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Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/10/2024

Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...

Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2024

The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 30/10/2024

Première publication du groupe Mobilux (BUT/Conforama)Rexel : amende de 124 m EUR de la part de l’Autorité de la concurrence (prix dérogés)Kering : S&P a dégradé le rating à BBB+/stableSynlab : Elliott va devenir actionnaire d’Ephios, ouvrant la voie au rachat des minoritaires>...

Jean-François Granjon ... (+2)
  • Jean-François Granjon
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 10/30/2024

The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...

Jean-François Granjon ... (+2)
  • Jean-François Granjon
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 30/10/2024

Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/30/2024

Synlab: Elliott will become shareholder of Ephios, paving the way for a squeeze-out of minority holdersRexel: France’s competition authority fines Rexel € 124m (special price agreement mechanism)Kering: S&P downgrades rating to BBB+/stableFirst publication of the Mobilux Group (BUT/Conforama)>...

Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt

Saint-Gobain : Don’t get pipped at the post

>Q3 revenues and volumes in line with expectations - Q3 2024 revenues at € 11.575bn (stable in real terms, -2.0% cc with -0.5% for prices), in line with the consensus of € 11.6bn. The group chalked up a volume effect of -1.5%, in line with the consensus and ahead of our estimate of -2.7%. After a volume decline of -3.1% in Q2, the sequential improvement at -1.5% looks to be a solid performance given the Paris Olympics and the dissolution of the National Assembly (desp...

Adrian Pehl
  • Adrian Pehl

KION GROUP AG : Q3 2024 first take: better orders - earnings beat not ...

>Headline KPIs – EBIT beat not coming from core segments, one-offs for EPS - Group sales came to € 2,699.2m (ODDO BHF: € 2,725.6m, css € 2,741m), about 1-2% below expectations, largely on SCS. KION's adj. EBIT was published at € 219.6m (ODDO BHF: € 202.7m, css € 205m), better by about 7-8%. This was induced by a little better SCS, but largely non-operating (consolidation). Rep. EBIT was released at € 193.7m (ODDO BHF: € 180.19m, css € 179m), 70bp better. The respectiv...

Stephane Beyazian
  • Stephane Beyazian

Eutelsat Group : Sharper-than-expected decline in revenues in Q1 2025

>Revenues 12% short of Q4 2024 - Eutelsat reported its revenues for Q1 2025. Revenues came in 5% higher over 12 months at € 300m, thanks to the acquisition of OneWeb. However, they fell short of expectations (ODDO BHF: € 324m) and marked a sharp fall on the previous quarter (-12%), due to the structural decline in the video segment (-5% vs Q4) and after very strong equipment sales in the previous quarter (fixed connectivity sales -30%, mobile connectivity at -14%) for...

Stephane Beyazian
  • Stephane Beyazian

Eutelsat Group : Un recul du CA au T1 2025 plus fort qu’attendu

>CA 12% en-dessous du T4 2024 - Eutelsat a publié son CA pour le T1 2025. Le CA est en hausse de 5% sur 12 mois, grâce à l’acquisition de OneWeb, et ressort à 300 M€. Il est toutefois en dessous des attentes (ODDO BHF : 324 M€) et en forte baisse par rapport au trimestre précédent (-12%), en raison du recul structurel sur la vidéo (-5% par rapport au T4) et de ventes d’équipements très élevées au trimestre précédent (CA connectivité fixe -30%, connectivité mobile -14%...

Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt

Saint-Gobain : Souffler n’est pas jouer

>CA et volume T3 en ligne avec les attentes - CA T3 2024 à 11 575 M€ (stable en réel, -2.0% à pcc dont -0.5% en prix), en ligne avec le consensus de 11.6 Md€. Le groupe a enregistré un effet volume de -1.5% en ligne avec le consensus et supérieur à notre estimation de -2.7%. Après un T2 à -3.1% en volume, l’amélioration séquentielle à -1.5% nous parait une solide performance compte tenu du contexte des Jeux Olympiques de Paris et de la dissolution de l’Assemblée natio...

Research Department
  • Research Department

INFORME DIARIO 30 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ENCE, ENDESA, FERROVIAL, GREENING, INDRA, METROVACESA, PUIG BRANDS, REDEIA, UNICAJA. EUROPA: BASF, KERING, SCHNEIDER ELECTRIC, VOLKSWAGEN. 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. 3T’24 que se publicarán en España y Europa en los próximos días. El mercado al son de los beneficios empresariales ...

 PRESS RELEASE

EQS-News: Cinven to Acquire Elliott’s Stake in SYNLAB AG, Squeeze-Out ...

EQS-News: SYNLAB AG / Key word(s): Miscellaneous/Squeeze Out Cinven to Acquire Elliott’s Stake in SYNLAB AG, Squeeze-Out to Follow 30.10.2024 / 07:32 CET/CEST The issuer is solely responsible for the content of this announcement. Cinven to Acquire Elliott’s Stake in SYNLAB AG, Squeeze-Out to Follow Elliott to remain indirect minority shareholder in SYNLAB The Management Board of SYNLAB AG (“SYNLAB”) has been informed that international private equity firm Cinven has reached an agreement with funds advised by Elliott Advisors (UK) Limited (“Elliott”). Under this agreemen...

