reports
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Olfa Taamallah
- Yan Derocles
DHL DHL GROUP
V1S ARKEMA
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
COV COVIVIO SA
MTX MTU AERO ENGINES AG
QIA QIAGEN NV
LSEG LONDON STOCK EXCHANGE GROUP PLC
ALV ALLIANZ SE
MRK MERCK KGAA
VNA VONOVIA SE
SAF SAFRAN S.A.
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
NEM NEMETSCHEK SE
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
CABK CAIXABANK SA
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
NEXI NEXI S.P.A.
JDEP JDE PEET'S NV
AZE AZELIS GROUP NV
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
SYENS SYENSQO
UN0 UNIPER SE
- Olfa Taamallah
- Yan Derocles
DHL DHL GROUP
V1S ARKEMA
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
COV COVIVIO SA
MTX MTU AERO ENGINES AG
QIA QIAGEN NV
LSEG LONDON STOCK EXCHANGE GROUP PLC
ALV ALLIANZ SE
MRK MERCK KGAA
VNA VONOVIA SE
SAF SAFRAN S.A.
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
NEM NEMETSCHEK SE
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
CABK CAIXABANK SA
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
NEXI NEXI S.P.A.
JDEP JDE PEET'S NV
AZE AZELIS GROUP NV
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
SYENS SYENSQO
UN0 UNIPER SE
- Benoit Valleaux
- Steven Gould
BBVA : A broadly reassuring Q2 2024 vs 2024 guidance
>Outperform opinion reiterated – Target price raised to € 13.6 (vs € 13.3) - BBVA’s operating performance in Q2/H1 2024 was solid at both the operating and balance-sheet levels. The group reiterated its confidence in 2024 guidance (as a reminder, the final year of the current MT strategic plan). We are raising our net profit forecasts for 2024-2026 by 4% on average, mainly because of the stronger outlook for revenues (NII and fee income) and despite a slightly more co...
- Benoit Valleaux
- Steven Gould
BBVA : Un T2 2024 globalement rassurant vs guidance 2024
>Opinion Surperformance réitérée – OC porté à 13.6 € (vs 13.3 €) - La performance opérationnelle de BBVA au T2/S1 2024 reste solide à la fois sur le plan opérationnel et bilanciel. Le groupe réitère son message confiant quant à ses guidances 2024 (pour rappel, horizon de l’actuel plan stratégique MT). Nous rehaussons nos anticipations de RN 2024-26e de 4% en moyenne notamment en raison des perspectives plus favorables sur les revenus (NII, commissions) et malgré une a...
- Carole Braudeau
CO CASINO GUICHARD-PERRACHON SA
TEP TELEPERFORMANCE SE
KER KERING SA
ALTA ALTAREA SCA
GRF GRIFOLS S.A. CLASS A
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
KGX KION GROUP AG
ONTEX ONTEX GROUP N.V.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CABK CAIXABANK SA
TKO TIKEHAU CAPITAL SCA
CGG CGG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
TEF TELEFONICA SA
CPR DAVIDE CAMPARI-MILANO N.V.
- Carole Braudeau
CO CASINO GUICHARD-PERRACHON SA
TEP TELEPERFORMANCE SE
KER KERING SA
ALTA ALTAREA SCA
GRF GRIFOLS S.A. CLASS A
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
KGX KION GROUP AG
ONTEX ONTEX GROUP N.V.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CABK CAIXABANK SA
TKO TIKEHAU CAPITAL SCA
CGG CGG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
TEF TELEFONICA SA
CPR DAVIDE CAMPARI-MILANO N.V.
- Carole Braudeau
Credit Morning 07/08/2024
France / elections - sensitivity for banks and insurers Delivery Hero might face € 400 m fine due to alleged antitrust violations Altice International: exclusive negotiations with STC for the sale of Altice Portugal have reportedly broken off (Eco) Grifols: the founding family and Brookfield are said to mull a bid (Cinco Dias) Altice France: the sale process of Xpfibre has reportedly stalled (Bloomberg)>...
- Carole Braudeau
Morning Crédit 08/07/2024
France / élections – sensibilité pour les banques et assureurs Delivery Hero devrait faire face à une amende antitrust de plus de 400 m EUR Altice International : les négociations avec STC pour la vente d’Altice Portugal seraient dans l’impasse (Eco) Grifols : la famille fondatrice et Brookfield envisageraient une OPA (Cinco Dias) Altice France : le projet de vente de Xpfibre serait dans l’impasse (Bloomberg)>...
- MarketLine Department
Carter Bankshares Inc - Company Profile and SWOT Analysis
Summary Carter Bankshares Inc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Carter Bankshares Inc (CBT) is a regional holding bank, which offers commercial and retail banking, and insurance solutions through its subsidiary, Carter Bank & Trust. Its portfolio of products a...
- Carole Braudeau
- Carole Braudeau
- Benoit Valleaux
- Steven Gould
BBVA : Potential M&A deal with Banco Sabadell – initial assessment
>The underlying strategic rationale is still there… - In a surprise move, BBVA announced its concrete/formal interest in Banco Sabadell the day after reporting its Q1 2024 results and probably following a leak in the media. It is still too early, in the absence of details around the terms, to properly evaluate the relevance of the move (we clearly maintain our positive stance on the stock and our target price at this stage), although we can already provide an initial ...
- Benoit Valleaux
- Steven Gould
BBVA : Potentiel deal M&A avec Banco Sabadell – 1ers éléments de réfle...
>La logique stratégique de fond reste là… - BBVA a annoncé de façon surprise son intérêt concret/formel pour Banco Sabadell au lendemain de la publication de ses résultats T1 2024 et probablement après une fuite dans les médias. Il est encore tôt, faute de détails sur les termes, pour appréhender correctement la pertinence de l’opération (nous maintenons logiquement notre approche positive sur le titre et notre OC à ce stade), toutefois nous pouvons d’ores-et-déjà app...
- Carole Braudeau
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