reports
Compass Group: 2 directors
Two Directors at Compass Group bought 5,600 shares at 2,317p. The significance rating of the trade was 62/100. 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 sho...
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
JMT JERONIMO MARTINS SGPS S.A.
CA CARREFOUR SA
DB1 DEUTSCHE BOERSE AG
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ROG ROCHE HOLDING LTD
SK SEB SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
CPG COMPASS GROUP PLC
NESN NESTLE S.A.
VIV VIVENDI SE
NRG NRJ GROUP SA
RF EURAZEO SA
KER KERING SA
ELE ENDESA S.A.
SAN SANOFI
VER VERBUND AG CLASS A
EZJ EASYJET PLC
REP REPSOL SA
SOI SOITEC SA
SIX2 SIXT SE
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
IBE IBERDROLA SA
AZN BANCO SANTANDER S.A.
VOD ASTRAZENECA PLC
STM VODAFONE GROUP PLC
BESI STMICROELECTRONICS NV
ULA BE SEMICONDUCTOR INDUSTRIES N.V.
ERF UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
STLA EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
UMG STELLANTIS N.V.
DSY UNIVERSAL MUSIC GROUP NV
ML DASSAULT SYSTEMES SA
GSK COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 GSK PLC
SGSN DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B SGS SA
NOVO NORDISK A/S
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
JMT JERONIMO MARTINS SGPS S.A.
CA CARREFOUR SA
DB1 DEUTSCHE BOERSE AG
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ROG ROCHE HOLDING LTD
SK SEB SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
CPG COMPASS GROUP PLC
NESN NESTLE S.A.
VIV VIVENDI SE
NRG NRJ GROUP SA
RF EURAZEO SA
KER KERING SA
ELE ENDESA S.A.
VER SANOFI
EZJ VERBUND AG CLASS A
REP EASYJET PLC
SOI REPSOL SA
SIX2 SOITEC SA
MOCORP SIXT SE
MONC METSO OUTOTEC OYJ
IBE MONCLER SPA
SAN IBERDROLA SA
AZN BANCO SANTANDER S.A.
VOD ASTRAZENECA PLC
STM VODAFONE GROUP PLC
BESI STMICROELECTRONICS NV
ULA BE SEMICONDUCTOR INDUSTRIES N.V.
ERF UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
STLA EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
UMG STELLANTIS N.V.
DSY UNIVERSAL MUSIC GROUP NV
ML DASSAULT SYSTEMES SA
GSK COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 GSK PLC
SGSN DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B SGS SA
NOVO NORDISK A/S
- Johanna Jourdain
Compass Group : Commentaires encourageants pour 2025 après un bon T3
>Good Q3 trading update, with solid volumes - On 23 July, Compass released a Q3 trading update ahead of forecasts, including organic growth of 10.3% (consensus 9.5%, ODDO BHF 9.8%e). This outperformance mainly stemmed from Europe at +12.0% (vs ODDO BHF +9.5%e), while activity remains very solid in North America (+9.9%) and the Rest of World (+8.5%). The group mentioned resilient volumes in Q3 (+2%), boosted by the relevance and quality of its offer, while price rises ...
- Johanna Jourdain
Compass Group : Commentaires encourageants pour 2025 après un bon T3
>Bon trading update pour le T3, avec des volumes solides - Compass a publié le 23/07 avant Bourse un trading update pour le T3 au-dessus des attentes, dont une croissance organique de 10.3% (consensus 9.5%, ODDO BHF 9.8%e). La surperformance est venue en particulier de l’Europe à +12.0% (vs ODDO BHF +9.5%e), alors que l’activité reste très solide en Amérique du Nord (+9.9%) et dans le Reste du monde (+8.5%). Le groupe a mentionné une bonne tenue des volumes à +2% au T...
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2024
We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2024
Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Johanna Jourdain
Compass Group : Solid H1 2024 results, a slight upward revision to our...
>Solid H1 2024 results, upward revision to the guidance for FY 2024 - Yesterday before trading, Compass published H1 2024 results that came in a shade above expectations, including organic revenue growth of 11.2% and an EBIT margin of 7.1% (vs 7.0% for the consensus). In light of the H1 results and the encouraging outlook, Compass has raised its targets for 2024 and now anticipates organic growth of around 10% (vs high single-digit growth previously) and EBIT growth t...
- Johanna Jourdain
Compass Group : Solides résultats S1 24, nos estimations sont légèreme...
>Résultats S1 24 solides, relèvement de la guidance FY24 - Compass a publié hier avant Bourse des résultats S1 24 légèrement supérieurs aux attentes, dont une croissance organique du CA de 11.2% et une marge d’EBIT de 7.1% (vs consensus 7.0%). Compte tenu des résultats S1 et de perspectives encourageantes, Compass a relevé ses objectifs 2024 et attend désormais une croissance organique de c.10% (vs high single digit préc.) et une croissance de l’EBIT vers 15% (vs 13% ...
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2024
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2024
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Johanna Jourdain
Compass Group : Slight beat on H1 2024, upgrade of FY 2023-24 guidance...
