A director at Aeroports De Paris bought 311 shares at 96.200EUR and the significance rating of the trade was 53/100. 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 clear...
We are hosting our 28th ODDO BHF Forum in Lyon on 9 and 10 January 2025. In total, 211 companies will be presenting over the two days. In the following note, we provide some initial feedback from the companies on day 1. Out of the 104 feedbacks collected during the first day, 40 were clearly positive, 59 rather Neutral, and only 6 negative. Among the positive names, we would particularly highlight Accor, URW, Euronext, Bureau Veritas, Renke, ID Logistics, Roche Bobois, Ionos, Companie des Alpes...
>Solid revenue growth across all divisions… - ADP reported Q3 2024 revenues slightly ahead of both our estimates and the consensus: € 1,718m vs € 1,669m ODDO BHFe (i.e. 2.9% or € 49m above) and € 1,703m consensus estimate (i.e. 0.9% or € 15m above). The Paris platform results were just slightly ahead (€ 20m or 1.8% and € 6m or 0.5% above respectively), while the International platform showed a strong outperformance vs our estimates (+5.6% or € 31m above), mainly due t...
>Final closing of the merger announced under the original terms - Groupe ADP and GMR Infrastructure (GIL), co-shareholders with stakes of 49% and 51% respectively in the airport holding company GMR Airports Ltd (GAL), have just announced that all the steps and conditions precedent to the merger between GIL and GAL have just been completed, on the same terms as announced in March 2023. The ordinary shares of New GIL (GMR Infrastructure Ltd) are expected to commence tra...
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