A director at GL Events bought 930 shares at 21.150EUR and the significance rating of the trade was 52/100. 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 years clearly showin...
We are hosting our 28th ODDO BHF Forum in Lyon on 9 and 10 January 2025. In total, 211 companies will be presenting over the two days. In the following note, we provide some initial feedback from the companies on day 1. Out of the 104 feedbacks collected during the first day, 40 were clearly positive, 59 rather Neutral, and only 6 negative. Among the positive names, we would particularly highlight Accor, URW, Euronext, Bureau Veritas, Renke, ID Logistics, Roche Bobois, Ionos, Companie des Alpes...
We measured the impact of the contribution from Michel Barnier’s exceptional tax on 88 stocks exposed to France. Some 17 of them would experience a (negative) impact on their EPS of more than 4% on average over 2024 and 2025: LDC (-8.3%), Synergie (-8%), Eiffage (-7.9%), ADP (-7.9%), Dassault Aviation (-7%), Crit (-6.9%), Derichebourg (-6.3%), Hermès (-5.6%), Safran (-5.6%), Bouygues (-5.6%), M6 (-5.2%), Thales (-5%), TF1 (-4.9%), Nexans (-4.9%), Vinci (-4.7%), Compagnie des Alpes (...
Nous avons mesuré l’impact de la contribution exceptionnelle Barnier sur 88 valeurs exposées à la France. 17 d’entre elles auraient un impact (négatif) sur leurs BPA de plus de 4% en moyenne sur 2024 et 2025 : LDC (-8,3%), Synergie (-8%), Eiffage (-7,9%) ADP (-7,9%), Dassault Aviation (-7%), Crit (-6,9%), Derichebourg (-6,3%), Hermès (-5,6%), Safran (-5,6%), Bouygues (-5,6%), M6 (-5,2%), Thalès (-5%), TF1 (-4,9%), Nexans (-4,9%), Vinci (-4,7%), Compagnie des Alpes (-4,4%), FDJ (-4%). - ...
>An excellent Q3, with live and venues offsetting exhibitions - For Q3, GL Events has published sales of € 384m, up +18% (ODDO BHF € 360m, consensus € 352m). Over 9M, sales come to € 1,205m, up 19%.Live (provision of services) stands at € 250m, up 24% and including € 100m from the Paris Olympics. The division contributed to other emblematic events in France such as the Cannes Yacht Festival, Monaco Yacht Show, Maison & Objet, Batimat Paris, Tax Free World Exhib...
>Excellent T3, Live et Venues compensent Exhibitions. - Au titre de son T3, GL Events publie un CA de 384 M€, en hausse de +18% (ODDO 360 M€ / CSS 352 M€). Sur 9 mois, le CA ressort ainsi à 1 205 M€, en croissance de 19%.Live (prestation de services), ressort à 250 M€, en croissance de 24%, et incluant 100 M€ de JO de Paris. Le pôle a contribué à d’autres événements emblématiques en France tels que le Cannes Yacht Festival, Monaco Yacht Show, Maison & Objet, Bat...
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