reports
- Damien Choplain
- Martial Descoutures
- Damien Choplain
- Martial Descoutures
RHM RHEINMETALL AG
BLND BRITISH LAND COMPANY PLC
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
TLX TALANX AG
UCG UNICREDIT S.P.A.
CABK CAIXABANK SA
GRF.P GRIFOLS S.A. PREF CLASS B
ARGX ARGEN-X SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Talanx AG : Q3 2024 revealed solid earnings momentum and constructive ...
>Q3 2024 primary insurance above consensus; new 2025 guidance - Talanx’s Q3 2024 results came in ahead of the consensus driven by all primary insurance segments and reinsurance operations which were helped by a positive one-off tax effect. Group net income stood at € 503m and compares to € 455m css and our € 446m estimate. The group SII ratio was solid at 220%. Talanx provided a guidance update and now expects a NP of more than € 1.9bn for 2024 which sits in line with...
Aegon trading update for third quarter 2024
Aegon trading update for third quarter 2024 The Hague, November 15, 2024 - Please click to access all 3Q 2024 trading update related documents. EUR 336 million operating capital generation, before holding funding and operating expenses. Full-year 2024 guidance raised to around EUR 1.2 billion, from around EUR 1.1 billion previouslyCapital ratios of the main units remain above their respective operating levelsPlanned new EUR 150 million share buyback program announced; completion expected in the first half of 2025. The program includes neutralization of shares issued for share-bas...
Kerecis included on the list of covered products for Diabetic Foot Ulc...
Kerecis included on the list of covered products for Diabetic Foot Ulcers in the final LCD policy On 14 November 2024, the U.S. Centers for Medicare & Medicaid Services (CMS) issued a final Local Coverage Determination (LCD)1 policy regarding skin substitute grafts/cellular and tissue-based products for the treatment of Diabetic Foot Ulcers (DFUs) and venous leg ulcers (VLUs) in the Medicare population. The final LCD policy confirms the introduction of a technical qualification and a clinical efficacy qualification, proposed in a draft LCD policy2 earlier this year. The final decision al...
- Martin Marandon-Carlhian
- Stephane Houri
- Steven Boumans
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/13/2024
We maintain our Outperform rating on CaixaBank, one of our Top Picks in the sector, with a higher target of € 7.2 vs € 6.7 and ahead of the CMD on 19 November. We are lifting our net income estimates by 7% for 2025-2026, to 7% above the consensus. The strategic update is set to highlight the wisdom of the business model diversification (long-term savings) to address the current transition phase on rates. Despite a solid market performance, the profile does not look to be fully reflec...
LHN HOLCIM AG
LI KLEPIERRE SA
COV COVIVIO SA
HO THALES SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
HNR1 HANNOVER RUECK SE
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
RWE RWE AG
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
EVK EVONIK INDUSTRIES AG
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
YPSN YPSOMED HOLDING AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
ENR SIEMENS ENERGY AG
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Martin Marandon-Carlhian
- Stephane Houri
- Steven Boumans
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/11/2024
Nous réitérons notre opinion Surperformance sur CaixaBank, l’un de nos top picks du secteur, avec un OC porté à 7.2 € vs 6.7 € et en amont du CMD du 19/11. Nous relevons nos anticipations de RN de 7% sur 2025/2026 qui ressortent 7% supérieures au consensus. L’update stratégique devrait mettre en avant la pertinence de la diversification du business model (épargne LT) face à la transition actuelle sur les taux. Malgré un solide parcours boursier, cela n’est pas pleinement reflété dans ...
LHN HOLCIM AG
LI KLEPIERRE SA
COV COVIVIO SA
HO THALES SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
HNR1 HANNOVER RUECK SE
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
RWE RWE AG
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
EVK EVONIK INDUSTRIES AG
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
YPSN YPSOMED HOLDING AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
ENR SIEMENS ENERGY AG
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Hannover Re : Solid Q3 2024 technical profits; Outlook for 2025 NP in ...
>Q3 2024 technical profits were solid but EBIT stood below consensus estimate - Hannover Re reported solid technical profits for its segments in Q3 2024 which were broadly in line with consensus estimates. Group EBIT of € 791m came in below the € 841m consensus and our € 798m estimate, driven by a lower-than-expected investment income digesting value adjustments on real estate and PE exposures. Group net profit was helped by a € 120m positive tax one-off which propel...
Coloplast A/S - Indkaldelse til ordinær generalforsamling 2024
Coloplast A/S - Indkaldelse til ordinær generalforsamling 2024 Den ordinære generalforsamling i Coloplast A/S afholdestorsdag den 5. december 2024 kl. 15:30på Coloplast A/S’ adresse, Holtedam 3 (Aage Louis-Hansen Auditorium), Humlebæk, Danmark.Indkaldelsen til den ordinære generalforsamling er vedlagt. For yderligere information, kontakt venligstInvestorer og analytikere Anders Lonning-SkovgaardExecutive Vice President, CFO Tlf. 4911 1111 Aleksandra Dimovska Vice President, Investor Relations Tlf. 4911 1800 / 4911 2458 E-mail: Presse og medier Peter Mønster Sr. Media Relations...
