reports
Sale of Kairos to Anima successfully completed
Julius Baer Group Ltd. / Key word(s): Miscellaneous Sale of Kairos to Anima successfully completed 02.05.2024 / 17:50 CET/CEST Julius Baer Group today successfully closed the sale of Kairos Partners SGR to Anima Holding SpA. Zurich, 2 May 2024 – Following the signing with Anima Holding SpA of an agreement on the sale of Kairos Partners SGR (Kairos) on 16 November 2023, all pre-closing steps were efficiently and successfully completed, and approvals received to execute the sale as envisaged. As per today's closing date, Kairos has been deconsolidated from Julius Baer Group. ...
Dassault Aviation: The Rafale enters service in the Croatian Air Force
Dassault Aviation: The Rafale enters service in the Croatian Air Force The Rafale enters service in the Croatian Air Force The first six Rafale operated by the Croatian Air Force were welcomed at the Zagreb operational base by the President of the Republic of Croatia Zoran Milanović, the Prime Minister Andrej Plenković and the Minister of Defense Ivan Anušić. Saint-Cloud, France, April 25, 2024 – Following the acquisition of 12 Rafale from the French Air and Space Force in November 2021, the first six Rafale of the Croatian Air Force - Hrvatsko ratno zrakoplovstvo i protuzračna obran...
Dassault Aviation : Le Rafale entre en service dans l’Armée de l’Air c...
Dassault Aviation : Le Rafale entre en service dans l’Armée de l’Air croate Le Rafale entre en service dans l’Armée de l’Air croate Les six premiers Rafale de l’Armée de l’Air croate ont été accueillis sur la base opérationnelle de Zagreb par le Président de la République de Croatie Zoran Milanović, le Premier Ministre Andrej Plenković et le Ministre de la Défense Ivan Anušić (Saint-Cloud, le 25 avril 2024) – Faisant suite à l’acquisition en novembre 2021 de douze Rafale de l’Armée de l’Air et de l’Espace, les six premiers Rafale de l’Armée de l’Air croate - Hrvatsko ratno zrakoplovstvo i...
Dassault Aviation: Terms of provision of the background documents for ...
Dassault Aviation: Terms of provision of the background documents for the GM GENERAL MEETING OF 16 MAY 2024 Terms of the provision of the preparatory documents -oOo- The shareholders have been convened to the Combined General Meeting to be held on: THURSDAY 16 MAY 2024 at 3 PMat the registered office 9, Rond-Point des Champs-Élysées - Marcel Dassault - Paris (75008). The meeting notice (l’avis de réunion) comprising the agenda and the text of the resolutions submitted by the Board of Directors to such General Meeting has been published on 8 April 2024 in the French official legal annou...
Ordentliche Generalversammlung 2024 der Julius Bär Gruppe AG
Julius Baer Group Ltd. / Schlagwort(e): Generalversammlung Ordentliche Generalversammlung 2024 der Julius Bär Gruppe AG 11.04.2024 / 13:00 CET/CEST Zürich, 11. April 2024 – An der heutigen ordentlichen Generalversammlung der Julius Bär Gruppe AG haben die Aktionärinnen und Aktionäre allen Traktanden und Anträgen des Verwaltungsrates zugestimmt. Im Einzelnen fasste die Generalversammlung 2024 der Julius Bär Gruppe AG die folgenden Beschlüsse: Die Jahresrechnung und Konzernrechnung 2023 sowie der Nachhaltigkeitsbericht 2023 wurden genehmigt und der Vergütungsbericht 2023 in ...
Annual General Meeting 2024 of Julius Baer Group Ltd.
Julius Baer Group Ltd. / Key word(s): AGMEGM Annual General Meeting 2024 of Julius Baer Group Ltd. 11.04.2024 / 13:00 CET/CEST Zurich, 11 April 2024 – At today’s Annual General Meeting of Julius Baer Group Ltd. the shareholders passed all agenda items and proposals submitted by the Board of Directors. In detail, the Annual General Meeting 2024 of Julius Baer Group Ltd. passed the following resolutions: The Financial Statements and Consolidated Financial Statements for the year 2023 as well as the Sustainability Report 2023 were approved, and the Remuneration Report 2023 wa...
- Christophe-Raphaël Ganet
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/10/2024
Brunello Cucinelli’s stock offers investors a rare opportunity to benefit from sustainable and steady growth in high-end luxury thanks to its exclusive positioning, distinctive style and significant potential in Asia. We are initiating coverage with an Outperform rating and a target price of € 110, as the stock is one of the few in the sector with residual upside. - ...
- Christophe-Raphaël Ganet
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/04/2024
Le titre Brunello Cucinelli offre aux investisseurs une des rares opportunités de bénéficier de la croissance soutenue et régulière du luxe haut de gamme de par son positionnement exclusif, son empreinte stylistique distinctive et son potentiel de développement important en Asie. Nous initions avec une opinion Surperformance sur la base d’un OC à 110 €, le titre étant parmi les rares du secteur sur lequel nous pouvons encore tabler sur une revalorisation. - ...
- Christophe-Raphaël Ganet
bioMerieux : CMD feedback: the medium-term roadmap slightly above or a...
>A plan for sales growth of +7%/per annum and +10% for contributing EBIT - Yesterday, bioMérieux hosted its CMD. Management presented a road map out to 2028. In its five-year plan (Plan GO 2028) bioMérieux notably anticipates i/ sales growth of 7%/annum (2024-2028e CAGR), ii/ an operating margin of 20% in 2028 (vs 16.1% in 2024 and around 17.3%e excluding forex which is set to be unfavourable), i.e. a 340bp improvement in the operating margin between 2023 and 2028, ii...
