reports
- Roy Külter
- Steven Boumans
- Thomas Zlowodzki
PROX PROXIMUS SA DE DROIT PUBLIC
ZIL2 ELRINGKLINGER AG
LXS LANXESS AG
ACX ACERINOX SA
COFB COFINIMMO SA
INH INDUS HOLDING AG
KRN KRONES AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
SSO SCATEC ASA
NVG NAVIGATOR COMPANY SA
RENE REDES ENERGETICAS NACIONAIS SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
SIFG SIF HOLDING NV
FACC FACC AG
WLN WORLDLINE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NKT NKT A/S
GEST GESTAMP AUTOMOCION S.A.
SAB BANCO DE SABADELL SA
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
EAT AMREST HOLDINGS SE
NEXI NEXI S.P.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
AG1 AUTO1 GROUP
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
BRE BREMBO S.P.A.
- Roy Külter
- Steven Boumans
- Thomas Zlowodzki
PROX PROXIMUS SA DE DROIT PUBLIC
ZIL2 ELRINGKLINGER AG
LXS LANXESS AG
ACX ACERINOX SA
COFB COFINIMMO SA
INH INDUS HOLDING AG
KRN KRONES AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
SSO SCATEC ASA
NVG NAVIGATOR COMPANY SA
RENE REDES ENERGETICAS NACIONAIS SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
SIFG SIF HOLDING NV
FACC FACC AG
WLN WORLDLINE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NKT NKT A/S
GEST GESTAMP AUTOMOCION S.A.
SAB BANCO DE SABADELL SA
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
EAT AMREST HOLDINGS SE
NEXI NEXI S.P.A.
AG1 AUTO1 GROUP
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
BRE BREMBO S.P.A.
- Luis de Toledo Heras
- Emira Sagaama
- Jerôme Bodin
- Margaux van Oerle
- Stephane Houri
- Thomas Zlowodzki
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
ZVTG ZAVAROVALNICA TRIGLAV D.D.
DEC JCDECAUX SA
TYRES NOKIAN RENKAAT OYJ
VIV VIVENDI SE
PSM PROSIEBENSAT.1 MEDIA SE
MTU MANITOU BF SA
FR VALEO SE
BON BONDUELLE SCA
VOW3 VOLKSWAGEN AG PREF
SAVE SAVENCIA SA
CIE CIE AUTOMOTIVE S.A.
KENDR KENDRION NV
SAX STROEER SE & CO. KGAA
POST OSTERREICHISCHE POST AG
RENE REDES ENERGETICAS NACIONAIS SA
POSR POZAVAROVALNICA SAVA
SPIE SPIE SA
RACE FERRARI NV
COPN COSMO PHARMACEUTICALS NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ECMPA EUROCOMMERCIAL PROPERTIES NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SHUR SHURGARD SELF STORAGE LIMITED
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Emira Sagaama
- Jerôme Bodin
- Margaux van Oerle
- Stephane Houri
- Thomas Zlowodzki
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
DEC JCDECAUX SA
TYRES NOKIAN RENKAAT OYJ
VIV VIVENDI SE
PSM PROSIEBENSAT.1 MEDIA SE
MTU MANITOU BF SA
FR VALEO SE
BON BONDUELLE SCA
VOW3 VOLKSWAGEN AG PREF
SAVE SAVENCIA SA
CIE CIE AUTOMOTIVE S.A.
KENDR KENDRION NV
SAX STROEER SE & CO. KGAA
POST OSTERREICHISCHE POST AG
RENE REDES ENERGETICAS NACIONAIS SA
POSR POZAVAROVALNICA SAVA
SPIE SPIE SA
RACE FERRARI NV
COPN COSMO PHARMACEUTICALS NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ECMPA EUROCOMMERCIAL PROPERTIES NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SHUR SHURGARD SELF STORAGE LIMITED
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Luis de Toledo Heras
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Luis de Toledo Heras
REN : 9M results broadly in line with estimates on sound electricity t...
>Sound EBITDA performance on electricity transmission contribution - Positive results, slightly above our estimates (EBITDA of € 388m, +2.2%), but still reflecting a slight decline compared with previous year levels (-1.8%) on lower domestic (-€ 2.5m: decrease in assets and opex remuneration and increase in core opex) and international (-€ 4.4m: one-off revenue in Chile in 9M 2023) results. Activity in Portugal was impacted by the anticipated negative effect of new re...
- Olfa Taamallah
- Yan Derocles
BFIT BASIC-FIT NV
RHK RHON-KLINIKUM AG
BLC BASTIDE LE CONFORT MEDICAL SA
ERA ERAMET SA
PAT PATRIZIA AG
GCO GRUPO CATALANA OCCIDENTE S.A.
