reports
Michelin : Disclosure of trading in own shares - May 3rd, 2024
Michelin : Disclosure of trading in own shares - May 3rd, 2024 23, Place des Carmes-Déchaux - 63000 CLERMONT-FERRAND Information about securities repurchasing programRegulated informationIssuer social denomination: Michelin – LEI 549300SOSI58J6VIW052 Types of securities: ordinary shares – Code ISIN FR 0000121261Date : May 3rd, 2024 Issuer NameIssuer codeTransactiondateISIN CodeDaily total volume (in number of actions)Daily weighted average price of shares acquiredPlatformCompagnie Générale des Etablissements Michelin549300SOSI58J6VIW05208.05.2024FR001400AJ45137 59134,9793eurosGré à gréComp...
Michelin : Déclaration des transactions sur actions propres - 03/05/20...
Michelin : Déclaration des transactions sur actions propres - 03/05/2024 23, Place des Carmes-Déchaux - 63000 CLERMONT-FERRAND Informations sur les opérations réalisées dans le cadre d’un programme de rachat d’actions, hors contrat de liquiditéInformation réglementée Dénomination sociale de l’émetteur : Michelin – LEI 549300SOSI58J6VIW052Référence de l’instrument financier : Actions ordinaires – Code ISIN FR 0000121261Date : 03 mai 2024 Nom de l'émetteurCode Identifiant de l'émetteurJour de la transactionCode identifiant de l'instrument financierVolume total journalier (en nombre d'actions...
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Anthony Dick
- Michael Foundoukidis
Mercedes-Benz AG : Continued erosion and risks still underestimated
>Continued erosion of Cars fundamentals - MBG reported subdued Q1 results Tuesday morning, below expectations (adjusted EBIT 5% below consensus, -10% for the Cars division), see First Take. The group reported a marked erosion of its earnings and margins in the Cars division (adjusted EBIT € 2.3bn, -44% y-o-y, margin 9.0%, -580bp y-o-y), partly offset by a still very solid performance from Vans (adjusted EBIT € 0.8bn, +11% y-o-y, margin 16.3%, -20bp y-o-y). The group ...
- Anthony Dick
- Michael Foundoukidis
Mercedes-Benz AG : Poursuite de l’érosion et des risques encore sous-a...
>Poursuite de l’érosion des fondamentaux de Cars - MBG a publié hier matin des résultats T1 mitigés et inférieurs aux attentes (EBIT ajusté 5% en dessous du css, -10% pour la division Cars), voir First Take. Le groupe a fait état d’une forte érosion de ses résultats et de ses marges dans la division Cars (EBIT ajusté 2,3 Md€, -44% y-o-y, marge 9,0%, -580 pb y-o-y, partiellement compensée par une performance toujours très solide dans les Vans (EBIT ajusté 0,8 Md€, +11%...
Safran S.A.: 1 director
A director at Safran S.A. sold 2,095 shares at 208.000EUR and the significance rating of the trade was 83/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
- Carole Braudeau
Credit Morning 04/30/2024
Iliad Holding plans to issue new bonds to fund the investment in Tele2 and a tender on Iliad Holding 2026 notesIsabel Marant: well preserved liquidity but further deep fall in the wholesale order bookVerisure markets new bonds with two special covenants linked to a potential IPOBUT/Mobilux: new bond offering with the inclusion of Conforama into the scope>...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Carole Braudeau
Morning Crédit 30/04/2024
Isabel Marant : liquidité supérieure aux attentes mais nouvelle chute du carnet de commandesBUT/Mobilux : Nouvelle émission obligataire avec intégration de Conforama dans le périmètreIliad Holding compte émettre des de nouvelles obligations pour financer l’investissement dans Tele2 et un tender sur la souche Iliad Holding 2026Verisure commercialise des nouvelles obligations avec deux covenants spéciaux liés à une potentielle IPO>...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Olfa Taamallah
- Yan Derocles
MTU Aero Engines : A slightly disappointing release
>Spares parts down by around 5% organically in Q1 - MTU (Neutral, TP -€190) has just reported its Q1 2024 results slightly disappointing with FCF coming slightly below consensus estimates and a lower performance at spares parts vs our estimates. EBITA is reported at € 218m, up 3% y-o-y (ODDO BHF: € 209m consensus: € 214m) and the margin stood at 13% vs 13.7% in Q1 2023, factoring in a negative mix effect (around 5% decline spares vs -3%e offset partially by higher spa...
