reports
- Carole Braudeau
- Carole Braudeau
Morning Crédit 26/06/2024
Eurofins responds to Muddy Waters allegations Picard : IPT communiqués et upgrade du rating par Moody’s à B2/stable Atos : le consortium Onepoint se retire des discussions, EPEI propose de les reprendre Vodafone : émission de 3 mds USD d’obligations, tenders sur certaines souches en USD/EUR>...
- Research Department
INFORME DIARIO 26 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ENAGÁS, ROVI, SECTOR ELÉCTRICO, TELEFÓNICA, UNICAJA. EUROPA: VOLKSWAGEN. El Ibex resiste en los 11.100 puntos Volvió la cautela a los mercados tras las subidas del lunes y sin catalizadores macro relevantes en europa. Así, en el STOXX 600 Farma y Viajes&Ocio presentaron las mayores ganancias frente al peor comportamiento relativo de Industriales y Servicios Financieros. Por el lado macro, en España el PIB final del 1T’24 se revisó una décima ...
- Research Department
IBERIAN DAILY 26 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AENA, ELECTRICITY SECTOR, ENAGÁS, ROVI, TELEFÓNICA, UNICAJA. The Ibex remains above 11,100 points Following Monday’s gains and in the absence of relevant macroeconomic drivers in Europe , caution prevailed in stock markets. Thus, in the STOXX 600 Pharma and Travel&Leisure were the best performers vs. the worse relative performance of Industrials and Financial Services. On the macro side, in Spain, the final 1Q’24 GDP was raised one tenth to 2.5% YoY. On the political front, in S...
- Farid Bitari
- Ghada Ben Sedrine
- Nicolas David
- Stephane Houri
ODDO : Generative AI: a genuine revolution, pending the next revolutio...
Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doub...
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
- Farid Bitari
- Ghada Ben Sedrine
- Nicolas David
- Stephane Houri
ODDO : L’IA générative, une véritable révolution, en attendant la proc...
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies ...
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
Ipsos: 1 director
A director at Ipsos sold 79,177 shares at 63.150EUR and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing C...
- Carole Braudeau
- Carole Braudeau
Renault: 2 directors
Two Directors at Renault sold after exercising options/bought/gave away 24,521 shares at between 0.000EUR and 48.660EUR. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all ...
PR Orange: Transactions carried out as part of a share buyback program...
PR Orange: Transactions carried out as part of a share buyback program and outside of a liquidity contract Press releaseParis, 21st June 2024 Transactions carried out as part of a share buyback program and outside of a liquidity contract Orange announces that it has purchased treasury shares within the framework of its 2024 share buyback program. These shares have been acquired to honour obligations related to long-term incentive plans for corporate officers and senior employees. The long-term incentive plans, which are conditional on presence and performance, were set ...
Weekly Report (June 14-20, 2024) Second Tranche of Stellantis 2024 Sha...
Weekly Report (June 14-20, 2024) Second Tranche of Stellantis 2024 Share Buyback Program Weekly Report (June 14-20, 2024) Second Tranche of Stellantis 2024 Share Buyback Program AMSTERDAM, June 21, 2024 - Stellantis N.V. (“Stellantis” or the “Company”) announced today that pursuant to its Second Tranche of the 2024 Share Buyback Program announced on May 23, 2024, covering up to €1 billion to be executed in the open market during the period between May 23, 2024 and August 30, 2024, it has repurchased the following common shares in the period between June 14 up to and including June 20, 2024...
Renault Group : Information relating to the total number of voting rig...
Renault Group : Information relating to the total number of voting rights and share capital - May 31, 2024 Disclosure of the total number of voting rights and shares, provided pursuant to article L. 233-8 II of the French Commercial Code and the Article 223-16 of the Règlement général de l’Autorité des marchés financiers (Regulation of the French stock market authority) Company name of the issuer: Renault S.A. 122 - 122 bis Avenue du Général Leclerc 92100 Boulogne-Billancourt (ISIN code: FR0000131906 – RNO) Date Total number of issued shares Total number of voting rights May...
Renault Group : Information relative au nombre total de droits de vote...
Renault Group : Information relative au nombre total de droits de vote et de capital - 31 mai 2024 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 Dénomination sociale de l'émetteur : Renault S.A.122 - 122 bis Avenue du Général Leclerc92100 Boulogne-Billancourt (Code ISIN : FR0000131906 – RNO) Date Nombre d’actions composant le capital social Nombre total de droits de vote 31 mai 2024 295 722 284 Nombre de droits de vote théoriques ...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious!
PFAS refers to a large group of forever chemicals. Pressure from regulators, investors, consumers and ESG rating agencies is contributing to the materialisation of the reputational risk incurred by companies, first and foremost producers (the chemical companies Arkema, BASF, Solvay) and, to a lesser extent, some past users of regulated PFAS (SGO and SEB for PFOA). In contrast, we have identified eight stocks in our coverage for which PFAS decontamination constitutes an opportunit...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious !
Les PFAS, désignent une famille nombreuse de polluants éternels. La pression des régulateurs, investisseurs, consommateurs et des agences de notations ESG participe à la matérialisation du risque réputationnel encouru par les sociétés, au premier rang desquels figurent les producteurs (les chimistes Arkema, BASF, Solvay) et dans une moindre mesure, certains utilisateurs passés de PFAS réglementés (SGO et SEB pour le PFOA). A l'inverse, nous identifions huit valeurs de notre unive...
Orange : 1 director
A director at Orange bought 5,000 shares at 9.648EUR and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing...
Ipsos boosts speed of data delivery with Datasmoothie’s platform
Ipsos boosts speed of data delivery with Datasmoothie’s platform Ipsos boosts speed of data delivery with Datasmoothie’s platform Paris, 20 June 2024 - , one of the world's leading market research companies, is pleased to announce the acquisition of UK-based Datasmoothie Ltd. Datasmoothie is a young team developing an automated cloud platform that simplifies and accelerates data compilation and processing. Its modular system allows management of large-scale projects. Working already with Ipsos, the Datasmoothie team aggregates historical and new data, regardless of format, in the ...
Ipsos accélère le rythme de livraison de ses données avec la plateform...
Ipsos accélère le rythme de livraison de ses données avec la plateforme de Datasmoothie Ipsos accélère le rythme de livraison de ses données avec la plateforme de Datasmoothie Paris, 20 juin 2024 - , l’une des principales sociétés mondiales d’études de marché, a procédé à l'acquisition de Datasmoothie Ltd, basée au Royaume-Uni. Datasmoothie est une jeune équipe qui développe une plateforme cloud automatisée, qui simplifie et accélère la compilation et le traitement de données. Son système modulable permet de gérer des projets à grande échelle. Travaillant déjà avec Ipsos, l’équipe de Data...
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