We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
Nous sortons GALP de notre liste ODDO BHF European Large Caps. La valeur a réalisé une performance de +31,3% depuis son entrée le 20 mars dernier. Notre analyste adopte ce jour une opinion Neutre (vs Surperformance) sur la valeur qui a atteint notre objectif de cours. - ...
>Q1 2024 revenue fully in line - The group has just announced Q1 2024 revenue of € 141.4m, in line with our forecast of € 144.9m, down 8% vs Q1 2023 and 6% at constant forex. This trend was largely due to an unfavourable comparison base linked to the more limited contribution from a number of assets that benefited from revenues upstream of long-term contracts and which have since entered the long-term contractual framework from Q2 2023, in Finland and Australia. Prod...
>Upstream: solid growth profile underpinned by discoveries in Namibia - Adjusted EBITDA for upstream activities totalled € 591m in Q1, 9% above expectations. The group is guiding for divisional EBITDA of € 2.1bn for 2024, which seems fairly conservative, in our view, and output >115 kboe/d, in line with our expectations. This output should increase by over 30% (+40 kboe/d) with the start-up of Bacalhau in Brazil at end-2025 and which should reach its plateau in 202...
>Upstream : un profil de croissance solide renforcé par les découvertes en Namibie - L’EBITDA T1 2024 ajusté de l’Upstream est ressorti à 591 M€ et 9% au-dessus des attentes. Le groupe guide sur un EBITDA 2024 de la division à 2.1 Md€ qui nous parait assez conservateur et une production >115 kbep/j en ligne avec nos attentes. Cette production devrait croitre de de plus de 30% (+40 kbep/j) avec le démarrage de Bacalhau au Brésil fin 2025 qui devrait atteindre son pl...
>Q1 2024: 12% beat on EBITDA, 23% for EBIT and 28% for NI - GALP has just released its Q1 2024 results with EBITDA of € 974m, 12% above the consensus and 14% above our estimates. EBIT came in at € 776m (up 88.8% q-o-q), 23.4% above the consensus. Adjusted net income was € 337m (+18.7% q-o-q) and 28.6% above the consensus. Robust results supported by refining - Upstream: adjusted EBITDA was € 591m (vs € 599m in Q4), 9% above the consensus with lower ...
>Un chiffre d’affaires T1 24 parfaitement en ligne - Le groupe vient d’annoncer un chiffre d’affaires de 141,4 M€ au T1 24, en ligne avec nos attentes de 144.9 M€, en recul de 8% par rapport au T1 23 et de 6% à taux de change constants. Cette évolution s’explique principalement par un effet de base défavorable lié à la moindre contribution de plusieurs actifs ayant bénéficié de revenus en amont de contrats à long terme et entrés depuis dans le cadre contractuel de lo...
Press Release: Beyfortus real-world evidence published in The Lancet shows 82% reduction in infant RSV hospitalizations Beyfortus real-world evidence published in The Lancet shows 82% reduction in infant RSV hospitalizations New real-world evidence shows Beyfortus (nirsevimab) substantially reduced RSV lower respiratory tract disease and hospitalizations in infants during the 2023-2024 RSV season, versus no intervention1-6Results add to the consistent high efficacy of Beyfortus against medically attended RSV lower respiratory tract disease, shown in the pivotal clinical studies and the o...
Communiqué de presse : Des données de vie réelle concernant Beyfortus publiées dans The Lancet montrent une réduction de 82 % des hospitalisations de nourrissons dues au VRS Des données de vie réelle concernant Beyfortus publiées dans The Lancet montrent une réduction de 82 % des hospitalisations de nourrissons dues au VRS De nouvelles données de vie réelle montrent que Beyfortus (nirsevimab) a permis de réduire sensiblement les infections des voies respiratoires inférieures dues au VRS chez les nourrissons, de même que les hospitalisations, au cours de la saison virale 2023-2024, compa...
A director at Sanofi bought 1,000 shares at 91.380EUR and the significance rating of the trade was 73/100. 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...
Vantiva : 2023 Universal Registration Document available Press Release Vantiva : 2023 Universal Registration Document available Paris – April 30, 2024 - Vantiva (Euronext Paris: VANTI) Vantiva informs that its 2023 Universal Registration Document (Document d’Enregistrement Universel) has been filed with the French Autorité des Marchés Financiers (AMF) on April 30, 2024. It has been prepared in European Single Electronic Format (ESEF) and includes the annual financial report, the corporate governance report of the Board of Directors, the disclosure on extra-financial pe...
Press Release: Annual General Meeting of April 30, 2024 Annual General Meeting of April 30, 2024 Approval of the financial statements for the fiscal year 2023Distribution of a cash dividend of €3.76 per share, with payment as of May 15, 2024Board composition: renewal of two Directors and appointment of three new Independent Directors Paris, April 30, 2024. The Combined General Shareholders’ Meeting of Sanofi was held on April 30, 2024, under the chairmanship of Frédéric Oudéa. All resolutions submitted to the vote were adopted by the shareholders. The General Meeting approved the indi...
Communiqué de presse : Assemblée Générale Annuelle du 30 avril 2024 Assemblée Générale Annuelle du 30 avril 2024 Approbation des comptes sociaux et des comptes consolidés de l’exercice 2023Distribution d’un dividende en numéraire de 3,76 euros par action, dont la mise en paiement interviendra le 15 mai 2024Composition du Conseil d’administration : renouvellement de deux administrateurs et nomination de trois nouveaux administrateurs indépendants Paris, le 30 avril 2024. L’Assemblée Générale Mixte des actionnaires de Sanofi s’est réunie le 30 avril 2024, sous la présidence de Frédéric ...
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
>Q1 2024: 12% beat on EBITDA, 23% for EBIT and 28% for NI - GALP has just released its Q1 2024 results with EBITDA of € 974m, 12% above the consensus and 14% above our estimates. EBIT came in at € 776m (up 88.8% q-o-q), 23.4% above the consensus. Adjusted net income was € 337m (+18.7% q-o-q) and 28.6% above the consensus. Robust results supported by refining - Upstream: adjusted EBITDA was € 591m (vs € 599m in Q4), 9% above the consensus with lower ...
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