- Olfa Taamallah
- Yan Derocles
MTU Aero Engines : A slightly disappointing release
>Spares parts down by around 5% organically in Q1 - MTU (Neutral, TP -€190) has just reported its Q1 2024 results slightly disappointing with FCF coming slightly below consensus estimates and a lower performance at spares parts vs our estimates. EBITA is reported at € 218m, up 3% y-o-y (ODDO BHF: € 209m consensus: € 214m) and the margin stood at 13% vs 13.7% in Q1 2023, factoring in a negative mix effect (around 5% decline spares vs -3%e offset partially by higher spa...
Figeac Aero: 1 director
A director at Figeac Aero maiden bought 8,000 shares at 5.500EUR and the significance rating of the trade was 54/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...
- Anthony Dick
- Michael Foundoukidis
Mercedes-Benz AG : Q1 even weaker than expected, below guidance and co...
>Q1 below dragged by weak profitability for Cars - Mercedes-Benz this morning reported Q1 results that came in weak and below expectations (adj. EBIT 5% below consensus with Cars 10% below). MBG reported Q1 revenues of €35.9bn, -4% y-o-y, broadly in line with expectations (company-compiled css €35.2bn, ODDO BHF € 34.9bn), while adj. EBIT was € 3.60bn, down -34% y-o-y, below expectations (css € 3.79bn, ODDO BHF € 4.01bn), and net profit was € 3.0bn, -25% y-o-yHow...
- Anthony Dick
- Michael Foundoukidis
Mercedes-Benz AG : Q1 even weaker than expected, below guidance and co...
>Q1 below dragged by weak profitability for Cars - Mercedes-Benz this morning reported Q1 results that came in weak and below expectations (adj. EBIT 5% below consensus with Cars 10% below). MBG reported Q1 revenues of €35.9bn, -4% y-o-y, broadly in line with expectations (company-compiled css €35.2bn, ODDO BHF € 34.9bn), while adj. EBIT was € 3.60bn, down -34% y-o-y, below expectations (css € 3.79bn, ODDO BHF € 4.01bn), and net profit was € 3.0bn, -25% y-o-yHow...
- Olfa Taamallah
- Yan Derocles
Thales : Impressive start to the year in Defence & Security (13.4% l-f...
>Q1 2024 sales 1.5% above css thanks to impressive Defence & Security start to the year - Thales just released a solid start to the year with sales 1.5% above expectations and order intake well ahead of street forecasts thanks to more orders in excess of € 100m than initially expected.Sales of € 4,421m were 1.5% above consensus expectations (ODDO BHF: € 4,383m, company compiled consensus: € 4,357m) with organic growth of 7.9%. This was mainly driven by i/ impres...
- Olfa Taamallah
- Yan Derocles
Thales : Impressive start to the year in Defence & Security (13.4% l-f...
>Q1 2024 sales 1.5% above css thanks to impressive Defence & Security start to the year - Thales just released a solid start to the year with sales 1.5% above expectations and order intake well ahead of street forecasts thanks to more orders in excess of € 100m than initially expected.Sales of € 4,421m were 1.5% above consensus expectations (ODDO BHF: € 4,383m, company compiled consensus: € 4,357m) with organic growth of 7.9%. This was mainly driven by i/ impres...
Michelin : Disclosure of trading in own shares - April 30th 2024
Michelin : Disclosure of trading in own shares - April 30th 2024 23, Place des Carmes-Déchaux - 63000 CLERMONT-FERRAND Information about securities repurchasing programRegulated informationIssuer social denomination: Michelin – LEI 549300SOSI58J6VIW052 Types of securities: ordinary shares – Code ISIN FR 0000121261Date : April 30th, 2024 Issuer NameIssuer codeTransactiondateISIN CodeDaily total volume (in number of actions)Daily weighted average price of shares acquiredPlatformCompagnie Générale des Etablissements Michelin549300SOSI58J6VIW05202.05.2024FR001400AJ45174 87334,4024 eurosGré à g...
Michelin : Déclaration des transactions sur actions propres - 30/04/20...
Michelin : Déclaration des transactions sur actions propres - 30/04/2024 23, Place des Carmes-Déchaux - 63000 CLERMONT-FERRAND Informations sur les opérations réalisées dans le cadre d’un programme de rachat d’actions, hors contrat de liquiditéInformation réglementée Dénomination sociale de l’émetteur : Michelin – LEI 549300SOSI58J6VIW052Référence de l’instrument financier : Actions ordinaires – Code ISIN FR 0000121261Date : 30 avril 2024 Nom de l'émetteurCode Identifiant de l'émetteurJour de la transactionCode identifiant de l'instrument financierVolume total journalier (en nombre d'actio...
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