reports
- Jerôme Bodin
- Jerôme Bodin
- Jerôme Bodin
RTL Group : A challenging advertising trend at the start of Q3 due to ...
>Neutral rating confirmed - RTL Group reported last Friday its H1 2024 results a shade below our expectations with EBITA of € 172m (vs € 180m forecast by ODDO BHF and the consensus). The main difference with our expectations stems from higher-than-expected programming costs, particularly following the broadcasting of Euro 2024 matches in France and Germany. The group broadcast 11 Euro 2024 matches in June. Advertising revenues rose by 0.2%, below our expectations, des...
- Jerôme Bodin
RTL Group : Une tendance publicitaire difficile sur le début du T3 à c...
>Opinion Neutre réitérée - RTL Group a publié vendredi ses résultats semestriels 2024 légèrement inférieurs aux attentes avec un EBITA de 172 M€ (contre 180 M€ attendus par ODDO BHF et le consensus). La principale différence avec nos attentes provient des coûts de programmes ressortis supérieurs à nos attentes notamment suite à la diffusion des matchs de l'Euro 2024 en France et en Allemagne. Rappelons que le groupe a diffusé 11 matchs de l’Euro 2024 en juin. La tenda...
ProSiebenSat Media SE: 1 director
A director at ProSiebenSat Media SE bought 3,900 shares at 5.961EUR and the significance rating of the trade was 52/100. 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 c...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 09/08/2024
In this note, we initiate coverage on The London Tunnels PLC (TLT), listed on Euronext Amsterdam since 26 June. TLT plans to develop visitor attractions in the Kingsway Exchange Tunnels, built by the UK government to protect its citizens during the London Blitz. The project has secured full planning permission from The City of London and Camden Council. Construction, estimated to cost £ 150m, is expected to begin soon. The attraction, which is designed to host maximum three million vi...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 08/09/2024
In this note, we initiate coverage on The London Tunnels PLC (TLT), listed on Euronext Amsterdam since 26 June. TLT plans to develop visitor attractions in the Kingsway Exchange Tunnels, built by the UK government to protect its citizens during the London Blitz. The project has secured full planning permission from The City of London and Camden Council. Construction, estimated to cost £ 150m, is expected to begin soon. The attraction, which is designed to host maximum three million vi...
- Jerôme Bodin
ProSiebenSat.1 Media SE : A Q2 advertising trend hit by the Euro 2024 ...
>Outperform rating reiterated - Yesterday, Pro7Sat1 reported Q2 results in line with our forecasts, with recurring EBITDA of € 91m vs our forecast of € 90m, i.e. +14% vs Q2 2023 thanks to tight control of costs. The advertising trend in Q2 was positive, as expected, but up by just +1% despite a very favorable base effect (-9% on Q2 2023). The group was adversely affected by the non-broadcasting of Euro 2024 and by a negative seasonal effect linked to Easter. Our EBIT...
- Jerôme Bodin
ProSiebenSat.1 Media SE : Une tendance publicitaire T2 impactée par l’...
>Opinion Surperformance réitérée - Pro7Sat1 a publié hier ses résultats T2 ressortis en ligne avec nos attentes avec un EBITDA récurrent de 91 M€ alors que nous tablions sur 90 M€ soit une hausse de +14% vs le T2 2023 grâce à un strict contrôle des coûts. La tendance publicitaire sur le T2 est positive comme attendu mais en hausse de seulement +1% malgré un effet de base très favorable (-9% sur le T2 2023). Le groupe a été impacté par la non-diffusion de l’Euro 2024 e...
- Jerôme Bodin
PROX PROXIMUS SA DE DROIT PUBLIC
BEKB BEKAERT SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
BIO BB BIOTECH AG
ALCLA CLASQUIN SA
DEC JCDECAUX SA
ASY ASSYSTEM SA
BLC BASTIDE LE CONFORT MEDICAL SA
ALTR ALTRI SGPS SA
CGM CEGEDIM SA
SRP SRP GROUPE SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
GBT GUERBET SA
GOE GROUPE GORGE SA
ATE ALTEN SA
FR VALEO SE
ERA ERAMET SA
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SESL SES-IMAGOTAG SA
SEFER SERGEFERRARI GROUP SA
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
INSD VERIMATRIX SA
SPIE SPIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
HOME NEINOR HOMES SA
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
NEOEN NEOEN S.A.
HAG HENSOLDT AG
VK VALLOUREC SA
ALHRS HYDROGEN REFUELING SOLUTIONS
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
- Jerôme Bodin
PROX PROXIMUS SA DE DROIT PUBLIC
BEKB BEKAERT SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
BIO BB BIOTECH AG
ALCLA CLASQUIN SA
DEC JCDECAUX SA
ASY ASSYSTEM SA
BLC BASTIDE LE CONFORT MEDICAL SA
ALTR ALTRI SGPS SA
CGM CEGEDIM SA
SRP SRP GROUPE SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
GBT GUERBET SA
GOE GROUPE GORGE SA
ATE ALTEN SA
FR VALEO SE
ERA ERAMET SA
ELIS ELIS SA
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SESL SES-IMAGOTAG SA
SEFER SERGEFERRARI GROUP SA
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
INSD VERIMATRIX SA
SPIE SPIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
HOME NEINOR HOMES SA
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
NEOEN NEOEN S.A.
