reports
- Jerôme Bodin
ODDO : Olympic Games and Euro 2024: a limited economic impact but an o...
In the run-up to the 2024 Summer Olympic Games and Euro 2024 football tournament, we have identified six stocks to favour: JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield and easyJet. While these two major sporting events are not expected to have a significant impact on the host economies in the medium term, the microeconomic and sectoral impacts should be more marked. The tourism, transport, beverages and consumer goods sectors are expected to be the main winners. Som...
AC ACCOR SA
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
GET GETLINK SE
FRA FRAPORT AG
ADP AEROPORTS DE PARIS SA
BN DANONE SA
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
PUM PUMA SE
COV COVIVIO SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
SW SODEXO SA
TFI TELEVISION FRANCAISE 1 SA
MMB LAGARDERE SCA
DEC JCDECAUX SA
NESN NESTLE S.A.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
GLO GL EVENTS SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
WPP WPP PLC
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ABI ANHEUSER-BUSCH INBEV SA/NV
DUFN DUFRY AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AF AIR FRANCE - KLM
MFEA MEDIASET NV
- Jerôme Bodin
ODDO : Jeux Olympiques et Euro 2024 : un impact économique limité mais...
En amont des Jeux Olympiques d’été et de l’Euro de football 2024, nous identifions 6 valeurs à privilégier : JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield et easyJet. Alors que ces deux évènements sportifs majeurs ne devraient pas avoir d’impact significatif sur les économies hôtes à moyen terme, les impacts microéconomiques et sectoriels devraient être plus marqués. Les secteurs du tourisme, des transports, des boissons et des biens de consommation devraient être l...
AC ACCOR SA
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
GET GETLINK SE
FRA FRAPORT AG
ADP AEROPORTS DE PARIS SA
BN DANONE SA
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
PUM PUMA SE
COV COVIVIO SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
SW SODEXO SA
TFI TELEVISION FRANCAISE 1 SA
MMB LAGARDERE SCA
DEC JCDECAUX SA
NESN NESTLE S.A.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
GLO GL EVENTS SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
WPP WPP PLC
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ABI ANHEUSER-BUSCH INBEV SA/NV
DUFN DUFRY AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AF AIR FRANCE - KLM
MFEA MEDIASET NV
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/22/2024
EPS growth prospects are brighter in the US than in Europe, which is justified given the differential in the growth and inflation outlook between the two regions. However, the adjustment that has taken place on EPS in Europe is a positive factor: we are now "at the price" ahead of the cyclical recovery that is taking shape for the rest of 2024. Sector-wise, the ongoing upward revision of EPS in travel & leisure, banks and media is expected to continue apace and provide support for sec...
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
01913 PRADA S.P.A.
ASM ASM INTERNATIONAL N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HFG HELLOFRESH SE
KBX KNORR-BREMSE AG
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 22/04/2024
Les perspectives de croissance des BPA sont supérieures aux Etats-Unis qu’en Europe, ce qui est justifié étant donné le différentiel de perspectives de croissance et d’inflation entre les deux zones. L’ajustement qui a eu lieu sur les BPA en Europe est toutefois un facteur positif : nous sommes désormais « au prix » avant la reprise cyclique qui se dessine pour la suite de 2024. Sectoriellement, la révision à la hausse en cours des BPA sur le Travel & Leisure, les banques et les Media...
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
01913 PRADA S.P.A.
ASM ASM INTERNATIONAL N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HFG HELLOFRESH SE
KBX KNORR-BREMSE AG
- Johanna Jourdain
Sodexo : H1 confirms the operational progress that is underway
>An encouraging H1 2023-24 and FY 2023-24 guidance raised: operational improvement continues - On Friday after trading, Sodexo published good H1 2023-24 results, coming in 2% above expectations, with organic growth of 8.5% and an EBIT margin of 5.1% up 40bp. The performance notably benefited from strict cost controls (including central costs), the improvement in productivity and the quality of recently signed or renewed contracts. The group reported encouraging KPIs, ...
- Johanna Jourdain
Sodexo : Le S1 confirme les progrès opérationnels en cours
>S1 24 encourageant et guidance FY 24 relevée en organique : l’amélioration opérationnelle se poursuit - Sodexo a publié vendredi avant Bourse de bons résultats S1 24, ressortis 2% au-dessus des attentes, dont une croissance organique de 8.5% et une marge d’EBIT à 5.1% en progression de 40 pb. Celle-ci a notamment bénéficié d’un contrôle stricte des coûts (dont coûts centraux), de l’amélioration de la productivité et de la qualité des contrats nouvellement signés ou r...
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Carole Braudeau
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Johanna Jourdain
Sodexo : Solid H1 beating expectations, FY 2023-24 guidance increased ...
>Solid H1 results slightly above the consensus with better margin improvement - Sodexo has reported H1 sales of € 12.1bn up 4.5%, 1% above the consensus. This represents organic growth of 8.5% (Q1 at +8.2% and thus Q2 at +8.8%) which is above the consensus at +7.8% (ODDO BHF 7.7%e). Organic growth was mostly driven by North America at +10% and Europe at +8.0%, as well as a +4.5% pricing effect. The LTM retention rate was at 95.5%, close to the new objective of 96%, wh...
- Johanna Jourdain
Sodexo : Solid H1 beating expectations, FY 2023-24 guidance increased ...
