reports
- MarketLine Department
Freeport-McMoRan Inc. - Mergers & Acquisitions (M&A), Partnerships & A...
Summary Marketline's Freeport-McMoRan Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Freeport-McMoRan Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Inv...
- MarketLine Department
Anglo American plc - Mergers & Acquisitions (M&A), Partnerships & Alli...
Summary Marketline's Anglo American plc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Anglo American plc - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investmen...
- MarketLine Department
Anglo American South Africa Ltd - Company Profile and SWOT Analysis
Summary Anglo American South Africa Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Anglo American South Africa Ltd (AASA), a subsidiary of Anglo-American Plc, is a diversified mining company. The company carries out the production and mining of platinum, iron ore, ther...
- Olfa Taamallah
- Yan Derocles
DHL DHL GROUP
V1S ARKEMA
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
COV COVIVIO SA
MTX MTU AERO ENGINES AG
QIA QIAGEN NV
LSEG LONDON STOCK EXCHANGE GROUP PLC
ALV ALLIANZ SE
MRK MERCK KGAA
VNA VONOVIA SE
SAF SAFRAN S.A.
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
NEM NEMETSCHEK SE
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
CABK CAIXABANK SA
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
NEXI NEXI S.P.A.
JDEP JDE PEET'S NV
AZE AZELIS GROUP NV
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
SYENS SYENSQO
UN0 UNIPER SE
- Olfa Taamallah
- Yan Derocles
DHL DHL GROUP
V1S ARKEMA
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
COV COVIVIO SA
MTX MTU AERO ENGINES AG
QIA QIAGEN NV
LSEG LONDON STOCK EXCHANGE GROUP PLC
ALV ALLIANZ SE
MRK MERCK KGAA
VNA VONOVIA SE
SAF SAFRAN S.A.
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
NEM NEMETSCHEK SE
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
CABK CAIXABANK SA
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
NEXI NEXI S.P.A.
JDEP JDE PEET'S NV
AZE AZELIS GROUP NV
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
SYENS SYENSQO
UN0 UNIPER SE
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : The door is open to share buybacks, but under certain ...
>Solid H1 results marked by the recovery in copper and aluminium - Yesterday, Rio Tinto reported H1 results in line with expectations and marked by a solid performance from the majority of its activities (cf. first take published yesterday). H1 also saw a rebalancing of the mix with, on the one hand, a weaker performance from the core iron ore division (68% EBITDA vs 78% in 2023) due to lower prices and the impact of a rail incident on volumes and, on the other, a si...
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : La porte est ouverte à des rachats d’actions sous cond...
>Résultats S1 solides marqués par le redressement dans le cuivre et l’aluminium - Rio Tinto a publié hier des résultats S1 en ligne avec les attentes et marqués par une performance solide de la plupart des activités (cf. first take publié hier). Le S1 a également vu un rééquilibrage du mix avec d’un côté une performance un peu plus faible de la division cœur Minerai de fer (68% EBITDA vs 78% en 2023) à cause de prix en baisse et de volumes affectés par un incident fer...
- Charlotte Vaisse
- Konrad Zomer
EDP EDP-ENERGIAS DE PORTUGAL SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
LI KLEPIERRE SA
ORA ORANGE SA
RXL REXEL SA
SCR SCOR SE
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
OR L'OREAL SA
REE RED ELECTRICA CORP. SA
GRF GRIFOLS S.A. CLASS A
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
SOLB SOLVAY SA
BOL BOLLORE SA
01913 PRADA S.P.A.
AENA AENA SME SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BHP BHP GROUP LTD
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
GSK GSK PLC
FER FERROVIAL SA
- Charlotte Vaisse
- Konrad Zomer
EDP EDP-ENERGIAS DE PORTUGAL SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
LI KLEPIERRE SA
ORA ORANGE SA
RXL REXEL SA
SCR SCOR SE
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
OR L'OREAL SA
GRF GRIFOLS S.A. CLASS A
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
SOLB SOLVAY SA
BOL BOLLORE SA
01913 PRADA S.P.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BHP BHP GROUP LTD
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
GSK GSK PLC
FER FERROVIAL SA
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Solid, in line H1 results, all objectives confirmed
>Underlying EBITDA and earnings marginally below expectations, cash flow better - Rio Tinto published FY 2023 underlying EBITDA of $ 23.9bn, just a shade below ODDO BHF and consensus expectations. EBITDA improved 3% y-o-y as lower prices were outweighed by easing cost pressure and less negative one-offs. By division, a softer contribution from the core Iron Ore division was more than offset by a strong improvement in Aluminium and Copper. Iron Ore reported EBITDA of $...
