reports
- Research Department
IBERIAN DAILY 24 APRIL + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...
NEWS SUMMARY: GLOBAL DOMINION, GRIFOLS, NATURGY, TALGO. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Markets continue to climb European stock markets celebrated the easing tensions in the Middle East and the start of the 1Q’24 results season. In the STOXX 600 almost all sectors posted gains, led by Technology (SAP r...
- Research Department
INFORME DIARIO 24 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GLOBAL DOMINION, NATURGY, TALGO. EUROPA: AIR LIQUIDE, KERING. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Las bolsas europeas celebraron la moderación de las tensiones en Oriente Medio y el arranque de la temporada de resultados del 1T’24....
- Research Department
IBERIAN DAILY 23 APRIL + 1Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...
NEWS SUMMARY: ENAGÁS, ENCE, IAG, NATURGY, TALGO. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Rally on the market European stock markets recovered part of the losses from last week and gold recorded its biggest drop of the year, following the correction in public debt and oil prices after tensions in the Middle East...
- Research Department
INFORME DIARIO 23 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, ENCE, IAG, NATURGY, TALGO. EUROPA: SAP. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Rebota el mercado Las bolsas europeas recuperaron parte de las pérdidas de la semana pasada y el oro registró su mayor bajada en un año, siguiendo ...
- Carole Braudeau
- Carole Braudeau
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/22/2024
EPS growth prospects are brighter in the US than in Europe, which is justified given the differential in the growth and inflation outlook between the two regions. However, the adjustment that has taken place on EPS in Europe is a positive factor: we are now "at the price" ahead of the cyclical recovery that is taking shape for the rest of 2024. Sector-wise, the ongoing upward revision of EPS in travel & leisure, banks and media is expected to continue apace and provide support for sec...
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
01913 PRADA S.P.A.
ASM ASM INTERNATIONAL N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HFG HELLOFRESH SE
KBX KNORR-BREMSE AG
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 22/04/2024
Les perspectives de croissance des BPA sont supérieures aux Etats-Unis qu’en Europe, ce qui est justifié étant donné le différentiel de perspectives de croissance et d’inflation entre les deux zones. L’ajustement qui a eu lieu sur les BPA en Europe est toutefois un facteur positif : nous sommes désormais « au prix » avant la reprise cyclique qui se dessine pour la suite de 2024. Sectoriellement, la révision à la hausse en cours des BPA sur le Travel & Leisure, les banques et les Media...
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
01913 PRADA S.P.A.
ASM ASM INTERNATIONAL N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HFG HELLOFRESH SE
KBX KNORR-BREMSE AG
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Knorr-Bremse acquires Alstom’s US conventional rail ...
>Acquisition provides welcome alternative source of growth in our view - Knorr-Bremse announced on Friday evening that it had reached an agreement to acquire Alstom's conventional rail signalling technology business in North America. This business generated revenues of around € 300m and an adjusted EBITA margin of around 16% in FY 2023-24. The conventional CCS (control, command & signalling) market is worth € 20bn, of which we believe North America represents onl...
- Delphine Brault
- Quentin Borie
Alstom : Divestment of the conventional signalling business in North A...
>Alstom sells its North American signalling (conventional) business to Knorr-Bremse - On Friday evening after trading, Alstom announced the signature of a deal with Knorr-Bremse (cf. our flash published today on Knorr-Bremse for more details) for the sale of its conventional signalling activity in North America. This business generated revenues of around € 300m and an adjusted EBITA margin of around 16% in FY 2023-24. We think that this is a good deal, on the op...
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Knorr-Bremse acquiert l’activité signalisation conve...
>Un nouveau relais de croissance avec cette acquisition, bienvenue selon nous - Knorr-Bremse a annoncé vendredi soir, après clôture, avoir conclu un accord pour le rachat de l’activité de signalisation conventionnelle d’Alstom en Amérique du Nord. Cette activité a réalisé en 2023/24 un chiffre d’affaires d’environ 300 M€ et une marge d’EBITA ajusté d’environ 16%. Le marché de la signalisation conventionnelle CCS (control, command & signaling) est un marché de 20 ...
- Delphine Brault
- Quentin Borie
Alstom : Cession de la signalisation conventionnelle en Amérique du No...
