reports
Mediaset Espana Communicacion SA: 1 director
A director at Mediaset Espana Communicacion SA bought 4,788,715 shares at 3.240EUR and the significance rating of the trade was 100/100. 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 ...
- Research Department
INFORME DIARIO 16 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: LAR, MEDIASET ESPAÑA, METROVACESA. EUROPA: SECTOR BANCOS Fuerte repunte de volatilidad El miedo a que se produzca una crisis de liquidez bancaria en europea provocó otra jornada de huida de los activos de riesgo. Las pérdidas en la cotización de Credit Suisse llegaron a ser de hasta el -30% en la sesión, después de que su Presidente A. Lehmann descartase solicitar ayudas estatales aunque posteriormente el Banco requirió muestras de apoyo por parte ...
- Research Department
IBERIAN DAILY 16 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: BANKING SECTOR, LAR ESPAÑA, MEDIASET ESPAÑA, METROVACESA. Sharp increase in volatility Fears of a new banking liquidity crisis in Europe triggered another session of flight from risk assets. Losses were as high as -30% over the session, after A. Lehman, chairman of Crédit Suisse, ruled out requesting state aid, although later on the bank did request signs of support from the SNMB (Swiss Monetary Authority) and FINMA (Swiss Financial Market Supervisor) which will mean liquidity lin...
- Jerôme Bodin
ODDO : Q4 better than expected in Spain but challenging advertising tr...
>Atresmedia: 2022 results above expectations - Atresmedia yesterday reported full-year 2022 results above our expectations (EBITDA € 172.8m vs € 160m expected). The main difference vs our expectations stemmed from strict cost control (-1.6% vs 0% expected). The advertising trend in Q4 was slightly above our expectations (-0.2% vs -1% expected). As expected, the trend in Spain improved sequentially vs 9M 2022. We also note the decline in content production and distribu...
- Jerôme Bodin
ODDO : Un T4 meilleur qu’attendu en Espagne mais tendance publicitaire...
>Atresmedia: résultats 2022 supérieurs aux attentes - Atresmedia a publié hier ses résultats annuels 2022 ressortis supérieurs à notre attente (172,8 M€ d‘EBITDA vs 160 M€ attendus). La principale différence avec nos attentes provient d’un strict contrôle des couts (-1,6% vs 0% attendu). La tendance publicitaire au T4 est notamment légèrement au-dessus de nos attentes à -0,2% alors que nous tablions sur -1%. La tendance en Espagne est comme attendu en amélioration séq...
- Baptiste Lebacq
- Jean-Baptiste Rouphael
- Konrad Zomer
- Marc Lavaud
V1S ARKEMA
LHN HOLCIM AG
AC ACCOR SA
GET GETLINK SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
BVI BUREAU VERITAS SA
SK SEB SA
SQ SQUARE INC. CLASS A
EN BOUYGUES SA
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ENI ENI S.P.A.
ELE ENDESA S.A.
BAS BASF SE
SAN SANOFI
WPP WPP PLC
ASM ASM INTERNATIONAL N.V.
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
INX IMCD N.V.
TL5 MEDIASET ESPANA COMUNICACION SA
HFG HELLOFRESH SE
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
ADE ADEVINTA ASA
- Baptiste Lebacq
- Jean-Baptiste Rouphael
- Konrad Zomer
- Marc Lavaud
V1S ARKEMA
LHN HOLCIM AG
AC ACCOR SA
GET GETLINK SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
BVI BUREAU VERITAS SA
SK SEB SA
SQ SQUARE INC. CLASS A
EN BOUYGUES SA
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ENI ENI S.P.A.
ELE ENDESA S.A.
BAS BASF SE
SAN SANOFI
WPP WPP PLC
ASM ASM INTERNATIONAL N.V.
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
INX IMCD N.V.
TL5 MEDIASET ESPANA COMUNICACION SA
HFG HELLOFRESH SE
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
ADE ADEVINTA ASA
- Martial Descoutures
- Oliver Metzger
- Research Department
- Martial Descoutures
- Oliver Metzger
- Ignacio Romero
- Research Department
IBERIAN DAILY 31 JANUARY + 4Q’22 RESULTS. HIGHLIGHTS AND PREVIEWS (ANÁ...
NEWS SUMMARY: ELECTRICITY SECTOR, IAG, MEDIASET, 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 4Q’22 results to be released over the coming days in Spain. The Ibex ends flat above 9,000 points The European stock markets posted slight losses at the beginning of a decisive week for central banks. Within the Euro STOXX, the best-performing sectors were Media and Food, ...
- Research Department
INFORME DIARIO 31 ENERO + RDOS. ESPAÑA Y EUROPA 4T’22. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: IAG, MEDIASET, SECTOR ELÉCTRICO, UNICAJA. EUROPA: ASML, NOKIA, UNICREDIT, 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. 4T’22 que se publicarán en España y Europa en los próximos días. El Ibex cierra plano y no pierde los 9.000 puntos Las bolsas europeas arrancaron la semana con ligeras caídas en un...
- Jerôme Bodin
ODDO : La remontée des taux va profiter au RN de plusieurs groupes de ...
