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BNP PARIBAS SA: NOTIFICATION BY THE ACPR OF THE DESIGNATION OF BNP P...
BNP PARIBAS SA: NOTIFICATION BY THE ACPR OF THE DESIGNATION OF BNP PARIBAS ON THE LIST OF G-SIBs NOTIFICATION BY THE ACPR OF THE DESIGNATION OF BNP PARIBAS ON THE LIST OF G-SIBs Press releaseParis - 27 November 2024 BNP Paribas has received the notification by the “Autorité de Contrôle Prudentiel et de Résolution” (ACPR), dated 27 November 2024, that the Group has been designated on the 2024 list of Global Systemically Important Banks (G-SIBs) in the bucket 2 corresponding to its score based on end-2023 data. Consequently, the requirement of the G-SIB buffer applicable for the group...
BNP PARIBAS SA : NOTIFICATION PAR L’ACPR DE L’APPARTENANCE DE BNP PARI...
BNP PARIBAS SA : NOTIFICATION PAR L’ACPR DE L’APPARTENANCE DE BNP PARIBAS A LA LISTE DES ETABLISSEMENTS D’IMPORTANCE SYSTEMIQUE MONDIALE (« G-SIBs ») NOTIFICATION PAR L’ACPR DE L’APPARTENANCE DE BNP PARIBAS A LA LISTE DES ETABLISSEMENTS D’IMPORTANCE SYSTEMIQUE MONDIALE (« G-SIBs ») Communiqué de presseParis - le 27 novembre 2024 BNP Paribas a reçu la notification par l’Autorité de Contrôle Prudentiel et de Résolution (ACPR), en date du 27 novembre 2024, de son appartenance à la liste 2024 des établissements d’importance systémique mondiale (EISm) dans la sous-catégorie 2 corresponda...
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Rafael Bonardell
- Anis Zgaya
- Philippe Ourpatian
Solaria : 9M 2024 recurring income and guidance validated, leaving the...
>Outperform rating and target price of € 20.50 maintained - Following the publication of 9M 2024 results which on a reported basis came in a shade above our forecasts, but in line excluding capital gains from divestments, we confirm our Outperform rating and our target price of € 20.5 based on DCF (€ 16.5) and a sum-of-the-parts approach (€ 24.4). The group has confirmed its guidance for 2024 and 2025 EBITDA, likewise its target for 3 GW of operational capacity at th...
- Rafael Bonardell
- Anis Zgaya
- Philippe Ourpatian
Solaria : 9M 24 récurrent et guidances validés, reste la trajectoire d...
>Opinion Surperformance et OC à 20.50 € maintenus - A l’issue de la publication des résultats du 9M 24, qui sont ressortis, en publié, un peu au-dessus de nos attentes, mais hors plus-value de cession, en ligne avec nos estimations, nous confirmons notre opinion Surperformance, et notre objectif de cours de 20.5 €, sur la base d’un DCF (16.5 €) et d’une somme des parties (24.4 €). Le groupe a confirmé ses guidances d’EBITDA 2024 et 2025, de même que l’attente de 3 GW ...
- Research Department
IBERIAN DAILY 19 NOVEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAIXABANK, POSSIBLE TAX CHANGES, SOLARIA. Awaiting drivers European stock markets managed to recover ground at the end of the session, ending mixed, with the Ibex and FTSE MIB being the best relative performers. Thus, in the STOXX 600, Basic Resources and Telecoms were the best relative performers vs. the bigger drops of Real Estate and Retail. From the ECB, De Guindos insisted that concerns about inflation have now shifted to growth. On the macro side, in the US November’s NAHB r...
- Research Department
INFORME DIARIO 19 NOVIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, IMPUESTOS ESPAÑA, SOLARIA. A la espera de catalizadores Las bolsas europeas lograron recuperarse hacia el final de la sesión y cerraron con signo mixtos donde destacó el buen comportamiento relativo del Ibex y el del FTSE MIB en negativo. Así, dentro del STOXX 600, Recursos Básicos y Telecos mostraron el mejor comportamiento relativo, frente a las mayores caídas de Inmobiliario y Retail. Desde el BCE, De Guindos insistió en que la preocup...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Philippine Adam
On the shelves now: Consumer Weekly #47
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week we look at the impact of Donald Trump's election. Happy reading!
