reports
Rothschild & Co: 1 director
A director at Rothschild & Co sold 465,144 shares at 38.600EUR 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 last two years clear...
CSGN CREDIT SUISSE GROUP AG
AMS AMS AG
ENX EURONEXT NV
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
ATO ATOS SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
PBB DEUTSCHE PFANDBRIEFBANK AG
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
ALTR ALTRI SGPS SA
NRG NRJ GROUP SA
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
ERA ERAMET SA
FAE FAES FARMA S.A.
ERG ERG S.P.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ROYAL VOPAK NV
UCG UNICREDIT S.P.A.
WBD WEBUILD S.P.A.
CABK CAIXABANK SA
TLGO TALGO SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
IBG IBERPAPEL GESTION S.A.
ROTH ROTHSCHILD & CO. SCA
ALVAL VALBIOTIS SA
UNI UNICAJA BANCO S.A.
CASH PROSEGUR CASH SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
HAG HENSOLDT AG
VK VALLOUREC SA
SYAB SYNLAB AG
ALLFG ALLFUNDS (UK) LTD
STM STABILUS SE
CSGN CREDIT SUISSE GROUP AG
LR LEGRAND SA
HEIA HEINEKEN NV
ENX EURONEXT NV
EDEN EDENRED SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
UBSN UBS GROUP AG
GALP GALP ENERGIA SGPS SA CLASS B
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
RXL REXEL SA
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
ITRK INTERTEK GROUP PLC
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
CAP CAPGEMINI SE
BOL BOLLORE SA
01913 PRADA S.P.A.
BKT BANKINTER SA
NEM NEMETSCHEK SE
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CABK CAIXABANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
LDO LEONARDO SPA
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
UMI UMICORE
SAB BANCO DE SABADELL SA
RMV RIGHTMOVE PLC
FDJ LA FRANCAISE DES JEUX SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ALLFG ALLFUNDS (UK) LTD
CSGN CREDIT SUISSE GROUP AG
AMS AMS AG
ENX EURONEXT NV
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
ATO ATOS SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
PBB DEUTSCHE PFANDBRIEFBANK AG
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
ALTR ALTRI SGPS SA
NRG NRJ GROUP SA
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
ERA ERAMET SA
FAE FAES FARMA S.A.
ERG ERG S.P.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ROYAL VOPAK NV
UCG UNICREDIT S.P.A.
WBD WEBUILD S.P.A.
CABK CAIXABANK SA
TLGO TALGO SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
TRE TECNICAS REUNIDAS SA
IBG IBERPAPEL GESTION S.A.
ROTH ROTHSCHILD & CO. SCA
ALVAL VALBIOTIS SA
UNI UNICAJA BANCO S.A.
CASH PROSEGUR CASH SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
HAG HENSOLDT AG
VK VALLOUREC SA
SYAB SYNLAB AG
ALLFG ALLFUNDS (UK) LTD
STM STABILUS SE
CSGN CREDIT SUISSE GROUP AG
LR LEGRAND SA
HEIA HEINEKEN NV
ENX EURONEXT NV
EDEN EDENRED SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
UBSN UBS GROUP AG
GALP GALP ENERGIA SGPS SA CLASS B
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
RXL REXEL SA
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
ITRK INTERTEK GROUP PLC
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
CAP CAPGEMINI SE
BOL BOLLORE SA
01913 PRADA S.P.A.
BKT BANKINTER SA
NEM NEMETSCHEK SE
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CABK CAIXABANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
LDO LEONARDO SPA
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
RMV RIGHTMOVE PLC
FDJ LA FRANCAISE DES JEUX SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ALLFG ALLFUNDS (UK) LTD
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
ODDO : 2023 EBA Stress Tests – a broadly resilient sector despite toug...
>Key points from the exercise - The results of the 2023 EBA stress tests on banks were published last Friday evening. The application of new stress tests over three years to balance sheets at the end of 2022, with tougher assumptions/scenario (adverse) and within another challenging/uncertain overall context (recession, inflation, etc.), logically resulted in significant negative impacts on banks’ BS positions (capital, etc.) although with a fair and reassuring resili...
