reports
- Nicolas David
BVI BUREAU VERITAS SA
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
ATE ALTEN SA
GRF GRIFOLS S.A. CLASS A
AIR AIRBUS SE
CAP CAPGEMINI SE
ENEL ENEL SPA
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NEM NEMETSCHEK SE
COK CANCOM SE
BC8 BECHTLE AG
IBE IBERDROLA SA
SAN BANCO SANTANDER S.A.
IDR INDRA SISTEMAS S.A. CLASS A
GRF.P GRIFOLS S.A. PREF CLASS B
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
AGN AEGON N.V.
- Nicolas David
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
BFIT BASIC-FIT NV
ALCLA CLASQUIN SA
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
ALTR ALTRI SGPS SA
SWP SWORD GROUP SE
NRG NRJ GROUP SA
GBT GUERBET SA
ATE ALTEN SA
ERA ERAMET SA
CAP CAPGEMINI SE
FAE FAES FARMA S.A.
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
PAT PATRIZIA AG
LFDE LA FRANCAISE DE L'ENERGIE SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
VOS VOSSLOH AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
ECMPA EUROCOMMERCIAL PROPERTIES NV
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Nicolas David
- Nicolas Thorez
ODDO : Accenture voit une reprise plus limitée qu’attendu pour son T3 ...
>Croissance T2 flat à cc, légèrement inférieure aux attentes - Accenture a publié hier avant l’ouverture de la Bourse US, ses résultats T2 2024 (trimestre clos à fin février). La croissance ressort flat y/y à cc, en ligne avec le milieu de fourchette de sa guidance (-2% à 2% y/y à cc) mais légèrement en-dessous des attentes (+0.7% y/y à cc). Il s'agit d'un nouveau ralentissement par rapport au T1 2024 (+1% à cc). Ce ralentissement est notamment lié au déclin des acti...
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Nicolas David
BVI BUREAU VERITAS SA
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
ATE ALTEN SA
GRF GRIFOLS S.A. CLASS A
AIR AIRBUS SE
CAP CAPGEMINI SE
ENEL ENEL SPA
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NEM NEMETSCHEK SE
COK CANCOM SE
BC8 BECHTLE AG
IBE IBERDROLA SA
SAN BANCO SANTANDER S.A.
IDR INDRA SISTEMAS S.A. CLASS A
GRF.P GRIFOLS S.A. PREF CLASS B
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
AGN AEGON N.V.
- Nicolas David
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
BFIT BASIC-FIT NV
ALCLA CLASQUIN SA
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
ALTR ALTRI SGPS SA
SWP SWORD GROUP SE
NRG NRJ GROUP SA
GBT GUERBET SA
ATE ALTEN SA
ERA ERAMET SA
CAP CAPGEMINI SE
FAE FAES FARMA S.A.
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
PAT PATRIZIA AG
LFDE LA FRANCAISE DE L'ENERGIE SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
VOS VOSSLOH AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
ECMPA EUROCOMMERCIAL PROPERTIES NV
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Nicolas David
- Nicolas Thorez
ODDO : Accenture sees a more limited recovery than expected for its FY...
>Q2 growth flat at cc, a shade below forecasts - Yesterday before trading started on the US market, Accenture reported its Q2 2024 earnings (quarter to end-February). Growth was flat y-o-y at constant currency, in line with the middle of the guidance range (-2% to 2% y-o-y at cc) but a shade below forecasts (+0.7% y-o-y at cc). This was a fresh slowdown relative to Q1 2024 (+1% at cc). This slowdown is due notably to the downturn in the operations activities, with a ...
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Jerôme Bodin
PBB DEUTSCHE PFANDBRIEFBANK AG
STF STEF
DEC JCDECAUX SA
SWP SWORD GROUP SE
PSM PROSIEBENSAT.1 MEDIA SE
ALLAN LANSON-BCC
SAVE SAVENCIA SA
MCPHY MCPHY ENERGY SA
ARG ARGAN SA
RENE REDES ENERGETICAS NACIONAIS SA
SPIE SPIE SA
RUI RUBIS SCA
AEIN ALLGEIER HOLDING AG
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Jerôme Bodin
PBB DEUTSCHE PFANDBRIEFBANK AG
STF STEF
DEC JCDECAUX SA
SWP SWORD GROUP SE
PSM PROSIEBENSAT.1 MEDIA SE
ALLAN LANSON-BCC
SAVE SAVENCIA SA
MCPHY MCPHY ENERGY SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ARG ARGAN SA
RENE REDES ENERGETICAS NACIONAIS SA
SPIE SPIE SA
RUI RUBIS SCA
AEIN ALLGEIER HOLDING AG
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Sinan Doganli
Allgeier SE : Q4 results beat our estimates on the top line by +4%, bu...
>Grows top line by +2.8% y-o-y and adj. EBITDA by +4.5% y-o-y in Q4 - Allgeier released its full-year results today during the day. Revenue in Q4 was € 132.3m, an increase of +2.8% y-o-y and +4% above our expectations of € 127m. Adj. EBITDA amounted to € 20.9m an increase of +4.5% y-o-y and +2.5% above our expectation of € 20.4m. Group EBIT came in flat y-o-y at € 13.5m and -4.3% below our expectations of € 14.1m due to one-off costs related to the ongoing transformat...
