 2023 RESULTS, UPDATE ON RESTRUCTURING AND TRADING UPDATEDelay of full year 2023 results and temporary suspension of sharesThe Company expects a short delay in issuing its...
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 04/26/2024 Date Performance sin...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Ahmed Ben Salem
FP TOTAL SE
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
SK SEB SA
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
SKF B SKF AB CLASS B
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
STM STMICROELECTRONICS NV
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
TEN TENARIS S.A.
- Carole Braudeau
LHN LAFARGEHOLCIM LTD.
AC ACCOR SA
AMS AMS AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
ATO ATOS SE
BFIT BASIC-FIT NV
SK SEB SA
NXI NEXITY SA CLASS A
MF WENDEL SE
KORI KORIAN SA
CGM CEGEDIM SA
GRF GRIFOLS S.A. CLASS A
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 26/04/2024
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Ahmed Ben Salem
FP TOTAL SE
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
SK SEB SA
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
SKF B SKF AB CLASS B
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
STM STMICROELECTRONICS NV
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
TEN TENARIS S.A.
- Carole Braudeau
LHN LAFARGEHOLCIM LTD.
AC ACCOR SA
AMS AMS AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
ATO ATOS SE
BFIT BASIC-FIT NV
SK SEB SA
NXI NEXITY SA CLASS A
MF WENDEL SE
KORI KORIAN SA
CGM CEGEDIM SA
GRF GRIFOLS S.A. CLASS A
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Chaima Ferrandon
- Sven Edelfelt
Saint-Gobain : In the inflection, the truth will come reveal itself
>Sales in line with expectations and improvement in underlying volumes - Q1 2024 sales of € 11,356m (-8.5% as reported, -5.8% like-for-like, of which -1.1% in prices and -4.7% in volumes), 1% above the consensus. In addition to a slight fall in prices, which penalised organic growth, the group recorded a 4.7% fall in volumes (after -4.8% in Q4 and -5.0% in Q3), penalised by new housing, especially in Europe. Q1 volumes were down 9.3% in Northern Europe, 7.7% in Southe...
- Stephane Foucaud
AUCTUS ON FRIDAY - 26/04/2024
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$1.00 per share: Important step to unlock Sicily – The Italian ministry has informed ADX that it will be granted the d 363C.R-.AX gas exploration permit in the Sicily Channel. In addition, the Regional Administrative Court of Rome has annulled the Plan for the Sustainable Energy Transition of Eligible Areas that prevented the oil redevelopment, appraisal and exploration activities on the licence. ...
FP TOTAL SE
EQNR EQUINOR ASA
GPRK GEOPARK
SOU SOUND ENERGY PLC
ENI ENI S.P.A.
REP REPSOL SA
SEI. SINTANA ENERGY
PEN PANORO ENERGY ASA
NOG NOSTRUM OIL & GAS PLC
SQZ SERICA ENERGY
ZPHR ZEPHYR ENERGY
OKEA OKEA
I3E I3 ENERGY
RHC ROYAL HELIUM LTD
TRIN TRINITY CAPITAL INC
SOUC SOUTHERN ENERGY CORP
ITH ITHACA ENERGY PLC
TCF TRILLION ENERGY INTERNATIONAL INC. (TCF)
SEAPT NO SEACREST PETROLEO BERMUDA - SEAPT NO
ADX ADX ENERGY LTD
J4V VAR ENERGI ASA
LNGE LNG ENERGY GROUP CORP.
- Ahmed Ben Salem
Repsol : Results beat forecasts but FCF weakened – Reassuring comments...
>Q1 results 6.4% above forecasts - Q1 adjusted net profit came to € 1.27bn (+6% QoQ /-33% YoY), 6.4% above the consensus (ODDO BHF: € 1.07bn; consensus: € 1.19bn), thanks to E&P and Industrial. E&P: the drop in the gap price took a tool - E&P posted an adjusted profit of € 442m, down 20%, whereas the Brent price was near-stable. This is because natural gas makes up two-thirds of the group’s production (590kboe/d) and is mainly produced in North Americ...
- Baptiste Lebacq
TechnipFMC : Look forward, not backwards (from a share price perspecti...
>Outperform rating, TP raised to $ 31 - Post-release and post-conference call, we are raising our TP to $ 31 (vs $ 25.3 previously), based on a 12m PE multiple of 20x now vs 18x. Although the stock has turned in a solid performance of + 30% YtD (doubling on a 12m-trailing basis!), we still believe it offers upside potential. The adjustments we have made to our 2024/2026 forecasts are solely the result of a heavier tax burden than initially expected. Like most oi...
- Ahmed Ben Salem
Repsol : Résultat supérieur aux attentes mais baisse du FCF – Le group...
>Résultats T1 6.4% supérieurs aux attentes - Le résultat net ajusté du T1 s'est établi à 1267 M€ (+6% QoQ /-33% YoY) et 6.4% au-dessus du consensus (ODDO BHF: 1 067 M€ ; consensus : 1 191 M€), grâce à l’E&P et Industrial. E&P : la baisse du prix du gaz a pesé - Le résultat de l’E&P ressort à 442 M€, en baisse de 20% alors le brent est quasi-stable. En effet, la production du groupe (590 kbep/j) est dominée à hauteur des deux tiers par le gaz natur...
- Baptiste Lebacq
Subsea 7 : One of the rare pure players to play the acceleration in su...
>Outperform recommendation. Target price raised to NOK 220 - Post-publication and conference call, we are leaving our EBITDA forecasts for 2024-2026 unchanged. In our view, the group is well placed to: 1/ ride the coming acceleration in offshore capex (we look average annual market growth of more than 15% over 2023-2025e). 2/ and those in investment in renewables in the UK to reduce its reliance in the medium term on Russian gas and in the US under the IRA....
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