reports
Transaction in Own Shares
Transaction in Own Shares Transaction in Own Shares 19 April, 2024 • • • • • • • • • • • • • • • • Shell plc (the ‘Company’) announces that on 19 April 2024 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchaseNumber of Shares purchasedHighest price paid Lowest price paid Volume weighted average price paid per shareVenueCurrency19/04/2024815,000 £28.5500£28.0150£28.2841LSEGBP19/04/2024- £0.0000£0.0000£0.0000Chi-X (CXE)GBP19/04/2024- £0.0000£0.0000£0.0000BATS (BXE)GBP19/04/2024820,000 €33.55...
- Steffen Evjen
Solid NCS production in March
The preliminary Norwegian Offshore Directorate (NOD) production figures for the NCS in March showed strong liquids production of 2,086kboed (~4% above forecast) and gas production of 365mcm/d (broadly in line). Overall production was up 2.7% MOM. On a company level, production was down MOM for most names in February; Aker BP and Equinor were hit by reduced production from Johan Sverdrup, while Vår Energi was hampered by downtime at Fenja.
- Steffen Evjen
Weekly news, topics & discussion
This week, we published a Q1 preview on Equinor. We believe its share price upswing since its CMU is mainly attributable to strong performance by its peer group. The stock is trading at a 15% premium to peers, in line with its historical average. In other news, Vår Energi reported Q1 production in line with our estimates, with realised prices slightly above. We expect focus in the full Q1 report (due on 23 April) to be on Balder X and Johan Castberg. Also, according to news sources, Equinor’s ch...
- Thijs Berkelder
Shell Plc : First Royal Orange to Union Jack. Next step Stars & Stripe...
>Q1 results will be published on 2 May - Shell will publish its Q1 results on Thursday 2 May at 8.00h CET / 7.00h GMT, followed by an analyst call at 15.30h CET/ 14.30h GMT hosted by CEO Wael Sawan and CFO Sinead Gorman.Pre quarterly update. Early April Shell published its pre quarterly update indicating that:- Integrated Gas: Trading results are expected to be strong, but significantly lower than an exceptional 23Q4. Production guidance was higher than in t...
- 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.
- Stephane Foucaud
AUCTUS ON FRIDAY - 19/04/2024
AUCTUS PUBLICATIONS ________________________________________ Tethys Oil (TETY SS)C; target price of SEK100 per share: Increasing further the size of the prize/Considering Algeria – The South Lahan area on Block 58 is estimated to hold 55-523 mmbl prospective resources (P90-P10 case) with a mean case of 251.8 mmbbl prospective resources across six prospects in the Ara Carbonate. Combined with the previously disclosed prospective resources of the Fahd area in the north-eastern part of Block 58, Te...
EOG EUROPA OIL & GAS (HOLDINGS) PLC
A2PAZ7 TETHYS PETROLEUM
CNE. CANACOL ENERGY LTD
ENW ENWELL ENERGY
IOX INTEROIL EXPLORATION & PRODUCTION ASA
BPV BAHAMAS PETROLEUM CO. PLC
VLE VALEURA ENERGY INC.
UJO UNION JACK OIL
UOG UNITED OIL & GAS
ZPHR ZEPHYR ENERGY
OKEA OKEA
SCIR SCIROCCO ENERGY
CRCL CORCEL
SDX SDX ENERGY
I3E I3 ENERGY
RHC ROYAL HELIUM LTD
TRIN TRINITY CAPITAL INC
WDS WOODSIDE PETROLEUM LTD
J4V VAR ENERGI ASA
Transaction in Own Shares
Transaction in Own Shares Transaction in Own Shares 18 April, 2024 • • • • • • • • • • • • • • • • Shell plc (the ‘Company’) announces that on 18 April 2024 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchaseNumber of Shares purchasedHighest price paid Lowest price paid Volume weighted average price paid per shareVenueCurrency18/04/2024840,350 £28.5450£28.1850£28.3867LSEGBP18/04/2024- £0.0000£0.0000£0.0000Chi-X (CXE)GBP18/04/2024- £0.0000£0.0000£0.0000BATS (BXE)GBP18/04/2024827,300 €33.54...
- Steffen Evjen
Equinor (Hold, TP: NOK300.00) - Stable valuation relative to peers
Following the poor investor reception at its CMU, Equinor’s share price has recovered to pre-CMU levels. While some attribute this to Equinor showing discipline by not winning the Sørlige Nordsjø II offshore wind auction, we believe it is due to its peer group of European majors trading higher in recent weeks, as Equinor’s ~15% premium valuation to peers has remained stable. Our Q1e adj. EBIT is 1% above consensus. We reiterate our HOLD, but have raised our target price to NOK300 (280).
- Fatma Agnès Hamdani
Marie Brizard Wine & Spirits : 2023 results ahead of expectations. Uns...
