reports
- Felix Fischer
- Ian Wong
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
Casino Group: Agreement for Trinity to transfer its shares in France R...
Casino Group: Agreement for Trinity to transfer its shares in France Retail Holdings to EPEI III Agreement for Trinity to transfer its shares in France Retail Holdings to EPEI III Paris, 20 November 2024 Casino, Guichard-Perrachon (« Casino ») announces that it has been informed on 19 November 2024 of the signing of a share purchase agreement by which Trinity Investments Designated Activity Company, whose management company is Attestor Limited (« Trinity ») is to transfer to EP Equity Investment III S.à r.l. (« EPEI »)1 its 7.65% shareholding in France Retail Holdings S.à.r.l. (« FRH »)1....
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Air Baltic, Aggreko, PHM Group, Rekeep, Hapag-Lloyd, Bite, Applus, Iliad, Digi Communications, Kem One, Axactor, Nomad Foods (Iglo), Premier Foods, CBR Fashion, Telecom Italia, Boparan, Altice France (SFR), Ineos, Ineos Quattro, Casino Guichard-Perrachon
Groupe Casino - Nombre de droits de vote et d'actions 31-10-2024
Groupe Casino - Nombre de droits de vote et d'actions 31-10-2024 CASINO, GUICHARD-PERRACHON Société anonyme au capital de 4 009 397,13 €Siège social : 1, Cours Antoine Guichard42000 Saint-Etienne554 501 171 R.C.S. Saint-Etienne Informations relatives au nombre total de droits de voteet d’actions composant le capital socialau 31 octobre 2024 (article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Nombre d’actions composant le capitalNombre total de droits de voteNombre total de droits de vote exerçables en assemblée générale400 939 713401 107 970401 083 423 * * ** Fait...
Casino Group: 2028 Strategic Plan
Casino Group: 2028 Strategic Plan Casino Group: a strategic plan to achieve the best of brands in convenience retailing Paris, 14 November 2024 A strategic plan named "Renouveau 2028", aimed at becoming the best of brands in convenience retailing. Growth drivers based on three key market segments: Being the go-to choice for day-to-day food shopping;Becoming a major player in Quick Meal Solutions;Being the leader in providing new everyday services. To kickstart this transformation, we will be leveraging five strategic levers: The strength of our brands;Our culture of service;Our power ...
Groupe Casino : Plan Stratégique 2028
Groupe Casino : Plan Stratégique 2028 Groupe Casino : un plan stratégique pour devenir le meilleur des marques de proximité Paris, le 14 novembre 2024 Un plan stratégique baptisé « Renouveau 2028 » avec pour ambition de devenir le meilleur des marques de proximité. Des relais de croissance qui s'appuient sur trois marchés clés : Être le rendez-vous des courses alimentaires du quotidien ;Devenir un acteur majeur de la restauration à emporter ;Être le leader de nouveaux services de la vie quotidienne. Pour engager cette transformation, nous allons nous appuyer sur cinq leviers stratégiqu...
Casino Group: Release of the Strategic Plan Presentation
Casino Group: Release of the Strategic Plan Presentation RELEASE OF THE PRESENTATION OF THE STRATEGIC PLAN The Group has released its Strategic Plan Presentation on its website. It is available following this link: Analyst and investor contacts Charlotte Izabel+33 (0)6 89 19 88 33 Investor Relations+33 (0)1 53 65 24 17 Press contacts Corporate Communications Department – Casino Group Stéphanie Abadie+33 (0)6 26 27 37 05Investor Communications Department+33 (0)1 53 65 24 78 Disclaimer This press release was prepared solely for information purposes, and should not be construed as ...
Groupe Casino : Mise à disposition de la présentation du Plan Stratégi...
Groupe Casino : Mise à disposition de la présentation du Plan Stratégique MISE À DISPOSITION DE LA PRÉSENTATION DU PLAN STRATÉGIQUE Le Groupe indique avoir mis à disposition du public la présentation de son Plan Stratégique « Renouveau 2028 » sur son site à l’adresse suivante : -casino.fr/wp-content/uploads/2024/11/2024-11-14-Casino-Presentation-Plan-strategique.pdf Contacts analystes et investisseurs Charlotte IZABEL+33 (0)6 89 19 88 33 Relations Investisseurs+33 (0)1 53 65 24 17 Contacts presse Direction de la Communication Groupe Casino Stéphanie ABADIE+33 (0)6 26 27 37 05Direction Co...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Philippine Adam
On the shelves now: Consumer Weekly #47
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week we look at the impact of Donald Trump's election. Happy reading!
