reports
JCDecaux : Q1 2024 – Business review
JCDecaux : Q1 2024 – Business review Q1 2024 – Business review Paris, May 17th, 2024 – JCDecaux SE (Euronext Paris: DEC), the number one outdoor advertising company worldwide, published today this report for the three months ended March 31st, 2024. FIRST QUARTER 2024: BUSINESS HIGHLIGHTS Key contracts wins Asia-Pacific In January, JCDecaux SE announced that JCDecaux Pearl & Dean, a 100% sister company has won the renewal of its exclusive advertising contracts with MTR Corporation for the operation and management of advertising across a total of eight MTR* lines in...
JCDecaux : Information trimestrielle du 1er trimestre 2024
JCDecaux : Information trimestrielle du 1er trimestre 2024 Information trimestrielle du 1er trimestre 2024 Paris, le 17 mai 2024 – JCDecaux SE (Euronext Paris : DEC), numéro un mondial de la communication extérieure, a publié ce jour la présente information trimestrielle pour le 1er trimestre 2024. FAITS MARQUANTS DU 1er TRIMESTRE 2024 Principaux contrats remportés Asie-Pacifique En janvier, JCDecaux SE a annoncé que JCDecaux Pearl & Dean, s...
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 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. - ...
FP TOTAL SE
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
GYC GRAND CITY PROPERTIES SA
GLJ GRENKE AG
DEC JCDECAUX SA
BLC BASTIDE LE CONFORT MEDICAL SA
JCQ JACQUET METALS SA
ENI ENI S.P.A.
REP REPSOL SA
VASTN VASTNED RETAIL NV
ERG ERG S.P.A.
CPINV CARE PROPERTY INVEST SA
DIC DIC ASSET AG
FNTN FREENET AG
DUFN DUFRY AG
BP. BP P.L.C.
MDM MAISONS DU MONDE SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VK VALLOUREC SA
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Emmanuel Matot
Rubis : Hostilities under way
>Molis and Sämann request seats on the supervisory board - Rubis’ management announced it had yesterday received requests for resolutions to be included on the agenda of the AGM on 11 June.These resolutions, which relate to composition of the supervisory board, come from two shareholders, namely Patrick Molis and Ronald Sämann who each hold 5% of the capital.Patrick Molis: 1/ is requesting that three members be revoked, 2/ opposes the renewal of the current ...
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 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. - ...
FP TOTAL SE
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
GYC GRAND CITY PROPERTIES SA
GLJ GRENKE AG
DEC JCDECAUX SA
BLC BASTIDE LE CONFORT MEDICAL SA
JCQ JACQUET METALS SA
ENI ENI S.P.A.
REP REPSOL SA
VASTN VASTNED RETAIL NV
ERG ERG S.P.A.
CPINV CARE PROPERTY INVEST SA
DIC DIC ASSET AG
FNTN FREENET AG
DUFN DUFRY AG
RUI RUBIS SCA
BP. BP P.L.C.
MDM MAISONS DU MONDE SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VK VALLOUREC SA
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Emmanuel Matot
Rubis : Début des hostilités
>Molis et Sämann demandent des sièges au Conseil de surveillance - Les dirigeants de Rubis annoncent avoir reçu hier des demandes d’inscription à l’ordre du jour de l’Assemblée Générale du 11 juin.Ces résolutions, qui portent sur la composition du Conseil de Surveillance, émanent de 2 actionnaires, à savoir Patrick Molis et Ronald Sämann qui détiennent chacun 5% du capital.Patrick Molis 1/demande la révocation de 3 membres, 2/s’oppose au renouvellement de l’...
- Jerôme Bodin
JCDecaux : More limited upside, Neutral vs Outperform
>Upside is limited following the recent increase in the share price - We upgraded our recommendation for JCDecaux from Neutral to Outperform on 11 September 2023. Since this date the share price has gained 34%. Our target price now stands at € 23/share, revealing limited upside of 8%. For this reason we are downgrading our recommendation to Neutral (vs Outperform). Momentum remains favourable, notably in Europe and in France (thanks to the Olympic Games). Organic gr...
- Jerôme Bodin
JCDecaux : Un potentiel de hausse du cours plus limité, opinion Neutre...
>Suite à la hausse récente du titre, le potentiel de revalorisation est limité - Nous avions relevé notre recommandation de Neutre à Surperformance sur JCDecaux le 11/09/2023. Depuis cette date, le cours a progressé de 34%. Notre valorisation de 23 € / action, fait désormais ressortir un potentiel limité de 8%. Pour cette raison, nous dégradons notre recommandation à Neutre (vs Surperformance). Le momentum reste bon, notamment en Europe et en France (grâce au JO). La...