- TMT Team
- Nicolas David
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
VIRP VIRBAC SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
COK CANCOM SE
BC8 BECHTLE AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
B4B METRO AG
DRI 1&1 DRILLISCH AG
2CRSI 2CRSI SA
MEDCL MEDINCELL SA
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Nicolas David
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
BRBY BURBERRY GROUP PLC
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
IOS IONOS GROUP SE
- Nicolas David
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
VIRP VIRBAC SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
COK CANCOM SE
BC8 BECHTLE AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
B4B METRO AG
DRI 1&1 DRILLISCH AG
2CRSI 2CRSI SA
MEDCL MEDINCELL SA
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Nicolas David
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
BRBY BURBERRY GROUP PLC
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
IOS IONOS GROUP SE
- Nicolas David
- Nicolas Thorez
ODDO : Accenture expects a further slowdown in Q2 2024 but reiterates ...
>Organic growth Q1 of +1% cc, a shade above expectations - Accenture reported its Q1 2023-24 results (quarter closed on 30 November) before the start of trade on the US stock market. Growth was 1% y-o-y at constant currency (cc), slightly above the middle of the guidance range (-2% to 2% y-o-y at cc) and in line with forecasts (+0% y-o-y at cc). This marks another slowdown vs Q4 2022-2023 (+4% at cc). This slowdown is mainly due to the fall-off in activity in Operatio...
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Nicolas David
- Nicolas Thorez
ODDO : Accenture prévoit un nouveau ralentissement au T2 FY 2024 mais ...
>Croissance org. T1 de +1% cc, légèrement supérieure aux attentes - Accenture a publié hier avant l’ouverture de la Bourse US, ses résultats T1 2023/2024 (trimestre clos à fin novembre). La croissance ressort à 1% y/y à cc, légèrement au-dessus du milieu de fourchette de la guidance (-2% à 2% y/y à cc) et des attentes (+0% y/y à cc). Il s'agit d'un nouveau ralentissement par rapport au T4 2022/2023 (+4% à cc). Ce ralentissement est principalement lié au coup d’arrêt d...
ATO ATOS SE
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Jean-François Granjon
- Louis Boujard
- CFA
- Marc Lavaud
ODDO BHF Small & MIDCAP MORNING NEWS - 12/15/2023
MBB SE is an investment holding company that engages in the management and acquisition of small and medium-sized enterprises in Germany. It operates via the following business segments: Service & Infrastructure, Technological Applications, and Consumer Goods. On the back of growing revenues (CAGR of +7.6%, 2022 to 2025e) and adjusted EBITDA margins (+70bp to 11.0% in 2025e vs 2022) and a solid balance sheet (equity ratio > 65%, average net cash position of ca. € 415m, 2023e to 2025e),...
CRI CHARGEURS SA
ALFOC FOCUS HOME INTERACTIVE SA
ZIL2 ELRINGKLINGER AG
ITP INTERPARFUMS
AF AIR FRANCE-KLM SA
COK CANCOM SE
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
CARM CARMILA SAS
MCPHY MCPHY ENERGY SA
ALBFR SIDETRADE SA
CSM CORBION NV
AEIN ALLGEIER HOLDING AG
TMV TEAMVIEWER AG
ALAFY AFYREN
ALHAF HAFFNER ENERGY SA
STM STABILUS SE
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Jean-François Granjon
- Louis Boujard
- CFA
- Marc Lavaud
ODDO BHF Small & MIDCAP MORNING NEWS - 15/12/2023
MBB SE is an investment holding company that engages in the management and acquisition of small and medium-sized enterprises in Germany. It operates via the following business segments: Service & Infrastructure, Technological Applications, and Consumer Goods. On the back of growing revenues (CAGR of +7.6%, 2022 to 2025e) and adjusted EBITDA margins (+70bp to 11.0% in 2025e vs 2022) and a solid balance sheet (equity ratio > 65%, average net cash position of ca. € 415m, 2023e to 2025e),...
CRI CHARGEURS SA
ALFOC FOCUS HOME INTERACTIVE SA
ZIL2 ELRINGKLINGER AG
ITP INTERPARFUMS
AF AIR FRANCE-KLM SA
COK CANCOM SE
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
CARM CARMILA SAS
MCPHY MCPHY ENERGY SA
ALBFR SIDETRADE SA
CSM CORBION NV
AEIN ALLGEIER HOLDING AG
TMV TEAMVIEWER AG
ALAFY AFYREN
ALHAF HAFFNER ENERGY SA
STM STABILUS SE
- Sinan Doganli
Allgeier SE : Allgeier issues FY 2024 guidance in line with our expect...
>FY 2024 revenue of € 510-550m and adj. EBITDA of € 63-69m - Allgeier has announced its official guidance for 2024. It expects revenues to be in the range of € 510-550m (vs the consensus at € 540m) and adjusted EBITDA of € 63-69m (vs the consensus at € 60.6m). The adj. EBITDA margin is expected to be 12-13%. Allgeier expects to achieve an organic annual growth rate of 10-15% per year over the next three years and expects the adj. EBITDA margin to expand to 15% over ...
- Nicolas David
ODDO BHF Small & MIDCAP MORNING NEWS - 14/12/2023 Date Performance dep...
We reiterate our Neutral rating, price target to €0.80 per share. The material additional investment requirements for Accoya USA caught us by surprise. The proceeds of the share issue and the convertible loan plus the amendment of the RCF and term loan ensure that the Accoya USA plant can be completed (>80% done) and that sufficient sales and marketing power can be applied to develop demand in the US to ensure that sales match the envisaged output. In a scenario where demand in Europe...
ATO ATOS SE
INF INFOTEL SA
FGA FIGEAC AERO SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
ATE ALTEN SA
TRI TRIGANO SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
B4B METRO AG
AVTX AVANTIUM NV
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
S30 SOLUTIONS 30 SE
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
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