PARIS--(BUSINESS WIRE)-- Regulatory News: Le groupe Clariane (CLARI, ISIN FR00 10 386 334) annonce avoir cédé les « Essentielles », son activité de résidences services en France, à Odalys, filiale du Groupe Duval. La transaction porte sur l’exploitation de 18 résidences. Odalys reprend la totalité des équipes concernées. Cette cession s’inscrit dans la stratégie du Groupe de réduire et de concentrer ses investissements sur ses trois activités principales, à savoir les maisons de retraites médicalisées, les établissements et services de santé spécialisés et les domiciles et habitats parta...
Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doubtless...
Eurofins responds to Muddy Waters allegations Picard : IPT communiqués et upgrade du rating par Moody’s à B2/stable Atos : le consortium Onepoint se retire des discussions, EPEI propose de les reprendre Vodafone : émission de 3 mds USD d’obligations, tenders sur certaines souches en USD/EUR>...
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies aérie...
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies aérie...
Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doubtless...
>Downward revision to growth forecasts for 2024 at +5.0%... - Yesterday afternoon, Numeum held its half-year conference on trends in the digital sector in France (IT services, engineering services and software). At this event, following a survey of its members between April and early May, the professional union delivered a message that was broadly more cautious than in December regarding the sector trend for 2024, with a lower growth forecast for the entire market at ...
>Révision à la baisse des perspectives de croissance pour 2024 à +5.0%... - Numeum a tenu hier après-midi sa conférence semestrielle sur les tendances pour le secteur du numérique en France (IT Services, Engineering Services et Logiciels). A cette occasion, suite à une enquête menée auprès de ses adhérents entre avril et début mai, le syndicat professionnel a délivré un message globalement plus prudent qu’en décembre dernier concernant l’évolution du secteur pour 2024...
Market Update - 26 June, 2024 Press Release Market Update Revised global financial restructuring proposal received from the representative committee of bondholders (SteerCo) taking into account the end of discussions with Onepoint, Butler Industries and Econocom Business activities in line with the business plan presented on April 29, 2024 Finalization of the agreement aimed at protecting the sovereign interests of the French State with respect to certain activities carried out by the Atos Group Objective of reaching a definitive financial restructuring agreement by Jul...
Point de marché - 26 juin 2024 Communiqué de presse Point de marché Proposition globale de restructuration financière révisée reçue du comité représentatif des créanciers obligataires (SteerCo) prenant en considération la fin des discussions avec Onepoint, Butler Industries et Econocom Activité du Groupe en ligne avec le plan d’affaires présenté le 29 avril 2024 Finalisation de la convention visant à protéger les intérêts de souveraineté de l’Etat français au titre de certaines activités exercées par le Groupe Atos Objectif de parvenir à un accord définitif de restructuration financièr...
>Positive stance maintained despite less flattering figures to come and more mixed investor sentiment, target price lowered from € 857 to € 836 - The forthcoming interim results should confirm a sharp slowdown in growth (no notable change to the trend in Q2 vs Q1) and therefore more visible margin erosion and, in this context, we are revising down our annual EBIT forecasts by -2%/-3%. Nevertheless, the 12-month upside potential suggested by our new TP resulting from...
>Opinion Surperformance maintenue en dépit de chiffres à venir moins flatteurs et d’un sentiment investisseur plus mitigé, OC ajusté de 857 € à 836 € - Les résultats S1 à venir devraient confirmer une croissance nettement ralentie (pas de changement de tendance notable au T2 vs T1) et partant une érosion plus perceptible des marges et dans ce contexte nous ajustons à la baisse nos prévisions annuelles EBIT de -2%/-3% Néanmoins, le potentiel de hausse à 12 mois sugg...
Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doub...
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies ...
A director at Lvmh Moet Hennessy Louis Vuitton SE bought 42,348 shares at 708.398EUR and the significance rating of the trade was 67/100. 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...
Dutch real estate companies showed signs of cautious optimism at the recent Provada conference, with logistics and retail favoured. Healthcare shows some positive signs, with limited devaluations. The Dutch government's potential reduction of the Real Estate Transfer Tax and new REIT regime could benefit listed real estate companies active in the country. - ...
Dutch real estate companies showed signs of cautious optimism at the recent Provada conference, with logistics and retail favoured. Healthcare shows some positive signs, with limited devaluations. The Dutch government's potential reduction of the Real Estate Transfer Tax and new REIT regime could benefit listed real estate companies active in the country. - ...
>H2 and beyond - You must have heard the story numerous times by now: behind the visible correction witnessed by the entire luxury sector over the last months lies a growing uncertainty over the outlook for H2. Current expectations call for a y-o-y reacceleration, but this prospect is not well supported by the most recent evidence provided on both the micro and macro fronts. If one looks at growth from 2019 witnessed over 2023 for the sector as a whole, it stands in o...
>H2 and beyond - You must have heard the story numerous times by now: behind the visible correction witnessed by the entire luxury sector over the last months lies a growing uncertainty over the outlook for H2. Current expectations call for a y-o-y reacceleration, but this prospect is not well supported by the most recent evidence provided on both the micro and macro fronts. If one looks at growth from 2019 witnessed over 2023 for the sector as a whole, it stands in o...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.