A director at Eurazeo sold 2,042 shares at 73.442EUR and the significance rating of the trade was 61/100. 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 ...
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...
>Positive normalisation in business trends - For Q3 and for nine months, Eurazeo reported AUM of € 35.5bn, up +7% y-o-y and +1% on the quarter, with € 10.3bn on a proprietary basis (-4% for the year).AuM generating fees from third parties amounted to € 18.6bn, up 12%. It was boosted by inflows of € 3.0bn, up 76% on the year (the increase came to 63% in H1, so an acceleration).In terms of asset rotation, the group divested € 0.8bn of funds from its balan...
>Normalisation positive de l’activité - Au titre de son T3 et de ses 9 mois, Eurazeo publie des AUM de 35.5 Md€, en hausse de 7% sur l’année et de 1% sur le trimestre, dont 10.3 Md€ pour compte propre (-4% sur l’année).Les actifs sous gestion générant des commissions de tiers se montent à 18.6 Md€, en hausse de 12%. Ils sont portés par une collecte de 3.0 Md€, en hausse de 76% sur l’année (la hausse était de 63% au S1, en accélération donc).Au niveau de...
>H1 marks gradual acceleration - Eurazeo published this morning a net asset value per share of € 106.9 for H1 2024, down 2% compared with end-2023 (-4% on the total value, but -2% in euros per share with the impact of the SBB). The value of companies remaining in the portfolio fell by 0.6%, with the remainder (-3.7%) mainly due to changes in the business scope (mainly DORC). We are assuming a valuation for third-party AM of € 1.6bn, i.e. € 21.6 per share, giving a tot...
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