>H1 2023-24 results slightly above expectations - Compass released H1 2023-24 results that slightly beat expectations. Sales came in at $ 20.9bn (+11% reported, consensus $ 20.8bn) with organic growth up 11.2%, slightly above the consensus at 10.7% (ODDO BHF 11.2%e), supported by all regions and in particular by the progress made in Europe (+12.4% organic growth) while North America remained very solid (+10.9% organic), and net new business of 3.7% (vs 5.2% in H1 23),...
- Johanna Jourdain
Compass Group : Slight beat on H1 2024, upgrade of FY 2023-24 guidance...
>H1 2023-24 results slightly above expectations - Compass released H1 2023-24 results that slightly beat expectations. Sales came in at $ 20.9bn (+11% reported, consensus $ 20.8bn) with organic growth up 11.2%, slightly above the consensus at 10.7% (ODDO BHF 11.2%e), supported by all regions and in particular by the progress made in Europe (+12.4% organic growth) while North America remained very solid (+10.9% organic), and net new business of 3.7% (vs 5.2% in H1 23),...
- Baptiste Lebacq
- Louis Boujard
- CFA
- Marc Lavaud
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/09/2024
Falling inflation and weaker growth (in Europe) and – paradoxically – higher interest rates are driving an upturn in M&A in Europe. The sectors that are expected to be the most active are: healthcare, technology, industry, telecoms and utilities/renewables. We present the M&A outlook for all sectors of activity and identify 80 potentially active companies (predators, targets, buyers or sellers of assets). - ...
- Baptiste Lebacq
- Louis Boujard
- CFA
- Marc Lavaud
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/02/2024
La baisse de l’inflation et de la croissance (en Europe) et – paradoxalement – des taux d’intérêt plus hauts incitent à une reprise du M&A en Europe. Les secteurs qui devraient être les plus actifs sont : la Santé, la Technologie, l’Industrie, les Télécoms et les Utilities/Renouvelables. Nous présentons les perspectives M&A pour l’ensemble des secteurs d’activité et identifions 80 sociétés potentiellement actives (prédatrices, cibles, acquéreuses ou cédantes d’actifs). - ...
- Johanna Jourdain
Compass Group : 2023-24 off to a good start and confident tone on grow...
>Good Q1 2023-24 figures, ahead of expectations - Compass’ Q1 2023-24 trading update (October to December 2023), issued before trading yesterday, beat expectations. The group posted organic growth of 11.7% (consensus +9.9%e, ODDO BHF +10.5%e), driven by all regions including North America (+11.3%), Europe (+13%) and RoW (+11.8%). Compass noted a pleasant surprise on volumes, particularly in business & industry, ahead of its expectations thanks to trends on returning t...
- Johanna Jourdain
Compass Group : Bon démarrage 2024 et ton confiant sur la croissance
>Bonne publication T1 24, au-dessus des attentes - Compass a publié hier avant Bourse un trading update T1 24 (période octobre à décembre 2023) au-dessus des attentes. Ainsi, le groupe a enregistré une croissance organique de 11.7% (consensus à +9.9%e, ODDO BHF +10.5%e), tirée par l'ensemble des régions dont l’Amérique du Nord (+11.3%), l’Europe (+13%) et Reste du Monde (+11.8%). Compass note une bonne surprise sur les volumes, notamment en Business & Industry, au-des...
- MarketLine Department
Bartlett Mitchell Ltd - Strategy, SWOT and Corporate Finance Report
Summary Bartlett Mitchell Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Bartlett Mitchell Ltd (Bartlett), a subsidiary of Bartlett Mitchell Services Ltd, is an independent food catering company. It serves clients ranging from business and industry to governm...
- Emmanuel Matot
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/21/2023
TotalEnergies remains one of our Top Picks in the sector. The new 2024-2028 plan presented at end-September is ambitious. It is based on selective growth in upstream production (+2/3% per year) and significant development in renewables. Its lead in this domain is undeniable, and has enabled it to raise its profitability target for iPower, which will be a source of re-rating over time. This plan should facilitate cash returns to shareholders of >40% of CFFO, while the share's valuation...
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
FORTUM FORTUM OYJ
CPG COMPASS GROUP PLC
ELE ENDESA S.A.
RWE RWE AG
BAYN BAYER AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
SOI SOITEC SA
GAS NATURGY ENERGY GROUP S.A.
IBE IBERDROLA SA
UN01 UNIPER SE
EVD CTS EVENTIM AG & CO. KGAA
- Emmanuel Matot
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 21/11/2023
TotalEnergies reste un de nos top picks dans le secteur Pétrole. Le nouveau plan 2024/2028 présenté fin septembre est ambitieux. Il repose sur une croissance sélective de la production en Upstream (+2/3% par an) et un important développement dans les Renouvelables. Son avance dans ce domaine est indéniable et lui a permis de relever son objectif de rentabilité pour iPower, qui sera source de rerating à terme. Ce plan doit permettre un retour de cash aux actionnaires >40% du CFFO alors...
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
FORTUM FORTUM OYJ
CPG COMPASS GROUP PLC
ELE ENDESA S.A.
RWE RWE AG
BAYN BAYER AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
SOI SOITEC SA
GAS NATURGY ENERGY GROUP S.A.
IBE IBERDROLA SA
UN01 UNIPER SE
EVD CTS EVENTIM AG & CO. KGAA
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