reports
- Stephane Beyazian
HEIA HEINEKEN NV
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
ABB ABB LTD.
SAND SANDVIK AB
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
RAND RANDSTAD NV
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
HM B H&M HENNES & MAURITZ AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASRNL ASR NEDERLAND NV
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
NOVO B NOVO NORDISK A/S
- Stephane Beyazian
ODDO BHF Small & MIDCAP MORNING NEWS - 06/27/2024
As momentum has become less adverse than over the past five years, interest rates have started to fall and valuations have (historically low), this should have prodded small and mid cap companies back to their old outperformance. The European elections in France and the ensuing decision to dissolve the French National Assembly have changed risk perceptions and erased YTD gains. In our new ODDO BHF European mid cap list for H2 2024, France is underweighted with a mix of defensive and s...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
KPN ROYAL KPN NV
ORA ORANGE SA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
A1XA4J CARBIOS SA
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
OVH OVH GROUPE
EAPI EUROAPI
SCHOTT PHARMA AG
- Stephane Beyazian
HEIA HEINEKEN NV
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
ABB ABB LTD.
SAND SANDVIK AB
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
RAND RANDSTAD NV
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
HM B H&M HENNES & MAURITZ AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASRNL ASR NEDERLAND NV
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
NOVO B NOVO NORDISK A/S
- Stephane Beyazian
ODDO BHF Small & MIDCAP MORNING NEWS - 27/06/2024
Le momentum devenu moins défavorable qu’au cours des 5 derniers exercices, l’amorce de baisse des taux, et les valorisations (historiquement basses) auraient dû aider les small&Midcaps à retrouver leur surperformance. Les Elections européennes suivies de la dissolution de l’Assemblée nationale en France ont changé la perception du risque et gommé les gains YTD. Notre nouvelle liste ODDO BHF European Midcaps pour le S2 2024 se trouve sous-pondérée sur la France et propose un mix entre ...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
KPN ROYAL KPN NV
ORA ORANGE SA
SBMO SBM OFFSHORE NV
EN BOUYGUES SA
FGA FIGEAC AERO SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
A1XA4J CARBIOS SA
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
OVH OVH GROUPE
EAPI EUROAPI
SCHOTT PHARMA AG
- Konrad Zomer
- Stephane Beyazian
ODDO : Ericsson downgrades its global traffic outlook
>Unprecedented revision of 25% - Ericsson yesterday published its annual Ericsson Mobility report, an industry benchmark for mobile network traffic forecasts. Traffic forecasts are crucial in terms of the investment outlook for the telecoms sector.What is surprising is that Ericsson cut its global mobile traffic forecast by close to 25% for 2029 (from 403 EB/m to 313 EB/m, or from 56 to 42 GB/m per smartphone user). Ericsson does not communicate much on this revi...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- ING Helpdesk
Benelux Morning Notes
ASR: CMD - Cumulative SBB at €525m for 2024-26, Strong Pension buy-out outlook. Econocom: Possible interest in part of Atos IT infra after Onepoint withdraws. Proximus: Proximus Opal reportedly looking for a Nasdaq listing in 24-36 months. Randstad: 2Q24F results due 23 July - no recovery yet, conversion under pressure. Xior Student Housing: €80m CIK to buy 2 assets at a 8.4% yield
- Hilde Van Boxstael
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Konrad Zomer
- Stephane Beyazian
ODDO : Ericsson abaisse ses prévisions de trafic mondial
>Une révision inédite de 25% - Ericsson a publié hier son rapport annuel « Ericsson Mobility report», une référence de l’industrie pour les prévisions de trafic sur réseau mobile. Les prévisions de trafic sont déterminantes pour les prévisions d’investissements dans les télécoms.La surprise est qu’Ericsson coupe de près de 25% à la baisse ses prévisions de trafic mobile mondial pour 2029 (de 403 ExaBytes/mois à 313 EB/mois, soit de 56 à 42 GB/mois par utilisateur...
