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 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Anglo American plc

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 17-May-2024 / 15:23 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the trustee(s...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Anglo American plc

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 16-May-2024 / 14:14 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the trustee(s...

Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2024

We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...

Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2024

Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...

Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge

AngloAmerican Plc : Anglo’s stand-alone plan: a riskier choice than BH...

>A real surprise (met coal) and an atypical choice (Woodsmith) - Anglo American’s management proposed on Tuesday a radical plan to sell or spin off a majority of its assets in order to focus on the most profitable activities in copper (36% of 2024e EBITDA) and iron ore (34%). While it had given indications since the start of the year as to a possible sale of platinum group metals (12%), diamonds (6%) and nickel (

Jamila El Bougrini ... (+2)
  • Jamila El Bougrini
  • Thibaut Voglimacci-Stephanopoli
Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge

AngloAmerican Plc : Le plan stand alone d’Anglo : un choix plus risqué...

>Une vraie surprise (charbon) et un choix atypique (Woodsmith) - Le management d’Anglo American a proposé mardi un plan radical de vente ou de scission de la majorité de ses actifs pour se concentrer sur les activités les plus rentables dans le cuivre (36% de l’EBITDA 2024e) et le minerai de fer (34%). Il prévoit de céder ou de scinder la plupart de ses autres activités. S’il avait donné depuis le début de l’année des indications quant à une possible cession des métau...

Anglo American plc: Plan to reshape business creates new uncertainty f...

Scope of changes add new uncertainty at a time when the company faces operational issues which have curbed credit improvement.

Commerzbank AG: 5 directors

Five Directors at Commerzbank AG bought 26,079 shares at between 14.470EUR and 14.620EUR. The significance rating of the trade was 66/100. 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 th...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Anglo American plc

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 15-May-2024 / 13:54 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the trustee(s...

Julian Dobrovolschi ... (+2)
  • Julian Dobrovolschi
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2024

With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 15/05/2024

Air France-KLM : Nouvelle émission obligataire IGT : T1 2024 largement au-dessus des attentes, permettant un relèvement de la guidance >...

Julian Dobrovolschi ... (+2)
  • Julian Dobrovolschi
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2024

Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...

Juan Ros-Padilla
  • Juan Ros-Padilla

Grifols B : Q1 EBITDA a shade below, earnings significantly so. FY 202...

>Top line momentum deteriorated, partly explained by a tough Diagnostic comps. - Sales grew by +4% or +6% cc (vs +9% cc in Q4) to € 1.8bn, slightly below our numbers yet more aligned with the consensus. Biopharma posted +8% y-o-y growth or +9% cc (vs +10% cc in Q4) to € 1.5bn driven by a very solid trend on IG (+13%) and more specifically the SCIG (+62%cc explaining c.5% of IG sales) which were partly offset by a soft performance from Albumin (+7% cc) and Alpha1/other...

Juan Ros-Padilla
  • Juan Ros-Padilla

Grifols A : Q1 EBITDA a shade below, earnings significantly so. FY 202...

>Top line momentum deteriorated, partly explained by a tough Diagnostic comps. - Sales grew by +4% or +6% cc (vs +9% cc in Q4) to € 1.8bn, slightly below our numbers yet more aligned with the consensus. Biopharma posted +8% y-o-y growth or +9% cc (vs +10% cc in Q4) to € 1.5bn driven by a very solid trend on IG (+13%) and more specifically the SCIG (+62%cc explaining c.5% of IG sales) which were partly offset by a soft performance from Albumin (+7% cc) and Alpha1/other...

 PRESS RELEASE

EQS-News: Commerzbank mit starkem Jahresauftakt – Bestes Konzernergebn...

EQS-News: Commerzbank Aktiengesellschaft / Schlagwort(e): Quartalsergebnis Commerzbank mit starkem Jahresauftakt – Bestes Konzernergebnis im Quartal seit mehr als 10 Jahren 15.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Operatives Ergebnis im ersten Quartal signifikant auf 1,1 Mrd. Euro verbessert (Q1 2023: 875 Mio. Euro) – Konzernergebnis auf 747 Mio. Euro gesteigert (Q1 2023: 580 Mio. Euro) Erträge durch starkes Kundengeschäft und weiter vorteilhaftes Zinsumfeld auf 2,75 Mrd. Euro erhöht (Q1 2023: 2,67 Mrd. Euro...

 PRESS RELEASE

Commerzbank with strong start to the year – best quarterly net result ...

Commerzbank Aktiengesellschaft (CZB) Commerzbank with strong start to the year – best quarterly net result in more than 10 years 15-May-2024 / 07:02 CET/CEST The issuer is solely responsible for the content of this announcement. Operating result significantly increased to €1.1 billion in first quarter (Q1 2023: €875 million) – net profit rose to €747 million (Q1 2023: €580 million) Revenues increased to €2.75 billion thanks to strong customer business and continued favourable interest environment (Q1 2023: €2.67 billion) Corporates Clients segment with a record quarter, Private ...

 PRESS RELEASE

EQS-News: Commerzbank with strong start to the year – best quarterly n...

EQS-News: Commerzbank Aktiengesellschaft / Key word(s): Quarter Results Commerzbank with strong start to the year – best quarterly net result in more than 10 years 15.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Operating result significantly increased to €1.1 billion in first quarter (Q1 2023: €875 million) – net profit rose to €747 million (Q1 2023: €580 million) Revenues increased to €2.75 billion thanks to strong customer business and continued favourable interest environment (Q1 2023: €2.67 billion) Corporates Clie...

 PRESS RELEASE

Ferrari Pricing of Issue of Notes

Ferrari Pricing of Issue of Notes Maranello (Italy), 14 May 2024 – Ferrari N.V. (NYSE/EXM: RACE) (the “Issuer”) today announces the pricing of a Euro 500 million issue of notes due in May 2030 (the “Notes”), being well over two times oversubscribed. The issue price of the Notes is equal to 99.677% of their principal amount and the Notes have a fixed annual coupon of 3.625%. The proceeds of the issue will be used for general corporate purposes. Banco Santander S.A., BNP Paribas, Citigroup Global Markets Europe AG, Crédit Agricole Corporate & Investment Bank, J.P. Morgan SE, Mediobanca – Ban...

Verbund AG: 4 directors

Four Directors at Verbund AG bought 5,399 shares at 71.794EUR. The significance rating of the trade was 63/100. 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 sh...

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