reports
- Maxime Dubreil
- Carole Braudeau
- Konrad Zomer
- Thomas Zlowodzki
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2024
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. - ...
LHA DEUTSCHE LUFTHANSA AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
DBK DEUTSCHE BANK AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ORSTED ORSTED
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
RAA RATIONAL AG
AENA AENA SME SA
CABK CAIXABANK SA
WLN WORLDLINE SA
INGA ING GROEP NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
SHEL SHELL PLC
GSK GSK PLC
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
- Carole Braudeau
- Emmanuel Matot
- Martin Marandon-Carlhian
Worldline : Start of the year lends credence to 2024 targets
>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...
- Emmanuel Matot
- Martin Marandon-Carlhian
Worldline : Début d’année apportant du crédit aux objectifs 2024
>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...
WORLDLINE : Q1 2024 revenue
WORLDLINE : Q1 2024 revenue Q1 2024 revenueQ1 2024 Group revenue: € 1,097 million +2.5% organically +3.9% in Merchant Services Transformation initiatives on trackRedesign of Merchant Services operating model with two new go-to-market channelsPower24 transformation plan in motion and rolled-out in targeted countries Launch of Crédit Agricole and Worldline joint-venture Unconditional approval received from the European Commission in MarchJV to operate under new brand CAWL, providing innovative payment services to all merchants in France Governance updateWilfried Verstraete coopted as futu...
WORLDLINE: 2023 Universal Registration Document available
WORLDLINE: 2023 Universal Registration Document available 2023 Universal Registration Document available Paris La Défense, April 30, 2024 – Worldline [Euronext: WLN], a global leader in payments services, today announces the filing of its 2023 Universal Registration Document with the French Financial Markets Authority (AMF) in ESEF format (European Single Electronic Format) in French version on Tuesday, April 30, 2024, under number D.24-0377. The Universal Registration Document is available to the public in accordance with the applicable regulations and may be consulted on the Company’s w...
WORLDLINE : Mise à disposition du Document d’Enregistrement Universel ...
WORLDLINE : Mise à disposition du Document d’Enregistrement Universel 2023 Mise à disposition duDocument d’Enregistrement Universel 2023 Paris La Défense, le 30 avril 2024 – Worldline [Euronext : WLN], un leader mondial des paiements, annonce que son Document d’Enregistrement Universel 2023 a été déposé auprès de l’Autorité des marchés financiers (AMF) au format ESEF (European Single Electronic Format) le mardi 30 avril 2024, sous le numéro D.24-0377. Le Document d’Enregistrement Universel est tenu à la disposition du public dans les conditions prévues par la réglementation en vigueur et ...
- Ahmed Ben Salem
FP TOTAL SE
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
SK SEB SA
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
SKF B SKF AB CLASS B
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
STM STMICROELECTRONICS NV
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
TEN TENARIS S.A.
- Carole Braudeau
LHN LAFARGEHOLCIM LTD.
AC ACCOR SA
AMS AMS AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
ATO ATOS SE
BFIT BASIC-FIT NV
SK SEB SA
NXI NEXITY SA CLASS A
MF WENDEL SE
KORI KORIAN SA
CGM CEGEDIM SA
GRF GRIFOLS S.A. CLASS A
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Ahmed Ben Salem
FP TOTAL SE
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
SK SEB SA
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
SKF B SKF AB CLASS B
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
STM STMICROELECTRONICS NV
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
TEN TENARIS S.A.
- Carole Braudeau
LHN LAFARGEHOLCIM LTD.
AC ACCOR SA
AMS AMS AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
ATO ATOS SE
BFIT BASIC-FIT NV
SK SEB SA
NXI NEXITY SA CLASS A
MF WENDEL SE
KORI KORIAN SA
CGM CEGEDIM SA
GRF GRIFOLS S.A. CLASS A
WIZZ WIZZ AIR HOLDINGS PLC
ERA ERAMET SA
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
- Cor Kluis
Adyen NV : Q1 net revenue growth +21% as they promised, moat is growin...
>Conclusion: Revenue in line but no beat, nothing new lower take rate more TPV - In 1Q24 the net revenue growth of +21% was in line with our expectations and company guidance. The market was hoping for a beat, which was not the case. The revenue growth was driven by a higher total processed volume growth offset by a lower take rate (nothing new). We believe that a lower take rate improves the moat of this business making it better able to win from competitors. The Q1...
CGG Announces its Q1 Financial Results on Tuesday 14th May 2024, afte...
CGG Announces its Q1 Financial Results on Tuesday 14th May 2024, after Market Close PARIS, France April 26th, 2024 First quarter 2024 financial results and conference call CGG will announce its first quarter financial results on Tuesday 14th May, after market close. The press release and the presentation will be made available on our website at 5:40 pm (CET)An English language analysts conference call is scheduled the same day at 6.00 pm (CET) Participants should register for the call to receive a dial-in number and code or participate in the live webcast from A replay of th...
Publication des résultats financiers du T1 2024 le mardi 14 mai aprè...
Publication des résultats financiers du T1 2024 le mardi 14 mai après bourse PARIS, France – 26 avril 2024 Résultats financiers du T1 2024 - conférence téléphonique CGG annoncera ses résultats du 1er trimestre 2024 le mardi 14 mai après bourse. Le communiqué de presse et la présentation seront disponibles sur le site à 17h40 (heure française).Une conférence téléphonique en langue anglaise est programmée à 18h00 (heure française) ce même jour. Pour accéder à la conférence en direct, merci de vous connecter à l’audio webcast depuis votre ordinateur sur le site . Les participan...
- Soomit Datta
- Carole Braudeau
Credit Morning 04/25/2024
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>...
CO CASINO GUICHARD-PERRACHON SA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ATO ATOS SE
DBK DEUTSCHE BANK AG
EO FAURECIA SA
FNAC FNAC DARTY SA
ERA ERAMET SA
KGX KION GROUP AG
TIT TELECOM ITALIA S.P.A.
WBD WEBUILD S.P.A.
VLTSA VOLTALIA
SPIE SPIE SA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
SAB BANCO DE SABADELL SA
HFG HELLOFRESH SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ADE ADEVINTA ASA
- Carole Braudeau
Morning Crédit 25/04/2024
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>...
CO CASINO GUICHARD-PERRACHON SA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ATO ATOS SE
DBK DEUTSCHE BANK AG
EO FAURECIA SA
FNAC FNAC DARTY SA
ERA ERAMET SA
KGX KION GROUP AG
TIT TELECOM ITALIA S.P.A.
WBD WEBUILD S.P.A.
VLTSA VOLTALIA
SPIE SPIE SA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
SAB BANCO DE SABADELL SA
HFG HELLOFRESH SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ADE ADEVINTA ASA
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