Gamma Communications: 1 director

A director at Gamma Communications maiden bought 3,079 shares at 1,300p 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 yea...

ODDO : Conclusions du T3 2024 en France

ODDO : Conclusions of Q3 2024 in France

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/11/2024

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/28/2024

ODDO BHF Small & MIDCAP MORNING NEWS – 11/28/2024

ODDO BHF Small & MIDCAP MORNING NEWS – 28/11/2024

ODDO BHF Small & MIDCAP MORNING NEWS - 11/04/2024

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ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/11/2024

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ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/04/2024

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ODDO BHF Small & MIDCAP MORNING NEWS - 04/11/2024

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ODDO : Two more constellations! IRIS² and Apple-GlobalStar

>IRIS²: a high cost, new investments for SES and Eutelsat - The European Commission has awarded a 12-year concession contract for the design, delivery and operation of the IRIS² constellation to SpaceRISE, a consortium composed of Eutelsat, SES and Hispasat. IRIS2 will have 260 low earth orbit satellites (LEO, orbit used by OneWeb/Eutelsat) and 18 medium earth orbit satellites (MEO, the orbit for which SES is the only player). Orange and Deutsche Telekom are partners,...

ODDO : Et deux constellations de plus ! IRIS² et Apple-Globalstar

>IRIS² : un coût élevé, de nouveaux investissements pour SES et Eutelsat - La Commission européenne a attribué un contrat de concession de 12 ans pour la conception, la livraison et l'exploitation de la constellation IRIS² à SpaceRISE, un consortium composé d'Eutelsat, SES et Hispasat. IRIS2 comptera 260 satellites de basse orbite (LEO, orbite utilisée par OneWeb/Eutelsat) et 18 de moyenne orbite (MEO, l’orbite dont SES est le seul acteur). Orange et Deutsche Telekom ...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/26/2024

‘Soft landing’... the term is in vogue and we think it aptly describes the current situation in the energy market. After a period of “excess profits”, the fundamentals are back in favour and prompt us to revise down our estimates for energy prices. - Alongside renewable energies, pockets of sustainable value creation are emerging for players capable of capitalising on the structural growth in volatility on the electricity markets but which are nonetheless trading at a discount In the U...

ODDO BHF Small & MIDCAP MORNING NEWS - 09/26/2024

tonies is a pioneer in the children’s audio entertainment and educational industry, offering a screen-free and interactive listening experience (stories and music) through its Toniebox and Tonies figurines. With a proven track record of rapid international growth, portfolio expansion and strong brand recognition mainly in the DACH region (Germany, Austria and Switzerland) and North America, we see in the coming years: 1/ further strong revenue increases (CAGR 2024-2026e of 25%) with a...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/09/2024

“Soft landing”… le terme est à la mode et nous pensons qu’il caractérise bien la situation du marché de l’énergie aujourd’hui. Après une parenthèse de « surprofits », les fondamentaux reprennent leur droit et nous conduisent à réviser en baisse nos hypothèses de prix de l’énergie. A côté du renouvelable, des poches pérennes de création de valeur apparaissent pour les acteurs capables de profiter de la croissance structurelle de la volatilité des marchés électriques et qui souffrent ma...

ODDO BHF Small & MIDCAP MORNING NEWS - 26/09/2024

tonies is a pioneer in the children’s audio entertainment and educational industry, offering a screen-free and interactive listening experience (stories and music) through its Toniebox and Tonies figurines. With a proven track record of rapid international growth, portfolio expansion and strong brand recognition mainly in the DACH region (Germany, Austria and Switzerland) and North America, we see in the coming years: 1/ further strong revenue increases (CAGR 2024-2026e of 25%) with a...

ODDO : More users switching provider in France, Italy and the UK

>More consumers are looking to change provider in France, Italy and UK - The Oliver Wyman consultancy published yesterday a survey with 7,000 consumers in five countries (see page 2). These studies are not indisputable but offer additional indicators.Mobile market: according to the survey, the desire to switch operator within 24 months is up sharply in Italy (27%, +9pp), the UK (31%, +6pp) and France (27%, +4pp). No major shifts in Germany (26%, +2pp) or Spain (2...

ODDO : Plus d’envies de résiliations en France, Italie et au Royaume-U...

>Les consommateurs veulent plus bouger en France, Italie et Royaume-Uni - La cabinet Oliver Wyman a publié hier un sondage auprès de 7 000 consommateurs dans 5 pays (Cf. page 2). Ces études ne sont pas incontestables mais offrent des indicateurs de plus.Marché mobile : selon l’étude, la volonté de changer d’opérateur d’ici 24 mois est en nette hausse en Italie (27%, +9pp), au R-U (31%, +6pp) et en France (27%, +4pp). Pas de grand changement en Allemagne (26%, +2p...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/12/2024

We have upgraded our target price from € 43.4 to € 45.3 which factors in the growth strategy out to 2027 (EBITDA +5% to 6% p.a.) whereas the share price implies decrease of 0.65% p.a. The strategic GreenUp plan is based on three booster businesses that should see a gradual acceleration and will involve asset rotation. An accretive re-profiling in terms of EPS, and with no repercussions for the leverage limit, could also show through with minority buyouts for the regulated water operat...