reports
VINCI wins a contract to extend a drinking water production plant in P...
VINCI wins a contract to extend a drinking water production plant in Phnom Penh in Cambodia Nanterre, 30 May 2024 VINCI wins a contract to extend a drinking water production plant in Phnom Penh in Cambodia Design-build extension to a drinking water treatment plantThirty-six months of work and over 1,600 direct jobs at the peak of constructionA €94 million contractThe extension will supply drinking water to 750,000 people The Phnom Penh Water Supply Authority has awarded VINCI Construction Grands Projets the contract to extend the drinking water production plant supplying Bakheng, locat...
VINCI remporte le contrat d’extension d’une station de traitement d’ea...
VINCI remporte le contrat d’extension d’une station de traitement d’eau potable à Phnom Penh au Cambodge Nanterre, le 30 mai 2024 VINCI remporte le contrat d’extension d’une station de traitement d’eau potable à Phnom Penh au Cambodge Conception-construction de l’extension d’une station de traitement d’eau potable Trente-six mois de travaux et plus de 1 600 emplois directs au pic de la constructionUn contrat de 94 millions d’euros Un accès à l’eau potable pour 750 000 personnes La régie des eaux de Phnom Penh a attribué à VINCI Construction Grands Projets le marché de l’extension de la...
- Julian Dobrovolschi
- Wim Gille
- Carole Braudeau
- Julian Dobrovolschi
- Wim Gille
- Carole Braudeau
- Chaima Ferrandon
- Sven Edelfelt
Imerys : Patience to wait just a little longer
>Feedback from the road show with the CEO and CFO in Paris - We organised a road show in Paris with the CEO Alessandro Dazza and CFO Sebastien Rouge, as well as Laetitia Pineau (IR). In line with Q1, management was broadly confident regarding 2024. The CEO mentioned continuing trends in May (likely positive in our view) and showed some optimism insofar as customer inventories are at a low. Regarding the resolution of the asbestos litigation in the US, another saving d...
VINCI wins new works contract for Melbourne Airport in Australia
VINCI wins new works contract for Melbourne Airport in Australia Nanterre, 30 May 2024 VINCI wins new works contract for Melbourne Airport in Australia Melbourne Airport development projectSmoother and safer access to terminalsA contract worth AUD 159 million (approximately 96 million euros) Seymour Whyte, a VINCI Construction subsidiary in Australia, has been awarded a construction contract worth AUD 159 million (approximately 96 million euros) by Australia Pacific Airports (Melbourne) Pty Ltd. This project, designed to improve access to the airport, includes the redevelopment of the a...
VINCI remporte un nouveau contrat de travaux pour l’aéroport de Melbou...
VINCI remporte un nouveau contrat de travaux pour l’aéroport de Melbourne en Australie Nanterre, le 30 mai 2024 VINCI remporte un nouveau contrat de travaux pour l’aéroport de Melbourne en Australie Projet d’aménagement de l’aéroport de MelbourneFluidification et sécurisation des accès aux terminauxContrat d’une valeur de 159 millions de dollars australiens (environ 96 millions d'euros) Seymour Whyte, filiale australienne de VINCI Construction, s'est vu confier par Australia Pacific Airports (Melbourne) Pty Ltd un contrat de construction d'une valeur de 159 millions de dollars australie...
- Chaima Ferrandon
- Sven Edelfelt
Imerys : La patience d’attendre encore un tout petit peu
>Feedback roadshow avec le CEO/ CFO à Paris - Nous avons organisé un RS à Paris avec le CEO (Alessandro Dazza) et Sebastien Rouge (CFO) ainsi que Laetitia Pineau (IR). Dans la continuité du T1, le management a été globalement confiant pour 2024. Le CEO a mentionné une poursuite des tendances au mois de mai (probablement positif selon nous) et affiché un certain optimisme dans la mesure où les clients commencent à restocker. Au niveau de la résolution des litiges amian...
VINCI announces the acquisition of Helios Nordic Energy, which develop...
VINCI announces the acquisition of Helios Nordic Energy, which develops large-scale solar farms and energy storage solutions in Sweden Nanterre, 29 May 2024 VINCI announces the acquisition of Helios Nordic Energy, which develops large-scale solar farms and energy storage solutions in Sweden Acquisition by SunMind, subsidiary of VINCI Concessions, of 100% of Helios Nordic Energy (“Helios”) for an initial amount of €73 millionHelios is a Swedish company specialising in developing solar farms and batteries to store energy VINCI Concessions, through its subsidiary SunMind, concluded an agree...
