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 PRESS RELEASE

Sopra Steria Group : Déclaration du nombre total de droits de vote et ...

PARIS--(BUSINESS WIRE)-- Regulatory News: Conformément à l’article R 225-73-1 du code de commerce, Sopra Steria Group (Paris:SOP) informe ses actionnaires que le nombre total de droits de vote et le nombre d'actions composant le capital social au 25 mars 2024, date de publication au BALO de l'avis préalable à l’Assemblée générale du mardi 21 mai 2024, sont: Nombre d’actions : 20 547 701 Nombre de droits de vote théoriques : 26 504 596 Nombre de droits de vote exerçables : 26 338 056 Consultez la version source sur businesswire.com :

Nicolas David ... (+2)
  • Nicolas David
  • Nicolas Thorez

ODDO : Accenture voit une reprise plus limitée qu’attendu pour son T3 ...

>Croissance T2 flat à cc, légèrement inférieure aux attentes - Accenture a publié hier avant l’ouverture de la Bourse US, ses résultats T2 2024 (trimestre clos à fin février). La croissance ressort flat y/y à cc, en ligne avec le milieu de fourchette de sa guidance (-2% à 2% y/y à cc) mais légèrement en-dessous des attentes (+0.7% y/y à cc). Il s'agit d'un nouveau ralentissement par rapport au T1 2024 (+1% à cc). Ce ralentissement est notamment lié au déclin des acti...

Nicolas David ... (+2)
  • Nicolas David
  • Nicolas Thorez

ODDO : Accenture sees a more limited recovery than expected for its FY...

>Q2 growth flat at cc, a shade below forecasts - Yesterday before trading started on the US market, Accenture reported its Q2 2024 earnings (quarter to end-February). Growth was flat y-o-y at constant currency, in line with the middle of the guidance range (-2% to 2% y-o-y at cc) but a shade below forecasts (+0.7% y-o-y at cc). This was a fresh slowdown relative to Q1 2024 (+1% at cc). This slowdown is due notably to the downturn in the operations activities, with a ...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF Small & MIDCAP MORNING NEWS - 03/19/2024 Date Performance sin...

With momentum around electrification less favourable of late, we have seen a major shift in perception, from doubtless overly rose-tinted optimism to what looks to be similarly excessive pessimism. While we have reduced our BEV assumptions, we nonetheless still anticipate growth in the next few years (including this year), well ahead of that of the automotive market as a whole. In the face of these changes, the players in the value chain (mines, semiconductors, auto) are differently p...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF Small & MIDCAP MORNING NEWS - 19/03/2024 Date Performance dep...

Le momentum autour de l’électrification, moins favorable dernièrement, a conduit à un changement profond de perception, passant d’un optimisme sans doute excessif à un pessimisme qui le semble tout autant. En effet, si nous avons revu en baisse nos hypothèses, nous visons néanmoins toujours une croissance dans les années à venir (y compris cette année), bien supérieure à celle du marché automobile dans son ensemble. Face à ces changements, tous les acteurs au sein de la chaîne de vale...

Jean-François Granjon
  • Jean-François Granjon

Mersen : A robust 2024 capex plan confirming very favourable momentum

>Performance delivered in 2023 - Based on the strong organic momentum (+13%), the group posted a 13% increase in underlying operating profit (+19% excluding forex) i.e. a 40bp improvement in the underlying operating margin to 11.3% (vs 10.9%). The group benefited from a robust volume effect (+210bp), controlled raw materials and energy costs (-350bp) as well as wage inflation (+6%, -170bp) via price effects (+440bp) and productivity gains (+110bp) despite higher costs...

Jean-François Granjon
  • Jean-François Granjon

Mersen : Un plan Capex 2024 « musclé » confirmant une très bonne dynam...

