reports
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Louis Boujard
- CFA
- Philippe Ourpatian
Veolia : Surfin’ USA
>A front-ranking position in water and waste in the US - Following its presentation geared towards energy, the group unveiled the second stage, dedicated to its operations in the US. Out of its € 45bn of consolidated sales, the US contributes 11%, with € 5.2bn. Veolia’s US business revolves largely around water (66%) and waste (25%), with a focus on hazardous waste. In detail, the main contributor to sales is the water technology division (32% of sales). This supplies...
- Clement Genelot
Food Delivery: diverging growth/FCF profiles
Post TKWY and ROO's Q1 figures and ahead of DHER's publication, we note an improving growth trend in Q1. This growth will nevertheless have to rebalance towards orders as out-of-home food is also set to face disinflation this year. The ability to recreate HSD% growth will be the name of the 2024-25
- Louis Boujard
- CFA
- Philippe Ourpatian
Veolia : Surfin’ USA
>Une position de premier plan dans l’eau et la propreté aux Etats-Unis - Dans la foulée de sa présentation métier orientée sur l’énergie, le groupe a déroulé le deuxième volet, dédié à ses activités aux Etats-Unis. Sur les 45 Md€ de chiffres d’affaires consolidé, les Etats-Unis contribuent à hauteur de 11%, avec 5.2 Md€. Les activités américaines de Veolia sont essentiellement concentrées sur les métiers de l’eau (66%) et de la propreté (25%), centrée sur les déchets ...
Veolia fixe des objectifs de croissance ambitieux aux États-Unis en re...
PARIS--(BUSINESS WIRE)-- Regulatory News: À l'occasion de sa conférence Deep Dive US à New York, Veolia (Paris:VIE) a dévoilé aujourd'hui des ambitions de croissance ambitieuses sur le marché en plein essor des services environnementaux aux États-Unis, en s'appuyant sur son expérience et ses capacités uniques pour développer ses activités dans un pays qui représente environ 25 % du marché mondial. La forte croissance de la demande est due aux réindustrialisations, à la rareté de l'eau et aux problèmes de pollution, ainsi qu'aux enjeux de santé publique. Elle est soutenue par des réglementati...
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ENI ENI S.P.A.
REP REPSOL SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VIS VISCOFAN S.A.
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
INSD VERIMATRIX SA
CSM CORBION NV
BP. BP P.L.C.
NSI NSI N.V.
FPE3 FUCHS PETROLUB SE
ALVGO VOGO SA
SHEL SHELL PLC
CABKA CABKA N.V.
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ENI ENI S.P.A.
REP REPSOL SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VIS VISCOFAN S.A.
SLIGR SLIGRO FOOD GROUP N.V.
CARM CARMILA SAS
INSD VERIMATRIX SA
CSM CORBION NV
BP. BP P.L.C.
NSI NSI N.V.
FPE3 FUCHS PETROLUB SE
ALVGO VOGO SA
SHEL SHELL PLC
CABKA CABKA N.V.
- ING Helpdesk
Benelux Morning Notes
Azelis: Bloomberg report citing M&A interest. BE Semiconductor Industries: 1Q24 preview, focus on order intake. Greenyard: Crème de la Crème acquisition. Just Eat Takeaway.com: Deliveroo reports 1Q24 trading. Melexis: 1Q24 Preview, focus on pricing. NSI: Guidance confirmed, LTV improves, small but interesting investments might come. Sligro: 1Q24 results in line with expectations Vastned: Key €100m single asset disposal achieved
JDE Peet’s signs MOUs with Honduras, Peru and Rwanda to combat coffee-...
JDE Peet’s signs MOUs with Honduras, Peru and Rwanda to combat coffee-related deforestation PRESS RELEASEAmsterdam 18 April 2024 JDE Peet’s (EURONEXT: JDEP) has expanded its global effort to combat coffee-related deforestation by signing three Memoranda of Understanding (MOUs) with Peru, Honduras and Rwanda. This not only ensures continued access to the European market for smallholder farmers upon implementation of the EU Deforestation Regulation (EUDR), but crucially also fosters climate change resilience for coffee, which is imperative to ensuring that JDE Peet’s’ customers and consumers...
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : Q1 2024 results preview – A 1% sequential increase in earnings,...
> A 1% sequential increase in earnings, the fall in gas is offset by the rise in refining margins and a favourable outlook for oil - The publication of Q1 2024 results will start on 24 April with AkerBP (see tables below) and should show a sequential increase of 1% on average. Cumulative net profit for the eight stocks covered is forecast at $ 21.1bn vs $ 20.9bn in Q4 2023 and ODDO BHF’s estimates are 3% above the consensus. We note:A slight fall in Brent of...
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : Preview résultats T1 – Hausse séquentielle de 1%, outlook intac...
>Hausse séquentielle de 1% des résultats, baisse du gaz contrebalancée par la hausse des marges de raffinage et outlook favorable pour le pétrole - Les publications des résultats du T1 2024 commenceront le 24 avril avec AkerBP (voir tableau ci-après). Ils devraient marquer une légère progression séquentielle de 1% en moyenne. Le résultat net cumulé pour les huit valeurs couvertes est attendu à 21.1 Md$ vs 20.9 Md$ au T4 23 et nous sommes 3% supérieurs au consensu...
- Michiel Declercq
Just Eat Takeaway 1Q24 Conference call feedback
1Q24 GTV decreased by 2% at constant fx to € 6547m (kbcse: € 6519m, css: € 6559m), but was up 3% at constant fx when excluding for N-A, or in line with the +2% to +6% FY24 guidance. Although order volumes of 214.2m came in slightly below expectations (kbcse: 215.1m, css: 216.7m), this was offset by a strong ATV growth 4.5% to € 30.6 per order (kbcse: € 30.3, css: € 30.2m), especially in N-E, the UK & IRE. We are pleased that performance in JET's core geographies continued to improve in 1Q24, eve...
Ferrari Announces Voting Results From Its Annual General Meeting
Ferrari Announces Voting Results From Its Annual General Meeting Maranello (Italy), 17 April 2024 - Ferrari N.V. (“Ferrari” or the “Company”) (NYSE/EXM: RACE) announced today that all resolutions proposed to Shareholders at the Ferrari’s Annual General Meeting of Shareholders (the “AGM”) held today in Amsterdam, the Netherlands, were passed. The Shareholders approved the 2023 Annual Accounts, expressed a positive advice with respect to the Remuneration Report 2023 and approved a dividend in cash1 of Euro 2.443 per outstanding common share, totalling approximately Euro 440 million. The ...
- Carole Braudeau
- Carole Braudeau
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/17/2024 Date Performance sin...
NEXT can claim the leading position in the UK fashion category. Moreover, the company managed the transition from offline to online comparatively well. However, top-line growth should remain at 4% a year until 2026 as the business outside the UK is too small. The operating margin should decrease 40bp to 17.6% on higher wages and general Opex inflation. We initiate coverage with a Neutral rating and a TP of 8,900p (based on a peer group and DCF). - ...
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 17/04/2024 Date Performance dep...
NEXT can claim the leading position in the UK fashion category. Moreover, the company managed the transition from offline to online comparatively well. However, top-line growth should remain at 4% a year until 2026 as the business outside the UK is too small. The operating margin should decrease 40bp to 17.6% on higher wages and general Opex inflation. We initiate coverage with a Neutral rating and a TP of 8,900p (based on a peer group and DCF). - ...
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