reports
- Javier Esteban
INTESA SANPAOLO: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'24 vs 1T'23: M. Intereses: 3.932 M euros (+20,8% vs +19,9% BS(e) y +20,5% consenso); M. Bruto: 6.732 M euros (+11,1% vs +8,4% BS(e) y +9,2% consenso); M. Neto: 4.162 M euros (+18,2% vs +9,8% BS(e) y +11,8% consenso); BDI: 2.301 M euros (+17,6% vs +13,4% BS(e) y n/a consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 3.932 M euros (-1,6% vs -2,4% BS(e) y -1,9% consenso); M. Bruto: 6.732 M euros (+5,6% vs +3,0% BS(e) y +3,8% consenso); M. Neto: 4.162 M euros (+43,3% vs +33,1% BS(e) y +35,6% co...
- Ahmed Ben Salem
- Luis de Toledo Heras
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/23/2024
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. Some med...
- Ahmed Ben Salem
- Luis de Toledo Heras
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/04/2024
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 les pr...
- Benoit Valleaux
- Steven Gould
ODDO : ABI statistics (March 2024): no unpleasant surprises
>Update on the macroeconomic and banking situation in Italy - The latest statistics from the Italian Banking Association (ABI), covering March 2024, confirm the recent trend, with the overall situation remaining fragile albeit more resilient than initially expected in view of the recent indicators (GDP, industrial production, business confidence, etc.) and given the uncertainties in the short to medium term. Lending stayed on a negative trend in March 2024 after ...
- Benoit Valleaux
- Steven Gould
ODDO : Statistiques ABI (Mars 2024) : évolution sans mauvaise surprise
>Point sur la situation macroéconomique et bancaire en Italie - Les dernières données de l’Association Bancaire Italienne (ABI), couvrant mars 2024, confirment la tendance récente, avec une situation globale demeurant fragile bien que plus résiliente qu’initialement attendu au regard des indicateurs récents (PIB, production industrielle, climat de confiance…) et compte tenu des incertitudes à CMT. L’activité de crédit reste négativement orientée en mars 2024 aprè...
Swiss Re launches Swiss Re Life Guide Scout, a Generative AI-powered u...
Swiss Re Ltd / Key word(s): Alliance/Market launch Swiss Re launches Swiss Re Life Guide Scout, a Generative AI-powered underwriting assistant 22.04.2024 / 11:00 CET/CEST Swiss Re launches an augmented version of its market-leading underwriting manual, Life Guide The new version comes equipped with Swiss Re Life Guide Scout, a Generative AI-powered underwriting assistant that aims to help increase efficiency and quality of underwriting Zurich, 22 April 2024 – Swiss Re launches an augmented version of its Life & Health underwriting manual Life Guide. The new version comes ...
Swiss Re lanciert Swiss Re Life Guide Scout, einen auf generativer KI...
Swiss Re Ltd / Schlagwort(e): Kooperation/Markteinführung Swiss Re lanciert Swiss Re Life Guide Scout, einen auf generativer KI basierenden Underwriting-Assistenten 22.04.2024 / 11:00 CET/CEST Swiss Re lanciert eine erweiterte Version ihres marktführenden Underwriting-Handbuchs Life Guide Die neue Version ist mit Swiss Re Life Guide Scout ausgestattet, einem durch generative KI gestützten Underwriting-Assistenten, der die Effizienz und Qualität des Underwritings erhöhen soll Zürich, 22. April 2024 – Swiss Re führt eine erweiterte Version ihres Life & Health Underwritin...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/UBS capital need, Rabobank and Intesa capital, EPBD finali...
Swiss finance minister supports substantially higher capital requirements for UBS. Rabobank tender for participation notes to result in a limited dent in its MDA headroom, Intesa Sanpaolo calls AT1. The Council of the EU adopts the Energy Performance of Buildings Directive recast. Equitable Bank is in the market with an inaugural social covered bond. Monte dei Paschi di Siena returns in CPT covered bond format
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/UBS capital need, Rabobank and Intesa capital, EPBD finali...
Swiss finance minister supports substantially higher capital requirements for UBS. Rabobank tender for participation notes to result in a limited dent in its MDA headroom, Intesa Sanpaolo calls AT1. The Council of the EU adopts the Energy Performance of Buildings Directive recast. Equitable Bank is in the market with an inaugural social covered bond. Monte dei Paschi di Siena returns in CPT covered bond format
Swiss Re-Aktionäre genehmigen alle Anträge an der Generalversammlung 2...