CSGN CREDIT SUISSE GROUP AG
ENX EURONEXT NV
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
PBB DEUTSCHE PFANDBRIEFBANK AG
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
CABK CAIXABANK SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
ALLFG ALLFUNDS (UK) LTD
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
ODDO : 2023 EBA Stress Tests – a broadly resilient sector despite toug...
>Key points from the exercise - The results of the 2023 EBA stress tests on banks were published last Friday evening. The application of new stress tests over three years to balance sheets at the end of 2022, with tougher assumptions/scenario (adverse) and within another challenging/uncertain overall context (recession, inflation, etc.), logically resulted in significant negative impacts on banks’ BS positions (capital, etc.) although with a fair and reassuring resili...
CSGN CREDIT SUISSE GROUP AG
ENX EURONEXT NV
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
PBB DEUTSCHE PFANDBRIEFBANK AG
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
CABK CAIXABANK SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
ALLFG ALLFUNDS (UK) LTD
- Jeremy Garnier
- Martial Descoutures
- Oussema Denguir
- Jeremy Garnier
- Martial Descoutures
- Oussema Denguir
- Benoit Valleaux
- Steven Gould
Rothschild & Co : Filing of the simplified tender offer with the AMF y...
>Adjustment to our target price due to the dividend payment - We have adjusted our target price for Rothschild & Co to € 46.6 (vs € 48), in order to factor in last week’s payment of an ordinary dividend of € 1.4 for 2022. As a reminder, the price of the offer shortly to be launched by Concordia has been adjusted for the ordinary dividend (and will later be adjusted for the exceptional dividend).Planned tender offer filed yesterday - Yesterday, Rothsc...
- Benoit Valleaux
- Steven Gould
Rothschild & Co : Dépôt hier du projet d’offre d’achat auprès de l’AMF
>Ajustement de notre objectif de cours du fait du paiement du dividende - Nous ajustons notre objectif de cours sur Rothschild & Co à 46.6 € (vs 48 €), afin de tenir compte du paiement du dividende ordinaire de 2022 de 1.4 € payé la semaine dernière. Pour rappel, le prix de l’offre qui devrait être prochainement lancée par Concordia est ajusté du dividende ordinaire (et sera ajusté ultérieurement du dividende exceptionnel).Dépôt hier du projet d’offre d’a...
- Aurelien Sivignon
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - Date1
Nous pensons que nous sommes à veille d’un rebond des Small Caps relativement aux Large Caps. Leur valorisation relative au Large Caps n’a jamais été aussi attractive, et leurs perspectives de croissance des BPA sont bien plus enthousiasmantes (47% en 2024e vs 2022) que celles des Large Caps (+6%). De plus, les Small Caps pricent un niveau de stress du marché excessif. Leurs ratios de crédit restent moins solides que ceux des Large Caps mais se sont nettement améliorés. Cette stratégi...
PROX PROXIMUS SA DE DROIT PUBLIC
BEKB BEKAERT SA
KPN ROYAL KPN NV
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
SZG SALZGITTER AG
LXS LANXESS AG
TNET TELENET GROUP HOLDING NV
GAMA GAMMA COMMUNICATIONS
HOT HOCHTIEF AG
DTE DEUTSCHE TELEKOM AG
BRE BREMBO S.P.A.
INH INDUS HOLDING AG
GREEN GREENYARD NV
OHB OHB AG
AED AEDIFICA SA
TIT TELECOM ITALIA S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ROTH ROTHSCHILD & CO. SCA
DUFN DUFRY AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
GEST GESTAMP AUTOMOCION S.A.
ALFEN ALFEN NV
DRI 1&1 DRILLISCH AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
SYAB SYNLAB AG
HGEA HGEARS AG
TUI TUI AG
- Aurelien Sivignon
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 05/10/2023
We think that we are on the verge of a rebound in small caps relative to large caps. Their valuation relative to large caps has never been so attractive, and their EPS growth prospects are far more exciting (47% in 2024e vs 2022) than those of the large caps (+6%). In addition, small caps have an excessively high level of market stress incorporated in their valuations. Their credit ratios are still less solid than those of the large caps but have improved significantly. This small cap...
