Accounting for an average of 19% of revenues for European capital goods groups (over 40% in some cases), the US is clearly a central factor in growth strategies, both organically and inorganically. Based on our analysis of the programmes of the two candidates running for the White House and the positioning of the various groups, we have established two scenarios through which to play the sector depending on the winner in November's election. In this still uncertain US election co...
Représentant 19% en moyenne du CA des groupes de biens d’équipement européens (plus de 40% pour certains), les Etats-Unis sont inévitablement au cœur des stratégies de croissance, tant organique qu’externe. Après analyse des programmes des deux candidats à la Maison Blanche, croisée avec celle du positionnement des groupes, nous avons établi 2 scénarios permettant de se positionner en fonction du candidat qui sera élu en novembre. Dans ce contexte électoral américain encore incer...
Siloam Hospitals Group and Philips sign AI capability MoU to support Indonesia’s healthcare transformation strategy October 7, 2024 Jakarta, Indonesia and Amsterdam, the Netherlands – (NYSE: PHG, AEX: PHIA), a global leader in health technology, and Siloam Hospitals Group, Indonesia’s leading private healthcare provider, have signed a Memorandum of Understanding (MoU) to advance AI capabilities and development in the healthcare sector in Indonesia. The strategic collaboration, in partnership with the Universitas Pelita Harapan (UPH) Medical Sciences Group, will focus on c...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, IBERDROLA, SANTANDER, TALGO. La guerra Israel/Irán no da tregua y se suma la campaña de resultados El temor a una escalada de la tensión en Oriente Medio llevó a un fuerte repunte del petróleo y caídas en las principales bolsas europeas que no pudieron ser totalmente revertidas a pesar de los buenos datos macro en EE.UU. Dentro de los sectoriales del STOXX 600, Energía destacó como el mejor sector seguido por Recursos Básicos mientras que Au...
NEWS SUMMARY: ENAGÁS, IBERDROLA, SANTANDER, TALGO. The Israel-Iran war intensifies and joins the results season The fear of escalating tensions in the Middle East led to drops on the main European stock markets that were not fully reversed despite the good macroeconomic data released in the US and a sharp rise in oil prices. Within the STOXX 600 sectors, Energy stood out as the best performer, followed by Basic Materials, whereas Autos, Luxury and Travel & Leisure (dragged down by the geopoliti...
Pioneering hospitals take major steps towards decarbonizing healthcare with Philips October 3, 2024 Philips helps healthcare organizations worldwide assess and mitigate their environmental impact while enabling better care and better care outcomes for more patients at lower cost Amsterdam, the Netherlands – (NYSE: PHG, AEX: PHIA), a global leader in health technology, today announced significant greenhouse gas (GHG) emissions reduction results following collaboration with customers worldwide to assess and mitigate their carbon footprints, while also enhancing pati...
>UNIFE sees 3% growth p.a. between 2022 and 2028 - As we did two years ago, we attended Innotrans in Berlin last week. The rail show brought together 2,940 exhibitors (more than 2022) and close to 140,000 visitors. At the event, UNIFE presented its growth forecasts with 3% expected per year between the period 2021-2023 and 2027-2029 (after 2.7% seen in 2021-2023). In practice, sector groups see stronger growth than the 3% anticipated by UNIFE.Insight...
>Unife prévoit 3% de croissance annuelle par an entre 2022 et 2028 - Comme il y a 2 ans, nous avons assisté la semaine dernière au Salon Innotrans à Berlin. Ce salon ferroviaire a rassemblé 2 940 exposants (> à 2022) et près de 140 000 visiteurs. Lors de ce salon, Unife a présenté ses prévisions de croissance avec 3% attendus par an entre les périodes 2021-2023 et 2027-2029 (après 2.7% réalisés sur la période 2021-2023). En pratique, les groupes du secteur prévoi...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: OHLA, SACYR, SANTANDER, TALGO. EUROPA: DHL, PROSUS, SAP. China anima a parte del mercado Los sectores cíclicos de Europa reaccionaron con fuertes subidas al anuncio de estímulos por parte de la Autoridad Monetaria china (PBoC). Así, en el STOXX 600 los mejores sectores fueron R. Básicos y B. Consumo (lujo) frente a Inmobiliario y S. Financieros que sufrieron las mayores caídas. Por el lado macro, en Alemania el IFO de septiembre descendió algo más d...
NEWS SUMMARY: OHLA, SACYR, SANTANDER, TALGO. China spurs section of market Cyclical sectors in Europe reacted with sharp gains to the announcement of stimulus measures from the PBoC. In the STOXX 600, the best-performing sectors were Basic Materials and Consumer Goods (Luxury), with Real Estate and Financial Services falling the most. On the macro side, in Germany September’s IFO fell slightly more than expected, suggesting a slight contraction in the 3Q’24 GDP. From the ECB, K. Knot (President...
Jackson Health System projects 47% reduction in carbon emissions from patient monitors with Philips next generation monitoring platform Opportunity for significant savings in energy consumption, reduction of paper and elimination of disposable batteries for telemetry revealed in Life Cycle Assessment Amsterdam, The Netherlands and Cambridge, Mass. and Miami, FL. – (NYSE: PHG, AEX: PHIA), a global leader in health technology, and Jackson Health System, one of the nation’s largest public health systems in the United States, today announced results of a collaborative Life Cycle Assessm...
La prochaine acquisition de Campari pourrait être en Inde et intervenir rapidement, selon nous. Rapidement d’abord pour que le groupe puisse pleinement profiter du dynamisme de ce marché. Rapidement ensuite pour se prémunir du ralentissement actuel des liqueurs et apéritifs (L&A) en Europe, segment dont il est historiquement très dépendant. Malgré l’intérêt stratégique du marché indien, une telle opération de M&A pourrait se révéler risquée en s’ajoutant aux multiples défis opérationn...
Campari’s next acquisition might be in India and could materialise quickly, in our view. Speed is of the essence: first so that the group can take full advantage of the dynamic growth of this market; and second to guard against the current slowdown in liqueurs and aperitifs (L&A) in Europe, a segment on which it has historically been very reliant. Despite the strategic value that the Indian market offers, such an M&A deal could prove risky by adding to the multiple operational challen...
>Getting acquainted with the company again - Since 2020 the world has not spoken about Philips’ fundamentals. First due to Covid and its aftermath. Subsequently due to the Sleep & Respi recall. Both these detractors are now firmly in the past. This set the stage for an investor event where the company was be able to highlight the progress made over the last 5 years, while providing an update on the relaunch of the company, which was initiated when Roy Jacobs took over...
Philips announces FDA approval for enhanced LumiGuide guidewire and marks the 1000th patient treated with its breakthrough 3D device guidance technology Enhanced longer version of Philips LumiGuide Navigation Wire enables US clinicians to visualize a broader range of catheters Internationally recognized vascular surgeon Carlos Timaran, MD, was the first to use the new LumiGuide wire to perform a complex aortic repair, Procedure marks the world’s 1000th procedure assisted by Philips’ unique Fiber Optic RealShape (FORS) guidance technology Amsterdam, the Netherlands – (NYSE: PHG, AE...
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