ODDO BHF Small & MIDCAP MORNING NEWS – 12/16/2024

Credit Morning 12/16/2024

S&P downgrades Cheplapharm to B/Stable|

Morning Crédit 16/12/2024

NH Hoteles : Public buyout offer initiated by the majority shareholder...

ODDO BHF Small & MIDCAP MORNING NEWS – 16/12/2024

NH Hoteles : Offre publique de retrait initiée par l’actionnaire major...

IBERIAN DAILY 16 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: MINOR HOTELS, TALGO. This week it’s the turn of the Fed, BoE and BoJ It was a transition week for European stock markets (with the exception of the Ibex that dropped >-2.00%, now far from the 12,000-point level) after the ECB meeting that followed its rate cut script and despite the cut to growth and inflation prospects for 2025 it was less aggressive in terms of rates than what the market was expecting. This week it will be the turn of the Fed (18 Dec, -25bps rate cut expected),...

INFORME DIARIO 16 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: MINOR HOTELS, TALGO. EUROPA: VOLKSWAGEN. Esta semana es el turno de la Fed, BoE y BoJ. Semana de transición en las bolsas europeas, con la excepción del Ibex 35 que se alejó de la cota de los 12.000 y terminó con caídas superiores al -2,0%. En el STOXX 600, Autos y Alimentación fueron los sectores que más subieron frente a las mayores caídas de Retail e Inmobiliario. En el lado macro, en la Eurozona la producción industrial de octubre en términos a...

ODDO BHF Small & MIDCAP MORNING NEWS - 11/12/2024

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ODDO BHF Small & MIDCAP MORNING NEWS - 12/11/2024

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Credit Morning 11/12/2024

SoftBank Group: significant pre-tax profit in H1 2024-25.>...

Morning Crédit 12/11/2024

SoftBank Group : résultat avant impôts significatif au S1 2024/25>...

NH Hoteles : Good-quality Q3 numbers, upgrade of 8% to our 2024 EPS se...

>Good-quality Q3 results - NH Hoteles yesterday evening reported good-quality Q3 2024 results, slightly beating expectations. Group revenues came in at € 644m, up 10.5% y-o-y (or the same pace as in Q2), and 2% ahead of our estimates (and +3% better than the company-compiled consensus). L-f-l RevPAR, with growth of 9.0%, was mostly driven by price growth of 7.3%, with occupancy rates up by 1.0 pt. Scope effects were significant in the quarter, with the contribution fr...

NH Hoteles : Un T3 de bonne facture, relèvement de 8% de notre séquenc...

>Des résultats T3 de bonne facture - NH Hoteles a publié hier soir des résultats T3 2024, de bonne facture, légèrement au-dessus des attentes. Les revenus groupe ressortent à 644 M€, en croissance de 10.5% yoy (soit le même rythme que le T2), et supérieurs de 2% à nos estimations (et de +3% par rapport au consensus collecté par la société). Les RevPAR en augmentation de 9.0% sont tirés majoritairement par des hausses de prix de 7.3%, les taux d’occupation progressant ...

MINOR HOTELS: RDOS. 3T’24 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SAB...

Rdos. 3T'24 vs 3T'23: Ventas: 644,2 M euros (+10,0% vs +9,5% BS(e) y +6,7% consenso); EBITDA: 200,1 M euros (+11,2% vs +8,7% BS(e) y +6,4% consenso). Rdos. 9meses'24 vs 9meses'23: Ventas: 1.789 M euros (+10,9% vs +10,8% BS(e) y +9,7% consenso); EBITDA: 498,1 M euros (+11,3% vs +10,3% BS(e) y +9,4% consenso).

INFORME DIARIO 12 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, CAIXABANK, MINOR HOTELS, SECTOR INMOBILIARIO, SECTOR SEGUROS. EUROPA: BAYER. 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. Los mercados se estabilizan En una jornada de pocos catalizadores las bolsas europeas rebotaron, compensand...

Minor Hotels Europe & Americas, S.A.: Update to credit analysis follow...

Our credit view of this issuer reflects its good track record of meeting and exceeding budget expectations, moderate leverage appetite and cautious liquidity management.

Moody's Ratings upgrades MHEA's CFR to Ba3 from B1; outlook changed to...

Moody's Ratings (Moody's) has today upgraded the ratings of Minor Hotels Europe & Americas, S.A. (MHEA, previously NH Hotel or the company) including its long term corporate family rating (CFR) to Ba3 from B1 and probability of default rating (PDR) to Ba3-PD from B1-PD. We also upgraded MHEA's instr...

Moody's Ratings upgrades MHEA's CFR to Ba3 from B1; outlook changed to...

Moody's Rating (Moody's) has today upgraded the ratings of Minor Hotels Europe & Americas, S.A. (MHEA, previously NH Hotel or the company) including its long term corporate family rating (CFR) to Ba3 from B1 and probability of default rating (PDR) to Ba3-PD from B1-PD. We also upgraded MHEA's instru...

ODDO BHF Small & MIDCAP MORNING NEWS - 27/09/2024

Bystronic est un groupe suisse spécialisé dans les machines de découpe laser et de pliage, avec un business model hybride entre vente d’équipements, services récurrents et logiciels. Alors que ses commandes pâtissent d’un momentum difficile depuis plusieurs trimestres, nous n’anticipons pas d’amélioration au S2 et la visibilité reste réduite pour 2025. En parallèle, le plan de restructuration initié cette année devrait surtout être visible à compter du S1 2025. Dans ce contexte, Bystr...