reports
GL Events: 2 directors
A director at GL Events sold 130 shares at 19.460EUR and the significance rating of the trade was 50/100. 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 showing ...
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 10/17/2024
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 (...
FP TOTAL SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
GLO GL EVENTS SA
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TIETO TIETOEVRY OYJ
TECN TECAN GROUP AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
MONC MONCLER SPA
BEZ BERENTZEN GRUPPE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
BIM BIOMERIEUX SA
S92 SMA SOLAR TECHNOLOGY AG
BAR BARCO NV
NA9 NAGARRO
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 17/10/2024
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%). - ...
FP TOTAL SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
GLO GL EVENTS SA
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TIETO TIETOEVRY OYJ
TECN TECAN GROUP AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
MONC MONCLER SPA
BEZ BERENTZEN GRUPPE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
BIM BIOMERIEUX SA
S92 SMA SOLAR TECHNOLOGY AG
BAR BARCO NV
NA9 NAGARRO
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Geoffroy Michalet
GL Events : Strong Q3 2024, top-line guidance lifted for 2024 (not for...
>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...
- Geoffroy Michalet
GL Events : Bon T3 2024, guidance topline relevée pour 2024 (pas sur l...
>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...
SCHP SECHE ENVIRONNEMENT
AMS AMS AG
CRI CHARGEURS SA
POM PLASTIC OMNIUM SE
FGA FIGEAC AERO SA
GLO GL EVENTS SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KENDR KENDRION NV
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
SCHP SECHE ENVIRONNEMENT
AMS AMS AG
CRI CHARGEURS SA
POM PLASTIC OMNIUM SE
FGA FIGEAC AERO SA
GLO GL EVENTS SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KENDR KENDRION NV
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
- Geoffroy Michalet
GL Events : Good H1 results, guidance revised up
>Good-quality interim results - Following already published H1 revenues, at +19% (notably the Olympic Games effect), yesterday evening GL Events published interim results that we consider to be of good quality.EBITDA was up +17% to € 116m (vs € 100m), i.e. down “just” -20bp.In detail, the Live division (provision of services), up 35% for revenue, saw EBITDA margin improve by +240bp to 11.6%, thanks to i/ significant volumes for jumbo events (namely the Olymp...
- Geoffroy Michalet
GL Events : Bons résultats S1, guidance révisée en hausse
>Des résultats S1 de bonne facture - Suite à son CA S1 déjà publié, ressorti à +19% (effet JO notamment), GL Events a publié hier soir ses résultats, que nous jugeons de bonne facture.L’EBITDA ressort en croissance de 17% à 116 M€ (vs 100 M€), soit une baisse de 20 pb « seulement ».Dans le détail, la division Live (prestation de services), en croissance de 35% sur le CA, voit sa marge d’EBITDA progresser de 240 pb à11.6%, grâce à i/ les volumes importants de...
- Amira Manai
- Jeremy Garnier
ALFOC FOCUS HOME INTERACTIVE SA
SOP SOPRA STERIA GROUP SA
STF STEF
SWP SWORD GROUP SE
VRAP VRANKEN-POMMERY MONOPOLE SA
GLO GL EVENTS SA
BON BONDUELLE SCA
FTON FEINTOOL INTERNATIONAL HOLDING AG
ROYAL VOPAK NV
XIL XILAM ANIMATION SA
ENC ENCE ENERGIA Y CELULOSA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
- Amira Manai
- Jeremy Garnier
ALFOC FOCUS HOME INTERACTIVE SA
SOP SOPRA STERIA GROUP SA
STF STEF
SWP SWORD GROUP SE
VRAP VRANKEN-POMMERY MONOPOLE SA
GLO GL EVENTS SA
BON BONDUELLE SCA
FTON FEINTOOL INTERNATIONAL HOLDING AG
ROYAL VOPAK NV
XIL XILAM ANIMATION SA
ENC ENCE ENERGIA Y CELULOSA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
- Geoffroy Michalet
GL Events : Very good H1 2024 sales
>Q2 2024 sales of very good quality - GL Events reports very robust Q2 sales. All told, sales came to € 434m, +28% on last year (€ 340m). Over the first half, sales totaled € 821m vs € 690m, up 19%. Excluding jumbo events, sales rose by 3% in H1, despite an unfavorable biennial effect. The group will publish its interim results on 4 September.By division, Q2:Live (provision of services): € 304m in Q2 (vs € 218m n-1), the division was naturally driven by the ...
