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 PRESS RELEASE

Weekly share repurchase program transaction details

Weekly share repurchase program transaction details June 26, 2024 SBM Offshore reports the transaction details related to its EUR65 million (c. US$70 million) share repurchase program for the period June 20, 2024 through June 26, 2024. The repurchases were made under the EUR65 million share repurchase program announced on February 29, 2024 and effective from March 1, 2024. The objective of the program is to reduce share capital. Information regarding the progress of the share repurchase program and the aggregate of the transactions (calculated on a daily basis) for the period March ...

 PRESS RELEASE

São Tomé et Príncipe : TotalEnergies acquiert un permis d’exploration ...

PARIS--(BUSINESS WIRE)-- Regulatory News: TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) a signé un accord portant sur l’acquisition auprès de l’Agência Nacional do Petróleo de São Tomé e Príncipe (ANP-STP) d’une participation de 60 % assortie du statut d’opérateur sur le bloc offshore STP02. Les 40 % restants seront conservés par les détenteurs actuels du permis, Sonangol (30 %) et l’ANP-STP (10 %). Cette transaction est soumise à l’approbation finale des autorités concernées. Situé au sein d’un bassin émergent, à 60 km de la côte de Príncipe, le bloc STP02 s’étend sur une surface de 4 96...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Alfen: Profit warning. ASR: CMD expectations, capital accumulation substantial in 2025-26. Barco: Co-CEO Charles Beauduin steps down. Belgian telecoms: Orange Belgium prepares for battle ahead of Digi arrival. D'Ieteren: PHE day feedback, ambition to double in size. Exor: Increases its stake in Philips to 17.51% Gimv: Investing in Infrastructure, optional dividend terms. Just Eat Takeaway.com: DoorDash reportedly interested in Deliveroo. SBM Offshore: Preparating for two new hull...

Farid Bitari ... (+4)
  • Farid Bitari
  • Ghada Ben Sedrine
  • Nicolas David
  • Stephane Houri

ODDO : Generative AI: a genuine revolution, pending the next revolutio...

Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doub...

INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
Farid Bitari ... (+4)
  • Farid Bitari
  • Ghada Ben Sedrine
  • Nicolas David
  • Stephane Houri

ODDO : L’IA générative, une véritable révolution, en attendant la proc...

Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies ...

INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Gerardo Ibanez
  • Jean-Baptiste Rouphael
  • Steven Boumans

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/06/2024

Peu de secteurs polarisent autant que le luxe automobile sportif. A la pointe de l’innovation technologique et artistique pour les uns, il est le reflet d’inégalités excessives pour les autres. Nous estimons que le secteur a un rôle prépondérant à jouer sur l’atténuation du changement climatique, mais aussi l’économie circulaire ou la transition juste. Considérant les impacts, risques et opportunités matériels, nous plaçons Ferrari en Best-in-Class ESG, Porsche en Neutre ESG, et Aston...

Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Gerardo Ibanez
  • Jean-Baptiste Rouphael
  • Steven Boumans

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/25/2024

Few sectors are as polarising as luxury sports cars. At the cutting edge of technological and artistic innovation for some, they reflect excessive inequality for others. We believe the sector has a key role to play in climate change mitigation, as well as in the circular economy and just transition. Taking into account material impacts, risks and opportunities, we see Ferrari as ESG Best-in-Class, Porsche as ESG Neutral and Aston-Martin Lagonda as ESG Not Recommended. - ...

Martin Hall
  • Martin Hall

Hardman & Co Insight: Survival of the UK life sciences sector

For two years running, the Hardman & Co Healthcare index has declined, underperforming both the FTSE 100 and the FTSE All-Share indices. This is quite unusual for healthcare stocks. Apart from the general economic influences, which have made institutions more risk-averse, there was a common knowledge that several companies were in need of additional working capital; so, share prices were marked down in anticipation of equity raises. However, the small- and mid-cap life sciences sector has alway...

Christophe Chaput ... (+3)
  • Christophe Chaput
  • Florent Laroche-Joubert
  • Steven Boumans

ODDO : What stock market momentum in France depending on the results o...