Coloplast A/S - Notice of Annual General Meeting 2024
Coloplast A/S - Notice of Annual General Meeting 2024 The Annual General Meeting of Coloplast A/S will be held onThursday, 5 December 2024 at 3:30 pm CETat the premises of Coloplast A/S, Holtedam 3 in Humlebæk (the Aage Louis-Hansen Auditorium), Humlebæk, Denmark.The notice of the Annual General Meeting is enclosed. For further information, please contact Investors and analysts Anders Lonning-Skovgaard Executive Vice President, CFO Tel. Aleksandra Dimovska Vice President, Investor Relations Tel. / Email: Press and media Peter Mønster Sr. Media Relations Manager Tel....
- Christophe-Raphaël Ganet
- Marc Lavaud
- Martin Marandon-Carlhian
- Stephane Houri
- Christophe-Raphaël Ganet
- Marc Lavaud
- Martin Marandon-Carlhian
- Stephane Houri
- Cor Kluis
Adyen NV : The >20% revenue growth path is continuing well
>Conclusion: The >20% revenue growth path is continuing well - The 3Q24 net revenue growth of +21% yoy (cc) was 1-2pp less than we expected. As a consequence of the reduction of business of one single low revenue (high TPV / low take rate) client the Q3 TPV was lower and the take rate was higher. Most important is that the revenue growth remains at the >+20% level. The limited FTE growth and focus on profitable clients increases our confidence in the EBITDA margin exp...
EQS-News: Hannover Rück hebt Gewinnziel für 2024 an und erwartet für 2...
EQS-News: Hannover Rück SE / Schlagwort(e): 9-Monatszahlen Hannover Rück hebt Gewinnziel für 2024 an und erwartet für 2025 einen Nettokonzerngewinn von rund 2,4 Mrd. EUR 11.11.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Hannover Rück hebt Gewinnziel für 2024 an und erwartet für 2025 einen Nettokonzerngewinn von rund 2,4 Mrd. EUR Nettokonzerngewinn nach drei Quartalen steigt um 30,4 % auf 1,8 Mrd. EUR Rückversicherungsumsatz wächst währungskursbereinigt um 7,0 % auf 19,7 Mrd. EUR Großschäden in der Schaden-Rückvers...
EQS-News: Hannover Re raises profit target for 2024 and expects Group ...
EQS-News: Hannover Rück SE / Key word(s): 9 Month figures Hannover Re raises profit target for 2024 and expects Group net income of around EUR 2.4 billion for 2025 11.11.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Hannover Re raises profit target for 2024 and expects Group net income of around EUR 2.4 billion for 2025 Group net income after three quarters increases by 30.4% to EUR 1.8 billion Reinsurance revenue grows by 7.0% adjusted for exchange rate effects to EUR 19.7 billion Large losses in property and casualty re...
- Soomit Datta
NEXI Q3 (Neutral, TP: EUR7.2, +24%)/ Euro Payments wrap; Legacy limpin...
Volumes continue to be soft, if stable, for “legacy” players with Nexi reporting 3% y/y volume growth in Q3 (as in Q2) - identical trends to Worldline (see Q3 write up HERE) . Adyen volumes are of course well ahead; whilst legacy players confront macro pressures, and more, Adyen’s ability to gain share is both notable – and indeed essential for the equity story.
EQS-News: Führungswechsel bei der Hannover Rück: Jean-Jacques Henchoz ...
EQS-News: Hannover Rück SE / Schlagwort(e): Personalie Führungswechsel bei der Hannover Rück: Jean-Jacques Henchoz übergibt Vorstandsvorsitz am 1. April 2025 an Clemens Jungsthöfel 08.11.2024 / 10:43 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Führungswechsel bei der Hannover Rück: Jean-Jacques Henchoz übergibt Vorstandsvorsitz am 1. April 2025 an Clemens Jungsthöfel Jean-Jacques Henchoz verlängert auslaufenden Vertrag auf eigenen Wunsch nicht und scheidet zum 31. März 2025 aus dem Vorstand aus Finanzvorstand Clemens Jungsthöfel...
EQS-News: Change of leadership at Hannover Re: Chief Executive Officer...
EQS-News: Hannover Rück SE / Key word(s): Personnel Change of leadership at Hannover Re: Chief Executive Officer Jean-Jacques Henchoz hands over to Clemens Jungsthöfel on 1 April 2025 08.11.2024 / 10:43 CET/CEST The issuer is solely responsible for the content of this announcement. Change of leadership at Hannover Re: Chief Executive Officer Jean-Jacques Henchoz hands over to Clemens Jungsthöfel on 1 April 2025 Jean-Jacques Henchoz will not extend his expiring contract at his own request and will leave the Executive Board on 31 March 2025 Chief Financial Officer Clemens...
- ABGSC Healthcare Research
- Morten Larsen
- Soomit Datta
ADYEN US (BUY, TP: EUR1,700, +28%) Adyen - Q3 and a volatile day; cal...
After a rollercoaster day, the stock seems to have landed in a sensible place: small miss, small down. We thought the earnings call was solid, as good as we were likely to get, management sounding confident on accelerating growth into FY 25.
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