>Une remontée des taux d’intérêt et plusieurs situations de cash net - Nous faisons un point sur l’impact de la remontée des taux d’intérêt sur les groupes de notre univers affichant des positions de trésorerie nette. Nous en avons identifié 5 qui devraient bénéficier de ces évolutions récentes en 2023 : NRJ Group, TF1, M6, Mediaset Espana et Believe. Publicis pourrait afficher une situation de trésorerie nette fin 2023 mais il est probable que le groupe réalise des a...
- Baptiste Salaville
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 01/19/2023
Small caps were hard hit in 2022 (lacklustre inflows, underperformance, an asset class exposed to greater risk aversion), but 2023 could mark a return to lucid optimism, should the macroeconomic situation stabilise (interest rates, inflation, etc.), but staying highly selective. Momentum, pricing power and consistent valuation remain the watchwords for H1. Our list includes 9 stocks (French, German, Dutch and Austrian): La Française de l’Energie, Ordina, PVA Tepla, Roche Bobois, SAF H...
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
TFI TELEVISION FRANCAISE 1 SA
PSM PROSIEBENSAT.1 MEDIA SE
VIRP VIRBAC SA
VETO VETOQUINOL SA
GBT GUERBET SA
ENI ENI S.P.A.
REP REPSOL SA
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SEFER SERGEFERRARI GROUP SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
BBED BETER BED HOLDING N.V.
CSM CORBION NV
TL5 MEDIASET ESPANA COMUNICACION SA
BP. BP P.L.C.
ALCUR ARCURE SA
MFEB MEDIASET NV
SHEL SHELL PLC
- Baptiste Salaville
- Jerôme Bodin
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/01/2023
2023 sera de nouveau chargée en résultats cliniques et potentielles approbations de nouvelles molécules/vaccins pour la Pharma européenne alors que l’impact de l’Inflation Reduction Act aux USA devrait être limité. Nous tablons sur une croissance des BPA de 11% et relevons nos OC de 4% en moyenne. Sur le S1, nous privilégions AZN (Surperformance) qui allie valorisation attractive, croissance et newsflow. Nous maintenons nos recommandations Surperformance sur Novo Nordisk qui devrait b...
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
RNO RENAULT SA
TFI TELEVISION FRANCAISE 1 SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
GEBN GEBERIT AG
ORSTED ORSTED
REP REPSOL SA
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TL5 MEDIASET ESPANA COMUNICACION SA
BP. BP P.L.C.
STM STMICROELECTRONICS NV
MFEB MEDIASET NV
SHEL SHELL PLC
- Baptiste Salaville
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 19/01/2023
Si les small caps ont beaucoup souffert en 2022 (collecte atone, sous-performance, aversion au risque plus fort sur cette classe d’actifs), 2023 pourrait marquer un retour à un optimisme raisonné si le contexte macro venait à se stabiliser (taux, inflation…) et à condition de rester très sélectif. Momentum, pricing power, valorisation cohérente restent les maitres mots sur le S1. Notre liste comprend 9 valeurs françaises, allemandes, hollandaises et autrichiennes : La Française de l’E...
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
TFI TELEVISION FRANCAISE 1 SA
PSM PROSIEBENSAT.1 MEDIA SE
VIRP VIRBAC SA
VETO VETOQUINOL SA
ENI ENI S.P.A.
REP REPSOL SA
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SEFER SERGEFERRARI GROUP SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
BBED BETER BED HOLDING N.V.
CSM CORBION NV
TL5 MEDIASET ESPANA COMUNICACION SA
BP. BP P.L.C.
ALCUR ARCURE SA
MFEB MEDIASET NV
SHEL SHELL PLC
- Baptiste Salaville
- Jerôme Bodin
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/19/2023
We expect 2023 to be rich in clinical results and potential market approvals for new molecules/vaccines for the European pharma sector whilst the impact of the Inflation Reduction Act 2022 (IRA) in the US should be limited. We forecast EPS growth of 11% and have raised our target prices by 6% on average. For H1, we prefer AstraZeneca (Outperform) which combines an attractive valuation, growth and newsflow. We maintain our Outperform recommendations for Novo Nordisk, which should benef...
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
RNO RENAULT SA
TFI TELEVISION FRANCAISE 1 SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
GEBN GEBERIT AG
ORSTED ORSTED
REP REPSOL SA
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TL5 MEDIASET ESPANA COMUNICACION SA
BP. BP P.L.C.
STM STMICROELECTRONICS NV
MFEB MEDIASET NV
SHEL SHELL PLC
- Christophe Chaput
- Emmanuel Matot
ODDO BHF Small & MIDCAP MORNING NEWS - 01/04/2023
Truck OEMs ended 2022 on a positive note on the back of improving earnings momentum and reassuring signals over the near-term outlook. However, the continued deterioration in leading indicators (macro, freight) naturally raises concerns regarding the sustainability of this trend. We outline in this report a relatively constructive view on demand, but caution on the impact of inflation which we see as an ongoing concern in 2023. In this context, we favour a blend of robustness and self...
- Emmanuel Matot
- Jerôme Bodin
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/01/2023
Le secteur du poids lourd européen a fini 2022 sur une bonne dynamique, à la faveur d’une amélioration du momentum de résultats et d’indicateurs rassurants sur les perspectives à court terme. Toutefois, la dégradation continue des indicateurs avancés (macro, fret) pose naturellement des questions quant à la pérennité de cette dynamique. Nous portons un regard relativement optimiste sur la demande, mais mettons en garde contre l’impact inflationniste que nous voyons se poursuivre en 20...
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