S30 SOLUTIONS 30 SE
HAG HENSOLDT AG
VK VALLOUREC SA
ALHRS HYDROGEN REFUELING SOLUTIONS
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
- Jerôme Bodin
TF1 : Q2 EBITA a shade below expectations but the advertising revenue ...
>Good advertising momentum driven by the Euro - TF1 yesterday reported Q2 2024 results that came in a shade below our expectations with Q2 EBITA of € 91.5m, whereas we looked for € 105m, but practically in line with the consensus (€ 94m). The main difference with our estimates stems from programming costs that were higher than we expected (Euro 2024 and investment in the launch of TF1+). The advertising trend was robust in Q2 driven by the Euro 2024 but also thanks to...
- Jerôme Bodin
TF1 : EBITA T2 un peu inférieur aux attentes mais tendance publicitair...
>Une bonne dynamique publicitaire portée par l’Euro - TF1 a publié hier ses résultats du T2 2024 ressortis inférieurs à nos attentes avec un EBITA T2 de 91,5 M€ alors que nous tablions sur 105 M€ mais pratiquement en ligne avec celle du consensus (94 M€). La principale différence avec nos attentes provient des coûts de programmes ressortis supérieurs à nos attentes (Euro 2024 et investissements dans le lancement de TF1+). La tendance publicitaire a été solide au T2 ti...
- Jerôme Bodin
IPS IPSOS
SOP SOPRA STERIA GROUP SA
ROG ROCHE HOLDING LTD
EO FAURECIA SA
NOVN NOVARTIS AG
CEN GROUPE CRIT SA
SDG SYNERGIE SA
MERY MERCIALYS SA
VIV VIVENDI SE
AUB AUBAY SA
NRG NRJ GROUP SA
FNAC FNAC DARTY SA
HOT HOCHTIEF AG
ACX ACERINOX SA
BAMNB KONINKLIJKE BAM GROEP NV
SAN SANOFI
ELIS ELIS SA
MAREL MAREL HF.
VASTN VASTNED RETAIL NV
VID VIDRALA SA
AIXA AIXTRON SE
ARCAD ARCADIS NV
ALVIV VISIATIV SA
AALB AALBERTS N.V.
CARM CARMILA SAS
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
WAF SILTRONIC AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ARG ARGAN SA
SIFG SIF HOLDING NV
ASS APPLUS SERVICES S.A.
VLTSA VOLTALIA
AZN ASTRAZENECA PLC
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
S30 SOLUTIONS 30 SE
VRLA VERALLIA SAS
TCH TECHNICOLOR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
FUR FUGRO NV
FORSE FORSEE POWER SA
MTRK MOTORK LTD
ALVGO VOGO SA
IVG IVECO GROUP
SPM SAIPEM S.P.A.
GSK GSK PLC
AF AIR FRANCE - KLM
NOVO B NOVO NORDISK A/S
- Jerôme Bodin
IPS IPSOS
SOP SOPRA STERIA GROUP SA
ROG ROCHE HOLDING LTD
EO FAURECIA SA
NOVN NOVARTIS AG
CEN GROUPE CRIT SA
SDG SYNERGIE SA
MERY MERCIALYS SA
VIV VIVENDI SE
AUB AUBAY SA
NRG NRJ GROUP SA
FNAC FNAC DARTY SA
HOT HOCHTIEF AG
ACX ACERINOX SA
BAMNB KONINKLIJKE BAM GROEP NV
SAN SANOFI
ELIS ELIS SA
MAREL MAREL HF.
VASTN VASTNED RETAIL NV
VID VIDRALA SA
AIXA AIXTRON SE
ARCAD ARCADIS NV
ALVIV VISIATIV SA
AALB AALBERTS N.V.
CARM CARMILA SAS
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
WAF SILTRONIC AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ARG ARGAN SA
SIFG SIF HOLDING NV
ASS APPLUS SERVICES S.A.
VLTSA VOLTALIA
AZN ASTRAZENECA PLC
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
S30 SOLUTIONS 30 SE
VRLA VERALLIA SAS
TCH TECHNICOLOR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
FUR FUGRO NV
FORSE FORSEE POWER SA
MTRK MOTORK LTD
ALVGO VOGO SA
IVG IVECO GROUP
SPM SAIPEM S.P.A.