- Christophe-Raphaël Ganet
bioMérieux : Feedback CMD : la feuille de route moyen terme si situera...
>Un plan de croissance du CA à +7%/an et +10% pour le cEBIT - bioMérieux a tenu hier son CMD. Le management a présenté une feuille de route à horizon 2028. Dans son Plan à 5 ans (Plan GO 2028) BIM prévoit notamment i/ une croissance du CA de 7%/an (TMVA 2024-28e), ii/ une MOp. de 20% en 2028 (vs 16,1% en 2024 et env. 17,3%e hors FX qui sera défavorable ), soit un gain de MOp. de 340 pb entre 2023 et 2028, iii/ un plan de Capex de 8-10% du CA/an (maintien en raison des...
- Jamila El Bougrini
- Thibaut Voglimacci-Stephanopoli
- Emira Sagaama
- Jerôme Bodin
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
VIV VIVENDI SE
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Bruno Cavalier
- Emira Sagaama
- Jerôme Bodin
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
VIV VIVENDI SE
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Christophe-Raphaël Ganet
bioMerieux : Q1 2024 sales in line with the consensus– Guidance mainta...
>Q1 2024 sales: +10% l-f-l. - Q1 sales came to € 965m (+6.6% and +9.8% l-f-l.). Clinical applications were up 7.7% (+10.7% l-f-l) and industrial applications grew 0.8% (+5.3% l-f-l).For 2024, the management reiterated its guidance (growth of 6-8% for c.Ebit up 10% l-f-l (€ 670m) though with an FX effect of -€ 50m, or € 621m at the mid-point of estimated sales). The consensus forecast is for € 3,903m, +7.6% organic. (sales: € 3,903m est. - cEBIT: min-max: € 626m...
- Christophe-Raphaël Ganet
bioMérieux : CA T1 2024 en ligne avec les attentes du CSS – Guidance m...
>CA T1 2024 : +10% lfl - Le CA T1 ressort à 965 M€ (+6,6% et +9,8% lfl). Les Applications Cliniques sont en hausse de 7,7% (+10,7% à ptc) et les Applications Industrielles progressent de 0,8% (+5,3% à ptc).Pour 2024, le management reconduit sa guidance (croissance de 6 à 8% pour un c.EBIT en hausse de 10% lfl. (670 M€) avec toutefois un effet FX de -50 M€, soit plutôt 621 M€ en milieu de fourchette du CAe). Le CSS attend 3903 M€, +7,6% org. (CA : 3903 M€e - cEBIT...
Dassault Aviation : Total number of shares and voting rights - 31 03 2...
Dassault Aviation : Total number of shares and voting rights - 31 03 24 DASSAULT AVIATION French corporation (société anonyme) with a share capital of 63,161,449.60 euros Headquarters: 9, Rond-Point des Champs-Élysées - Marcel Dassault 75008 PARIS 712 042 456 RCS Paris Information concerning the total number of voting rights and shares as per article L. 233-8 II of the French Commercial Code (Code de commerce) and article 223-16 of the General Regulations (Règlement Général) of the French Market Authority (Autorité des Marchés Financiers) Date Total number of shares Total number of v...
- Anthony Dick
- Michael Foundoukidis
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/20/2024
We are upgrading the energy sector to Overweight vs Neutral (excluding Oil Services, already on Overweight). The recent rebound in oil prices is set to continue, driven by short, medium and long-term factors: value, cyclical, little debt and good shareholder returns. Technical analysis reveals a strong trend that is only just beginning. GALP enters our Large Caps list; CellNex exits it. - ...
- Anthony Dick
- Michael Foundoukidis
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 20/03/2024
Nous upgradons le secteur énergie à Surpondérer vs Neutre (hors Oil Services déjà à Surpondérer). Le rebond récent des prix du pétrole va se poursuivre, soutenu par des facteurs à court, moyen et long terme. Le secteur dispose en outre de 4 atouts dans la configuration de marché actuelle : value, cyclique, peu endetté et bon retour à l’actionnaire. L’analyse technique révèle une tendance forte qui ne fait que commencer. GALP fait son entrée dans notre liste Large Caps ; CellNex en so...
- Delphine Brault
- Quentin Borie
Siemens AG : Q2 set to remain challenging for the digital industries d...
>The CFO indicates that the digital industries division is set to see a marked decline in Q2 (sales and EBIT) - At a conference call organised by BofA (and accessible to all) yesterday, Siemens’ CFO indicated that the digital industries (DI) division would fail to achieve the targets set by the group for Q2. Order intake is still hit by destocking in China (which could last until the end of September), low demand in China (25% of DI sales) and also a marked decline in...
- Delphine Brault
- Quentin Borie
Siemens AG : Un T2 encore difficile pour Digital Industries
>Le CFO indique que Digital Industries va avoir un T2 en net recul (CA et EBIT) - Lors d’une conférence organisée hier par BofA (et accessible à tous), le CFO de Siemens a indiqué que la division Digital Industries (DI) n’atteindrait pas les objectifs fixés par le groupe pour le T2. Les commandes subissent encore le déstockage en Chine (qui pourrait durer jusqu’à fin septembre), une demande faible en Chine (25% du CA de DI) et en recul aussi dans certains pays d’Europ...
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