reports
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
Grifols Celebrates 50 Years of Manufacturing Life-Changing Plasma-Deri...
Grifols Celebrates 50 Years of Manufacturing Life-Changing Plasma-Derived Medicines for Patients at Flagship Site in Clayton, N.C. The addition of the Clayton site in 2011 marked a new milestone for Grifols, turning the company into a top-three plasma industry leader and setting the stage for sustained business growth The flagship Grifols campus is a touchstone of Grifols’ leadership in plasma therapeutics, producing about 40% of the company’s total medicinal output globally and helping enhance the quality of life of patients all over the worldAn engineering masterwork, the Clayton site is ...
- 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. - ...
- Carole Braudeau
- 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...
- 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...
- Carole Braudeau
- 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...
- Carole Braudeau
Credit Morning 04/05/2024
Nexity obtains a waiver on its bank debt Clariane confirms that it is considering selling its HAD business in FranceSaur: in response to the sharp fall in results in 2023, S&P placed its BBB- rating on negative creditwatch and Fitch directly downgraded its rating to BB+.>...
- Carole Braudeau
Morning Crédit 05/04/2024
Nexity obtient un waiver sur sa dette bancaire. Clariane confirme que le groupe envisage de céder son activité HAD en France.Saur : réagissant à la forte baisse des résultats en 2023, S&P a placé son rating BBB- sous creditwatch négatif et Fitch a directement abaissé sa note à BB+.>...
Procleix ArboPlex Assay® di Grifols, primo e unico test NAT 4-in-1 per...
Procleix ArboPlex Assay® di Grifols, primo e unico test NAT 4-in-1 per lo screening degli arbovirus, riceve il marchio CE Il test NAT in vitro di Grifols rileva quattro tipi di arbovirus, contribuendo a ridurre il rischio di infezioni trasmesse tramite trasfusioneGli arbovirus sono una minaccia emergente in crescita, dato che i cambiamenti climatici e l'aumento della connettività globale ne incrementano la diffusione geograficaIl marchio CE per il Procleix ArboPlex Assay di Grifols rafforza la leadership dell'azienda nell’ambito della medicina trasfusionale e l'impegno a garantire la sicure...
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