reports
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 04/26/2024 Date Performance sin...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 26/04/2024
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Research Department
IBERIAN DAILY 26 APRIL + 1Q'24 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, FERROVIAL, IBERDROLA, ROVI. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Results and macro data drag down stock markets After three straight days of gains, the business results and the macro data in the US led to stock market losses on both sides of the Atlanti...
- Juan Ros-Padilla
Laboratorios Rovi : Pre-filled syringes contract with a global pharma
>Agreement to manufacture pre-filled syringes for a global pharma company - Rovi has announced that its subsidiary ROIS has entered into an agreement to support the manufacture of pre-filled syringes for a global pharmaceutical company. Under the terms of the agreement, ROIS will provide a high-speed production line at its San Sebastián de los Reyes facility, with an estimated annual capacity of 100 million units. The agreement includes the technology transfer for ase...
- Research Department
INFORME DIARIO 26 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, IBERDROLA, FERROVIAL, ROVI. EUROPA: AIRBUS, DEUTSCHE TELEKOM, SAFRAN, VINCI. 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. Los resultados y la macro lastran las bolsas Tras tres días de ganancias, los r...
- Luis Arredondo
- Olfa Taamallah
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 03/04/2024
La solidité de l’économie américaine et l’amélioration du sentiment macroéconomique en Europe nous conduisent à maintenir nos calls gagnants : long USA vs Europe et - en Europe - long Cycliques vs Défensives. Toujours en Europe, nous basculons long Value vs Growth et modifions en profondeur notre allocation sectorielle ; nous y intégrons également une analyse chartiste. Nos secteurs préférés sont : Banks, Financial Services, Insurance, Media, Energy, Industrial Goods & Services, Tra...
- Olfa Taamallah
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 04/03/2024
America’s solid economy and Europe’s improving macro sentiment have prompted us to reiterate our winning calls: long USA vs Europe and - within Europe - long Cyclicals vs Defensives. Also within Europe, we are switching to long Value vs Growth and have overhauled our sector allocation ; furthermore it nows incorporates a chart analysis. Our favourite sectors are as follows: Banks, Financial Services, Insurance, Media, Energy, Industrial Goods & Services, Travel & Leisure, Constructio...
- Juan Ros-Padilla
Laboratorios Rovi : Risvan approved by the FDA. Rating cut to neutral ...
>Risvan obtains FDA approval - Rovi announced that the FDA has authorised the marketing of Risvan (Risperidone ISM) for the treatment of schizophrenia in adults. Risvan is a prolonged-release injectable antipsychotic developed by Rovi for the treatment of schizophrenia in adults, which, as of the first injection, provides immediate and sustained plasmatic drug levels and does not require loading doses or supplementation with oral risperidone. Its European equivalent, ...
- Research Department
IBERIAN DAILY 02 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: REPSOL, ROVI, TALGO. New highs in Europe With the markets closed on Friday for the Easter holiday, stock markets ended with gains aided by the ECB’s statements on rate cuts. During the week, the STOXX 600 saw widespread gains, led by Retail and Telecoms, whereas Technology and Travel & Leisure ended with the biggest drops. On the macro side, in Germany February’s retail sales fell much more than expected. In the euro zone, February’s M3 rose more than expected. In the US, the fina...
- Research Department
INFORME DIARIO 02 ABRIL (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REPSOL, ROVI, TALGO. Nuevos máximos en Europa Con los mercados cerrados el viernes por la festividad de Semana Santa, las bolsas terminaron con subidas ayudadas por las declaraciones del BCE anticipando los recortes de tipos de interés. Así, en la semana en el STOXX 600 dominaron las ganancias, dirigidas por Retail y Telecomunicaciones mientras que Tecnología y Viajes&Ocio acabaron con las mayores correcciones. Por el lado macro, en Alemania las ven...
- Research Department
INFORME DIARIO 07 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAMBIOS IBEX 35, INDITEX, ROVI, SECTOR BANCARIO, TALGO. El Ibex a un paso de los 10.200 puntos Nuevas subidas en las bolsas europeas, con un J. Powell que sigue viendo adecuado recortar tipos en 2024 (aunque lleguen más tarde de lo que espera el mercado). Así, en el STOXX 600, subidas de la mano de los sectores cíclicos siendo Tecnología (compensa parte de las ventas de ayer) y Químicas los mejores mientras que Media y Autos terminaron con correccio...
- Research Department
IBERIAN DAILY 07 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: BANKING SECTOR, INDITEX, ROVI, TALGO. The Ibex near 10,200 points European stock markets saw new gains, with J. Powell still seeing rate cuts appropriate in 2024 (even if they will materialize later than what the market is expecting). Thus, the STOXX 600 climbed, fuelled by cyclical sectors, with Technology (offsetting part of yesterday’s sales) and Chemicals being the best performers whereas Media and Autos ended with the biggest drops, around -0.5%. On the macro side, in the eur...
