reports
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
- Alfonso Mariategui
AIR LIQUIDE / LINDE: A-GAS-AJANDO AL INVERSOR (ANÁLISIS BANCO SABADELL...
A-gas-ajando al inversor. Mantenemos SOBREPONDERAR en ambas. Aquellos que se compraron hace 5 años a los principales players del sector gasístico europeo (AI y LIN) y han “dejado” a las acciones hacer su trabajo se han visto agasajados con unas rentabilidades del +35% y +146% vs Euro STOXX 50 respectivamente. Esto es reflejo de las cualidades del sector (oligopolio, barreras de entrada, capacidad para traspasar e incrementar precios, resiliencia y visibilidad de crecimiento futuro), que vemos c...
- Research Department
INFORME DIARIO 22 NOVIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: COLONIAL, GRIFOLS, IMPUESTOS, SECTOR BANCARIO. EUROPA: AIR LIQUIDE, LINDE. Dudas en los mercados Jornada de menos a más tras los resultados de Nvidia en las bolsas europeas, que terminaron con subidas moderadas y con el Ibex recuperando los 11.600 puntos. Así, dentro del STOXX 600, Seguros y Energía lideraron las ganancias, frente a Telecos y Bienes de Consumo que terminaron con las mayores caídas. En la Eurozona la confianza del consumidor prelim...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Research Department
IBERIAN DAILY 14 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: FERROVIAL, GRIFOLS, IBERDROLA. 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. US inflation continues to follow the script European stock markets ended with drops, although the US inflation data helped distance them from daily lows. In the STOXX 600 the best-performing sectors were Energy and Consumer Goo...
- Research Department
INFORME DIARIO 14 NOVIEMBRE + RDOS. ESPAÑA 3T’24. IDEAS DESTACADAS Y P...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, GRIFOLS, IBERDROLA. EUROPA: ASML, DEUTSCHE TELEKOM, PROSUS, SIEMENS. 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. La inflación estadounidense sigue el camino esperado Las bolsas europeas terminaron con caídas, aunque el dato de i...
Societe Generale: shares and voting rights as of 31 October 2024
Societe Generale: shares and voting rights as of 31 October 2024 SOCIETE GENERALE: Number of shares composing current share capital and Total number of voting rights as of 31 October 2024 Regulated Information Paris, 12 November 2024 Information about the total number of voting rights and shares pursuant to Article L.233-8 II of the French Commercial Code and Article 223-16 of the AMF General Regulations. DateNumber of shares composing current share capitalTotal number ofvoting rights31 October 2024800,316,777Gross: 886, 196, 788 Press contact: Jean-Baptiste Froville_ 00_ Fanny Rouby_ 1...
Société Générale : actions et droits de vote au 31 octobre 2024
Société Générale : actions et droits de vote au 31 octobre 2024 SOCIÉTÉ GÉNÉRALE : Nombre d’actions composant le capital et Nombre total de droits de vote au 31 octobre 2024 Information réglementée Paris, le 12 novembre 2024 Informations relatives au nombre total de droits de vote et d’actions prévues par l’article L.233-8 II du code de commerce et l’article 223-16 du règlement général de l’Autorité des Marchés Financiers. DateNombre d’actions composant le capitalNombre total de droits de vote31 octobre 2024800 316 777Nombre de droits de vote théoriques (brut) : 886 196 788 Contac...
Axa: 1 director
A director at Axa sold 102,726 shares at 34.337EUR and the significance rating of the trade was 69/100. 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 clearly showing Cl...
Iberdrola S.A.: 1 director
A director at Iberdrola S.A. bought 10,000 shares at 13.740EUR and the significance rating of the trade was 64/100. 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 clearl...
- 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
- Benoit Valleaux
- Steven Gould
Societe Generale : Net income ahead of expectations and slight improve...
>Strong revenue growth, nearly 5% ahead of the consensus - SG reported its Q3 2024 results last Thursday. Revenues came in at € 6.837bn (+10.5% vs Q3 2023), including a non-recurrent gain of € 287m for Corporate Centre (Russia). Revenues came in 4.7% ahead of the consensus and 3.3% ahead of our forecast, with a better-than-expected showing in capital markets operations and retail banking in France, and lower than expected at Ayvens. In retail banking in France, revenu...
- Benoit Valleaux
- Steven Gould
Société Générale : RN supérieur aux attentes avec une légère améliorat...
>Forte hausse des revenus, presque 5% au-dessus du consensus - La SG a publié son RN du T3 2024 jeudi dernier. Les revenus ont été de 6 837 M€ (+10.5% vs T3 2023), comprenant, pour rappel, un gain non récurrent de 287 M€ dans le Corporate Center (Russie). Les revenus ont été 4.7% au-dessus du consensus et 3.3% au-dessus de notre prévision, meilleurs que prévu notamment dans les activités de marché et en banque de détail en France, et inférieures aux prévisions chez Ay...
Société Générale : Mise à disposition du troisième amendement au Docum...
Société Générale : Mise à disposition du troisième amendement au Document d’enregistrement universel 2024 MISE À DISPOSITION DU TROISIЀME AMENDEMENT AU DOCUMENT D’ENREGISTREMENT UNIVERSEL 2024Information réglementée Paris, le 31 octobre 2024 Société Générale informe le public que le troisième amendement au Document d’enregistrement universel 2024, déposé le 11 mars 2024 sous le numéro D.24-0094, a été déposé auprès de l’Autorité des Marchés Financiers (AMF) le 31 octobre 2024 sous le numéro D-24-0094-A03. Ce document est tenu gratuitement à la disposition du public dans les conditions pré...
Acerinox SA: 1 director
A director at Acerinox SA bought 11,111 shares at 8.870EUR and the significance rating of the trade was 60/100. 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 clearly sh...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Alfonso Mariategui
LINDE: RDOS. 3T’24 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SABADELL...
Rdos. 3T'24 vs 3T'23: Ventas: 8.356 M dólares (+2,5% vs +2,8% BS(e) y +2,8% consenso); EBIT ajustado: 2.477 M dólares (+7,4% vs +6,4% BS(e) y +5,2% consenso); BDI ajustado: 1.896 M dólares (+6,3% vs +5,8% BS(e) y +5,7% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 24.723 M dólares (+0,7% vs +0,8% BS(e) y +0,8% consenso); EBIT ajustado: 7.240 M dólares (+6,5% vs +6,2% BS(e) y +5,8% consenso); BDI ajustado: 5.576 M dólares (+6,5% vs +6,3% BS(e) y +6,3% consenso).
- Javier Esteban
SOCIÉTÉ GÉNÉRALE: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: M. Bruto: 6.837 M euros (+10,5% vs +9,6% BS(e) y +5,5% consenso); M. Neto: 2.511 M euros (+37,3% vs +26% BS(e) y +13% consenso); BDI: 1.367 M euros (+363% vs +330% BS(e) y +308% consenso). Rdos. 3T'24 vs 2T'24: M. Bruto: 6.837 M euros (+2,3% vs +1,5% BS(e) y -2,3% consenso); M. Neto: 2.511 M euros (+18,7% vs +9% BS(e) y -2,3% consenso); BDI: 1.367 M euros (+22,9% vs +14,2% BS(e) y +8,3% consenso).
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