GSK GSK PLC
AF AIR FRANCE - KLM
NOVO B NOVO NORDISK A/S
- Eya Hmaied
- Jerôme Bodin
Atresmedia : Bonne tendance publicitaire sur le T2, attentes annuelles...
>Opinion Neutre réitérée - Atresmedia a publié hier ses résultats S1 2024 ressortis en ligne avec nos attentes (EBITDA T2 de 52 M€ vs 51 M€ attendus) et a tenu sa conférence téléphonique dans la foulée. La marge n’est qu’en très légère décroissance malgré la forte hausse des coûts sur le trimestre à environ +10% (principalement des coûts de grille). La croissance publicitaire ressort notamment en ligne avec nos attentes à 5,4%, en ralentissement séquentiel logique apr...
- Eya Hmaied
- Jerôme Bodin
Atresmedia : Solid advertising momentum in Q2, FY 2024 forecasts uncha...
>Neutral rating reiterated - Atresmedia released its H1 2024 results yesterday in line with our expectations (Q2 EBITDA at € 52m vs € 51m expected) and followed them up with a conference call. The margin contracted only very slightly despite a big jump in costs over the quarter of around +10% (mostly programming costs). Advertising revenue growth came out in line with our forecast at 5.4%, having logically slowed down sequentially following a very healthy Q1 (+14.5%)....
M6 MÉTROPOLE TÉLÉVISION : MODALITES DE MISE A DISPOSITION DU RAPPORT F...
NEUILLY-SUR-SEINE, France--(BUSINESS WIRE)-- Regulatory News: M6 Métropole Télévision (Paris:MMT) : Conformément aux dispositions de l’article 221-4 IV du règlement général de l’AMF, nous vous indiquons que le rapport financier semestriel portant sur le semestre clos le 30 juin 2024 est disponible sur le site de la société dans la rubrique Finance/Information réglementée/Rapports. M6 Métropole Télévision est une société cotée sur Euronext Paris, compartiment A Code MMT, code ISIN : FR0000053225 Consultez la version source sur businesswire.com :
- Fehmi Ben Naamane
ODDO BHF Small & MIDCAP MORNING NEWS - 24/07/2024
The Platform Group (TPG) is a software company that is active across 20 industries through its digital platform solutions. Via its four segments (consumer goods, freight goods, industrial goods, service and retail goods), it serves both B2B and B2C customers. Given the growing revenues (2023-2026e CAGR +14.7%) and adjusted EBITDA margins (+270bp to 7.8% in 2026e vs 2023), as well as a solid financial profile (equity ratio >30%, average positive FCF of c.€ 8m for 2024e to 2026e) and un...
OSE OSE IMMUNOTHERAPEUTICS SA
VAC PIERRE & VACANCES SA
FLY SOCIETE FONCIERE LYONNAISE SA
POM PLASTIC OMNIUM SE
MMB LAGARDERE SCA
ITP INTERPARFUMS
CDA COMPAGNIE DES ALPES SA
NEX NEXANS SA
TIETO TIETOEVRY OYJ
MMT METROPOLE TELEVISION SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
COFA COFACE SA
LFDE LA FRANCAISE DE L'ENERGIE SA
NHH NH HOTEL GROUP SA
IBG IBERPAPEL GESTION S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
MVC METROVACESA SA
SAB BANCO DE SABADELL SA
NSI NSI N.V.
AEDAS AEDAS HOMES SA
EXN EXCLUSIVE NETWORKS SA
HGEA HGEARS AG
EXENS EXOSENS
- Fehmi Ben Naamane
ODDO BHF Small & MIDCAP MORNING NEWS - 07/24/2024
The Platform Group (TPG) is a software company that is active across 20 industries through its digital platform solutions. Via its four segments (consumer goods, freight goods, industrial goods, service and retail goods), it serves both B2B and B2C customers. Given the growing revenues (2023-2026e CAGR +14.7%) and adjusted EBITDA margins (+270bp to 7.8% in 2026e vs 2023), as well as a solid financial profile (equity ratio >30%, average positive FCF of c.€ 8m for 2024e to 2026e) and un...
OSE OSE IMMUNOTHERAPEUTICS SA
VAC PIERRE & VACANCES SA
FLY SOCIETE FONCIERE LYONNAISE SA
POM PLASTIC OMNIUM SE
MMB LAGARDERE SCA
ITP INTERPARFUMS
CDA COMPAGNIE DES ALPES SA
NEX NEXANS SA
TIETO TIETOEVRY OYJ
MMT METROPOLE TELEVISION SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
COFA COFACE SA
LFDE LA FRANCAISE DE L'ENERGIE SA
NHH NH HOTEL GROUP SA
IBG IBERPAPEL GESTION S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
MVC METROVACESA SA
SAB BANCO DE SABADELL SA
NSI NSI N.V.
AEDAS AEDAS HOMES SA
EXN EXCLUSIVE NETWORKS SA
HGEA HGEARS AG
EXENS EXOSENS
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