reports
- 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
- Jerôme Bodin
ODDO : Jeux Olympiques et Euro 2024 : un impact économique limité mais...
En amont des Jeux Olympiques d’été et de l’Euro de football 2024, nous identifions 6 valeurs à privilégier : JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield et easyJet. Alors que ces deux évènements sportifs majeurs ne devraient pas avoir d’impact significatif sur les économies hôtes à moyen terme, les impacts microéconomiques et sectoriels devraient être plus marqués. Les secteurs du tourisme, des transports, des boissons et des biens de consommation devraient être l...
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
- Jacob Mekhael
- Sharad Kumar S.P
- Thibault Leneeuw
- Wim Hoste
- Ana Arjona-Martinez
- Yan Derocles
Fraport : Mixed 2023, short and medium-term guidance in line with our ...
>High quality EBITDA despite being a touch below at Frankfurt - Fraport’s Q4 2023 results, once adjusted for one-offs, were slightly below our estimates, but mainly driven by a weaker performance at the real estate division and by slightly higher opex at the ground handling division: revenues at Frankfurt airport were € 583m vs € 590m estimated by ODDO BHF (€ 587m consensus), while EBITDA was 7% or € 11m below our numbers (-13% vs consensus). The positive note came f...
Lindt & Sprüngli schliesst Rückkauf eigener Aktien und Partizipationss...
Chocoladefabriken Lindt & Sprüngli AG / Schlagwort(e): Aktienrückkauf Lindt & Sprüngli schliesst Rückkauf eigener Aktien und Partizipationsscheine ab Medienmitteilung | 19. März 2024 19.03.2024 / 07:00 CET/CEST Kilchberg, 19. März 2024 – Chocoladefabriken Lindt & Sprüngli AG hat den am 2. August 2022 begonnenen Rückkauf vorzeitig am 18. März 2024 abgeschlossen. Insgesamt wurden 931 Namenaktien und 86'430 Partizipationsscheine zurückgekauft. Das Rückkaufsvolumen betrug insgesamt CHF 997'801'400. Der Rückkauf von Namenaktien und Partizipationsscheinen der Chocoladefabriken ...
Lindt & Sprüngli completes buyback of own shares and participation cer...
Chocoladefabriken Lindt & Sprüngli AG / Key word(s): Share Buyback Lindt & Sprüngli completes buyback of own shares and participation certificates 19.03.2024 / 07:00 CET/CEST Press Release | March 19, 2024 Kilchberg, March 19, 2024 – Chocoladefabriken Lindt & Sprüngli AG completed its buyback program, which started on August 2, 2022, ahead of schedule on March 18, 2024. In total, 931 registered shares and 86,430 participation certificates were bought back. The total buyback volume aggregated to CHF 997,801,400. The buyback of registered shares and participation certificates...
- ING Helpdesk
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Fernand de Boer
AB InBev - Altria finally to reduce its stake
Altria announced to reduce its stake in AB InBev from approx. 10% to 8% through a secondary global offering. AB InBev will buy back some USD 200m or some 9% of the placement.We are pleased that Altria starts to take away the overhang. However, we would have preferred this at a later moment, allowing AB InBev to buy back a bigger part of the shares instead of 9%. In addition, Altria could return after the 180 days lock up. We maintain our Buy rating but given short term uncertainty we take AB...
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Pierre Tegner
Lindt & Sprüngli : FY 23 results above expectations. Further price inc...
>Operating profit and net income 2% and 5% above consensus expectations - Lindt just released its FY 23 results (revenues have been release mid-January) which beat consensus expectations. With an outlook that is unchanged despite consumer price increases to come in 2024 and 2025, the market reaction is likely to be positive today. Indeed, underlying net income is 5% above VA css estimates and operating profit is 2% above the consensus thanks to operating margin improv...
- Pierre Tegner
Lindt & Sprüngli : FY 23 results above expectations. Further price inc...
>Operating profit and net income 2% and 5% above consensus expectations - Lindt just released its FY 23 results (revenues have been release mid-January) which beat consensus expectations. With an outlook that is unchanged despite consumer price increases to come in 2024 and 2025, the market reaction is likely to be positive today. Indeed, underlying net income is 5% above VA css estimates and operating profit is 2% above the consensus thanks to operating margin improv...
Wechsel in der Konzernleitung von Lindt & Sprüngli
Chocoladefabriken Lindt & Sprüngli AG / Schlagwort(e): Personalie Wechsel in der Konzernleitung von Lindt & Sprüngli 01.03.2024 / 07:00 CET/CEST Medienmitteilung | Wechsel in der Konzernleitung Kilchberg, 1. März 2024 – Die Chocoladefabriken Lindt & Sprüngli AG gibt heute bekannt, dass sich Rolf Fallegger, Mitglied der Konzernleitung, entschieden hat, in den Ruhestand zu treten und die Lindt & Sprüngli Gruppe per Ende Juni 2024 zu verlassen. Der Verwaltungsrat hat Ana Dominguez per 1. Juli 2024 zu seiner Nachfolgerin ernannt. Rolf Fallegger trat im Jahr 1997 bei Lindt & Sp...
Change in the Group Management of Lindt & Sprüngli
Chocoladefabriken Lindt & Sprüngli AG / Key word(s): Personnel Change in the Group Management of Lindt & Sprüngli 01.03.2024 / 07:00 CET/CEST Media Release | Change in the Group Management Kilchberg, 1 March 2024 – Chocoladefabriken Lindt & Sprüngli AG announces today that Rolf Fallegger, Member of the Group Management, has decided to retire and will leave the Lindt & Sprüngli Group by the end of June 2024. The Board of Directors appoints Ana Dominguez as his successor as of July 1, 2024. Rolf Fallegger joined Lindt & Sprüngli in 1997 to lead the Swiss marketing organizati...
- Chaima Ferrandon
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Michael Foundoukidis
- Sven Edelfelt
LHN LAFARGEHOLCIM LTD.
BMW BAYERISCHE MOTOREN WERKE AG
1COV COVESTRO AG
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
DGE DIAGEO PLC
RNO RENAULT SA
MTX MTU AERO ENGINES AG
FGR EIFFAGE SA
DAI DAIMLER AG
ADEN ADECCO GROUP AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ELE ENDESA S.A.
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
KGX KION GROUP AG
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
NN NN GROUP N.V.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
UN0 UNIPER SE
- Chaima Ferrandon
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Michael Foundoukidis
- Sven Edelfelt
LHN LAFARGEHOLCIM LTD.
BMW BAYERISCHE MOTOREN WERKE AG
1COV COVESTRO AG
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
DGE DIAGEO PLC
RNO RENAULT SA
MTX MTU AERO ENGINES AG
FGR EIFFAGE SA
DAI DAIMLER AG
ADEN ADECCO GROUP AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ELE ENDESA S.A.
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
KGX KION GROUP AG
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
NN NN GROUP N.V.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
UN0 UNIPER SE
- ING Helpdesk
Benelux Morning Notes
AB InBev: A Bit Light, Bud. Ackermans & van Haaren: Core units AM/Banks and DEME. Adecco: Beats by 17% on 4Q23 EBITA; outlook solid. Air France-KLM: Peak reached already? Allfunds Group PLC: MoreFunds. ASR: 2H23 squeezed between two CMDs, no surprises. Belgian telecoms: Digi to launch convergent offers in Belgium. CM.com: FY23 results, EBITDA positive in 2H23. Fugro: Strong? Excellent!. NN Group: FY23 better, modest 2025 targets, capital distribution strategy better. Recticel...
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
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