reports
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Carole Braudeau
- Carole Braudeau
- Geoffroy Michalet
Casino : A CMD in a difficult context, but targets already very ambiti...
>Targets for 2028...and therefore very long term - At its CMD, Casino presented its main targets out to 2028. Specifically, we note a CAGR for business volumes (GMV) of around € 15bn (compared to c.€ 13bn in 2023), representing an average annual growth rate (CAGR) of +3.7% over the 2024-2028 period. The volume of business is data on which Casino intends to improve its communication, especially since its model will be more focused on franchising (90% by 2028).Conv...
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Geoffroy Michalet
Casino : Un CMD dans un contexte contraint, mais des objectifs déjà tr...
>Des objectifs 2028… du très long terme donc… - Lors de son CMD, le groupe Casino a présenté ses principaux objectifs à horizon 2028. En particulier nous retenons un volume d’affaires (GMV) d’environ 15 Md€ (contre c.13 Md€ en 2023), soit un TMVA de 3,7% sur la période 2024-2028. Le volume d’affaires est une donnée sur laquelle Casino entend davantage communiquer, en particulier car son modèle sera davantage tourné vers la franchise (90% à horizon 2028).En revanc...
- Clement Genelot
Casino: pragmatic low-cost plan does not solve liquidity issues beyond...
With management very pragmatic about its financial leeway, the 2028 plan looks more like a restructuring/optimisation operation than a relaunch. We remain more cautious on EBITDA recovery and FCF breakeven with unlevered FCF to turn positive in 2027 and levered FCF only beyond 2028. With no additio
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - Date1
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - 11/14/2024
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
JST JOST WERKE AG
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Chaima Ferrandon
- Sven Edelfelt
FGR EIFFAGE SA
ALV ALLIANZ SE
TEP TELEPERFORMANCE SE
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
DTE DEUTSCHE TELEKOM AG
TIT TELECOM ITALIA S.P.A.
HLAG HAPAG-LLOYD AG
SIE SIEMENS AG
ASML ASML HOLDING NV
ALG ALLEGRO.EU SA
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Chaima Ferrandon
- Sven Edelfelt
FGR EIFFAGE SA
ALV ALLIANZ SE
TEP TELEPERFORMANCE SE
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
DTE DEUTSCHE TELEKOM AG
TIT TELECOM ITALIA S.P.A.
HLAG HAPAG-LLOYD AG
SIE SIEMENS AG
ASML ASML HOLDING NV
ALG ALLEGRO.EU SA
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Fehmi Ben Naamane
Hapag-Lloyd : Q3 results in line with preliminary figures. Neutral rat...
>Q3 results in line with preliminary figures - This morning, Hapag-Lloyd published its Q3 results. There were no major surprises in the figures which were fully in line with the preliminary data published three weeks ago. As such, group revenue over the quarter was € 5.26bn, up 28% y-o-y thanks to a favourable price environment (freight rate up 23% y-o-y) and a 3.8% y-o-y increase in volumes (in line with what we have seen since the beginning of the year). Profitabili...
- Jean-François Granjon
Nexans : Feedback from the CMD – growth leverage still strong
>Strategy still based on electrification - The CMD organised by the management included the announcement of an attractive road map that confirms the continuation of growth and improvements in profitability with drivers including AI, data centres and innovation, which moreover was covered in a workshop alongside the presentation. This road map aims to continue the implementation of the HV backlog (PWR- Transmission) with a strong expected mix effect. Moreover, offshore...
- Fehmi Ben Naamane
Hapag-Lloyd : Résultats T3 en ligne avec les chiffres préliminaires. N...
>Des résultats T3 en ligne avec les chiffres préliminaires - Hapag-Lloyd publie ce matin ses résultats du T3. Les chiffres ressortent sans grandes surprises, parfaitement en ligne avec les données préliminaires publiées il y a trois semaines. Ainsi, les revenus groupe sur le trimestre atteignent 5.26 Md€, soit une progression de 28% yoy profitant d’un environnement de prix favorable (taux de fret en croissance de 23% yoy) et des volumes en hausse de 3.8% yoy (dans la ...
- Jean-François Granjon
Nexans : Feedback CMD – Toujours un fort levier de croissance
>Une stratégie toujours axée sur l’Electrification - Le CMD organisé par le management permet d’afficher une feuille de route séduisante confirmant la poursuite de la croissance, de l’amélioration de la profitabilité avec des catalyseurs dont l’IA, les data centers et l’innovation qui par ailleurs, ont fait l’objet de workshop en marge de la présentation. Cette feuille de route vise la poursuite du déroulement de backlog HV (PWR- Transmission) avec un fort effet mix a...
EQS-News: Hapag-Lloyd mit gutem Ergebnis nach drei Quartalen 2024
EQS-News: Hapag-Lloyd AG / Schlagwort(e): 9-Monatszahlen Hapag-Lloyd mit gutem Ergebnis nach drei Quartalen 2024 14.11.2024 / 07:29 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Hapag-Lloyd mit gutem Ergebnis nach drei Quartalen 2024 Transportmenge gegenüber Vorjahr gesteigert Stärkere Nachfrage und gestiegene Frachtraten, insbesondere im dritten Quartal Ergebnisprognose im Oktober angehoben Strategie 2030: Wachstum und Qualität bleiben im Fokus Hapag-Lloyd hat die ersten neun Monate 2024 mit einem Konzern-EBITDA von 3,6 Milliar...
EQS-News: Hapag-Lloyd achieves good result in first three quarters of ...
EQS-News: Hapag-Lloyd AG / Key word(s): 9 Month figures Hapag-Lloyd achieves good result in first three quarters of 2024 14.11.2024 / 07:29 CET/CEST The issuer is solely responsible for the content of this announcement. Hapag-Lloyd achieves good result in first three quarters of 2024 Year-on-year increase in transport volume Stronger demand and higher freight rate, particularly in the third quarter Earnings forecast raised in October Strategy 2030: Continued focus on growth and quality Hapag-Lloyd concluded the first nine months of 2024 with a Group EBITDA of USD 3....
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Tanvi Arora
- Carole Braudeau
- Carole Braudeau
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