reports
Danone: Information on the total number of voting rights and shares
Danone: Information on the total number of voting rights and shares DANONE French Société anonyme with a capital of €169,888,497,75.Registered Office: 17, boulevard Haussmann, 75009 Paris.Registered with the Paris Commerce and Company Registry under number 552 032 534 Information on the total number of voting rights and shares in compliance with Article L. 233-8 II of the French Commercial Code and with Article 223-16 of the General Regulation of the Financial Markets Authority (AMF- Autorité des Marchés Financiers) DateTotal number of sharesTotal number of voting rights31/10/2024679,5...
DANONE : Informations relatives au nombre total de droits de vote et d...
DANONE : Informations relatives au nombre total de droits de vote et d’actions DANONE Société anonyme à Conseil d’Administration au capital de 169 888 497,75 €.Siège social : 17, boulevard Haussmann, 75009 Paris.552 032 534 R.C.S. Paris. Informations relatives au nombre total de droits de vote et d’actions prévues par l’article L. 233-8 II du code de commerce et l’article 223-16 du règlement général de l’Autorité des marchés financiers DateNombre d’actionsNombre total de droits de vote31/10/2024679 553 991Nombre de droits de vote théoriques (1) : 699 095 232Nombre de droit de votes exer...
- Delphine Brault
- Quentin Borie
Siemens AG : Un T4 légèrement meilleur qu’attendu, la guidance 2025, e...
>T4 2023/24 : commandes +10%, industrial profit 4% au-dessus des attentes - Les commandes T4 2023/24 progressent de 10% en comparable (consensus à 1.2%), à 22.9 Md€. Le book-to-bill atteint 1.1. Le chiffre d'affaires progresse de 2% en comparable à 20.8 Md€ (consensus à 1.4%) et l’EBITA industrial ajusté atteint 3 120 M€, soit une marge de 15.5% (vs 14.9% attendus par le consensus). L’industrial profit s’établit ainsi 4% au-dessus des attentes du consensus. Le BPA pre...
- Delphine Brault
- Quentin Borie
Siemens AG : Q4 slightly better than expected, 2025 guidance in line a...
>Q4 2023-24: orders +10%, industrial profit 4% above forecasts - Q4 2023-24 orders are up 10% l-f-l (consensus at 1.2%) at € 22.9bn. The book-to-bill was 1.1. Sales were up 2% l-f-l to € 20.8bn (consensus at 1.4%) and industrial EBITA was € 3,120m, i.e. a margin of 15.5% (vs 14.9% anticipated by the consensus). Industrial profit was thus 4% above consensus expectations. Pre-PPA EPS was € 2.57 (consensus at € 2.49).By division, DI (digital industries) saw its orde...
Kering: Monthly statement on the total number of shares and voting rig...
Kering: Monthly statement on the total number of shares and voting rights (November 2024) KeringSociété anonyme with a share capital of €493,683,112Head office: 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS November 19, 2024 Monthly statement on the total number of shares and voting rights(articles L.233-8 of the French Commercial Code and 223-16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des Marchés Financiers) Date Total number ofshares Total number of voting rights theoretical 1 exercisable 2 November 15, 2024 ...
Kering : Publication mensuelle du nombre d’actions composant le capita...
Kering : Publication mensuelle du nombre d’actions composant le capital et du nombre total de droits de vote (Novembre 2024) KeringSociété anonyme au capital de 493 683 112 €Siège social : 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS Le 19 novembre 2024 Publication mensuelle du nombre d’actions composant le capital et du nombre total de droits de vote(articles L. 233-8 du code de commerce et 223-16 du règlement général de l’AMF) Date d’arrêté desinformations Nombre total d’actionscomposant le capital Nombre total de droits de vote théoriques 1 exerç...
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Jean Danjou
ODDO : Swiss watch exports for October: overall negative growth confir...