VINCI annonce l’acquisition d’Helios Nordic Energy, développeur de pro...
VINCI annonce l’acquisition d’Helios Nordic Energy, développeur de projets photovoltaïques et de systèmes de stockage d’énergie en Suède Nanterre, le 29 mai 2024 VINCI annonce l’acquisition d’Helios Nordic Energy, développeur de projets photovoltaïques et de systèmes de stockage d’énergie en Suède Acquisition par SunMind, filiale de VINCI Concessions, de 100 % d’Helios Nordic Energy (« Helios ») pour un montant initial de 73 millions d’eurosHelios est une société suédoise spécialisée dans le développement de centrales solaires et de stockage d’énergie par batterie VINCI Concessions, à t...
- Jesse Norcross
Real Estate bond supply/We increase our full year supply forecast as p...
Real estate bond primary markets have continued their path towards normalisation so far this year. Year to date, issuance has reached €9bn as of the end of May. The prospect of rate cuts and more dovish (European) Central Bank commentary, combined with lower credit spreads, have been conducive towards higher levels of issuance than in 2022 and 2023. Having said that, the higher levels of issuance have not had a material negative impact on real estate spreads for issuers coming to the market, wit...
- Carole Braudeau
Credit Morning 05/29/2024
Altice International: stable results in Q1 2024, management seeks to reassure on the capital structure Altice France: Q1 results still very weak, earnings call without any Q&A session Isabel Marant: further increase in leverage after a weak Q1 Tereos has published solid 2023/24 results>...
- Anthony Dick
- Michael Foundoukidis
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/29/2024
European economic and environmental policies are unlikely to be significantly disrupted by the elections on 6-9 June. However, the EU has its back to the wall on crucial questions: defence, technological sovereignty, the ecological transition, energy autonomy, the automotive industry, banking and airline industry consolidation. This report gives a recap on the previous mandate and discusses the main challenges for the next mandate for the sectors and stocks most affected by the EU. - ...
- Carole Braudeau
Morning Crédit 29/05/2024
Isabel Marant : nouvelle augmentation du levier après un T1 bien difficile Altice International : résultats stables au T1 2024, le management s’est voulu rassurant sur la structure du capital Altice France : résultats toujours très faibles au T1, conference call sans session Q&A Tereos a publié de solides résultats 2023/24>...
- Anthony Dick
- Michael Foundoukidis
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 29/05/2024
Les politiques économiques et environnementales européennes ne devraient pas être bouleversées par les élections des 6-9 juin. L’UE est toutefois au pied du mur sur des sujets cruciaux : défense, souveraineté technologique, transition écologique, autonomie énergétique, industrie automobile, consolidation bancaire ou aérienne. L’étude fait le bilan de la précédente mandature et dresse les principaux enjeux de la prochaine pour les secteurs et valeurs les plus impactés par l’UE. - ...
- Manuel Martin
- CEFA
- CREA
Aroundtown SA : Q1 2024 results broadly in line with our estimates
>Confirmed FFO I guidance for FY 2024e - Aroundtown (AT1) this morning reported Q1 2024 figures which were broadly in line with our estimates. The company confirmed its FFO I guidance for FY 2024e of € 280m-310m.Net rental income decreased slightly by -1.4% y-o-y to € 293.1m which was in line with our forecast of € 293.5m. There was no portfolio evaluation in Q1 2024. As expected, and in line with the FY 2024e guidance, FFO I notably declined by -10% y-o-y, mainl...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
EQS-News: Aroundtown SA announces Q1 2024 results with stable start to...
EQS-News: Aroundtown SA / Key word(s): Quarterly / Interim Statement Aroundtown SA announces Q1 2024 results with stable start to the year, confirming guidance, positioning for better expected outlook 29.05.2024 / 06:44 CET/CEST The issuer is solely responsible for the content of this announcement. THIS ANNOUNCEMENT IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, CANADA, JAPAN, SOUTH AFRICA OR ANY OTHER JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF APPLICABLE LAWS OR REGULATIONS AROUNDTOWN A...
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