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Solid, in line H1 results, all objectives confirmed
>Underlying EBITDA and earnings marginally below expectations, cash flow better - Rio Tinto published FY 2023 underlying EBITDA of $ 23.9bn, just a shade below ODDO BHF and consensus expectations. EBITDA improved 3% y-o-y as lower prices were outweighed by easing cost pressure and less negative one-offs. By division, a softer contribution from the core Iron Ore division was more than offset by a strong improvement in Aluminium and Copper. Iron Ore reported EBITDA of $...
- MarketLine Department
Agnico-Eagle Mines Limited - Mergers & Acquisitions (M&A), Partnership...
Summary Marketline's Agnico-Eagle Mines Limited Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Agnico-Eagle Mines Limited - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Allianc...
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Execution remains robust, the recent fall in iron ore ...
>Q2 production as expected, bad news offset by good news - The share was down 2.4% in London yesterday after the release of Q2 production figures. Most sector stocks were also down on lower sentiment on China following the disappointing Q2 GDP numbers. Otherwise, Rio’s Q2 production was somewhat soft but with no major surprises (cf. yesterday’s First Take) and the changes made to the guidance were either already expected or minor:The Iron Ore division (68% of 20...
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : L’exécution reste solide, la baisse récente des cours ...
>Production T2 sans surprise, les mauvaises nouvelles compensées par les bonnes - L’action a cédé 2,4% hier à Londres après la sortie des chiffres de production T2. La plupart des valeurs du secteur était également en baisse avec la détérioration du sentiment sur la Chine suite aux chiffres de croissance décevants du T2. Pour le reste, la production T2 est ressortie un peu faible mais sans surprise majeure (cf. first take publié hier) et les changements opérés sur la...
- Delphine Brault
- Quentin Borie
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/07/2024
Après un parcours décevant (-21% depuis son entrée), nous décidons de prendre nos pertes sur Daimler Truck à l’occasion de la publication des résultats T2 où la société a décidé de passer une dépréciation de 120 M€ sur sa JV chinoise dans un « environnement de marché durablement faible » - ...
ADS ADIDAS AG
RI PERNOD RICARD SA
DEMANT DEMANT A/S
AIR AIRBUS SE
ACKB ACKERMANS & VAN HAAREN NV
ASSA B ASSA ABLOY AB CLASS B
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
ARGX ARGEN-X SE
FDJ LA FRANCAISE DES JEUX SA
DTG DAIMLER TRUCK
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Delphine Brault
- Quentin Borie
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/17/2024
After a disappointing performance (down 21% since the IPO), we have decided to take our losses on Daimler Truck following its Q2 2024 results release, in which the company decided to write down the value of its Chinese joint venture by € 120m in a ‘persistently weak market environment’. - ...
ADS ADIDAS AG
RI PERNOD RICARD SA
DEMANT DEMANT A/S
AIR AIRBUS SE
ACKB ACKERMANS & VAN HAAREN NV
ASSA B ASSA ABLOY AB CLASS B
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
ARGX ARGEN-X SE
FDJ LA FRANCAISE DES JEUX SA
DTG DAIMLER TRUCK
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Konrad Zomer
- Konrad Zomer
- Emna Ben Bdira
- Maxime Kogge
Rio Tinto Plc : Decent Q2 production report, copper dragged down by Ke...
>Decent numbers in iron ore, more mixed in aluminium and copper - Rio Tinto yesterday evening released solid Q1 production numbers, broadly in line with our forecasts for the largest divisions. In the core iron ore division (69% of 2024e EBITDA), production stood at 80.3mt, -1% y-o-y, and shipments at 79.5mt, flat y-o-y, slightly affected by a train collision in May which resulted in six days of lost rail capacity. The mix, which had deteriorated in previous quarters...
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