>EBITDA up 12.7% at € 13.3m vs € 12.4m est. and positive net income of € 8.7m vs € 7.2m est - MBWS’ results, reported yesterday evening, beat our expectations. EBITDA came in 12.7% higher at € 13.3m vs € 12.4m expected on already-reported sales of € 194.2m (+7.1% rep. and 7.2% in organic terms). The gross margin remains largely stable at € 70.7m, implying a drop in the gross margin of 270bp to 36.4%. Raw material and energy cost inflation and an unfavourable product m...
- Fatma Agnès Hamdani
Marie Brizard Wine & Spirits : Des résultats 2023 meilleurs qu’attendu...
>UN EBITDA en hausse de 12.7% à 13.3 M€ vs 12.4 M€e et un RNpg positif de - 8.7 M€ vs 7.2 M€e - MBWS a publié hier soir des résultats au-dessus de nos attentes. L’EBITDA ressort en hausse de 12.7% à 13.3 M€ contre 12.4 M€ attendus pour un CA déjà publié de 194.2 M€ (+7.1% en publié et 7.2% en organique) La marge brute reste quasi stable à 70.7M€, impliquant une baisse du taux de marge brut de 270 pb à 36.4%. L’inflation des matières premières et du prix de l’énergie ai...
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ENI ENI S.P.A.
REP REPSOL SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VIS VISCOFAN S.A.
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
INSD VERIMATRIX SA
CSM CORBION NV
BP. BP P.L.C.
NSI NSI N.V.
FPE3 FUCHS PETROLUB SE
ALVGO VOGO SA
SHEL SHELL PLC
CABKA CABKA N.V.
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ENI ENI S.P.A.
REP REPSOL SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VIS VISCOFAN S.A.
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
INSD VERIMATRIX SA
CSM CORBION NV
BP. BP P.L.C.
NSI NSI N.V.
FPE3 FUCHS PETROLUB SE
ALVGO VOGO SA
SHEL SHELL PLC
CABKA CABKA N.V.
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : Q1 2024 results preview – A 1% sequential increase in earnings,...
> A 1% sequential increase in earnings, the fall in gas is offset by the rise in refining margins and a favourable outlook for oil - The publication of Q1 2024 results will start on 24 April with AkerBP (see tables below) and should show a sequential increase of 1% on average. Cumulative net profit for the eight stocks covered is forecast at $ 21.1bn vs $ 20.9bn in Q4 2023 and ODDO BHF’s estimates are 3% above the consensus. We note:A slight fall in Brent of...
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : Preview résultats T1 – Hausse séquentielle de 1%, outlook intac...
>Hausse séquentielle de 1% des résultats, baisse du gaz contrebalancée par la hausse des marges de raffinage et outlook favorable pour le pétrole - Les publications des résultats du T1 2024 commenceront le 24 avril avec AkerBP (voir tableau ci-après). Ils devraient marquer une légère progression séquentielle de 1% en moyenne. Le résultat net cumulé pour les huit valeurs couvertes est attendu à 21.1 Md$ vs 20.9 Md$ au T4 23 et nous sommes 3% supérieurs au consensu...
Transaction in Own Shares
Transaction in Own Shares Transaction in Own Shares 17 April, 2024 • • • • • • • • • • • • • • • • Shell plc (the ‘Company’) announces that on 17 April 2024 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchaseNumber of Shares purchasedHighest price paid Lowest price paid Volume weighted average price paid per shareVenueCurrency17/04/2024909,645 £28.5450£28.2400£28.4069LSEGBP17/04/2024- £0.0000£0.0000£0.0000Chi-X (CXE)GBP17/04/2024459,542 £28.5450£28.2400£28.4070BATS (BXE)GBP17/04/2024884,9...
Marie Brizard Wine & Spirits: 2023 full-year earnings
Marie Brizard Wine & Spirits: 2023 full-year earnings Charenton-le-Pont, 17 April 2024 2023 full-year earnings Growth in EBITDA1 and underlying operational profit in 2023 despite the slowdown in the spirits market, particularly in France. Full-year positive effect of earlier restructuring done. EBITDA1 of €13.3m in 2023, up 12.8% versus 11,8 M€ in 2022Net profit (Group share) of €8.7m in 2023 compared with a net loss of €0.9m in 2022 NB: All revenue variation figures reported herein are at constant exchange rates and consoli...
Marie Brizard Wine & Spirits: Résultats annuels 2023
Marie Brizard Wine & Spirits: Résultats annuels 2023 Charenton-le-Pont, le 17 avril 2024 Résultats annuels 2023 Progression de l’EBITDA1 et du résultat opérationnel courant en 2023, malgré le ralentissement du marché des spiritueux notamment en France. Plein effet positif issu des restructurations passées. EBITDA1 de 13,3 M€ en 2023, en hausse de 12,8 % par rapport à 11,8 M€ en 2022 Résultat net part du Groupe de 8,7 M€ en 2023 comparé à une perte nette de (0,9) M€ en 2022 NB : Toutes les variations de chiffres d’affaires...
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