- Geoffroy Michalet
GL Events : Très bon CA S1
>CA T2 2024 de très bonne qualité - Au titre de son CA T2, GL Events publie une activité très robuste. Au global, le CA ressort à 434 M€, en hausse de 28% par rapport à l’année dernière (340 M€). Sur le semestre, l’activité ressort à 821 M€ vs 690 M€, en hausse de 19%. Hors jumbo events, l’activité progresse de 3% au S1, malgré une biennalité défavorable. Le groupe publiera ses résultats semestriels le 4 septembre.Par division, sur le T2 :Live (prestation d...
- Jeremy Garnier
ODDO : ODDO BHF Nextcap Forum: Feedback from day two
Feedback from 12 companies present on day two - >Our 13th edition of the ODDO BHF Nextcap Forum takes place on June 4 and 5 in Paris, and on June 6 virtually. Following the second day, which took place yesterday at our Paris office with 16 companies in attendance, we publish hereafter feedback for twelve of the companies present:AubayCompagnie Des AlpesDelfingenDerichebourgGL EventsInfotelKalrayKnaustabbertNaconProdway...
ALLIX WALLIX GROUP SA
DBG DERICHEBOURG SA
F3C SFC ENERGY AG
INF INFOTEL SA
ALDEL DELFINGEN INDUSTRY SA
AUB AUBAY SA
GLO GL EVENTS SA
CDA COMPAGNIE DES ALPES SA
BIG BIGBEN INTERACTIVE SA
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
EDR EDREAMS ODIGEO SA
MDM MAISONS DU MONDE SA
PWG PRODWAYS GROUP SA
ALKAL KALRAY SA
KTA KNAUS TABBERT
- Jeremy Garnier
ODDO : ODDO BHF Nextcap Forum : Feedbacks 2ème journée
Feedback de 12 sociétés présentes le 2ème jour - >Notre 13ème édition du ODDO BHF Nextcap Forum a lieu les 4 et 5 juin en physique à Paris et le 6 juin en virtuel. Suite à la deuxième journée qui a eu lieu hier dans nos locaux avec 16 de sociétés présentes, nous publions ci-après un feedback pour chacune des sociétés couvertes : - Aubay - Compagnie Des Alpes - Delfingen - Derichebourg - GL Events - Infotel - Kalray - Knaustabbert - Nacon - Prodways Group - Schoeller Bleckmann - Wallix - - - -...
