reports
- Research Department
INFORME DIARIO 04 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, GRIFOLS. EUROPA: SCHNEIDER ELECTRIC. 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. Semana de caídas europeas Pese al rebote de las bolsas el viernes, la semana terminó con caídas superiores al -3,0% en el STOXX, co...
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
FDR FLUIDRA S.A.
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Delphine Brault
- Quentin Borie
Schneider Electric : Solid growth in Q3 and 2024 guidance confirmed
>Q3 sales up 8% l-f-l - This morning, Schneider Electric published Q3 2024 sales growth of 8% (vs 7.5% for the consensus). The gap in terms of performance between the two divisions remains very significant, with the energy management division continuing to deliver strong growth (+11.6% in organic terms), while the industrial automation division posted a decline of 5.9% on an organic basis, the third straight quarter of decline. By geographic zone, Asia-Pacific wa...
- Delphine Brault
- Quentin Borie
Schneider Electric : Une croissance solide au T3 et une guidance 2024 ...
>CA T3 en croissance de 8% en comparable - Schneider Electric a publié hier matin un CA T3 2024 en hausse de 8% (vs 7.5% attendus par le css). L’écart en termes de performance entre les 2 divisions reste très élevé, avec une division Energy Management toujours en forte croissance (+11.6% en organique), tandis qu’Industrial Automation affiche un recul de 5.9% en organique, 3ème trimestre consécutif de baisse. Par zone géographique, l’Asie-Pacifique progresse de 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...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
FORTUM FORTUM OYJ
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ASM ASM INTERNATIONAL N.V.
KGX KION GROUP AG
MONC MONCLER SPA
AENA AENA SME SA
SKF B SKF AB CLASS B
SAN BANCO SANTANDER S.A.
BP. BP P.L.C.
BIM BIOMERIEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
GSK GSK PLC
FER FERROVIAL SA
PUIG PUIG BRANDS
- Alfonso Mariategui
- 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,...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
FORTUM FORTUM OYJ
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ASM ASM INTERNATIONAL N.V.
KGX KION GROUP AG
MONC MONCLER SPA
AENA AENA SME SA
SKF B SKF AB CLASS B
SAN BANCO SANTANDER S.A.
BP. BP P.L.C.
BIM BIOMERIEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
GSK GSK PLC
FER FERROVIAL SA
PUIG PUIG BRANDS
- Delphine Brault
- Quentin Borie
Schneider Electric : Q3 revenues slightly ahead of expectations
>Q3 revenues: +8% in organic terms (vs css at 7.5%) - Schneider Electric’s Q3 2024 revenues, reported this morning, slightly beat expectations. Organic growth came in at 8% (vs 7.3% expected by ODDO BHF and 7.5% by the consensus).The gap in terms of performance between the two divisions remains very significant, with the Energy Management division continuing to deliver strong growth (+11.6% in organic terms), while the Industrial Automation division posted a decl...
- Alfonso Mariategui
- Delphine Brault
- Quentin Borie
Schneider Electric : Un CA T3 légèrement au-dessus des attentes
>CA T3 : +8% en organique (vs css à 7.5%) - Schneider Electric a publié ce matin un chiffre d’affaires T3 2024 légèrement meilleur qu’attendu. La croissance organique atteint 8% (vs 7.3% attendus par ODDO BHF et 7.5% par le consensus).L’écart en termes de performance entre les 2 divisions reste très élevé, avec une division Energy Management qui reste en forte croissance (+11.6% en organique), tandis que la division Industrial Automation affiche un recul de 5.9% ...
Schneider’s sustainability program heads full speed toward its end-yea...
Schneider’s sustainability program heads full speed toward its end-year targets with strong local impact Schneider Electric, the leader in the digital transformation of energy management and automation, today announced the latest results of its Schneider Sustainability Impact (SSI) program and its financial results for the third quarter of 2024. Rueil-Malmaison, France, Oct. 30, 2024 (GLOBE NEWSWIRE) -- , the leader in the digital transformation of energy management and automation, today announced the latest results of its Schneider Sustainability Impact (SSI) program and its financial ...
- 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 ...
- Delphine Brault
- Quentin Borie
ODDO : US elections: between continuity and disruption, the benefits/r...
Accounting for an average of 19% of revenues for European capital goods groups (over 40% in some cases), the US is clearly a central factor in growth strategies, both organically and inorganically. Based on our analysis of the programmes of the two candidates running for the White House and the positioning of the various groups, we have established two scenarios through which to play the sector depending on the winner in November's election. In this still uncertain US election co...
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
TLGO TALGO SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
- Delphine Brault
- Quentin Borie
ODDO : Election US : entre continuité et rupture, les bénéfices/risque...
Représentant 19% en moyenne du CA des groupes de biens d’équipement européens (plus de 40% pour certains), les Etats-Unis sont inévitablement au cœur des stratégies de croissance, tant organique qu’externe. Après analyse des programmes des deux candidats à la Maison Blanche, croisée avec celle du positionnement des groupes, nous avons établi 2 scénarios permettant de se positionner en fonction du candidat qui sera élu en novembre. Dans ce contexte électoral américain encore incer...
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
TLGO TALGO SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
World Economic Forum recognizes Schneider Electric Shanghai, China and...
World Economic Forum recognizes Schneider Electric Shanghai, China and Monterrey, Mexico factories as new Lighthouses Monterrey 1 new Advanced Lighthouse and Shanghai new End-to-End Value Chain Lighthouse, the company now has seven factories that have achieved Lighthouse statusThese are leading examples of how Fourth Industrial Revolution technologies can be leveraged for better sustainability and operational results Rueil-Malmaison, France, Oct. 08, 2024 (GLOBE NEWSWIRE) -- , the leader in the digital transformation of energy management and automation, today announced the World Economi...
- Antoine Lebourgeois
Schneider Electric: preview and model update pre-Q3 2024
We have revised our estimates in anticipation of Q3 2024 results, with updated projections detailed in the table below. We expect Q3 2024 to align with previous trends: strong momentum in EM continues to largely offset weakness in both discrete automation and China, where the recovery appears furth
- Ahmed Ben Salem
- Emira Sagaama
- Marc Lavaud
- Youssef Besbes
- Ahmed Ben Salem
- Emira Sagaama
- Marc Lavaud
- Youssef Besbes
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/03/2024
Si aucun des deux candidats ne semble préoccupé par le creusement du déficit budgétaire, le projet de Donald Trump est, sur le papier, plus inflationniste que celui de Kamala Harris. Nous conservons notre allocation stratégique favorable aux actions américaines pour bénéficier de la baisse de l’incertitude politique post élections. Au sein du Stoxx 600, l’élection de Donald Trump favoriserait les secteurs Médias, Oil & Oil Services, Metals et mettrait à risque les Spiritueux, Energéti...
- Delphine Brault
- Quentin Borie
Schneider Electric : Q3 expected to be in line with Q2 for organic gro...
>Q3 2024e: organic sales growth of 7.3% anticipated - The decline at the discrete automation activity should have continued in Q3, after Q1 at -6.6% and Q2 at -3.5% for the industrial automation division. Sales at this division (19.4% of consolidated sales in H1 2024) should post a decline of 3.2% in Q3, on our reckoning. This estimate should be compared with an expected decline in activity of -20% for Siemens' digital industries division and -18% for ABB's robotics ...
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