reports
Evonik Industries AG: 1 director
A director at Evonik Industries AG bought 4,950 shares at 20.180EUR and the significance rating of the trade was 60/100. 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 c...
ALSTOM SA: Alstom's 20 June 2024 Combined Shareholders’ Meeting. Avail...
ALSTOM SA: Alstom's 20 June 2024 Combined Shareholders’ Meeting. Availability of the preparatory documents 20 June 2024 Combined Shareholders’ Meeting Availability of the preparatory documents 16 May 2024 – ALSTOM’s shareholders are invited to participate in the Combined Shareholders’ Meeting of 20 June 2024 (the “Meeting”) which will take place at 2:00 PM at 28, avenue George V (“Châteauform’ Le 28 George V”) 75008 Paris. The Meeting will be broadcast live and in full on the Company’s website (). This broadcast will also be available on the Company’s website on a deferred b...
ALSTOM SA: Alstom signe un contrat pour le système de trains légers en...
ALSTOM SA: Alstom signe un contrat pour le système de trains légers entre Haïfa et Nazareth dans le nord d'Israël Alstom signe un contrat pour le système de trains légers entre Haïfa et Nazareth dans le nord d'Israël 120 000 passagers attendus par jour Des centaines d'emplois seront créés Une réduction moyenne de 40 % des temps de trajetLa part d'Alstom s'élève à plus de 700 millions d'euros 16 mai 2024 - Alstom, membre du consortium Haifa Nazareth - Light Rail Line Ltd. et ses partenaires Electra Ltd. et Minrav Ltd. ont signé un contrat, attribué en février 2024, pour la conception, le f...
ALSTOM SA: Alstom signs a contract for the light rail system between H...
ALSTOM SA: Alstom signs a contract for the light rail system between Haifa and Nazareth in northern Israel Alstom signs a contract for the light rail system between Haifa and Nazareth in northern Israel 120,000 passengers expected per day Hundreds of jobs will be created An average 40% reduction on commute timesAlstom’s share is more than €700 million euro 16 May 2024 – Alstom, member of the HN - Light Rail Line Ltd. consortium and its partners Electra Ltd. & Minrav Ltd., signed a contract, awarded on February 2024, for the design, finance, construction, operation and maintenance of the l...
Kering: Monthly statement on the total number of shares and voting rig...
Kering: Monthly statement on the total number of shares and voting rights (May 2024) KeringSociété anonyme with a share capital of €493,683,112Head office: 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS May 16, 2024 Monthly statementon the total number of shares and voting rights(articles L.233-8 of the French Commercial Code and 223-16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des Marchés Financiers) Date Total number ofshares Total number of voting rightstheoretical 1exercisable 2May 15, 2024123,420,778176,619,961175,786,094 1 Calculate...
Kering : Publication mensuelle du nombre d'actions composant le capita...
Kering : Publication mensuelle du nombre d'actions composant le capital et du nombre total de droits de vote (Mai 2024) KeringSociété anonyme au capital de 493 683 112 €Siège social : 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS Le 16 mai 2024 Publication mensuelledu nombre d’actions composant le capital et du nombre total de droits de vote(articles L. 233-8 du code de commerce et 223-16 du règlement général de l’AMF) Date d’arrêt desInformations Nombre total d’actionscomposant le capital Nombre total de droits de votethéoriques 1exerçables 2 15/05/2024 123 420 778 176...
- Pierre FerraguÊ
Infineon: Microcontroller share gains help offset the cyclical slowdow...
Infineon’s auto MCU revenues have nearly tripled in the last four years, with market share increasing from 16% to 29%. The company has good visibility on further growth, and we expect this, along with growth in xEVs, to offset the cyclical slowdown this year and contribute to double-digit growth beyond. Infineon is one of our top picks this year. The largest round of downward revisions is behind us, and the stock is attractively valued, ahead of another leg of strong secular growth beyond this y...
Holcim breaks ground of state-of-the-art GO4ZERO plant in Belgium for ...
