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Carole Braudeau
  • Carole Braudeau

Credit Morning 11/21/2024

Fnac Darty: Vesa Equity Investment's stake rises to 30.8% without triggering the takeover threshold>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 21/11/2024

Fnac Darty : Vesa Equity Investment monte à 30,8% du capital sans déclencher le seuil d’OPA>...

Research Department
  • Research Department

IBERIAN DAILY 21 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: SANTANDER. Caution continues due to the geopolitical situation European stock markets ended with slight corrections despite the initial gains, with all eyes on the tension in Ukraine and Nvidia’s results (that released good earnings after the closing bell). Thus, in the STOXX 600, Basic Resources and Pharma (for the second consecutive session) led gains vs. Automobiles (once more the worst performer) and Real Estate that ended with the biggest drops. From the ECB, L. de Guindos c...

Research Department
  • Research Department

INFORME DIARIO 21 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER. Continúa la cautela por la geopolítica Pese al buen arranque de las bolsas europeas, las ganancias se fueron diluyendo hasta terminar con tímidas caídas, pendientes de la tensión en Ucrania y los resultados de Nvidia (que publicó buenos resultados con el mercado ya cerrado aunque recortó por dudas con respecto al 4T). Así, dentro del STOXX 600, R.Básicos y Farma (por segundo día consecutivo) lideraron las ganancias, frente a Autos (que ...

Emmanuel Matot ... (+2)
  • Emmanuel Matot
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 18/11/2024

Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...

Bruno Cavalier ... (+5)
  • Bruno Cavalier
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/18/2024

As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...

Emmanuel Matot ... (+2)
  • Emmanuel Matot
  • Thomas Zlowodzki

ODDO BHF Small & MIDCAP MORNING NEWS - 11/18/2024

As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...

Bruno Cavalier ... (+5)
  • Bruno Cavalier
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/11/2024

Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

ODDO : A win/win deal between Acciona Energia and Endesa

>A deal on hydroelectric assets in Spain - Acciona Energia has announced the signature of an agreement with Endesa for the divestment of 100% of the capital of its subsidiary Corporación Acciona Hidráulica (CAH) for an enterprise value of € 1bn. This transaction is debt exempt and will generate a capital gain estimated at € 620m for Acciona Energia. The deal is expected to close in the first half of 2025, following approval from the anti-trust authorities and the nec...

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

ODDO : Une opération gagnant / gagnant entre Acciona Energia et Endesa

>Une transaction sur des actifs hydroélectriques en Espagne - Acciona Energia a annoncé la conclusion d’un accord avec Endesa pour la cession de 100% du capital de sa filiale Corporación Acciona Hidráulica (CAH) pour une valeur d’entreprise de 1 Md€. Cette transaction est exempte de dettes et générera pour Acciona Energia la comptabilisation d’une plus-value de cession estimée de 620 M€. La clôture est prévue dans la première moitié de 2025, suite aux autorisations a...

Research Department
  • Research Department

IBERIAN DAILY 18 NOVEMBER + 3Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ENDESA, GRIFOLS, MERLIN PROPERTIES, ROVI. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’24 results to be released over the coming days in Spain. Post-electoral phase in the US After the confirmation that the Republican Party obtained majority in the two parliamentary chambers and following some announcements or possible appointments...

Research Department
  • Research Department

INFORME DIARIO 18 NOVIEMBRE + RDOS. ESPAÑA 3T’24. PREVIEWS (ANÁLISIS B...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, ENDESA, GRIFOLS, MERLIN PROPERTIES, ROVI. EUROPA: PROSUS. 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. Mercados en fase post-electoral Durante la semana pasada los índices mundiales entraron en la fase post elect...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/15/2024

Swiss-based Accelleron was formed from the spin-off of ABB’s highly profitable turbocharger division in 2022. We view the share as a promising investment on 1/ market leadership in an attractive niche, 2/ about ~40% ROCE, 3/ conversion of ~80% of EBITDA into cash, leading to fast deleveraging, and a solid base for shareholder remuneration (75% pay out), and 4/ strong long-term visibility linked to a ~75% service share, the bulk of which is recurring. Despite an already strong stock pe...

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

Acciona Energia : Trading statement is in line and EBITDA guidance con...

>9M 2024 in line, driven by hydro and wind in Spain, but penalised by prices - Acciona Energia has released its trading statement for 9M 2024. Installed capacity was 14.3 GW vs 12.9 GW a year earlier. Consolidated capacity increased to 12.7 GW vs 11.6 GW, up 10.4%. Capacity under construction was 1.3 GW (vs 1.6 GW at 9M 2023), i.e. a slight decline, via projects largely located in Australia (430 MW), India (413 MW), Canada (171 MW) and the Philippines (101 MW). Consol...

Andres Bolumburu
  • Andres Bolumburu

ACCIONA/ACCIONA ENERGÍA: TRADING STATEMENT 9MESES’24 (ANÁLISIS BANCO S...

Del trading statement 9meses’24, destacamos los siguientes aspectos:  Energía (69% EV):

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

Acciona Energia : Un trading statement en ligne et la guidance d’EBITD...

>9M 24 en ligne, porté par l’hydro et le vent espagnol, mais pénalisé par les prix - Acciona Energia a publié son « trading statement » du 9M 24. La capacité installée s'élève à 14,3 GW contre 12,9 GW un an plus tôt. La capacité consolidée est passée à 12,7 GW contre 11.6 GW, en hausse de 10.4%. La capacité en construction s'élève à 1.3 GW (vs 1.6 GW au 9M 23), soit un léger recul, à travers des projets situés essentiellement en Australie (430 MW), en Inde (413 MW), a...

Research Department
  • Research Department

IBERIAN DAILY 15 NOVEMBER + 3Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, CAIXABANK, COLONIAL, MERLIN. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’24 results to be released over the coming days in Spain. ECB’s target nearly met The Euro STOXX 50 had its best day since late September, while the ECB’s meeting minutes suggested the 2% inflation target will be met earlier than expected, thus cementing t...

Research Department
  • Research Department

INFORME DIARIO 15 NOVIEMBRE + RDOS. ESPAÑA 3T’24. PREVIEWS (ANÁLISIS B...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, CAIXABANK, COLONIAL, MERLIN. EUROPA: ASML, SANOFI. 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 BCE con el objetivo casi cumplido El Euro STOXX 50 tuvo su mejor día desde finales de septiembre mientras las ...

Research Department
  • Research Department

IBERIAN DAILY 07 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, AEDAS, AMADEUS, ARCELORMITTAL, INDRA, INMOBILIARIA COLONIAL, ROVI, TELEFÓNICA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’24 results to be released over the coming days in Spain. European stock markets do not welcome Trump European stock markets saw strong corrections, particularly the Ibex after D. Trump’s victory. On the contra...

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