Atos : l’Etat souhaite acquérir les activités souveraines du groupe, les besoins de liquidités sont revus à 1,1 md EUR (vs. 0,6 md EUR)Picard : les discussions entre Moez Zouari et Lion Capital auraient reprisDeutsche Bank annonce une provision légale inattendue de 1.3 md EUR pour le T2>...
NEWS SUMMARY: BBVA, CAF, IAG, NATURGY, TELEFÓNICA, UNICAJA. 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 1Q’24 results to be released over the coming days in Spain. The Ibex hits new annual highs Friday’s gains, driven by the good earnings season on both sides of the Atlantic and some widening in sovereign yields led stock exchanges to end in positive territory, particul...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BBVA, CAF, IAG, NATURGY, TELEFÓNICA, UNICAJA. EUROPA: PHILIPS. 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. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex logra nuevos máximos de 2024 Los avances del viernes, impulsados por la buena campaña de resultados a ambos lados del Atlánti...
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$1.00 per share: Important step to unlock Sicily – The Italian ministry has informed ADX that it will be granted the d 363C.R-.AX gas exploration permit in the Sicily Channel. In addition, the Regional Administrative Court of Rome has annulled the Plan for the Sustainable Energy Transition of Eligible Areas that prevented the oil redevelopment, appraisal and exploration activities on the licence. ...
>Q1 results 6.4% above forecasts - Q1 adjusted net profit came to € 1.27bn (+6% QoQ /-33% YoY), 6.4% above the consensus (ODDO BHF: € 1.07bn; consensus: € 1.19bn), thanks to E&P and Industrial. E&P: the drop in the gap price took a tool - E&P posted an adjusted profit of € 442m, down 20%, whereas the Brent price was near-stable. This is because natural gas makes up two-thirds of the group’s production (590kboe/d) and is mainly produced in North Americ...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, FERROVIAL, IBERDROLA, 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 1Q’24 results to be released over the coming days in Spain. Results and macro data drag down stock markets After three straight days of gains, the business results and the macro data in the US led to stock market losses on both sides of the Atlanti...
>Résultats T1 6.4% supérieurs aux attentes - Le résultat net ajusté du T1 s'est établi à 1267 M€ (+6% QoQ /-33% YoY) et 6.4% au-dessus du consensus (ODDO BHF: 1 067 M€ ; consensus : 1 191 M€), grâce à l’E&P et Industrial. E&P : la baisse du prix du gaz a pesé - Le résultat de l’E&P ressort à 442 M€, en baisse de 20% alors le brent est quasi-stable. En effet, la production du groupe (590 kbep/j) est dominée à hauteur des deux tiers par le gaz natur...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, IBERDROLA, FERROVIAL, ROVI. EUROPA: AIRBUS, DEUTSCHE TELEKOM, SAFRAN, VINCI. 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. 1T’24 que se publicarán en España y Europa en los próximos días. Los resultados y la macro lastran las bolsas Tras tres días de ganancias, los r...
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. - ...
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. - ...
>Adjusted net profit 6.4% above expectations supported by strong refining - Q1 2024 adjusted net profit came in at € 1,267 m (6% q-o-q/-33% y-o-y), 18% above our estimates and 6.5% above the consensus (ODDO BHF: € 1,067m; consensus: € 1,191m).Upstream: Q1 2024 adjusted net income came in at € 442m, well above estimates (ODDO BHF: € 339m; consensus: € 368m) with flat production at 590 kboe/d supported by lower royalties and a regularisation on the tax estimate fro...
>Adjusted net profit 6.4% above expectations supported by strong refining - Q1 2024 adjusted net profit came in at € 1,267 m (6% q-o-q/-33% y-o-y), 18% above our estimates and 6.5% above the consensus (ODDO BHF: € 1,067m; consensus: € 1,191m).Upstream: Q1 2024 adjusted net income came in at € 442m, well above estimates (ODDO BHF: € 339m; consensus: € 368m) with flat production at 590 kboe/d supported by lower royalties and a regularisation on the tax estimate fro...
NEWS SUMMARY: ENAGÁS, ENCE, IAG, NATURGY, TALGO. 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 1Q’24 results to be released over the coming days in Spain. Rally on the market European stock markets recovered part of the losses from last week and gold recorded its biggest drop of the year, following the correction in public debt and oil prices after tensions in the Middle East...
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