- Cedric Rossi
Sporting Goods: hurdling the threat of higher tariffs
With 99% of all shoes sold in the US being imported in 2023, Donald Trump’s proposal to place a universal 10-20% tariff on imports from all foreign countries and an additional 60-100% tariff on imports specifically from China, would significantly impact the footwear (and apparel) categories. The in
- Oscar Rodriguez
ARCELORMITTAL: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results EBITDA: US$ 1.58 Bn (-26.5% vs. -32.5% BS(e) and -30.8% consensus); Net Profit: US$ 488 M (-47.5% vs. -55.5% BS(e) and -54.8% consensus); 9M'24 vs. 9M'23 Results EBITDA: US$ 5.4 Bn (-25.9% vs. -27.7% BS(e) and -27.2% consensus); Net Profit: US$ 1.9 Bn (-50.5% vs. -52.5% BS(e) and -52.3% consensus).
- Oscar Rodriguez
ARCELORMITTAL: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: EBITDA: 1.581 M dólares (-26,5% vs -32,5% BS(e) y -30,8% consenso); BDI: 488 M dólares (-47,5% vs -55,5% BS(e) y -54,8% consenso); Rdos. 9meses'24 vs 9meses'23: EBITDA: 5.399 M dólares (-25,9% vs -27,7% BS(e) y -27,2% consenso); BDI: 1.922 M dólares (-50,5% vs -52,5% BS(e) y -52,3% consenso).
- Research Department
IBERIAN DAILY 07 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, AEDAS, AMADEUS, ARCELORMITTAL, INDRA, INMOBILIARIA COLONIAL, ROVI, TELEFÓNICA. 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 3Q’24 results to be released over the coming days in Spain. European stock markets do not welcome Trump European stock markets saw strong corrections, particularly the Ibex after D. Trump’s victory. On the contra...
- Research Department
INFORME DIARIO 07 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, AEDAS HOMES, AMADEUS, ARCELORMITTAL, COLONIAL, INDRA, ROVI, TELEFÓNICA. EUROPA: MUNICH RE. 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. 3T’24 que se publicarán en España y Europa en los próximos días. A la bolsa europea no le sienta bien Trump Jornada de fuertes caídas en Europ...
ANA ACCIONA SA
AMS AMADEUS IT GROUP SA CLASS A
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
COL INMOBILIARIA COLONIAL SOCIMI SA
IDR INDRA SISTEMAS S.A. CLASS A
MTL ARCELORMITTAL
COL SM INMOBILIARIA COLONIAL (COL SM)
COL.SM COLONIAL
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
GROUPE BNP PARIBAS : déclaration mensuelle des droits de vote - octobr...
GROUPE BNP PARIBAS : déclaration mensuelle des droits de vote - octobre 2024 Raison sociale de l'émetteur : BNP PARIBAS - SA au capital de 2.261.621.342 euros Immatriculée sous le n° 662 042 449 RCS Paris Siège social : 16, boulevard des Italiens, 75009 Paris Informations relatives au nombre total de droits de vote et d'actions prévues parl'article L.233-8 II du code de commerce et l'article 223-16 du règlement général de l'Autorité des Marchés Financiers Date Nombre d'actions composant le capital Nombre total de droits de vote 31 octobre 2024 1 1...
- Bruno Cavalier
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
DTE DEUTSCHE TELEKOM AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ABI ANHEUSER-BUSCH INBEV SA/NV
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
STMN STRAUMANN HOLDING AG
- Bruno Cavalier
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
DTE DEUTSCHE TELEKOM AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ABI ANHEUSER-BUSCH INBEV SA/NV
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
STMN STRAUMANN HOLDING AG
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Philippine Adam
On the shelves now: Consumer Weekly #46
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week we look at the growing valuation gap between European and US retailers. Happy reading!
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