>Solid H1 results slightly above the consensus with better margin improvement - Sodexo has reported H1 sales of € 12.1bn up 4.5%, 1% above the consensus. This represents organic growth of 8.5% (Q1 at +8.2% and thus Q2 at +8.8%) which is above the consensus at +7.8% (ODDO BHF 7.7%e). Organic growth was mostly driven by North America at +10% and Europe at +8.0%, as well as a +4.5% pricing effect. The LTM retention rate was at 95.5%, close to the new objective of 96%, wh...
Sodexo - Financial report for First half Fiscal 2024 available
Sodexo - Financial report for First half Fiscal 2024 available Regulated information Issy-les-Moulineaux, April 19, 2024 Financial Report for First half Fiscal 2024 available Sodexo announces that its First half Fiscal 2024 Financial report is available online and filed with the Autorité des marchés financiers (AMF). This document is available on Sodexo’s website, , under “Regulated information” in the ”Investors section”. It includes the condensed consolidated financial statements for First half Fiscal 2024, the First half activity report, the statement of responsibility for the First ...
Sodexo announces solid H1 Fiscal 2024 results
Sodexo announces solid H1 Fiscal 2024 results Issy-les-Moulineaux, April 19, 2024 Sodexo (Euronext Paris FR 0000121220-OTC: SDXAY) Sodexo announces solid H1 Fiscal 2024 results Organic Revenue growth +8.5%Underlying operating profit +16.9% at constant currencies, margin up +40 bpsFiscal 2024 guidance: Organic growth now expected at the top of the +6% to +8% rangeUnderlying operating profit margin improvement confirmed at +30 to +40 bps, at constant currencies At the Board of Directors meeting held on April 18, 2024, chaired by Sophie Bellon, the Board closed the Consolidated acc...
Sodexo annonce des résultats solides pour le 1er semestre de l'exercic...
Sodexo annonce des résultats solides pour le 1er semestre de l'exercice 2024 Issy-les-Moulineaux, 19 avril 2024Sodexo (Euronext Paris FR 0000121220-OTC: SDXAY) Sodexo annonce des résultats solides pour le 1er semestre de l'exercice 2024 Croissance interne du chiffre d’affaires de +8,5%Résultat d’exploitation en hausse de +16,9% à taux constants, marge d'exploitation en progression de +40 points de basePerspectives pour l’exercice 2024 : Une croissance interne du chiffre d'affaires désormais attendue en haut de la fourchette de +6% à +8%Une hausse de la marge d’exploitation confirmée en...
- Baptiste Salaville
- Bruno Cavalier
- Jean Danjou
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/04/2024
The logistics market is our preferred real estate segment, where the coming growth remains undervalued. We prefer the high growth stock within this segment, CTP. We also have Outperform recommendations on Argan, Montea and VGP. We believe WDP is fully valued, though. - ...
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAP SAP SE
- Baptiste Salaville
- Bruno Cavalier
- Jean Danjou
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/15/2024
The logistics market is our preferred real estate segment, where the coming growth remains undervalued. We prefer the high growth stock within this segment, CTP. We also have Outperform recommendations on Argan, Montea and VGP. We believe WDP is fully valued, though. - ...
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAP SAP SE
- Johanna Jourdain
Sodexo : What to expect from the H1 2024 publication? (19 April before...
>H1 2024 results: we forecast organic and margin growth at the high end of the full-year guidance range - On 19 April before market open, Sodexo is due, for the first time, to publish its results for H1 2024 as a stand-alone following the spin-off of Pluxee at the beginning of February. We forecast sales of € 11,941m in H1, i.e. total sales growth of +3.1% which includes organic growth of 7.7%, an unfavourable forex effect of -3% and a negative scope effect of -1.5% (...
- Johanna Jourdain
Sodexo : Qu’attendre de la publication S1 24 ? (Le 19/04 avant Bourse)
>Résultats S1 24 : nous attendons la croissance organique et la progression de marge dans le haut de fourchette de la guidance FY - Sodexo publiera pour la première ses résultats S1 24 fois en stand alone le 19 avril avant Bourse, après le spin-off de Pluxee début février. Nous attendons un CA de 11 941 M€ au S1, soit une croissance totale de 3.1% qui intègre une croissance organique de 7.7%, un effet changes défavorable de -3% et un effet périmètre négatif de -1.5% (...
Sodexo - Monthly disclosure on share capital and voting rights on Marc...
Sodexo - Monthly disclosure on share capital and voting rights on March 31, 2024 Regulated information Issy-les-Moulineaux, April 4, 2024 Monthly disclosure on share capital and voting rights Pursuant to Article L.233-8-II of the French Commercial Code and Article 223-16 of the General Regulation of the Autorité des Marchés Financiers Registered name of the issuer: SODEXO255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX DateTotal number of sharesActual voting rights *Theoretical voting rights **March 31, 2024147,454,887216,525,790217,356,939 * Actual voting rights: all of...
Sodexo - Déclaration mensuelle relative au nombre total de droits de v...
Sodexo - Déclaration mensuelle relative au nombre total de droits de vote et d'actions composant le capital social au 31 mars 2024 Information réglementée Issy-les-Moulineaux, 4 avril 2024 Déclaration mensuelle relative au nombre total de droits de vote et d’actions composant le capital socialArticle L.233-8-II du Code de commerce et article 223-16 du Règlement général de l’AMF Dénomination sociale de l’émetteur : SODEXO255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX Date d’arrêtédes informationsNombre total d’actions composant le capital socialNombre de droits de vote ...
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