We measured the impact of the contribution from Michel Barnier’s exceptional tax on 88 stocks exposed to France. Some 17 of them would experience a (negative) impact on their EPS of more than 4% on average over 2024 and 2025: LDC (-8.3%), Synergie (-8%), Eiffage (-7.9%), ADP (-7.9%), Dassault Aviation (-7%), Crit (-6.9%), Derichebourg (-6.3%), Hermès (-5.6%), Safran (-5.6%), Bouygues (-5.6%), M6 (-5.2%), Thales (-5%), TF1 (-4.9%), Nexans (-4.9%), Vinci (-4.7%), Compagnie des Alpes (...
We measured the impact of the contribution from Michel Barnier’s exceptional tax on 88 stocks exposed to France. Some 17 of them would experience a (negative) impact on their EPS of more than 4% on average over 2024 and 2025: LDC (-8.3%), Synergie (-8%), Eiffage (-7.9%), ADP (-7.9%), Dassault Aviation (-7%), Crit (-6.9%), Derichebourg (-6.3%), Hermès (-5.6%), Safran (-5.6%), Bouygues (-5.6%), M6 (-5.2%), Thales (-5%), TF1 (-4.9%), Nexans (-4.9%), Vinci (-4.7%), Compagnie des Alpes (...
Nous avons mesuré l’impact de la contribution exceptionnelle Barnier sur 88 valeurs exposées à la France. 17 d’entre elles auraient un impact (négatif) sur leurs BPA de plus de 4% en moyenne sur 2024 et 2025 : LDC (-8,3%), Synergie (-8%), Eiffage (-7,9%) ADP (-7,9%), Dassault Aviation (-7%), Crit (-6,9%), Derichebourg (-6,3%), Hermès (-5,6%), Safran (-5,6%), Bouygues (-5,6%), M6 (-5,2%), Thalès (-5%), TF1 (-4,9%), Nexans (-4,9%), Vinci (-4,7%), Compagnie des Alpes (-4,4%), FDJ (-4%). - ...
Nous avons mesuré l’impact de la contribution exceptionnelle Barnier sur 88 valeurs exposées à la France. 17 d’entre elles auraient un impact (négatif) sur leurs BPA de plus de 4% en moyenne sur 2024 et 2025 : LDC (-8,3%), Synergie (-8%), Eiffage (-7,9%) ADP (-7,9%), Dassault Aviation (-7%), Crit (-6,9%), Derichebourg (-6,3%), Hermès (-5,6%), Safran (-5,6%), Bouygues (-5,6%), M6 (-5,2%), Thalès (-5%), TF1 (-4,9%), Nexans (-4,9%), Vinci (-4,7%), Compagnie des Alpes (-4,4%), FDJ (-4%). - ...
>Demand growth revised slightly down for 2024 but up for 2025 - The IEA has just published its monthly report in which it has marginally lowered its demand growth estimates by 40kb/d to +860 kb/d for 2024 and by 50 kb/d to +1 Mb/d for 2025. This level compares with +1.2 mb/d pre-Covid and a record of +2.1 mb/d in 2023. This slowdown is mainly due to a slowdown in China, which now contributes 20% of global demand growth compared to 70% previously. In 2024, Chinese d...
>La croissance de la demande revue légèrement en baisse en 2024 mais en hausse pour 2025 - L’AIE vient de publier son rapport mensuel et révise en légère baisse ses estimations de croissance de la demande de 40 kb/j à +860 kb/j pour 2024 mais les revoit en hausse de 50 kb/j à +1 Mb/j pour 2025. Ce niveau se compare à +1.2 Mb/j avant le COVID et un record de +2.1 Mb/j en 2023. Ce ralentissement s’explique pour l’essentiel par la Chine, qui contribue désormais à hau...
Equinor ASA: Share buy-back Please see below information about transactions made under the third tranche of the 2024 share buy-back programme for Equinor ASA (OSE:EQNR, NYSE:EQNR, CEUX:EQNRO, TQEX:EQNRO). Date on which the third tranche of the 2024 programme was announced: 24 July 2024. The duration of the third tranche of the 2024 programme: 25 July to no later than 22 October 2024. Further information on the tranche can be found in the stock market announcement on its commencement dated 24 July 2024, available here: From 7 October until 11 October 2024, Equinor ASA has purchased a to...
Equinor ASA: Tilbakekjøp av egne aksjer Nedenfor følger informasjon om transaksjoner foretatt under tredje transje av Equinor ASAs (OSE:EQNR, NYSE:EQNR, CEUX:EQNRO, TQEX:EQNRO) tilbakekjøpsprogram for 2024. Dato for når tredje transje av 2024-programmet ble annonsert: 24. juli 2024. Varigheten til tredje transje av 2024-programmet: 25. juli til senest 22. oktober 2024. Ytterligere informasjon om transjen kan finnes i børsmelding om dens oppstart datert 24. juli 2024, tilgjengelig her: Fra 7. oktober til 11. oktober 2024, har Equinor ASA kjøpt tilbake totalt 2.000.000 egne aksjer til en...
DNO reported gross production from Kurdistan of a solid 84kboed in Q3, compared to our 80kboed estimate (no reliable consensus). Net production from the North Sea was on the soft side at 11.2kboed, below our 18.5kboed estimate (although we had not factored in the maintenance period in Q3). As there appears to be no imminent resumption of exports from Kurdistan, our base case is now pushed to 2026. However, we still expect cash flow to cover current dividends, while growing its footprint on the N...
Q3 2024 Trading Update and Invitation to Earnings Call Oslo, 14 October 2024 – DNO ASA, the Norwegian oil and gas operator, will publish its Q3 2024 operating and interim financial results on 7 November at 07:00 (CET). A videoconference call with executive management will follow at 14:00 (CET). Today the Company provides an update on production, sales volumes and other key information for the quarter. Volumes (boepd) Gross operated productionQ3 2024Q2 2024Q3 2023Kurdistan84,21279,78325,984North Sea--- Net entitlement productionQ3 2024Q2 2024Q3 2023Kurdistan17,60717,1679,897North Sea11,...
AUCTUS PUBLICATIONS ________________________________________ GeoPark (GPRK US)C; Target price US$26 per share: Downtime and blockades continue to impact production. All eyes on Argentina – 3Q24 production was 33,215 boe/d with production in Colombia still impacted by downtime and blockades (we expected 34.6 mboe/d). Production at Llanos-34 continues to decline. Production in Brazil remains shut-in. GeoPark had highlighted these downside risks in August. This was partially offset by (1) high prod...
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