reports
- Bruno Cavalier
- Thijs Berkelder
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 07/01/2024
By calling a snap election in the hope of bringing a majority of voters back to a centrist bloc, Emmanuel Macron has gambled with the Constitution. And he lost. Yesterday's election, marked by a jump in turnout (+20pt vs 2022), confirmed the dominance of the National Rally (RN). There are now two possible scenarios. One is an absolute majority for the RN, enabling it to "conduct the nation's policy"... until a possible dissolution in a year's time. The other is a divided parliament, f...
- Bruno Cavalier
- Thijs Berkelder
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 01/07/2024
En provoquant des élections anticipées dans l’espoir de ramener une majorité d’électeurs vers un bloc centriste, Emmanuel Macron a joué avec la Constitution. Il a perdu. L’élection d’hier marquée par un bond de la participation (+20pts vs 2022) a confirmé la domination du Rassemblement National. Deux scénarios subsistent. L’un est une majorité absolue pour le RN lui permettant de "conduire la politique de la nation"… jusqu’à une possible dissolution dans un an. L’autre est une parleme...
- Thijs Berkelder
DEME Group : Agreement with Egypt on € 3bn green hydrogen production p...
>HYPORT Gargoub (Egypt) will be DEME’s 2nd large green hydrogen project - DEME has announced the signing of a milestone Cooperation Agreement with the Egyptian Government to establish an industrial-scale green hydrogen production facility in Egypt’s western desert:HYPORT Gargoub is a three-phase project, with the first phase targeting an annual green ammonia production of approximately 320,000 tonnes. It will be located within the industrial zone of the Port of G...
- Guy Sips
- Hilde Van Boxstael
- Michiel Declercq
- Thibault Leneeuw
- Thomas Vranken
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Wim Lewi
argenx Highlights Breadth of Autoimmune Pipeline with New Multifocal M...
argenx Highlights Breadth of Autoimmune Pipeline with New Multifocal Motor Neuropathy Data at 2024 Peripheral Nerve Society Annual Meeting ARDA study data show potential for empasiprubart to drive functional improvement and reduced risk of relapse for multifocal motor neuropathy (MMN) patients ADHERE+ data show durability of functional improvements with VYVGART® Hytrulo (efgartigimod alfa and hyaluronidase-qvfc), which is FDA approved for use in adults with chronic inflammatory demyelinating polyneuropathy (CIDP) June 25, 2024 – 4:30pm EDT Amsterdam, the Netherlands – argenx SE (Euro...
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/24/2024
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. - ...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
SOI SOITEC SA
ELI ELIA GROUP SA/NV
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
IBE IBERDROLA SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
BHP BHP GROUP LTD
ARGX ARGEN-X SE
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Bruno Cavalier
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Jeremy Garnier
- Marc Lavaud
- Nicolas Thorez
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/06/2024
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. - ...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
SOI SOITEC SA
ELI ELIA GROUP SA/NV
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
IBE IBERDROLA SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
BHP BHP GROUP LTD
ARGX ARGEN-X SE
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Damien Choplain
- Martial Descoutures
Argenx : Green light from the FDA for Vygart Hytrulo in CIDP
>Vyvgart Hytrulo approved in CIDP - Last Friday evening, Vyvgart Hytrulo (subcutaneous version of Vyvgart) obtained FDA approval for use in chronic inflammatory demyelinating polyneuropathy (CIDP), the second indication approved in the US after Myasthenia Gravis (MG). The product has been granted a broad label and can therefore be prescribed for all patients with CIDP and throughout the treatment algorithm, which we consider to be a best-case scenario. This approval i...
- Damien Choplain
- Martial Descoutures
Argenx : Feu vert de la FDA pour Vyvgart Hytrulo dans la CIDP
>Vyvgart Hytrulo approuvé dans la CIDP - Vendredi soir dernier Vyvgart Hytrulo (version sous-cutanée de Vyvgart) a obtenu l’approbation de la FDA pour une utilisation dans la polyneuropathie inflammatoire démyélinisante chronique (CIDP), deuxième indication approuvée aux US après la Myasthénie Grave (MG). Le produit a obtenu un label large et pourra donc être prescrit chez tous les patients atteints de CIDP et tout au long de l’algorithme de traitement, ce que nous co...
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Thomas Vranken
argenx CIDP joins the party
argenx meets and exceeds our expectations with a broad label approval for CIDP, the 2nd approved indication in the US, which unlocks Vyvgart regardless of prior therapies. Based on updated patient population estimates and a premium $ 450k net pricing, we upgrade our peak sales estimate from $ 3.05bn to $ 3.76bn and increase our TP to € 460 (previously € 420 while we reiterate our Buy rating.
argenx Announces FDA Approval of VYVGART Hytrulo for Chronic Inflammat...
argenx Announces FDA Approval of VYVGART Hytrulo for Chronic Inflammatory Demyelinating Polyneuropathy VYVGART® Hytrulo is first and only neonatal Fc receptor (FcRn) blocker approved to treat chronic inflammatory demyelinating polyneuropathy (CIDP) First novel, precision mechanism of action in more than 30 years for patients with CIDP Third approved indication for VYVGART® and VYVGART Hytrulo franchise Management to host conference call on June 21, 2024 at 11:00pm CET (5:00pm ET) June 21, 2024, 4:40pm ET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global imm...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Downgrading Europe to Market Weight Not much has changed since our latest Int'l Compass from May 31, 2024 titled "Buy the Pullback." As the title suggested, we were buyers of the pullback in global equities (MSCI ACWI, ACWI ex-US, EAFE, EM, Europe, Japan, Taiwan, etc.) due to important short-term supports holding, combined with ongoing healthy market dynamics. Supports are holding, and our bullish outlook (since early-November 2023) remains intact. Continue to buy dips. Downgrading Europe to M...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious!
PFAS refers to a large group of forever chemicals. Pressure from regulators, investors, consumers and ESG rating agencies is contributing to the materialisation of the reputational risk incurred by companies, first and foremost producers (the chemical companies Arkema, BASF, Solvay) and, to a lesser extent, some past users of regulated PFAS (SGO and SEB for PFOA). In contrast, we have identified eight stocks in our coverage for which PFAS decontamination constitutes an opportunit...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious !
Les PFAS, désignent une famille nombreuse de polluants éternels. La pression des régulateurs, investisseurs, consommateurs et des agences de notations ESG participe à la matérialisation du risque réputationnel encouru par les sociétés, au premier rang desquels figurent les producteurs (les chimistes Arkema, BASF, Solvay) et dans une moindre mesure, certains utilisateurs passés de PFAS réglementés (SGO et SEB pour le PFOA). A l'inverse, nous identifions huit valeurs de notre unive...
- Guy Sips
DEME If you want to move mountains tomorrow, you must move rocks today
We increase our Target Price for DEME from € 170 to € 190, in line with our updated model, while maintaining our Accumulate rating. The title of our note refers to DEME's new addition to its fleet : a fall pipe vessels 'Yellowstone', showcasing its commitment to enhancing its high-tech fleet to meet the evolving demands of its global customers. With a payload capacity of 37,000 tonnes, ‘Yellowstone' reinforces DEME's leadership in ‘Offshore Energy'.
- Guy Sips
- Hilde Van Boxstael
- Wim Lewi
- Emira Sagaama
- Thijs Berkelder
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