ALLIX WALLIX GROUP SA
DBG DERICHEBOURG SA
F3C SFC ENERGY AG
INF INFOTEL SA
ALDEL DELFINGEN INDUSTRY SA
AUB AUBAY SA
GLO GL EVENTS SA
CDA COMPAGNIE DES ALPES SA
BIG BIGBEN INTERACTIVE SA
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
EDR EDREAMS ODIGEO SA
MDM MAISONS DU MONDE SA
PWG PRODWAYS GROUP SA
ALKAL KALRAY SA
KTA KNAUS TABBERT
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 04/25/2024
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
ATO ATOS SE
CEN GROUPE CRIT SA
SDG SYNERGIE SA
MMB LAGARDERE SCA
ITP INTERPARFUMS
HCO HIGHCO SA
MRN MERSEN SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
GLO GL EVENTS SA
EBRO EBRO FOODS SA
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
ALVIV VISIATIV SA
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
ARG ARGAN SA
ADOC ADOCIA SA
VLTSA VOLTALIA
SPIE SPIE SA
LFDE LA FRANCAISE DE L'ENERGIE SA
COPN COSMO PHARMACEUTICALS NV
SAE SHOP APOTHEKE EUROPE NV
XFAB X-FAB SILICON FOUNDRIES SE
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
AEDAS AEDAS HOMES SA
VRLA VERALLIA SAS
TCH TECHNICOLOR SA
SOL SOLTEC POWER HOLDINGS
BLV BELIEVE SA
FUR FUGRO NV
RWI RENEWI PLC
FLOW FLOW TRADERS LTD
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Luis de Toledo Heras
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 25/04/2024
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
ATO ATOS SE
CEN GROUPE CRIT SA
SDG SYNERGIE SA
MMB LAGARDERE SCA
ITP INTERPARFUMS
HCO HIGHCO SA
MRN MERSEN SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
GLO GL EVENTS SA
EBRO EBRO FOODS SA
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
ALVIV VISIATIV SA
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
ARG ARGAN SA
ADOC ADOCIA SA
VLTSA VOLTALIA
SPIE SPIE SA
LFDE LA FRANCAISE DE L'ENERGIE SA
COPN COSMO PHARMACEUTICALS NV
SAE SHOP APOTHEKE EUROPE NV
XFAB X-FAB SILICON FOUNDRIES SE
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
AEDAS AEDAS HOMES SA
VRLA VERALLIA SAS
TCH TECHNICOLOR SA
SOL SOLTEC POWER HOLDINGS
BLV BELIEVE SA
FUR FUGRO NV
RWI RENEWI PLC
FLOW FLOW TRADERS LTD
- Geoffroy Michalet
GL Events : Very good Q1, in line with FY 2024 guidance, unchanged at ...
>Q1: sales up 10% to € 386.5m - GL Events reported Q1 sales of € 386.5m, up 10%, beating our estimate (+5%). By division:Live (services, 58% of 2023 sales): sales came to € 192.4m (+31% LFL vs Q1 2023), driven by the roll-out of Olympics-related projects (€ 33m) as well as the usual events that take place in the first quarter (the agriculture fair in Paris, the Hermès horse jumping competition, etc.). Abroad, the group saw a pick-up in sales in China and a strong...
- Geoffroy Michalet
GL Events : Un T1 de très bonne facture, cohérent avec la guidance FY ...
>T1 : CA 386.5 M€, en croissance de 10% - Au titre de son premier trimestre, le groupe GL Events a publié un CA en croissance de 10%, à 386.5 M€, supérieur à nos attentes (+5%). Par pôle d’activité :Live (Prestation de service, 58% CA 2023) : le CA ressort à 192.4 M€ (+31% pcc vs T1 2023), porté par le déploiement des projets liés au JO (33 M€) ainsi que les évènements emblématiques de début d’année (Salon de l’Agriculture, Saut Hermès...). À l’international, le ...
- Jerôme Bodin
ODDO : Olympic Games and Euro 2024: a limited economic impact but an o...
In the run-up to the 2024 Summer Olympic Games and Euro 2024 football tournament, we have identified six stocks to favour: JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield and easyJet. While these two major sporting events are not expected to have a significant impact on the host economies in the medium term, the microeconomic and sectoral impacts should be more marked. The tourism, transport, beverages and consumer goods sectors are expected to be the main winners. Som...
AC ACCOR SA
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
GET GETLINK SE
FRA FRAPORT AG
ADP AEROPORTS DE PARIS SA
BN DANONE SA
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
PUM PUMA SE
COV COVIVIO SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
SW SODEXO SA
TFI TELEVISION FRANCAISE 1 SA
MMB LAGARDERE SCA
DEC JCDECAUX SA
NESN NESTLE S.A.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
GLO GL EVENTS SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
WPP WPP PLC
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ABI ANHEUSER-BUSCH INBEV SA/NV
DUFN DUFRY AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AF AIR FRANCE - KLM
MFEA MEDIASET NV
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