 PRESS RELEASE

EQS-News: Cinven erwirbt Elliotts Anteil an SYNLAB AG, Squeeze-Out wir...

EQS-News: SYNLAB AG / Schlagwort(e): Sonstiges/Squeeze-Out Cinven erwirbt Elliotts Anteil an SYNLAB AG, Squeeze-Out wird folgen 30.10.2024 / 07:32 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Cinven erwirbt Elliotts Anteil an SYNLAB AG, Squeeze-Out wird folgen Elliott bleibt indirekter Minderheitsaktionär von SYNLAB   Der Vorstand der SYNLAB AG („SYNLAB“) wurde darüber informiert, dass die internationale Private-Equity-Gesellschaft Cinven eine Vereinbarung mit Fonds getroffen hat, die von Elliott Advisors (UK) Limited („Elliott“...

 PRESS RELEASE

Rexel's reaction to the French Competition Authority's decision on the...

Rexel's reaction to the French Competition Authority's decision on the special price agreement mechanism Rexel’s reaction to the French Competition Authority’s decision on the special price agreement mechanism Rexel was informed of the operative part of the French Competition Authority’s decision, which considers the so-called special price agreement mechanism (“dérogations”) as anti-competitive and sanctions Rexel, along with Schneider, Legrand and Sonepar. Rexel was ordered to pay a fine of 124 million euros. Rexel considers that this dérogations mechanism, which is transpa...

 PRESS RELEASE

EQS-News: KION Group erzielt starkes Ergebnis und steigert Profitabili...

EQS-News: KION GROUP AG / Schlagwort(e): Quartalsergebnis KION Group erzielt starkes Ergebnis und steigert Profitabilität in den ersten neun Monaten des GJ 2024 (News mit Zusatzmaterial) 30.10.2024 / 06:53 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. KION Group erzielt starkes Ergebnis und steigert Profitabilität in den ersten neun Monaten des GJ 2024 Umsatzplus von 1,1 Prozent auf 8,435 Mrd. € (Vorjahr: 8,347 Mrd. €) EBIT bereinigt verbessert sich um 16,6 Prozent auf 666,7 Mio. € (Vorjahr 571,9 Mio. €) EBIT-Marge bereinigt ste...

 PRESS RELEASE

EQS-News: KION Group achieves strong results and increases profitabili...

EQS-News: KION GROUP AG / Key word(s): Quarter Results KION Group achieves strong results and increases profitability in the first nine months of FY 2024 (news with additional features) 30.10.2024 / 06:53 CET/CEST The issuer is solely responsible for the content of this announcement. KION Group achieves strong results and increases profitability in the first nine months of FY 2024 Revenue up 1.1 percent to € 8.435 billion (2023: € 8.347 billion) Adj. EBIT improves 16.6 percent to € 666.7 million (2023: € 571.9 million) Adj. EBIT margin increases to 7.9 percent (2023: 6...

Ben Rickett
  • Ben Rickett

Eutelsat 1Q25: Revenue light; OneWeb funding concerns remain

Eutelsat reported soft Q1 revenues, with growth slowing more than expected. GEO Connectivity revenue growth stalled as we lapped Eutelsat 10B coming into service and is not expected to grow this year.

 PRESS RELEASE

Success of the Public Tender Offer for the capital of Unieuro, Final R...

Success of the Public Tender Offer for the capital of Unieuro, Final Results PRESS RELEASE Ivry-sur-Seine, France — October 29, 2024, 5:45 p.m. CEST THE RELEASE, PUBLICATION OR DISTRIBUTION OF THIS PRESS RELEASE IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IS NOT PERMITTED IN OR INTO THE UNITED STATES OF AMERICA, AUSTRALIA, CANADA, JAPAN OR ANY OTHER COUNTRY WHERE SUCH COMMUNICATION WOULD VIOLATE THE RELEVANT APPLICABLE REGULATION FINAL RESULTS OF THE OFFER CONFIRM PRELIMINARY RESULTS OFFERORS SECURE 71.5% OF THE SHARE CAPITAL OF UNIEURO REOPENING PERIOD CONFIRMED FROM NOVEMBER 4 TO 8...

 PRESS RELEASE

EUTELSAT COMMUNICATIONS : CHIFFRE D’AFFAIRES DU PREMIER TRIMESTRE DE L...

PARIS--(BUSINESS WIRE)-- Regulatory News: Eutelsat Communications (ISIN : FR0010221234 - Euronext Paris / London Stock Exchange : ETL) publie aujourd’hui son information financière pour le premier trimestre clos le 30 septembre 2024. En millions d’euros T1 2023-24 T1 2024-25 Variation Réelle Comparable2 Vidéo 163,5 151,8 -7,2% -7,3% Services aux gouvernements 33,5 46,4 38,3% 20,3% Connectivité Mobile 35,2 42,0 19,5% 18,8% Connectivité Fixe 40,2 56,5 40,5% 30,1% Total Activités Opérationnelles 272,5...

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