>Alstom cède à Knorr-Bremse la signalisation Am. du Nord (conventionnelle) - Alstom a annoncé vendredi soir, après clôture, avoir conclu un accord avec Knorr-Bremse (cf. notre flash publié aujourd’hui sur Knorr-Bremse pour plus de détails) pour la vente de son activité de signalisation conventionnelle en Amérique du Nord. Cette activité a réalisé en 2023/24 un chiffre d’affaires d’environ 300 M€ et une marge d’EBITA ajusté d’environ 16%. Nous jugeons qu’il s’agi...
EQS-News: Knorr-Bremse Acquires Alstom’s Rail Signalling Technology Bu...
EQS-News: Knorr-Bremse Aktiengesellschaft / Key word(s): Mergers & Acquisitions/Takeover Knorr-Bremse Acquires Alstom’s Rail Signalling Technology Business in North America 19.04.2024 / 17:36 CET/CEST The issuer is solely responsible for the content of this announcement. Knorr-Bremse Acquires Alstom’s Rail Signalling Technology Business in North America Knorr-Bremse is strengthening especially its resilient rail business The acquisition is accretive from the beginning By acquiring one of the market leaders in North America, Knorr-Bremse is increasing its overall revenu...
EQS-News: Knorr-Bremse übernimmt das Bahnsignaltechnikgeschäft von Als...
EQS-News: Knorr-Bremse Aktiengesellschaft / Schlagwort(e): Fusionen & Übernahmen/Firmenübernahme Knorr-Bremse übernimmt das Bahnsignaltechnikgeschäft von Alstom in Nordamerika 19.04.2024 / 17:36 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Knorr-Bremse übernimmt das Bahnsignaltechnikgeschäft von Alstom in Nordamerika Knorr-Bremse stärkt das besonders resiliente Rail-Geschäft Akquisition wird von Anfang an positiv zur Profitabilität beitragen Durch den Kauf eines der Marktführer in Nordamerika erhöht Knorr-Bremse insgesamt seinen...
ALSTOM SA: Alstom announces the sale of its North American conventiona...
ALSTOM SA: Alstom announces the sale of its North American conventional signalling business. An important milestone in the implementation of the group’s deleveraging plan. Alstom announces the sale of its North American conventional signalling business. An important milestone in the implementation of the group’s deleveraging plan. 19 April 2024 – Alstom, global leader in smart and sustainable mobility, announced today that it has entered into a binding agreement with Knorr-Bremse AG to sell Alstom’s North American conventional signalling business for a purchase price of around €630 million...
ALSTOM SA: Alstom annonce la vente de son activité de signalisation co...
ALSTOM SA: Alstom annonce la vente de son activité de signalisation conventionnelle en Amérique du Nord. Une étape importante dans la mise en œuvre du plan de désendettement du groupe. Alstom annonce la vente de son activité de signalisation conventionnelle en Amérique du Nord. Une étape importante dans la mise en œuvre du plan de désendettement du groupe. 19 avril 2024 - Alstom, leader mondial de la mobilité intelligente et durable, annonce aujourd'hui avoir conclu un accord avec Knorr-Bremse AG pour la vente de son activité de signalisation conventionnelle en Amérique du Nord pour un ...
- Research Department
IBERIAN DAILY 17 APRIL + 1Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...
NEWS SUMMARY: NATURGY, TALGO. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Sovereign yields near new annual highs After the good macro data released in the US last Monday, fears about a new delay in rate cuts increased and stock market corrections saw a contagion effect in Europe. The Ibex dropped below the 10,600-p...
- Research Department
INFORME DIARIO 17 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: NATURGY, TALGO. EUROPA: ADIDAS, ASML, LVMH. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Las rentabilidades soberanas testean nuevos máximos del año Después de los buenos datos macro en EE.UU. en la jornada de lunes, crecieron los temores a...
- Research Department
INFORME DIARIO 16 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: NATURGY, SECTOR BANCOS, TALGO, TELEFONICA. EUROPA: ENI, KERING. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Con Oriente Medio en el punto de mira Inicio de la semana positivo en los mercados europeos a pesar del ataque sin consecuencias...
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