PROX PROXIMUS SA DE DROIT PUBLIC
BEKB BEKAERT SA
KPN ROYAL KPN NV
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
SZG SALZGITTER AG
LXS LANXESS AG
TNET TELENET GROUP HOLDING NV
GAMA GAMMA COMMUNICATIONS
HOT HOCHTIEF AG
DTE DEUTSCHE TELEKOM AG
BRE BREMBO S.P.A.
INH INDUS HOLDING AG
GREEN GREENYARD NV
OHB OHB AG
AED AEDIFICA SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ROTH ROTHSCHILD & CO. SCA
DUFN DUFRY AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
GEST GESTAMP AUTOMOCION S.A.
ALFEN ALFEN NV
DRI 1&1 DRILLISCH AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
SYAB SYNLAB AG
HGEA HGEARS AG
TUI TUI AG
- Benoit Valleaux
- Steven Gould
Rothschild & Co : Activity is showing strong resilience in a tougher c...
>Financial advisory revenues proved more resilient that the rest of the market - Rothschild & Co reported yesterday evening its Q1 2023 revenues which stood at € 606.2m, down 10% vs Q1 2022 and a shade below our forecast (€ 613.5m) mainly in advisory, with revenues below our estimate for consulting but higher than expected for AM and private banking. Revenues in financial advisory stood at € 327m (-10% vs a very high base in Q1 2022). M&A revenues were € 219m, down 29...
- Benoit Valleaux
- Steven Gould
Rothschild & Co : Bonne résistance de l’activité dans un contexte plus...
>Les revenus sur le Conseil ont mieux résisté que l’ensemble du marché - Rothschild & Co a publié hier soir ses revenus du T1 2023, qui se sont élevés à 606.2 M€, en baisse de 10% vs T1 2022, très légèrement inférieurs à notre attente (613.5 M€) principalement en Conseil, mais plus élevés que prévu en AM et banque privée. Les revenus en Conseil financier ont été de 327 M€ (-10% vs une base très élevée au T1 2022). Les revenus en M&A ont été de 219 M€, en baisse de 29%...
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Marc Lavaud
- Steven Gould
ODDO BHF Small & MIDCAP MORNING NEWS - 17/03/2023
Trois mois après la brusque sortie de la Chine de sa politique “zéro COVID”, que pouvons-nous observer du redémarrage de son économie ? Nous avons interrogé les sociétés européennes des secteurs les plus exposés à l’Empire du Milieu - ressources de base, technologie, automobile, luxe, chimie, biens d’équipement – et quelques cas particuliers dans d’autres secteurs. Il reste des opportunités dans la Chimie, la Technologie, l’Hôtellerie, la Santé et les équipementiers auto. La messe est...
CSGN CREDIT SUISSE GROUP AG
ENX EURONEXT NV
O2D TELEFONICA DEUTSCHLAND HOLDING AG
UBSN UBS GROUP AG
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
KPN ROYAL KPN NV
DBK DEUTSCHE BANK AG
ORA ORANGE SA
CBK COMMERZBANK AG
PBB DEUTSCHE PFANDBRIEFBANK AG
MF WENDEL SE
EN BOUYGUES SA
IDL ID LOGISTICS GROUP
TNG TRANSGENE SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
KBC KBC GROUP N.V.
TNET TELENET GROUP HOLDING NV
GAMA GAMMA COMMUNICATIONS
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
DTE DEUTSCHE TELEKOM AG
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UCG UNICREDIT S.P.A.
TIT TELECOM ITALIA S.P.A.
CABK CAIXABANK SA
SIFG SIF HOLDING NV
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
FNTN FREENET AG
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
MAU ETABLISSEMENTS MAUREL & PROM SA
UNI UNICAJA BANCO S.A.
RUI RUBIS SCA
VOD VODAFONE GROUP PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
VOS VOSSLOH AG
NFN NFON AG
SAB BANCO DE SABADELL SA
DRI 1&1 DRILLISCH AG
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Marc Lavaud
- Steven Gould
ODDO BHF Small & MIDCAP MORNING NEWS - 03/17/2023
Three months after the abrupt end of China’s zero-COVID policy, what can we say about the recovery of the country’s economy? We spoke with European companies in the sectors most exposed to China – Basic Resources, Technology, Automotive, Luxury Goods, Chemicals, Capital Goods – and a few special cases in other sectors. There are still opportunities in Chemicals, Technology, Hotels, Healthcare and among automotive suppliers. However, the die is cast in Luxury Goods, and there are few g...
