Ventas 1T'24 vs 1T'23: Ingresos total grupo: 33.972 M euros (+6,8% vs +4,7% BS(e) y +6,1% consenso); No Vida: 19.754 M euros (+6,5% vs +4,7% BS(e) y +5,5% consenso); Vida: 9.014 M euros (+7,4% vs +4,2% BS(e) y +7,4% consenso); Salud: 9.014 M euros (+9,5% vs +6,0% BS(e) y +6,2% consenso); Gestión de activos: 385 M euros (2,7% vs 3,2% BS(e) y 0,0% de consenso).
>Group revenues up 6% l-f-l in Q1 - AXA reported its Q1 activity indicators after trading yesterday evening and will hold its investor conference this morning. Total group revenues came in at € 33.972bn (+6.8% reported, +6% l-f-l), slightly below our forecast (€ 34.345bn), but just ahead of the consensus (€ 33.776bn). In P&C, revenues amounted to € 19.8bn (+7% l-f-l), with growth for both commercial lines (+7% l-f-l) and personal lines (+6% l-f-l), as well as an in...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, IBERDROLA. EUROPA: AXA, LINDE, SOCIÉTE GÉNÉRALE. 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. Dudas en el mercado a pesar de una Fed complaciente A excepción del Ibex y FTSE 100, jornada en rojo en las principales bolsas europeas c...
>We are forecasting Q1 2024 operating profit of € 3.9bn - Allianz is due to report its Q1 2024 results on 15 May. We are forecasting operating profit of € 3,886m (+4.2%), in line with the consensus (€ 3,897m, +4.4%e). Q1 operating profit should, in our view, confirm the fact that Allianz should report a full-year operating profit at the upper end of the guidance range (€ 14.8bn, +/- € 1bn, bearing in mind that 1/4 of the average point of the target range is equivalent...
>Nous prévoyons un RO de 3.9 Md€ au T1 2024 - Allianz publiera son RN du T1 2024 le 15 mai prochain. Nous prévoyons un RO de 3 886 M€ (+4.2%), en ligne avec le consensus (3 897 M€, +4.4%e). Le T1 devrait ainsi, selon nous, confirmer la capacité d’Allianz de publier un RO en année pleine 2024 dans le haut de la fourchette cible (14.8 Md€, +/- 1 Md€, sachant que 1/4 du point moyen de la fourchette cible équivaudrait à 3.7 Md€ de RO/trimestre en moyenne sur 2024). Pour r...
>Les revenus du groupe sont en hausse de 6% en comparable au T1 - AXA a publié hier soir après Bourse ses indicateurs d’activité du T1 et tiendra ce matin sa conférence téléphonique investisseurs. Les revenus totaux du groupe se sont élevés à 33 972 M€ (+6.8% en publié, +6% à données comparables), légèrement inférieurs à notre attente (34 345 M€), mais légèrement supérieurs au consensus (33 776 M€). En assurance dommages, les revenus ont été de 19.8 Md€ (+7% à donnée...
COFACE SA: Disclosure of total number of voting rights and number of shares in the capital as at 30 April 2024 COFACE SA: Disclosure of total number of voting rights and number of shares in the capital as at 30 April 2024 Paris, 2nd May 2024 – 17.45 Total Number of Shares CapitalTheoretical Number of Voting Rights1Number of Real Voting Rights2150,179,792150,179,792149,427,501 (1) including own shares(2) excluding own shares Regulated documents posted by COFACE SA have been secured and authenticated with the blockchain technology by Wiztrust. You can check the authenticity on the websi...
We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
>Organic growth low but ahead of expectations - Worldline reported its Q1 2024 revenues. Organic growth was weak at +2.5%, but above expectations (ODDO BHF / consensus = +1.2/+0.7%) and marks an improvement on the low point of Q4 2023 (+1.3%).Merchant Services turned out to be stronger than expected (+3.9%, of which +6.5% excluding planned merchant termination- Q4 2023 reminder = +3.2%) thanks to good results in new markets (such as Italy). Unsurprisingly, Financ...
>Growth at cc in line with expectations; bookings solid - Capgemini announced a satisfactory set of Q1 2024 revenue figures on Tuesday before trading, with growth at cc reaching -3.3%, +20bp higher than expected. North America was again penalised by a less favourable mix (-7.1% cc) whereas Europe remained more resilient with growth slowing only a little, as expected (-1.8% cc). The TMT and Financial Services sectors are still struggling as a result of limited spending...
>Croissance organique faible au T1 mais au-dessus des attentes - Worldline vient de publier son CA au titre du T1 2024. Il fait ressortir une croissance organique faible à +2.5% mais au-dessus des attentes (ODDO BHF / consensus = +1.2/+0.7%) et en amélioration par rapport au point bas du T4 2023 (+1.3%).Les Services aux Commerçants s’avèrent plus dynamique que prévu (+3.9% dont +6.5% hors arrêt planifié de commerçants – rappel T4 2023 = +3.2%) grâce à de bons rés...
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