reports
- Jesse Norcross
Gecina/Spreads still look too tight despite widening
Gecina (GFCFP) is a solid low-A office-focused credit. Fundamentals weakened slightly during 2023, and the LTV ticked up on relatively large valuation declines which may continue further in 2024, albeit this will likely remain manageable for ratings. The outlook for the Office market in France remains mixed, but we think that any weakness will be offset by good disposal progress and stable credit metrics, as shown in 1Q24. We remain comfortable with the name and think that it should trade at ti...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 03-May-2024 / 14:29 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
- Dominic Rose
- Naresh Chouhan
Sanofi - The Path to €120 (BUY, TP EUR120 [110], 7pgs)
This new analysis shows how Sanofi shares get to €120 (+c.30%) by end 2025. We have conducted a foundational analysis that investors can refer to over the next 18mths as Sanofi releases at least 15 P2 & P3 pipeline readouts. We show the upside potential from every single readout and show that just 4 drugs could add €18/share upon successful readouts. In addition to multiple readouts, the likely Consumer Health spin in Q4, the tolebrutinib overhang being resolved one way or another and a strong C...
Combined General Shareholders' Meeting of May 22, 2024: availability o...
Combined General Shareholders' Meeting of May 22, 2024: availability of preliminary documents Press ReleaseVELIZY-VILLACOUBLAY, France — May 3, 2024 COMBINED GENERAL SHAREHOLDERS’ MEETING OF MAY 22, 2024 Availability of preliminary documents (Euronext Paris: FR0014003TT8, DSY.PA) informs its shareholders that its Combined Shareholders’ Meeting will be held on Wednesday, May 22, 2024 at 3:00 pm at Dassault Systèmes’ headquarters, 10 rue Marcel Dassault – 78140 Vélizy-Villacoublay. The preliminary notification stating the agenda and the draft resolutions was published in the Bull...
Valeo: 1 director
A director at Valeo bought 6,150 shares at 12.054EUR and the significance rating of the trade was 72/100. 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 clearly showing ...
Hermes International: 1 director
A director at Hermes International bought 1,220 shares at 2,298.000EUR and the significance rating of the trade was 100/100. 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 yea...
Gecina : Information relative au nombre total des droits de vote et d’...
PARIS--(BUSINESS WIRE)-- Regulatory News: Gecina (Paris:GFC) : Date d’arrêté des informations Nombre total d’actions Nombre total de droits de vote Avril 2024 76 670 861 Nombre de droits de vote théoriques : 76 670 861 Nombre de droits de vote exerçables : 73 905 985 Déclaration précédente Date d’arrêté des informations Nombre total d’actions Nombre total de droits de vote Mars 2024 76 670 861 Nombre de droits de vote théoriques : 76 670 861 Nombre de droi...
Disclosure Of the Number of Shares Forming the Capital and of the Tota...
Disclosure Of the Number of Shares Forming the Capital and of the Total Number of Voting Rights as of 30 April 2024 French public limited company (société anonyme)with a share capital of €1,473,943,102.50Registered office : 1973, boulevard de la Défense92000 Nanterre – France552 037 806 RCS Nanterre DISCLOSUREOF THE NUMBER OF SHARES FORMING THE CAPITALAND OF THE TOTAL NUMBER OF VOTING RIGHTSAS OF 30 APRIL 2024 Total number of shares589,577,241Theoretical number of voting rights (including treasury stock)589,577,241Number of voting rights (excluding treasury stock)571,192,066 This disclosu...
Dassault Systèmes: disclosure of trading in own shares
Dassault Systèmes: disclosure of trading in own shares Press ReleaseVELIZY-VILLACOUBLAY, France — May 2, 2024 DISCLOSURE OF TRADING IN OWN SHARES(Repurchase program decided by the General Meeting of Shareholders of May 24, 2023) Issuer: (Euronext Paris: FR0014003TT8, DSY.PA)Type of securities: Ordinary sharesPeriod: April 26, 2024 Detailed information (presentation by day and by market and transaction-by-transaction details) can be consulted on the website of Dassault Systèmes: Presentation of the trading in own shares by day and by market Name of issuerIdentification code of the issu...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 02-May-2024 / 14:35 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Olfa Taamallah
- Yan Derocles
Lufthansa : CASK needs to be visibly back under control for a re-ratin...
>CASK back under control by the very end of the year … but with a much bigger degree of confidence - While the comments on unit cost trends (CASK) excluding fuel were more cautious than we expected on Q2 (due to a weaker uptick in capacity to the tune of c200bp and very likely additional costs to prepare for the summer season), the level expected for FY 2024 is broadly in line with our post-strike estimate (6.55 vs a target of 6.5). This control is likely to be more ...
VINCI to take part in the Great Grid Partnership programme in the Unit...
VINCI to take part in the Great Grid Partnership programme in the United Kingdom Nanterre, 02 May 2024 VINCI to take part in the Great Grid Partnership programme in the United Kingdom. OTW, a joint-venture between VINCI Energies and VINCI Construction in the UK, has been set up A set of several projects to connect the British grid to the new offshore wind farms by 2030 VINCI, through OTW, selected to take part in these projects In the United Kingdom, Omexom UK & RoI (subsidiary of VINCI Energies) and Taylor Woodrow (subsidiary of VINCI Construction), have set up a joint-venture, OTW, ...
- Olfa Taamallah
- Yan Derocles
Lufthansa : La reprise en main du CASK doit être visible pour enclench...
>Une reprise en main du CASK en toute fin d’exercice… mais avec une plus forte dose de confiance - Si les commentaires sur l’évolution des coûts unitaires (CASK) hors carburant étaient plus prudents que ce que nous anticipions sur le T2 (en raison d’un rebond des capacités moins fort à hauteur de c200 pb et certainement des surcoûts de préparation de la saison estivale), le niveau attendu sur FY 24 ressort globalement en ligne avec notre estimation post grève (6.55 v...
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 ...
Press Release: Beyfortus real-world evidence published in The Lancet s...
Press Release: Beyfortus real-world evidence published in The Lancet shows 82% reduction in infant RSV hospitalizations Beyfortus real-world evidence published in The Lancet shows 82% reduction in infant RSV hospitalizations New real-world evidence shows Beyfortus (nirsevimab) substantially reduced RSV lower respiratory tract disease and hospitalizations in infants during the 2023-2024 RSV season, versus no intervention1-6Results add to the consistent high efficacy of Beyfortus against medically attended RSV lower respiratory tract disease, shown in the pivotal clinical studies and the o...
Communiqué de presse : Des données de vie réelle concernant Beyfortus ...
Communiqué de presse : Des données de vie réelle concernant Beyfortus publiées dans The Lancet montrent une réduction de 82 % des hospitalisations de nourrissons dues au VRS Des données de vie réelle concernant Beyfortus publiées dans The Lancet montrent une réduction de 82 % des hospitalisations de nourrissons dues au VRS De nouvelles données de vie réelle montrent que Beyfortus (nirsevimab) a permis de réduire sensiblement les infections des voies respiratoires inférieures dues au VRS chez les nourrissons, de même que les hospitalisations, au cours de la saison virale 2023-2024, compa...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 01-May-2024 / 14:43 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
Sanofi: 1 director
A director at Sanofi bought 1,000 shares at 91.380EUR and the significance rating of the trade was 73/100. 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 clearly showing...
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