reports
Groupe Casino: Disposal of 90 stores to Groupement Les Mousquetaires ...
Groupe Casino: Disposal of 90 stores to Groupement Les Mousquetaires and Auchan Retail France Disposal of 90 stores to Groupement Les Mousquetaires and Auchan Retail France Paris, 31 May 2024 Following the agreements reached on 24 January 2024, with Groupement Les Mousquetaires and Auchan Retail France and as well as on 8 February 2024, with Carrefour to sell a combined total of 287 stores, Casino Group announces today the sale of 90 stores1. The disposals of the remaining 76 stores will occur on 1 July 2024. This transaction is based on an enterprise value of the stores sold of 345 mi...
Groupe Casino : Cession de 90 magasins au Groupement Les Mousquetaire...
Groupe Casino : Cession de 90 magasins au Groupement Les Mousquetaires et à Auchan Retail France Cession de 90 magasins au Groupement Les Mousquetaires et à Auchan Retail France Paris, le 31 mai 2024 Conformément aux accords conclus le 24 janvier 2024, avec le Groupement Les Mousquetaires et Auchan Retail France, et le 8 février 2024 avec Carrefour pour la cession d'un total de 287 magasins, le groupe Casino annonce aujourd’hui la vente de 90 magasins1. La cession des 76 magasins restants interviendra le1er juillet 2024. Cette transaction est réalisée sur la base d'une valeur d'entrepri...
- Ahmed Ben Salem
ODDO BHF Small & MIDCAP MORNING NEWS - 05/31/2024
Feintool is perfectly positioned to benefit from a brisker energy transition (75% of revenues in 2027 vs 40% in 2023) in both the automotive and industrial sectors. Growth appears to be limited over 2024, but the medium-term prospects look more attractive (2024-26 CAGR: +9%), buoyed by attractive operating leverage (EBIT margin: 6% by 2026 vs 3.5% in 2023) and growing cash generation (2026 FCF yield: 4%e. vs 2.5% in 2023). Based on our valuation methods, we obtained a target price of ...
O2D TELEFONICA DEUTSCHLAND HOLDING AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
ORA ORANGE SA
VAC PIERRE & VACANCES SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
ENI ENI S.P.A.
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SHEL SHELL PLC
- Ahmed Ben Salem
O2D TELEFONICA DEUTSCHLAND HOLDING AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
ENI ENI S.P.A.
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SHEL SHELL PLC
- Ahmed Ben Salem
ODDO BHF Small & MIDCAP MORNING NEWS - 31/05/2024
Feintool est aujourd’hui parfaitement positionné pour bénéficier de l’accélération de la transition énergétique (75% du CA 2027 vs 40% en 2023) autant sur le marché automobile que sur le secteur industriel. Si la croissance semble limitée sur 2024, la trajectoire à moyen terme est plus attractive (TMVA 2024-26 de +9%) accompagnée par un levier opérationnel intéressant (marge d’EBIT de 6% d’ici 2026 vs 3.5% en 2023) et une génération de cash en croissance (FCF yield 2026 de 4%e vs 2.5%...
O2D TELEFONICA DEUTSCHLAND HOLDING AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
ORA ORANGE SA
VAC PIERRE & VACANCES SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
ENI ENI S.P.A.
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SHEL SHELL PLC
- ING Helpdesk
- Ahmed Ben Salem
O2D TELEFONICA DEUTSCHLAND HOLDING AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
ENI ENI S.P.A.
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SHEL SHELL PLC
- Konrad Zomer
- Stephane Beyazian
ODDO : Recap on France: the market tightens once again
>The three main takeaways from Q1: Iliad at a peak, SFR at a trough, promotions return - In commercial terms, Iliad has gained 212,000 mobile contracts vs Bouygues Telecom 17,000, Orange 9,000 and SFR reported a historic loss of 487,000 customers. In the fixed Internet segment, Iliad gained 85,000 contracts vs Bouygues Telecom at 38,000, Orange -43,000 and SFR -77,000. Iliad and Bouygues Telecom continue to gain market share.In our view, the three main takeaways ...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Konrad Zomer
- Stephane Beyazian
ODDO : Recap France : le marché se durcit à nouveau
>Les 3 faits du T1 : Iliad au plus haut, SFR au plus bas, le retour des promotions - Commercialement, Iliad gagne 212 000 contrats mobile vs Bouygues Telecom 17 000, Orange 9 000 et SFR publie une perte historique de 487 000 clients. Sur l’internet fixe, Iliad a ajouté 85 000 clients vs Bouygues Telecom 38 000, Orange -43 000 et SFR -77 000. Iliad et Bouygues Telecom continuent à gagner des parts de marché.Les trois faits marquants du T1 2024 pour nous sont : 1/ ...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Research Department
IBERIAN DAILY 30 MAY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACERINOX, AEDAS HOMES, CELLNEX, ELECTRICITY SECTOR, REDEIA, TELEFÓNICA. Markets back in the red It was a session of corrections at both sides of the Atlantic, with sovereign yields widening significantly and with the Ibex below 11,200 points. Thus, in the STOXX 600, all sectors saw drops, led by Basic Resources and Utilities vs. Retail and Insurance that were the best relative performers. On the macro side, in the euro zone, M3 climbed in line with expectations for the fifth con...
