reports
Danone acquires Functional Formularies
Danone acquires Functional Formularies Press release – Paris, May 01, 2024 Danone acquires Functional Formularies Danone announces today it has successfully completed the acquisition of Functional Formularies, a leading whole foods tube feeding business in the US, from Swander Pace Capital. As part of the Renew Danone strategy, this acquisition strengthens Danone’s Medical Nutrition portfolio in the US by further expanding its enteral tube feeding ranges. Juergen Esser, Deputy CEO and CFO, said: “As a global leader in Medical Nutrition, we are delighted to welcome Functional Formularie...
Danone acquiert Functional Formularies
Danone acquiert Functional Formularies Communiqué de presse – Paris, le 1er mai 2024 Danone acquiert Functional Formularies Danone annonce aujourd’hui avoir réalisé l’acquisition de Functional Formularies, leader aux Etats-Unis de l’alimentation par sonde à base d’aliments, auprès de Swander Pace Capital. Dans le cadre de la stratégie Renew Danone, cette acquisition renforce le portefeuille de Danone en Nutrition Médicale aux Etats-Unis, élargissant sa gamme d’alimentation entérale. Juergen Esser, Directeur Général Adjoint et Directeur Financier : « Nous sommes ravis d'accueillir Funct...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Manuel Martin
- CEFA
- CREA
Vonovia SE : Q1 2024 results overall a bit below our expectations but ...
>Adj. EBT was weaker than we expected in Q1 but outlook confirmed for FY24e - Vonovia (VNA) this morning published Q1 2024 figures which were overall a bit below our estimates. However, VNA confirmed its adj. EBT guidance for FY24e of € 1.7bn-1.8bn and increased its FY24e guidance for its l-f-l growth to 3.8%-4.1% with additional irrevocable rent increase claim of c.2.0% (before: 3.4%-3.6% with additional irrevocable rent increase claim of >2.0%).Rental income in...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- ING Helpdesk
EQS-News: Good operating results for Vonovia at the start of the year ...
EQS-News: Vonovia SE / Key word(s): Quarter Results Good operating results for Vonovia at the start of the year – Prestigious SBTi sustainability rating – Sales programme is moving ahead 30.04.2024 / 07:02 CET/CEST The issuer is solely responsible for the content of this announcement. Q1 2024 results Good operating results for Vonovia at the start of the year – Prestigious SBTi sustainability rating – Sales programme is moving ahead Rental as core segment of Vonovia continued to develop positively during first quarter – 2024 forecast confirmed. Bonds issued successful...
EQS-News: Vonovia startet operativ gut ins Jahr, erhält renommiertes S...
EQS-News: Vonovia SE / Schlagwort(e): Quartalsergebnis Vonovia startet operativ gut ins Jahr, erhält renommiertes SBTi-Rating für Nachhaltigkeitsziele und schreitet mit Verkaufsprogramm voran 30.04.2024 / 07:02 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Ergebnis zum 1. Quartal 2024 Vonovia startet operativ gut ins Jahr, erhält renommiertes SBTi-Rating für Nachhaltigkeitsziele und schreitet mit Verkaufsprogramm voran Kerngeschäft Bewirtschaftung entwickelt sich im 1. Quartal erneut positiv; Prognose 2024 bestätigt. Bond-Emiss...
Danone successfully issues a €700 million bond
Danone successfully issues a €700 million bond Press Release – Paris, April 26, 2024 Danone successfully issues a €700 million bond Danone announces that it has issued today a €700 million bond with a 6-year maturity and a 3.481% coupon. In line with the company’s active liquidity management, this issue enables Danone to enhance its funding flexibility while extending the maturity of its debt. The settlement is expected to take place on May 3, 2024 and the bonds will be listed on Euronext Paris. The bond issue was widely subscribed by a diversified investor base, confirming the high c...
Danone réalise avec succès une émission obligataire de 700 millions d’...
Danone réalise avec succès une émission obligataire de 700 millions d’euros Communiqué de presse – Paris, le 26 avril 2024 Danone réalise avec succès une émission obligataire de 700 millions d’euros Danone annonce avoir réalisé aujourd’hui le placement d’une émission obligataire d’un montant de 700 millions d’euros, avec une maturité de 6 ans et assortie d’un coupon de 3,481%. S’inscrivant dans le cadre de la gestion active de sa liquidité, cette émission permet à Danone d’accroître sa flexibilité financière tout en allongeant la maturité de sa dette. Le règlement-livraison est prévu le...
Danone: 2024 Danone Shareholders’ Meeting: approval of all resolutions
Danone: 2024 Danone Shareholders’ Meeting: approval of all resolutions Press Release – Paris, April 25, 2024 2024 Danone Shareholders’ Meeting: approval of all resolutions Danone’s Shareholders’ Meeting was held today, chaired by Gilles Schnepp, Chairman of the Board of Directors. 73.58% of Danone’s total outstanding share capital was present or represented in this Shareholders’ Meeting. Danone’s shareholders approved all resolutions submitted to its approval by the Board of Directors, including the statutory and consolidated financial statements for the 2023 fiscal year, and the distri...
DANONE : Assemblée Générale 2024 de Danone : approbation de toutes les...
DANONE : Assemblée Générale 2024 de Danone : approbation de toutes les résolutions Communiqué de presse – Paris, le 25 avril 2024 Assemblée Générale 2024 de Danone : approbation de toutes les résolutions L’Assemblée Générale des actionnaires de Danone s’est réunie à Paris ce jour, sous la présidence de Gilles Schnepp, Président du Conseil d’Administration. 73,58% du capital social de Danone était présent ou représenté à cette Assemblée Générale. L’Assemblée Générale a approuvé l'ensemble des résolutions proposées par le Conseil d’Administration, notamment les comptes sociaux et les c...
- ING Helpdesk
Benelux Morning Notes
Azelis: Strong margin performance in weak trading results in 3% EBITA beat. BE Semiconductor Industries: 1Q24 results; prolonged downcycle. Coca-Cola Europacific Partners plc: Messy but good. DWS: Record breaking. Flow Traders: Crypto Kings. Fugro: Here we go again. Kinepolis: Weak start to the year, but a bit better than feared. UCB: Changes in the group executive committee. Unilever: Heading in the right direction. Vonovia: Disposal of 4,500 apartments for €700m. Wolters Kl...
- Russell Waller
- 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
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Paul Rouviere
- Philippine Adam
On the shelves now: Consumer Weekly #25
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we comment on resilient US activity from the perspective of a healthy Logistics Mana
- 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.
- 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.
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