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- ING Helpdesk
Benelux Morning Notes
Alfen: Profit warning. ASR: CMD expectations, capital accumulation substantial in 2025-26. Barco: Co-CEO Charles Beauduin steps down. Belgian telecoms: Orange Belgium prepares for battle ahead of Digi arrival. D'Ieteren: PHE day feedback, ambition to double in size. Exor: Increases its stake in Philips to 17.51% Gimv: Investing in Infrastructure, optional dividend terms. Just Eat Takeaway.com: DoorDash reportedly interested in Deliveroo. SBM Offshore: Preparating for two new hull...
- Jacob Mekhael
Autolus FIRST LOOK: Presents additional obe-cel analysis in r/r ALL at...
Autolus presented additional analysis for obe-cel in r/r adult ALL at the European Hematology Association (EHA) congress, which included previously presented durability data for obe-cel showing that 40% of patients were in ongoing remission without subsequent therapies at 21.5 months follow up. The new presentations included i) the impact of inotuzumab (INO)-containing bridging therapy on treatment outcomes, and ii) droplet digital PCR and flow cytometry sensitivity for measuring CAR T-cell kine...
Autolus Therapeutics to Present Three Clinical Data Updates on obecabt...
Autolus Therapeutics to Present Three Clinical Data Updates on obecabtagene autoleucel (obe-cel) in relapsed/refractory (r/r) B-Cell acute lymphoblastic leukemia (ALL) patients at the 2024 European Hematology Association (EHA) Congress LONDON, June 14, 2024 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), a clinical-stage biopharmaceutical company developing next-generation programmed T cell therapies, today announces three abstracts to be presented at the European Hematology Association (EHA) Congress, June 13-16, 2024. “We are looking forward to presenting longer-term dat...
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Hoste
DSM-Firmenich Steady as she goes
The recent strategic update & CMD reconfirmed the direction to focus on Nutrition, Health and beauty, with Animal Nutrition & Health earmarked for separation. The mid term financial targets for the new scope (ie ex ANH) including a 5-7% organic sales growth and an 22-23% adjusted EBITDA margin target imply a solid earnings momentum for the coming years, and even our more conservative margin assumptions imply a 7% EBITDA CAGR until 2028. We still appreciate dsm-firmenich for its broad portfolio a...
- Michiel Declercq
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
- Thomas Vranken
- Jacob Mekhael
ASCO24 CAR-T round-up @ ASCO24
This year's CAR-T updates at ASCO24 mostly featured longer follow up and subgroup analyses from existing trials. Most noteworthy was the longer follow up from one of our life sciences top picks Autolus, which led to excitement in the room and an approx. 9% stock move. The company presented a 40% ongoing remission rate without subsequent therapy at median follow up of 21 months for obe-cel (CD19 CAR-T) in r/r adult ALL. On top of the well-established safety profile, we think this efficacy outcome...
- ING Helpdesk
Benelux Morning Notes
D'Ieteren: Febiac May registrations down 5.9% YoY, VW brands up 5.3%. Kinepolis: Weak US/Canada box office revenue, strong France attendance in May 2024. Proximus: ‘International' investor day feedback. Universal Music Group: Spotify price increase in US, supportive for long term equity story
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Kris Kippers
Proximus - All-in on leadership in digital communications
• Proximus yesterday organized a dedicated CMD focused on its International Segment, providing granularity on its future plans related to product portfolio, cost and sales synergies and impact on the group• Given its leading positions, combined with EUR 100m of synergies (up from EUR 90m previously) International Segment ought to deliver ~EUR 305m EBITDA on our new estimates or ~16% of group level or double of today• Including the FCF that ought to be generated by its new international segment, ...
- Michiel Declercq
Proximus International strategy: conference call feedback
After completing the Route Mobile acquisition at the beginning of May, Proximus will host a webcast this afternoon an 2pm CET, focussing on its international activities. In the update, Proximus increased its 3Y synergies target from € 90m to more than € 100m by 2026, run rate. After including the RM activities, Proximus also increased its FY24 group EBITDA outlook, which is now expected to grow at 2% on a like for like basis, compared to up to 1% previously. Pending the full integration of Route...
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