RENE REDES ENERGETICAS NACIONAIS SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
CASH PROSEGUR CASH SA
MDM MAISONS DU MONDE SA
HAG HENSOLDT AG
VK VALLOUREC SA
STM STABILUS SE
ORP ORPEA
- Olfa Taamallah
- Yan Derocles
BFIT BASIC-FIT NV
RHK RHON-KLINIKUM AG
BLC BASTIDE LE CONFORT MEDICAL SA
ERA ERAMET SA
PAT PATRIZIA AG
GCO GRUPO CATALANA OCCIDENTE S.A.
RENE REDES ENERGETICAS NACIONAIS SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
CASH PROSEGUR CASH SA
MDM MAISONS DU MONDE SA
HAG HENSOLDT AG
VK VALLOUREC SA
STM STABILUS SE
ORP ORPEA
- Luis de Toledo Heras
REN : Reiterating Neutral stance on persistent regulatory uncertaintie...
>Lower gas and international contribution and higher financial cost impact results - REN’s H1 2024 results came in broadly in line with our estimates (EBITDA € 258m, -2.7% y-o-y) reflecting lower operational performance in both domestic (-€ 2.4m) and international (-€ 4.7m) businesses. Electricity (70% of total EBITDA) recorded a +7% growth in EBITDA thanks to solar agreement revenues, higher assets and opex remuneration, regulatory incentive and other revenues. Howe...
- Gerardo Ibanez
- Steven Boumans
- Gerardo Ibanez
- Steven Boumans
- Luis de Toledo Heras
REN : Financial costs cloud operating performance
>Operating results in line, higher financial costs weigh on net profits - Results are in line with our estimates (EBITDA -2.3% y-o-y) reflecting a lower contribution from the domestic business due to the decrease in assets and opex remuneration and an increase in opex (core opex +1.6% y-o-y) and stable performance from the international business. Net results are additionally affected by higher financial expenses (2.8% vs 2.4% in Q1 2023) and unfavourable exchange rate...
- Jerôme Bodin
PBB DEUTSCHE PFANDBRIEFBANK AG
STF STEF
DEC JCDECAUX SA
SWP SWORD GROUP SE
PSM PROSIEBENSAT.1 MEDIA SE
ALLAN LANSON-BCC
SAVE SAVENCIA SA
MCPHY MCPHY ENERGY SA
ARG ARGAN SA
RENE REDES ENERGETICAS NACIONAIS SA
SPIE SPIE SA
RUI RUBIS SCA
AEIN ALLGEIER HOLDING AG
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Jerôme Bodin
PBB DEUTSCHE PFANDBRIEFBANK AG
STF STEF
DEC JCDECAUX SA
SWP SWORD GROUP SE
PSM PROSIEBENSAT.1 MEDIA SE
ALLAN LANSON-BCC
SAVE SAVENCIA SA
MCPHY MCPHY ENERGY SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ARG ARGAN SA
RENE REDES ENERGETICAS NACIONAIS SA
SPIE SPIE SA
RUI RUBIS SCA
AEIN ALLGEIER HOLDING AG
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Luis de Toledo Heras
REN : Lower taxes drive profit beat but working capital boosts debt
>Operating results in line, fiscal effects drive bottom line beat - 2023 EBITDA was in line with estimates supported by strong domestic performance (particularly in Gas Transportation activities) on higher assets and opex remuneration and reduced electricity costs at the LNG terminal and the positive contribution from the international business (higher revenues at Transemel in Chile). Core opex grew by +1.3% reflecting the group’s efficient cost performance in 2023. G...
- Jean-François Granjon
- Louis Boujard
- CFA
PUB PUBLICIS GROUPE SA
BEKB BEKAERT SA
ALLIX WALLIX GROUP SA
PBB DEUTSCHE PFANDBRIEFBANK AG
BLC BASTIDE LE CONFORT MEDICAL SA
ALTR ALTRI SGPS SA
LPE LAURENT-PERRIER SA
ISP INTESA SANPAOLO S.P.A.
WPP WPP PLC
SOC SUBSEA 7 S.A.
ARCAD ARCADIS NV
GNFT GENFIT SA
UCG UNICREDIT S.P.A.
EDR EDREAMS ODIGEO SA
RENE REDES ENERGETICAS NACIONAIS SA
COPN COSMO PHARMACEUTICALS NV
VK VALLOUREC SA
ALHAF HAFFNER ENERGY SA
- Jean-François Granjon
- Louis Boujard
- CFA
BEKB BEKAERT SA
ALLIX WALLIX GROUP SA
PBB DEUTSCHE PFANDBRIEFBANK AG
BLC BASTIDE LE CONFORT MEDICAL SA
ALTR ALTRI SGPS SA
LPE LAURENT-PERRIER SA
ISP INTESA SANPAOLO S.P.A.
SOC SUBSEA 7 S.A.
ARCAD ARCADIS NV
GNFT GENFIT SA
UCG UNICREDIT S.P.A.
EDR EDREAMS ODIGEO SA
RENE REDES ENERGETICAS NACIONAIS SA
COPN COSMO PHARMACEUTICALS NV
VK VALLOUREC SA
ALHAF HAFFNER ENERGY SA
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