>Des performances au rendez-vous en 2023 - Sur la base d’une forte dynamique organique (+13%), le groupe affiche une hausse de 13% du ROC (+19% hors changes) soit un gain de 40 pb de la MopC à 11.3% (vs 10.9%). Le groupe a bénéficié d’un effet volume soutenu (+210 pb), a maîtrisé les coûts matières premières, énergétique (-350 pb) ainsi que l’inflation salariale (+6%, -170 pb) par des effets prix (+440 pb) et des gains de productivité (+110 pb) malgré des coûts accrus...

Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Jerôme Bodin
  • Steven Boumans

ODDO BHF Small & MIDCAP MORNING NEWS - 18/03/2024

We are downgrading our recommendation on Vidrala to Underperform from Neutral and set our target price at € 96 (+4% vs previous € 92, DCF: 8.4x implied EV/EBITDA 2024e vs historical average of 9.2x and 6.1x of peer group). While the group will be able to outgrow the industry thanks to the consolidation of Vidroporto in Brazil (16% of the group’s EBITDA) and despite the divestment in Italy (8% of 2023 EBITDA), we believe its organic earnings profile will slightly deteriorate considerin...

Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Jerôme Bodin
  • Steven Boumans

ODDO BHF Small & MIDCAP MORNING NEWS - 03/18/2024 Date Performance sin...

We are downgrading our recommendation on Vidrala to Underperform from Neutral and set our target price at € 96 (+4% vs previous € 92, DCF: 8.4x implied EV/EBITDA 2024e vs historical average of 9.2x and 6.1x of peer group). While the group will be able to outgrow the industry thanks to the consolidation of Vidroporto in Brazil (16% of the group’s EBITDA) and despite the divestment in Italy (8% of 2023 EBITDA), we believe its organic earnings profile will slightly deteriorate considerin...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 18/03/2024

Altice France annonce un accord avec CMA CGM et Merit France pour céder 100% d’Altice Media pour 1,55 md EUR en cash Masmovil : Moody’s relève le rating de B2/cw positive à Ba3/positive>...

Carole Braudeau
  • Carole Braudeau

Credit Morning 03/18/2024

Altice France agrees with CMA CGM and Merit France to sell 100% of Altice Media for € 1.55bn in cash Masmovil: Moody’s upgrades the rating to Ba3/positive from B2/cw positive>...

Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Bruno Cavalier
  • Gerardo Ibanez
  • Steven Boumans
Florent Laroche-Joubert ... (+5)
  • Florent Laroche-Joubert
  • Manuel Martin
  • CEFA
  • CREA
  • Steven Boumans

ODDO : Shifting sands at La Croisette: A recap from MIPIM 2024

>The direct investment market is still muted today, but we think real estate markets could reignite after seeing the first interest rate cuts - We visited the annual real estate conference MIPIM in Cannes last week. Although the weather was great, the mood in the investment market was still a bit muted. The changes in the real estate market leaves many investor uncertain today. It is still too early to see transactions to go up materially and pricing recovery in the ...

 PRESS RELEASE

Sopra Steria : Communiqué de mise à disposition, Document d’enregistre...

PARIS PARIS--(BUSINESS WIRE)-- Regulatory News: Le Document d’enregistrement universel 2023 de Sopra Steria (Paris:SOP), en version française, au format xHTML a été déposé auprès de l’Autorité des Marchés Financiers (AMF) le 15 mars 2024 sous le numéro D.24-0121. Il est consultable sur le site Internet (Rubrique Investisseurs/Publications & Rapports Financiers/Rapports Financiers), et est tenu à la disposition du public dans les conditions prévues par la règlementation en vigueur. Le Document d’enregistrement universel intègre notamment les informations relatives au Rapport financier an...

Aurore Aventin (IDMidCaps)
  • Aurore Aventin (IDMidCaps)

Mersen - 2024 will be less impressive but still growing

Very good 2023 results, with organic growth of 13% and a 0.4pt improvement in MOC to 11.3%.2024 guidance in line with our scenario: organic growth of 5% and MOC around 11%.A business that has become less cyclical thanks to its new markets: semiconductors and electric vehicles in particular.Valuation still affordable in relation to the market and historical dataBuy opinion confirmed, especially as Mersen could be an attractive target for a "strategic buyer".

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