>Retail REITs broadly the best positioned - The announcement of the dissolution of parliament created a stock market shock or French real estate stocks leading to a negative performance of 10.6% since 7 June vs -4.2% for our other real estate stocks, notably in line with the increase in the 10-year OAT yield (c.+5bp) and its difference with the German 10-year yield (+c.23bp).The outcome of the legislative elections is still uncertain. Based on the sc...

Christophe Chaput ... (+3)
  • Christophe Chaput
  • Florent Laroche-Joubert
  • Steven Boumans

ODDO : Quel momentum boursier sur l’immobilier côté français en foncti...

>Les foncières de commerce globalement les mieux positionnées - L’annonce de la dissolution de l’Assemblée Nationale a créé un choc boursier sur les valeurs immobilières françaises engendrant une performance négative de 10.6% depuis le 7 juin vs -4.2% sur nos autres valeurs immobilières, en ligne notamment avec la hausse du rendement de l’OAT 10 ans (+c.+5 pb) et son écartement avec le 10 ans allemand (+c. 23 pb).L’issue des élections législatives est encore inc...

 PRESS RELEASE

Progress on share buyback programme

Progress on share buyback programme Progress on share buyback programme ING announced today that, as part of our €2.5 billion share buyback programme announced on 2 May 2024, the company repurchased 3,201,647 shares during the week of 17 June 2024 up to and including 21 June 2024. The shares were repurchased at an average price of €15.66 for a total amount of €50,122,121.17. For detailed information on the daily repurchased shares, individual share purchase transactions and weekly reports, see the ING website at . In line with the purpose of the programme to reduce the share capital of ...

 PRESS RELEASE

TotalEnergies : Déclaration des Transactions sur Actions Propres

PARIS--(BUSINESS WIRE)-- Regulatory News: Dans le cadre des autorisations consenties par l’Assemblée générale du 24 mai 2024 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d'actions, TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE) (LEI : 529900S21EQ1BO4ESM68) déclare ci-après les achats d’actions propres (FR0000120271) réalisés du 17 juin au 21 juin 2024 : Jour de la transaction Volume total journalier (en nombre de titres) Prix pondéré moyen journalier d'acquisition (en EUR/action) Montant des transactions (EUR) Code identi...

 PRESS RELEASE

ASM share buyback update June 17 – 21, 2024

ASM share buyback update June 17 – 21, 2024 Almere, The Netherlands June 24, 2024, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. DateRepurchased sharesAverage priceRepurchased valueJune 17, 2024150€ 692.35€ 103,853June 18, 2024150€ 694.85€ 104,228June 19, 2024150€ 693.28€ 103,993June 20, 2024150€ 729.91€ 109,486June 21, 2024150€ 709.75€ 106,462Total750€ 704.03€ 528,022 These repurchases were made as part of the €150 million share buyback program which started on May 15, 2024. Of the to...

Emmanuel Matot ... (+5)
  • 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. - ...

Bruno Cavalier ... (+6)
  • 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. - ...

Jean Danjou
  • Jean Danjou

ODDO : Monday review – Luxury sector

>H2 and beyond - You must have heard the story numerous times by now: behind the visible correction witnessed by the entire luxury sector over the last months lies a growing uncertainty over the outlook for H2. Current expectations call for a y-o-y reacceleration, but this prospect is not well supported by the most recent evidence provided on both the micro and macro fronts. If one looks at growth from 2019 witnessed over 2023 for the sector as a whole, it stands in o...

Jean Danjou
  • Jean Danjou

ODDO : Monday review – Luxury sector

>H2 and beyond - You must have heard the story numerous times by now: behind the visible correction witnessed by the entire luxury sector over the last months lies a growing uncertainty over the outlook for H2. Current expectations call for a y-o-y reacceleration, but this prospect is not well supported by the most recent evidence provided on both the micro and macro fronts. If one looks at growth from 2019 witnessed over 2023 for the sector as a whole, it stands in o...

Gerardo Ibanez ... (+2)
  • Gerardo Ibanez
  • Steven Boumans

ODDO : Tulips are not the only thing blooming in the Netherlands: Prov...

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. - >Cautious optimism as market shows signs of improvement - Last week the annual Dutch real estate conference, Prov...

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