>October exports down -2.2%, luxury subsegment up 1.7% - Overall exports showing a low single-digit decline for October (YTD score now at -2.6%) cannot be perceived as a real improvement, coming after a low double-digit fall in September (-12.1%) as the number of working days was higher y-o-y last month. The luxury category has remained a visible outperformer, up 1.7%, while the three other lower-end categories have continued to suffer markedly with y-o-y falls for Oc...
- Jean Danjou
ODDO : Swiss watch exports for October: overall negative growth confir...
>October exports down -2.2%, luxury subsegment up 1.7% - Overall exports showing a low single-digit decline for October (YTD score now at -2.6%) cannot be perceived as a real improvement, coming after a low double-digit fall in September (-12.1%) as the number of working days was higher y-o-y last month. The luxury category has remained a visible outperformer, up 1.7%, while the three other lower-end categories have continued to suffer markedly with y-o-y falls for Oc...
Kering appoints new CEOs at Saint Laurent and Balenciaga
Kering appoints new CEOs at Saint Laurent and Balenciaga PRESS RELEASE November 18, 2024 KERING APPOINTS NEW CEOS AT SAINT LAURENT AND BALENCIAGA Kering today announced the appointment of Cédric Charbit as CEO of Saint Laurent and Gianfranco Gianangeli as CEO of Balenciaga, effective January 2, 2025. Both will report to Francesca Bellettini, Kering Deputy CEO in charge of Brand Development, who from then on will be entirely dedicated to the development of all Kering Fashion, Leather Goods and Jewelry Houses. Cédric Charbit joined Kering in 2012 as Product Str...
Kering nomme de nouveaux directeurs généraux chez Saint Laurent et Bal...
Kering nomme de nouveaux directeurs généraux chez Saint Laurent et Balenciaga COMMUNIQUÉ DE PRESSE 18 novembre 2024 KERING NOMME DE NOUVEAUX DIRECTEURS GÉNÉRAUX CHEZ SAINT LAURENT ET BALENCIAGA Kering annonce aujourd’hui la nomination de Cédric Charbit en tant que Directeur général de Saint Laurent et de Gianfranco Gianangeli en tant que Directeur général de Balenciaga, à compter du 2 janvier 2025. Ils seront tous les deux rattachés à Francesca Bellettini, Directrice générale adjointe de Kering en charge du Développement des Maisons, qui se consacrera dès lors entièrement au dé...
- Emmanuel Matot
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 18/11/2024
Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
ELE ENDESA S.A.
01913 PRADA S.P.A.
SOI SOITEC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ATRY ATRYS HEALTH
TMV TEAMVIEWER AG
VK VALLOUREC SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PLX PLUXEE NV
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/18/2024
As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SREN SWISS RE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
BC8 BECHTLE AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AGN AEGON N.V.
- Emmanuel Matot
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 11/18/2024
As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
ELE ENDESA S.A.
01913 PRADA S.P.A.
SOI SOITEC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ATRY ATRYS HEALTH
TMV TEAMVIEWER AG
VK VALLOUREC SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PLX PLUXEE NV
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/11/2024
Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SREN SWISS RE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
BC8 BECHTLE AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AGN AEGON N.V.
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: margin risk quantified - Growth momentum is definitely what makes luxury stocks tick. Alas, the near-term growth outlook for the industry remains hard to decipher: the normalisation in the West is well advanced but the reacceleration might look slow going for a while, at the same time China’s demand has abruptly stopped, is poised to recover but remains hostage of overall macro conditions. It is no longer a secret by now that the sector’s growth fo...
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: margin risk quantified - Growth momentum is definitely what makes luxury stocks tick. Alas, the near-term growth outlook for the industry remains hard to decipher: the normalisation in the West is well advanced but the reacceleration might look slow going for a while, at the same time China’s demand has abruptly stopped, is poised to recover but remains hostage of overall macro conditions. It is no longer a secret by now that the sector’s growth fo...
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