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Carole Braudeau
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Geoffroy Michalet
Carrefour : Rumors of Non-Core Country Divestiture Studies by the Comp...
>Mulling exit from non-core countries: what are they and what do they represent? - In a review of options to increase the value of its share price, Carrefour is considering pullouts from noncore countries, a press article claims. The three core countries are i/ France (45% of sales), ii/ Brazil (23% of sales) and iii/ Spain (13% of sales).The other five non-core countries collectively account for around 20% of sales (€ 18.4bn in 2023 sales).They are Italy (5...
- Carole Braudeau
- Geoffroy Michalet
Carrefour : Rumeurs d’étude de cessions de pays non-core par la sociét...
>Cession potentielle de pays non-core : que sont-ils et que représentent-ils ? - Un article de presse mentionne que Carrefour, dans une étude de ses options pour revaloriser son cours de Bourse, étudierait la possibilité de céder des pays non-core. Les 3 pays core sont i/ la France (45% du CA, ii/ le Brésil (23% du CA) et iii/ l’Espagne (13% du CA).Les 5 autres pays non-core représentent globalement c.20% du CA (18.4 Md€ de CA 2023).Il s’agit de l’Italie (5%...
- Clement Genelot
Ahold Delhaize: still executing and delivering well
Ahold Delhaize continues to execute and deliver well, laying strong foundations for a less risky repositioning of US business from 2025, and for a long-term recovery in European business. PT raised to EUR34 to reflect our slight estimates lift, the DCF & SOTP roll-over and new buyback accretion
- Arancha Pineiro
AHOLD DELHAIZE: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 22.003 M euros (+0,3% vs 0,0% BS(e) y -0,1% consenso); EBIT: 855,0 M euros (+1,9% vs +0,5% BS(e) y -0,2% consenso); BDI: 372,0 M euros (-5,6% vs +8,1% BS(e) y +7,6% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 66.080 M euros (+0,7% vs +0,6% BS(e) y +0,6% consenso); EBIT: 2.649 M euros (+1,6% vs +1,2% BS(e) y +0,9% consenso); BDI: 1.384 M euros (-2,7% vs +1,1% BS(e) y +0,9% consenso).
- Research Team
WOOD Daily: ILRA CZ; MGROS TI; KLKIM TI; FROTO TI; TUPRS TI; THYAO TI;...
HEADLINES: • Ilirija d.d.: ADRs growth pace cools, cost inflation persists (NOT RATED) • Migros: good set of operating results in 3Q24 POSITIVE • Kalekim: strong bottom-line performance in 3Q24 POSITIVE • Ford Otosan: 3Q24 results – quarterly margin improvement tempered by lower export guidance NEUTRAL • Tupras: 3Q24 results – net income beats the consensus; comment on the fire at the Izmit refinery NEUTRAL • Turkish Airlines: 3Q24 – strong cargo and investments offset steep growth in staff cost...
JMT JERONIMO MARTINS SGPS S.A.
MGROS MIGROS TICARET A.S
ALPHA ALPHA BANK AE
FROTO FORD OTOMOTIV SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
DIGI DIGI COMMUNICATIONS NV
DNP DINO POLSKA S.A.
NBGGY NATIONAL BANK OF GREECE S.A. ADS
SFG SPHERA FRANCHISE GROUP SA
EAT AMREST HOLDINGS SE
ILRA-R-A ILIRIJA D.D.
CTPNV CTP NV
KLKIM KALEKIM KIMYEVI MADDELER SANAYI VE TICARET AS
2381 ARABIAN DRILLING CO.
SHO SHOPER SA
- Research Department
INFORME DIARIO 06 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA ENERGÍA, SANTANDER. EUROPA: AHOLD DELHAIZE, BMW, SIEMENS, UNICREDIT. 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. 3T’24 que se publicarán en España y Europa en los próximos días. Trump gana las elecciones A la espera de conocer el desenlace oficial, todo parece indicar que Trump habría ganado las...
- Carole Braudeau
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