reports
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/18/2024
As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SREN SWISS RE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
BC8 BECHTLE AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AGN AEGON N.V.
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/11/2024
Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SREN SWISS RE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
BC8 BECHTLE AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AGN AEGON N.V.
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Generali : Operating result beats expectations with good performances ...
>Strong revenue growth - Generali reported its 9M 2024 results on Friday. Premiums increased sharply to € 70.7bn (+17.0% reported, +18.1% l-f-l) close to expectations, with premiums up 23.3% l-f-l in life insurance at € 45.7bn, slightly better than expected, underpinned by all segments. The savings segment saw strong growth of +34.5%, particularly in France, Italy and Asia. The new business margin was slightly better than expected at 4.45% for 9M, with a good business...
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Generali : RO supérieur aux attentes grâce aux bonnes performances en ...
>Forte hausse des revenus - Generali a publié vendredi son RN aux 9M 2024. Les primes ont fortement augmenté à 70.7 Md€ (+17.0% en publié, +18.1% à données comparables) proches des attentes, avec des primes en hausse de 23.3% à d.c. en assurance vie à 45.7 Md€, légèrement supérieures aux prévisions, soutenues par tous les segments. Le segment Epargne a notamment connu une forte progression de +34.5%, notamment en France, en Italie et en Asie. La marge sur affaires nou...
- Carole Braudeau
- Carole Braudeau
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Generali : Q3 2024 earnings set to be marked by significant nat cat co...
>Very slight operating result growth expected in 9M - Generali is due to report its 9M 2024 results on 15 November. We forecast € 70.6bn of premiums, with very sharp growth (+16.8% over 9 months, +12.2% for Q3), very slightly above the consensus (€ 70.3bn). We see very slight operating result growth to € 5.123bn (+0.5%) in 9M (i.e. € 1.401bn, +1.6%, for Q3), very slightly short of the consensus (€ 5.154bn). In life insurance, we forecast an operating result of € 2.947...
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Generali : Le RN du T3 2024 sera marqué par un coût élevé des catastro...
>Hausse très modérée du RO anticipée aux 9M - Generali publiera son RN aux 9M 2024 le 15 novembre prochain. Nous prévoyons des primes de 70.6 Md€ en très forte hausse (+16.8% sur 9 mois, +12.2% sur le seul T3), très légèrement supérieures au consensus (70.3 Md€). Nous anticipons un RO en très faible hausse à 5 123 M€ (+0.5%) aux 9M (soit 1 401 M€, +1.6%, sur le seul T3) très légèrement inférieur au consensus (5 154 M€). En assurance vie, nous prévoyons un RO de 2 947 ...
- Carole Braudeau
- Carole Braudeau
Generali: 1 director
A director at Generali sold 13,290 shares at 25.830EUR and the significance rating of the trade was 76/100. 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 showin...
- Carole Braudeau
- Carole Braudeau
- Jerôme Bodin
- Jerôme Bodin
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Generali : Robust Q2 results in line, sharp growth in life insurance
>Sharp growth in revenues, with a continuing rebound in life insurance - Generali released its Q2 2024 net earnings yesterday. The group’s revenues were € 50.1bn (+18.7% reported, +20.4% l-f-l), around 4% above forecasts due to continuing very strong growth in life insurance (+26.6% l-f-l in H1, of which +24.7% in Q2). The new business margin posted a sequential improvement at 4.82% in Q2 (4.31% in H1 2024), at a high level but in decline vs last year, with the group ...
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Generali : Résultat solide au T2 en ligne, forte croissance en assuran...
>Forte croissance des revenus, avec une poursuite du rebond en assurance vie - Generali a publié vendredi son RN du T2 2024. Les revenus du groupe ont été de 50.1 Md€ (+18.7% en publié, +20.4% à données comparables) environ 4% au-dessus des attentes du fait de la poursuite d’une très forte croissance en assurance vie (+26.6% à d.c. au S1, dont +24.7% au T2). La marge sur affaires nouvelles s’est améliorée en séquentiel à 4.82% au T2 (4.31% au S1 24), à un niveau élevé...
- MarketLine Department
Vienna Insurance Group AG - Mergers & Acquisitions (M&A), Partnerships...
Summary Marketline's Vienna Insurance Group AG Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Vienna Insurance Group AG - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances...
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