Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spirits,...
Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilities, ...
>Release boosted by reversal of exceptional charges - Ørsted reported yesterday its operating performances for Q3 2024. Adjusted EBITDA came to DKK 9,548m (vs DKK 5,055m forecast by ODDO BHF and DKK 4,657m by the consensus). This significant beat reflects the completion of the negotiation of the contract for Orsted’s exit from Ocean Wind 1 which resulted in lower costs than initially expected at DKK 5.1bn. This amount is recognised in the group’s EBITDA but is not inc...
>Une publication aidée par des reprises de charges exceptionnelles - Ørsted a publié hier matin ses performances opérationnelles pour le T3 2024. L'EBITDA ajusté s'est établi à 9 548 MDKK(contre 5 055 MDKK attendus par ODDO BHF et 4 657 MDKK selon le consensus). Ce dépassement important par rapport aux prévisions est lié à la finalisation de la négociation du contrat pour la sortie d’Orsted et d’Ocean Wind 1 qui se traduit par des frais plus faibles que prévu initiale...
European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercussion...
Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin du 5...
>Result mostly boosted by reversal in cancellation fee - Ørsted released this morning its operational performance for the 9M 2024. Adjusted EBITDA came in at DKK 9,548m (vs DKK 5,055m expected by ODDO BHF and DKK 4,657m by the consensus). This large beat vs forecast is related to the reversal of the cancellation fee for DKK 5.1bn which is a non-cash effect and will have no consequence in the actual operating performance which was below our forecast. EBIT (after impair...
>Result mostly boosted by reversal in cancellation fee - Ørsted released this morning its operational performance for the 9M 2024. Adjusted EBITDA came in at DKK 9,548m (vs DKK 5,055m expected by ODDO BHF and DKK 4,657m by the consensus). This large beat vs forecast is related to the reversal of the cancellation fee for DKK 5.1bn which is a non-cash effect and will have no consequence in the actual operating performance which was below our forecast. EBIT (after impair...
Ørsted A/S (Orsted) Delivering on business plan with CfD awards for Hornsea 3 and 4 in the UK, a significant divestment, and better than assumed settlements for Ocean Wind. Solid 9M operational earnings and EBITDA guidance narrowed 05-Nov-2024 / 07:58 CET/CEST 5.11.2024 07:58:29 CET | Ørsted A/S | Interim report (Q1 and Q3) Today, Ørsted’s Board of Directors approved the interim report for the first nine months of 2024. Mads Nipper, Group President and CEO of Ørsted, says in a comment to the interim report for the first nine months of 2024:“I am pleased with our operatio...
This week, Aker BP reported Q3 results, with underlying figures in line with expectations. We believe operational tailwinds could benefit it going into 2025, with consensus perhaps underestimating the production potential. Meanwhile, although OKEA reported a strong Q3, we believe it was overshadowed by the introduction of production and capex guidance, which we consider soft. In other news, we see several potential share-price catalysts for BlueNord in the coming months, with the Tyra restart se...
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