reports
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 10/17/2024
We measured the impact of the contribution from Michel Barnier’s exceptional tax on 88 stocks exposed to France. Some 17 of them would experience a (negative) impact on their EPS of more than 4% on average over 2024 and 2025: LDC (-8.3%), Synergie (-8%), Eiffage (-7.9%), ADP (-7.9%), Dassault Aviation (-7%), Crit (-6.9%), Derichebourg (-6.3%), Hermès (-5.6%), Safran (-5.6%), Bouygues (-5.6%), M6 (-5.2%), Thales (-5%), TF1 (-4.9%), Nexans (-4.9%), Vinci (-4.7%), Compagnie des Alpes (...
FP TOTAL SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
GLO GL EVENTS SA
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TIETO TIETOEVRY OYJ
TECN TECAN GROUP AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
MONC MONCLER SPA
BEZ BERENTZEN GRUPPE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
BIM BIOMERIEUX SA
S92 SMA SOLAR TECHNOLOGY AG
BAR BARCO NV
NA9 NAGARRO
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 17/10/2024
Nous avons mesuré l’impact de la contribution exceptionnelle Barnier sur 88 valeurs exposées à la France. 17 d’entre elles auraient un impact (négatif) sur leurs BPA de plus de 4% en moyenne sur 2024 et 2025 : LDC (-8,3%), Synergie (-8%), Eiffage (-7,9%) ADP (-7,9%), Dassault Aviation (-7%), Crit (-6,9%), Derichebourg (-6,3%), Hermès (-5,6%), Safran (-5,6%), Bouygues (-5,6%), M6 (-5,2%), Thalès (-5%), TF1 (-4,9%), Nexans (-4,9%), Vinci (-4,7%), Compagnie des Alpes (-4,4%), FDJ (-4%). - ...
FP TOTAL SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
GLO GL EVENTS SA
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TIETO TIETOEVRY OYJ
TECN TECAN GROUP AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
MONC MONCLER SPA
BEZ BERENTZEN GRUPPE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
BIM BIOMERIEUX SA
S92 SMA SOLAR TECHNOLOGY AG
BAR BARCO NV
NA9 NAGARRO
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Stefano Toffano
Barco NV : Signs of a (very slow) recovery
>Miss on a weaker than expected Entertainment - This morning Barco released a slightly weak set of results, with revenues below ccs and our estimates. Estimates for Entertainment were too positive. As repeatedly flagged by the company, while the comparison base is improving, several end markets (mainly in EMEA) are still showing subdued activity and customers postponing purchases awaiting for new product introductions impacted Q3 24 performance as well. This resulted ...
- ING Helpdesk
- Guy Sips
Barco Uphill battle continues
3Q24 orders and sales were below our and CSS forecasts with main underperformance in Entertainment. Although Barco sees gradual recovery, led by the Healthcare division and the Americas region, while market conditions in EMEA remain challenging, we already lower our Target Price to € 14.2 (was € 15.8). We (and CSS) will have to lower our forecasts as Barco now expects a topline in 2H24 around the level of last year (previously it was “topline growth in the second half”).
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
Autolus Therapeutics Presents Clinical Data Update at the 2024 Lymphom...
Autolus Therapeutics Presents Clinical Data Update at the 2024 Lymphoma, Leukemia & Myeloma Congress Findings suggest the potential for obe-cel treatment without the need for consolidative SCTObe-cel given as a sole treatment to patients with lower tumor burden at lymphodepletion was associated with better outcomes LONDON, Oct. 16, 2024 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), a clinical-stage biopharmaceutical company developing next-generation programmed T cell therapies, announces a poster presentation at the 2024 Lymphoma, Leukemia & Myeloma Congress being held ...
- ING Helpdesk
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
- Jacob Mekhael
Hyloris Reports 1H24 preliminary results, auditor review ongoing
Hyloris reported preliminary 1H24 results with total revenues of € 4.6m (1H23: € 2.3m), which include a € 2.1m milestone payment for the launch of Maxigesic IV in the US. While a specific cash runway was not provided, the company believes it's well capitalised to fund R&D for existing products, but will require additional funding to commercialise its near-term cardiology products in the US. We reiterate our € 5 TP and Hold rating.
- Baptiste Salaville
- Charlotte Vaisse
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
- Baptiste Salaville
- Charlotte Vaisse
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
- Stefano Toffano
Barco NV : Preview Q3 24 results (17 October)
>No rest for the weary - Barco is set to report Q3 24 revenues on October 17. We expect another relatively soft quarter albeit with improving yoy cadence of the growth. While the comparison base is improving, several end markets are still showing subdued activity and customers postponing purchases awaiting for new product introductions will impact Q3 performance as well. Indeed, while FY24 performance will be sustained by new product introductions, this will mainly be...
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
Hyloris Hyloris' partner AFT out licences Maxigesic IV in China
Hyloris announced that its partner AFT Pharmaceuticals has signed an exclusive licensing agreement for Maxigesic IV (1000mg paracetamol with 300mg ibuprofen) for China with a subsidiary of Xizang Weixinkang Pharmaceutical. Hyloris will be eligible for a share of the $300K upfront received by AFT, as well as milestones and royalties. Details on the development plans in China have not been disclosed, though we believe a local trial would likely be required to gain approval by the Chinese NMPA (nat...
- Hilde Van Boxstael
- Kristof Samoy
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Kristof Samoy
Ekopak Waterkracht close to the home stretch: a giant WaaS leap forwar...
Ekopak published 1H24 results that came in a tad below expectations. Still the disruptive engineering company has its transformation in full swing paving the way for sizeable growth beyond 2024. It is integrating GWE and centralising local engineering, production & supporting services in new corporate facilities in Ghent. The major positive surprise from the release was the announcement that -following lengthy negotiations over the past years- Waterkracht will be operational as of late 2026. As...
- Jacob Mekhael
- Michiel Declercq
- Thomas Vranken
Life Sciences Conference 26.09.2024
This conference booklet is your guide to our Life Sciences Conference set to take place on Thursday, 26 September 2024 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or join pitch sessions with the following companies and their top management: Public: AUTOLUS | GALAPAGOS | HYLORIS | INVENTIVA | MAAT PHARMA | ONWARD MEDICAL | SEQUANA MEDICAL | UCB | ZEALAND PHARMA Private: CONFO TX | MRM HEALTH | PANTERA | SKYLINE DX
- Guy Sips
Barco We took ‘One Look' at Barco an decided to lower the barrier
In 1H24, Barco's business was impacted by customer destocking in the Meeting Experience and Healthcare segments. In Entertainment, customers delayed investments as a result of a weak film slate and in anticipation of Barco's upcoming product launches. While visibility remains low, Barco has reason to look forward to a very different 2H24. But we now think it will be even more back-end loaded and somewhat milder than we originally expected. We maintain our positive stance - albeit with a slight...
- Hilde Van Boxstael
- Kristof Samoy
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
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