Atos: weak Q1 2024 results, need for fresh funds has already increasedVerisure launches a new term loan; new bonds to followVerallia: Q1 2024 logically weak but the recovery in demand is confirmedAngloAmerican Plc: Takeover offer from BHP Group for the entire share capital>...
Atos : faibles résultats au T1 2024, les besoins de nouveaux fonds a augmentéVerisure lance un nouveau term loan ; des nouvelles obligations suivrontVerallia : T1 2024 logiquement faible mais la reprise de la demande se confirmeAngloAmerican PLC : Offre de rachat sur la totalité du capital par BHP>...
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
>Good Q1 release driven by Comilog - Eramet this morning reported adjusted sales of € 761m, 3% above our estimates driven by a robust performance in the core manganese division. Manganese ore output (Comilog) posted a record performance for a first quarter while alloy production recovered with the normalisation in energy prices. Nickel production at Weda Bay was also robust even though sales were slowed down by the lack of permits for low grade saprolites, still under...
>Bonne publication T1 tirée par Comilog - Eramet publie ce matin un CA ajusté de 761 M€ 3% au-dessus de nos estimations tiré par une performance solide de l’activité cœur manganèse. La production de minerai (Comilog) a réalisé une performance record sur un T1 tandis que la production d’alliages a également rebondi avec la normalisation des prix de l’énergie. La production de nickel à Weda Bay a également été solide même si les ventes ont été un peu freinées par l’abse...
Eramet: Adjusted turnover of €761m in Q1 2024 Paris, 25 April 2024, 7:00 a.m. PRESS RELEASE Eramet: Adjusted turnover of €761m in Q1 2024 Adjusted turnover1 of €761m (-19%) reflecting, as expected, a strong negative price effect (-24%), while the positive volume effect is limited (+2%), penalised by the decline in SLN volumes sold Good operational performance of the Group’s main mining activities compared to the unfavourable comparison base of Q1 2023: +27% in manganese ore volumes sold from Gabon +52% in nickel ore volumes produced in Indonesia, but -17% in volumes sold, reflecting the...
Eramet : Chiffre d’affaires ajusté de 761 M€ au 1er trimestre 2024 Paris, le 25 avril 2024, 7h00 COMMUNIQUE DE PRESSE Eramet : Chiffre d’affaires ajusté de 761 M€ au 1er trimestre 2024 Chiffre d’affaires ajusté1 de 761 M€ (- 19 %) reflétant, comme attendu, un fort effet prix négatif (- 24 %), tandis que l’effet volume positif est limité (+ 2 %), pénalisé par le recul des volumes vendus par la SLN Bonne performance opérationnelle des principales activités minières du Groupe par rapport à la base de comparaison défavorable du T1 2023 : + 27 % de volumes de minerai de manganèse vendus a...
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...
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....
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...
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 ...
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...
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...
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