RUBIS: Company communication
RUBIS: Company communication Paris, 16 May 2024, 8:00 am Rubis announces it has received from two of its shareholders on the 15th of May 2024 requests for inclusion on the agenda of its Shareholders’ Meeting, which will be held on the 11th of June 2024, regarding resolutions related to the composition of its Supervisory Board. The Compagnie Nationale de Navigation, controlled by Patrick Molis, and new shareholder of Rubis in which it has indicated it holds in concert a 5.05% stake, proposes a significant restructuring of the Supervisory Board by (i) seeking the dismissal of three member...
RUBIS: Communication de la société
RUBIS: Communication de la société Paris, le 16 mai 2024, 8h00 Rubis annonce avoir reçu de la part de deux de ses actionnaires le 15 mai 2024 des demandes d’inscription à l’ordre du jour de son Assemblée Générale, qui se tiendra le 11 juin 2024, de résolutions relatives à la composition de son Conseil de Surveillance. La Compagnie Nationale de Navigation, contrôlée par Monsieur Patrick Molis et nouvellement actionnaire de Rubis, a indiqué détenir de concert 5,05 % du capital et propose une profonde recomposition du Conseil de Surveillance en : (i) sollicitant la révocation de trois memb...
JCDecaux initiates the roll-out of next-generation public toilet facil...
JCDecaux initiates the roll-out of next-generation public toilet facilities for the City of Paris JCDecaux initiates the roll-out of next-generation public toilet facilities for the City of Paris Paris, 15 May 2024 – JCDecaux SE (Euronext Paris: DEC), the number one outdoor advertising company worldwide, announces the roll-out of the next-generation public toilet for the City of Paris, enhancing the service it provides to citizens as well as the millions of tourists at the Paris 2024 Olympic and Paralympic Games. In 2022, JCDecaux – a global-leading player, the inventor of the ...
JCDecaux lance le déploiement de la nouvelle génération de sanitaires ...
JCDecaux lance le déploiement de la nouvelle génération de sanitaires publics de la Ville de Paris JCDecaux lance le déploiement de la nouvelle génération de sanitaires publics de la Ville de Paris Paris, le 15 mai 2024 – JCDecaux SE (Euronext Paris : DEC), numéro un mondial de la communication extérieure, annonce le déploiement de la nouvelle génération de sanitaires publics de la Ville de Paris, afin de renforcer le service rendu aux citoyens et dans la perspective de l'accueil de millions de touristes à l’occasion des Jeux Olympiques et Paralympiques de Paris 202...
- 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.
- Carole Braudeau
- 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.
- Louis Boujard
- CFA
- Philippe Ourpatian
Veolia : Good start to the year in broad-based transformation mode
>Outperform rating and € 43.4 target price maintained - Based on Veolia’s Q1 24 results which just beat our expectations and those of the consensus, we confirm our Outperform rating and € 43.4 target price which is derived from the average for a DCF (€ 40.5), a SOTP (€ 47.5) and a valuation founded on historical multiples (€ 42.2). The EPS revision of only -1.9% reflects the updated number of shares. The group's performances were driven by good volume effects, commerc...
- Louis Boujard
- CFA
- Philippe Ourpatian
Veolia : Un bon début d’année dans un régime de transformation signifi...
>Opinion Surperformance et OC 43.4 € maintenus - A l’issue de résultats du T1 2024 un peu au-dessus de nos attentes et de celles du consensus, nous confirmons notre recommandation Surperformance et notre OC à 43.4 € fondé sur une moyenne entre un DCF (40.5 €), une somme des parties (47.5 €) et une valorisation sur la base des multiples historiques (42.2 €). La révision de -1.96% de notre séquence de BPA est due à la mise à jour du nombre de titres. Les performances du...
Wendel completes the acquisition of a 51% stake in IK Partners, a majo...
Wendel completes the acquisition of a 51% stake in IK Partners, a major step in the deployment of its strategic expansion in third-party private asset management Wendel completes the acquisition of a 51% stake in IK Partners, a major step in the deployment of its strategic expansion in third-party private asset management Wendel (Euronext: MF.FP), today announced the completion of the acquisition of 51% stake in IK Partners (“IK”), following regulatory approvals. As part of this initial transaction, Wendel will invest a total of 3831 million euros, or c. 12.5 times the estima...
Verbund AG: 4 directors
Four Directors at Verbund AG bought 5,399 shares at 71.794EUR. The significance rating of the trade was 63/100. 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 sh...
- Stephane Beyazian
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