- Research Department
INFORME DIARIO 30 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, AEDAS HOMES, CELLNEX, REDEIA, SECTOR ELÉCTRICO, TELEFÓNICA. Vuelta a los números rojos Jornada de caídas a ambos lados del Atlántico de la mano de unas rentabilidades soberanas que ampliaron con fuerza con el Ibex cayendo por debajo de los 11.200 puntos. Así, en el STOXX 600 todos los sectores cayeron, liderados Recursos Básicos y Utilities frente a Retail y Seguros que protagonizan el mejor comportamiento relativos. Desde el lado macro, ...
- Carole Braudeau
Credit Morning 05/29/2024
Altice International: stable results in Q1 2024, management seeks to reassure on the capital structure Altice France: Q1 results still very weak, earnings call without any Q&A session Isabel Marant: further increase in leverage after a weak Q1 Tereos has published solid 2023/24 results>...
- Carole Braudeau
Morning Crédit 29/05/2024
Isabel Marant : nouvelle augmentation du levier après un T1 bien difficile Altice International : résultats stables au T1 2024, le management s’est voulu rassurant sur la structure du capital Altice France : résultats toujours très faibles au T1, conference call sans session Q&A Tereos a publié de solides résultats 2023/24>...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Groupe Casino: Completion of sale of Casino’s stake in GreenYellow
Groupe Casino: Completion of sale of Casino’s stake in GreenYellow Completion of sale of Casino’s stake in GreenYellow Paris, 28 May 2024 Casino Group confirms today the completion of the sale to Ardian and Bpifrance of its 10.15% residual stake in GreenYellow announced on 13 May 2024 () for net proceeds of EUR 46 million. Following this transaction, Casino Group no longer holds any stake in GreenYellow share capital. *** This press release has been prepared for information purposes only and should not be construed as a solicitation or offer to buy or sell any securities or re...
Groupe Casino : Finalisation de la vente de la participation de Casino...
Groupe Casino : Finalisation de la vente de la participation de Casino dans GreenYellow Finalisation de la vente de la participation de Casino dans GreenYellow Paris, 28 mai 2024 Le groupe Casino confirme aujourd'hui la finalisation de la cession à Ardian et Bpifrance de sa participation résiduelle de 10,15% dans GreenYellow annoncée le 13 mai 2024 () pour un produit net de 46 millions d'euros. Suite à cette transaction, le groupe Casino ne détient plus aucune participation dans le capital de GreenYellow. *** Ce communiqué a été préparé uniquement à titre informatif et ne doit pas être...
- Carole Braudeau
- Carole Braudeau
- Clement Genelot
French Food Retail: welcome back to deflation
With France returning to food deflation in May at -0.1%, and the trend set to persist if not worsen over coming months, we foresee even more negative market growth and a greater likelihood of a price war in the short-term. Among the key grocery markets, France is becoming the hotspot, fuelling our
Casino Group: Judgment on FRH and Casino request for further extension...
Casino Group: Judgment on FRH and Casino request for further extension under Dutch Financial Supervision Act Judgment on FRH and Casino request for further extension under Dutch Financial Supervision Act Paris, 24 May 2024 Casino Guichard-Perrachon S.A. (Euronext Paris: CO; ISIN: FR0000125585, "Casino") hereby informs as follows: also on behalf of France Retail Holdings S.à r.l. (an entity ultimately controlled by Mr. Daniel Křetínský) (“FRH”), it is hereby announced that FRH and Casino have received a judgment of the Enterprise Chamber of the Amsterdam Court of Appeal, the Netherlands, g...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.