CSGN CREDIT SUISSE GROUP AG
ENX EURONEXT NV
O2D TELEFONICA DEUTSCHLAND HOLDING AG
UBSN UBS GROUP AG
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
KPN ROYAL KPN NV
DBK DEUTSCHE BANK AG
ORA ORANGE SA
CBK COMMERZBANK AG
PBB DEUTSCHE PFANDBRIEFBANK AG
MF WENDEL SE
EN BOUYGUES SA
IDL ID LOGISTICS GROUP
TNG TRANSGENE SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
KBC KBC GROUP N.V.
TNET TELENET GROUP HOLDING NV
GAMA GAMMA COMMUNICATIONS
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
DTE DEUTSCHE TELEKOM AG
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UCG UNICREDIT S.P.A.
TIT TELECOM ITALIA S.P.A.
CABK CAIXABANK SA
SIFG SIF HOLDING NV
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
FNTN FREENET AG
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
MAU ETABLISSEMENTS MAUREL & PROM SA
UNI UNICAJA BANCO S.A.
RUI RUBIS SCA
VOD VODAFONE GROUP PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
VOS VOSSLOH AG
NFN NFON AG
SAB BANCO DE SABADELL SA
DRI 1&1 DRILLISCH AG
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Marc Lavaud
- Steven Gould
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/17/2023
Three months after the abrupt end of China’s zero-COVID policy, what can we say about the recovery of the country’s economy? We spoke with European companies in the sectors most exposed to China – Basic Resources, Technology, Automotive, Luxury Goods, Chemicals, Capital Goods – and a few special cases in other sectors. There are still opportunities in Chemicals, Technology, Hotels, Healthcare and among automotive suppliers. However, the die is cast in Luxury Goods, and there are few g...
CSGN CREDIT SUISSE GROUP AG
FP TOTAL SE
ENX EURONEXT NV
O2D TELEFONICA DEUTSCHLAND HOLDING AG
UBSN UBS GROUP AG
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
KPN ROYAL KPN NV
DBK DEUTSCHE BANK AG
ROG ROCHE HOLDING LTD
ORA ORANGE SA
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TNET TELENET GROUP HOLDING NV
GAMA GAMMA COMMUNICATIONS
VNA VONOVIA SE
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
RTLL RTL GROUP S.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
TIT TELECOM ITALIA S.P.A.
CABK CAIXABANK SA
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
FNTN FREENET AG
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
UNI UNICAJA BANCO S.A.
VOD VODAFONE GROUP PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
SAB BANCO DE SABADELL SA
DRI 1&1 DRILLISCH AG
- Bruno Cavalier
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Marc Lavaud
- Steven Gould
CSGN CREDIT SUISSE GROUP AG
FP TOTAL SE
ENX EURONEXT NV
O2D TELEFONICA DEUTSCHLAND HOLDING AG
UBSN UBS GROUP AG
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
KPN ROYAL KPN NV
DBK DEUTSCHE BANK AG
ROG ROCHE HOLDING LTD
ORA ORANGE SA
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TNET TELENET GROUP HOLDING NV
GAMA GAMMA COMMUNICATIONS
VNA VONOVIA SE
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
RTLL RTL GROUP S.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
TIT TELECOM ITALIA S.P.A.
CABK CAIXABANK SA
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
FNTN FREENET AG
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
UNI UNICAJA BANCO S.A.
VOD VODAFONE GROUP PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
SAB BANCO DE SABADELL SA
DRI 1&1 DRILLISCH AG
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
ODDO : SVB, Credit Suisse… what to know/bear in mind for European bank...
>Positive approach reiterated based on fundamentals of the sector - The recent (excessive in our view) market correction on the European banking sector, at first glance seen as a result of a panic/concern mood by investors following US regional banks’ troubles, should rather be seen as an opportunistic profit-taking after the huge rally observed over the last months (+40% over last five months) – in any case, it does not highlight any upcoming fundamental issues for ...
CSGN CREDIT SUISSE GROUP AG
ENX EURONEXT NV
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
PBB DEUTSCHE PFANDBRIEFBANK AG
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
CABK CAIXABANK SA
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
ROTH ROTHSCHILD & CO. SCA
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
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