Swiss Re Ltd / Schlagwort(e): Generalversammlung Swiss Re-Aktionäre genehmigen alle Anträge an der Generalversammlung 2024 12.04.2024 / 18:30 CET/CEST Zürich, 12. April 2024 – Die Aktionärinnen und Aktionäre von Swiss Re genehmigten an der heutigen Generalversammlung alle Anträge des Verwaltungsrats. Insbesondere: Die Auszahlung einer ordentlichen Dividende von 6.80 USD je Aktie Die Wahl von Jacques de Vaucleroy zum neuen Präsidenten des Verwaltungsrats für eine Amtsdauer von einem Jahr Die Wiederwahl aller vorgeschlagenen Mitglieder des Verwaltungsrats für eine Amtsdau...
Swiss Re shareholders approve all proposals at 2024 AGM
Swiss Re Ltd / Key word(s): AGMEGM Swiss Re shareholders approve all proposals at 2024 AGM 12.04.2024 / 18:30 CET/CEST Zurich, 12 April 2024 – Swiss Re's shareholders approved all motions put forward by the Board of Directors at today's Annual General Meeting (AGM). In particular: The distribution of an ordinary dividend of USD 6.80 per share The election of Jacques de Vaucleroy as new Chairman of the Board of Directors for a one-year term The re-election of all proposed members of the Board for a one-year term The election of Geraldine Matchett as a new Board member ...
- Research Department
INFORME DIARIO 12 ABRIL + RDOS. ESPAÑA Y EUROPA 1T'24. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, IBERDROLA, MELIÁ. EUROPA: UNICREDIT. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. El BCE no para la recogida de beneficios Tras una breve transición durante la comparecencia de la presidenta del BCE donde el Euro STOXX 50 llegó ...
- Christophe-Raphaël Ganet
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/10/2024
Brunello Cucinelli’s stock offers investors a rare opportunity to benefit from sustainable and steady growth in high-end luxury thanks to its exclusive positioning, distinctive style and significant potential in Asia. We are initiating coverage with an Outperform rating and a target price of € 110, as the stock is one of the few in the sector with residual upside. - ...
- Christophe-Raphaël Ganet
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/04/2024
Le titre Brunello Cucinelli offre aux investisseurs une des rares opportunités de bénéficier de la croissance soutenue et régulière du luxe haut de gamme de par son positionnement exclusif, son empreinte stylistique distinctive et son potentiel de développement important en Asie. Nous initions avec une opinion Surperformance sur la base d’un OC à 110 €, le titre étant parmi les rares du secteur sur lequel nous pouvons encore tabler sur une revalorisation. - ...
- Christophe-Raphaël Ganet
bioMérieux : Feedback CMD : la feuille de route moyen terme si situera...
>Un plan de croissance du CA à +7%/an et +10% pour le cEBIT - bioMérieux a tenu hier son CMD. Le management a présenté une feuille de route à horizon 2028. Dans son Plan à 5 ans (Plan GO 2028) BIM prévoit notamment i/ une croissance du CA de 7%/an (TMVA 2024-28e), ii/ une MOp. de 20% en 2028 (vs 16,1% en 2024 et env. 17,3%e hors FX qui sera défavorable ), soit un gain de MOp. de 340 pb entre 2023 et 2028, iii/ un plan de Capex de 8-10% du CA/an (maintien en raison des...
- Christophe-Raphaël Ganet
bioMerieux : CMD feedback: the medium-term roadmap slightly above or a...
>A plan for sales growth of +7%/per annum and +10% for contributing EBIT - Yesterday, bioMérieux hosted its CMD. Management presented a road map out to 2028. In its five-year plan (Plan GO 2028) bioMérieux notably anticipates i/ sales growth of 7%/annum (2024-2028e CAGR), ii/ an operating margin of 20% in 2028 (vs 16.1% in 2024 and around 17.3%e excluding forex which is set to be unfavourable), i.e. a 340bp improvement in the operating margin between 2023 and 2028, ii...
- Jamila El Bougrini
- Thibaut Voglimacci-Stephanopoli
- Emira Sagaama
- Jerôme Bodin
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
VIV VIVENDI SE
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
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