- Benoit Valleaux
- Steven Gould
OSE OSE IMMUNOTHERAPEUTICS SA
MMB LAGARDERE SCA
LXS LANXESS AG
ITP INTERPARFUMS
ALTA ALTAREA SCA
TPE PVA TEPLA AG
G24 SCOUT24 AG
BCP BANCO COMERCIAL PORTUGUES S.A.
FAE FAES FARMA S.A.
GLB GLANBIA PLC
EDR EDREAMS ODIGEO SA
TWEKA TKH GROUP N.V. CERT
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
ADOC ADOCIA SA
COFA COFACE SA
FTG111 FLATEXDEGIRO AG
TKWY JUST EAT TAKEAWAY.COM N.V.
MVC METROVACESA SA
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
GRE GRENERGY RENOVABLES
AG1 AUTO1 GROUP
ALLFG ALLFUNDS (UK) LTD
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
DEME DEME GROUP NV
- Benoit Valleaux
- Steven Gould
OSE OSE IMMUNOTHERAPEUTICS SA
MMB LAGARDERE SCA
LXS LANXESS AG
ITP INTERPARFUMS
ALTA ALTAREA SCA
TPE PVA TEPLA AG
G24 SCOUT24 AG
BCP BANCO COMERCIAL PORTUGUES S.A.
FAE FAES FARMA S.A.
GLB GLANBIA PLC
EDR EDREAMS ODIGEO SA
TWEKA TKH GROUP N.V. CERT
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
ADOC ADOCIA SA
COFA COFACE SA
FTG111 FLATEXDEGIRO AG
TKWY JUST EAT TAKEAWAY.COM N.V.
MVC METROVACESA SA
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
GRE GRENERGY RENOVABLES
AG1 AUTO1 GROUP
ALLFG ALLFUNDS (UK) LTD
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
DEME DEME GROUP NV
- Juan Ros-Padilla
Laboratorios Rovi : Q4 conference call highlights
>Conference call highlights - I/Risvan. They expect to obtain the FDA’s marketing authorisation at the end of March. II/ Okedi. The management stated that the group’s performance was above its initial expectations. In the last year they have launched the product in key markets in Europe like Germany or Spain, among others, and expect to keep the expansion in FY 2024 (Nordics). They believe the sales peak in Europe will come in 3-4 years. III/Letrozole. The company ...
- Steven Boumans
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 02/27/2024
The start of the earnings season has halted EPS erosion, which was marked in Europe and more limited in the US. In 2024, EPS should grow twice as fast on the S&P 500 (+10%) vs the Stoxx 600 (+5%). In Europe, the fastest-growing sectors are travel & leisure, banks and industrials. - ...
- Steven Boumans
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 27/02/2024
L’ouverture de la saison des résultats a mis fin à l’érosion des BPA, qui était forte en Europe et plus limitée aux Etats-Unis. Les BPA devraient ainsi croître en 2024 deux fois plus vite sur le S&P 500 (+10%) que le sur le Stoxx 600 (+5%). En Europe, les secteurs ayant la meilleure dynamique sont le Travel & Leisure, les Banques et l’Industrie. - ...
- Luis Arredondo
ROVI: 4Q’23 RESULTS, CHANGE OF RECOMMENDATION TO SELL AND T.P. UPGRADE...
4Q'23 vs. 4Q'22 Results Sales: € 234.6 M (-3.1% vs. -8.4% BS(e) and -7.8% consensus); EBITDA: € 73.3 M (-30.2% vs. -29.9% BS(e) and -37.3% consensus); EBIT: € 66.9 M (-32.6% vs. -31.9% BS(e) and -38.9% consensus); Net Profit: € 51.5 M (-34.1% vs. -33.3% BS(e) and -39.6% consensus); FY2023 vs. FY2022 Results Sales: € 829.5 M (+1.4% vs. -0.1% BS(e) and 0.0% consensus); EBITDA: € 244.5 M (-12.3% vs. -12.2% BS(e) and -15.0% consensus); EBIT: € 220.3 M (-13.9% vs. -13.7% BS(e) and -16.4% consensus); ...
- Juan Ros-Padilla
Laboratorios Rovi : Q4 EBITDA and earnings beat on stronger CMO moment...
>Overall sales momentum softens less than expected on CMO and beats ours and consensus estimates - Total revenues decreased -3% y-o-y in Q4 2023 reaching € 235m, knocking our estimates and the consensus by +6% and +7% respectively yet posting a 13pp sequential deterioration (vs +10% in Q3, +2% in Q2 and -2% in Q1) due to a very tough comp on CMO (+60% in Q4 23). The beat is namely due to a less acute decline in the CMO unit (namely through the Moderna agreement). In t...
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