Holcim Group Services Ltd / Key word(s): Miscellaneous Holcim breaks ground of state-of-the-art GO4ZERO plant in Belgium for net-zero cement 16.05.2024 / 07:00 CET/CEST GO4ZERO EUR 500m+ project in Belgium to advance Europe’s decarbonization Plant engineered to produce 2 million tons of net-zero cement per annum by 2029 Groundbreaking ceremony attended by Belgian PM Alexander De Croo and European Commissioner for Climate Action Wopke Hoekstra Holcim hosts the groundbreaking ceremony at its state-of-the-art GO4ZERO plant engineered to produce 2 million tons of net-zero cement p...
Alstom SA: 2023/24 Universal Registration Document available
Alstom SA: 2023/24 Universal Registration Document available 15 May 2024 – Alstom's 2023/24 Universal Registration Document, which includes notably the Annual Financial Report, was filed with the "Autorité des marchés financiers" (AMF) on 15 May 2024. This document is available to the public free of charge in accordance with applicable regulation and may be viewed on Alstom's website (, as well as on the AMF website (-france.org).The following information is included in the 2023/24 Universal Registration Document:•the Annual Financial Report, including notably the consolidated financial sta...
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2024
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2024
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Delphine Brault
- Quentin Borie
Alstom : Feedback roadshow : toutes les composantes pour une recovery ...
>Les composantes de l’amélioration de la marge d’EBIT sont en place … - Le groupe a réalisé 5.7% de marge d’EBIT ajusté en 2023/24, malgré une marge rolling stock négative, du fait d’une part des contrats Bombardier historiques traités à marge brute zéro (1.7 Md€ exécutés) et d’autre part des difficultés spécifiques sur le projet Aventra (qui sera finalisé courant de cette année). Il ne reste désormais plus qu’environ 1.5 Md€ de contrats Bombardier à marge zéro à exé...
- Delphine Brault
- Quentin Borie
Alstom : Roadshow feedback: all components for a recovery are in place...
>The components for an improvement in the EBIT margin are in place... - The group generated a 5.7% adjusted EBIT margin in 2023-24, despite a negative rolling stock margin. This was due on one hand to the historic Bombardier contracts managed with a zero gross margin (€ 1.7bn executed) and on the other hand specific difficulties on the Aventra project (to be finalised during this year). There now remains just around € 1.5bn in zero-margin Bombardier contracts to be ex...
- Pierre FerraguÊ
Vivendi : Déclaration des transactions sur actions propres réalisées d...
PARIS--(BUSINESS WIRE)-- Regulatory News: Vivendi (Paris:VIV): Nom de l'émetteur Code identifiant de l'émetteur (code LEI) Jour de la transaction Code identifiant de l'instrument financier Volume total journalier (en nombre de titres) Prix pondéré moyen journalier d'acquisition Code identifiant marché VIVENDI 969500FU4DRAEVJW7U54 5/6/2024 FR0000127771 63 429 9,7796 XPAR VIVENDI 969500FU4DRAEVJW7U54 5/6/2024 FR0000127771 23 534 9,7829 CEUX VIVENDI 969500FU4DRAEVJW7U54 5/...
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SDF K+S AG
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
CRG CRH PLC
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SDF K+S AG
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
CRG CRH PLC
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: momentum still reigns supreme - We look this week at the YTD performance of the luxury sector and more importantly of its main constituents. There is no longer a sharp message to read in the YTD performance of the sector as a whole by now as the 10% progression broadly witnessed looks similar to the one recorded for the Stoxx 600 and the S&P 500) or in its standing versus pre-Covid in terms of multiples (we are close to parity). It is in the perfor...
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: momentum still reigns supreme - We look this week at the YTD performance of the luxury sector and more importantly of its main constituents. There is no longer a sharp message to read in the YTD performance of the sector as a whole by now as the 10% progression broadly witnessed looks similar to the one recorded for the Stoxx 600 and the S&P 500) or in its standing versus pre-Covid in terms of multiples (we are close to parity). It is in the perfor...
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