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...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ENAGÁS, ROVI, SECTOR ELÉCTRICO, TELEFÓNICA, UNICAJA. EUROPA: VOLKSWAGEN. El Ibex resiste en los 11.100 puntos Volvió la cautela a los mercados tras las subidas del lunes y sin catalizadores macro relevantes en europa. Así, en el STOXX 600 Farma y Viajes&Ocio presentaron las mayores ganancias frente al peor comportamiento relativo de Industriales y Servicios Financieros. Por el lado macro, en España el PIB final del 1T’24 se revisó una décima ...
NEWS SUMMARY: AENA, ELECTRICITY SECTOR, ENAGÁS, ROVI, TELEFÓNICA, UNICAJA. The Ibex remains above 11,100 points Following Monday’s gains and in the absence of relevant macroeconomic drivers in Europe , caution prevailed in stock markets. Thus, in the STOXX 600 Pharma and Travel&Leisure were the best performers vs. the worse relative performance of Industrials and Financial Services. On the macro side, in Spain, the final 1Q’24 GDP was raised one tenth to 2.5% YoY. On the political front, in S...
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...
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 ...
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. - ...
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. - ...
>Les RevPAR en Europe de l’Ouest progressent de 7.5% en mai - En mai, la croissance des RevPAR ressort à +7.5% yoy pour l’Europe de l’Ouest (selon les chiffres STR), contre +6.6% en avril et +7.7% en mars, portée à la fois par des hausses de prix (+6.7% contre +5.3% en avril et +6.2% en mars) et par ldes taux d’occupation (TO à +0.5 pt). Ainsi, la variation cumulée des RevPAR sur les 5 premiers mois de l’année ressort à +7.1% (+1.2pt sur les TO et +5.0% sur les prix)....
>RevPAR in western Europe was up 7.5% in May - In May, RevPAR growth was +7.5% y-o-y in western Europe (according to STR figures), vs +6.6% in April and +7.7% in March, driven by both price increases (+6.7% vs +5.3% in April and +6.2% in March) and a rise in occupancy rates (occupancy rate up +0.5 points). As such, the cumulative change in RevPAR in the first 5 months of the year was +7.1% (+1.2 points for occupancy rates and +5.0% for prices). Compared to 2019 levels...
PR Orange: Transactions carried out as part of a share buyback program and outside of a liquidity contract Press releaseParis, 21st June 2024 Transactions carried out as part of a share buyback program and outside of a liquidity contract Orange announces that it has purchased treasury shares within the framework of its 2024 share buyback program. These shares have been acquired to honour obligations related to long-term incentive plans for corporate officers and senior employees. The long-term incentive plans, which are conditional on presence and performance, were set ...
A director at Orange bought 5,000 shares at 9.648EUR and the significance rating of the trade was 55/100. 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 showing...
KPN announces results of its Tender Offer NOT FOR DISTRIBUTION TO ANY U.S. PERSON OR ANY PERSON LOCATED OR RESIDENT IN THE UNITED STATES OF AMERICA OR IN ANY JURISDICTION WHERE IT IS UNLAWFUL TO DISTRIBUTE THIS ANNOUNCEMENT Introduction On 11 June 2024, Koninklijke KPN N.V. (“KPN”) announced an Any and All Debt Tender Offer to holders of its outstanding € 500m Perpetual Fixed Rate Resettable Capital Securities (ISIN: XS2069101868) (the "Securities") to tender their Securities for purchase by KPN for cash (the "Offer"). The purpose of this transaction is to proactively manage KPN’s ...
We up our 2024-26F EPS by 1-3% and raise our Target Price - to factor in KPN's recent transactions, results and our view that more deals will come. The stars have been aligning for KPN for a few years now, helping the stock to rerate to the top of European telecoms and rewarding its rare status as a safer European telecom play. This does not mean that all is quiet in Dutch telecom. Glaspoort has bought 200k fibre connections from Delta while KPN has been authorised to buy a successful MVNO, You...
Telenor Group strengthens and expands its strategic collaboration with AWS to support its sovereign cloud posture (Copenhagen – TM Forum DTW Ignite – June 18, 2024): Telenor Group today announced it will expand its collaboration with Amazon Web Services (AWS) to advance its sovereign cloud posture by using AWS’s sovereign-by-design technology, and leveraging Telenor’s strategic investment in . Currently under construction, Skygard is state-of-the-art secure and energy efficient data centres that Telenor is building with its partners in Norway. In the first year of extended colla...
Telenor Group forsterker og utvider sitt strategiske samarbeid med AWS for å befeste sin nasjonale posisjon for skyløsninger (København – TM Forum DTW Ignite – 18. juni 2024): Telenor Group kunngjør i dag at selskapet utvider sitt samarbeid med Amazon Web Services (AWS) for å styrke sin nasjonale posisjon innen skyløsninger gjennom AWS sin teknologi, og vil utnytte Telenors strategiske investering i . Skygard er toppmoderne sikre og energieffektive datasentre som Telenor i disse dager bygger sammen med sine partnere i Norge. I løpet av det første året med det utvidede samarbeidet, ...
Telenor etablerer nytt cybersikkerhetsselskap med nordiske ambisjoner (Fornebu, 14. juni 2024) Norsk næringsliv og offentlige virksomheter blir stadig utsatt for flere og mer alvorlige cyberangrep. 1 av 5 bedriftsledere sier at de har erfart cyberangrep det siste året, ifølge en spørreundersøkelse utført av Norstat. Det tilsvarer hele 130.000 norske bedrifter. Nå oppretter Telenor et nytt cybersikkerhetsselskap for å møte etterspørselen. - Aldri før har vi opplevd så hyppige og alvorlige cybertrusler som i dag. Det digitale landskapet er under konstant angrep, noe som gjør robust cy...
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