reports
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: SPIE, Teva, Digi Communications, Altice France (SFR), Telenet, Sunrise, Air France-KLM, Axactor, Victoria, Ineos, Stada, Oriflame, Casino Guichard-Perrachon, Boparan, Synthomer, NewDay
Société Générale : Mise à disposition du troisième amendement au Docum...
Société Générale : Mise à disposition du troisième amendement au Document d’enregistrement universel 2024 MISE À DISPOSITION DU TROISIЀME AMENDEMENT AU DOCUMENT D’ENREGISTREMENT UNIVERSEL 2024Information réglementée Paris, le 31 octobre 2024 Société Générale informe le public que le troisième amendement au Document d’enregistrement universel 2024, déposé le 11 mars 2024 sous le numéro D.24-0094, a été déposé auprès de l’Autorité des Marchés Financiers (AMF) le 31 octobre 2024 sous le numéro D-24-0094-A03. Ce document est tenu gratuitement à la disposition du public dans les conditions pré...
GROUPE BNP PARIBAS : Release of the third amendment to the Universal r...
GROUPE BNP PARIBAS : Release of the third amendment to the Universal registration document and annual financial report 2023 Release of the third amendment to the Universal registration document and annual financial report 2023Press releaseParis, 31 October 2024 BNP Paribas announces the publication of the third amendment to the Universal registration document and annual financial report 2023 dated 22 March 2024. This amendment was filed with the Autorité des Marchés Financiers (AMF) on 31 October 2024 and is listed under n° D.24-0158-A03. The document is available on BNP Paribas website ...
GROUPE BNP PARIBAS : Communiqué de mise à disposition du 3ème amendeme...
GROUPE BNP PARIBAS : Communiqué de mise à disposition du 3ème amendement au Document d’enregistrement universel et rapport financier annuel 2023 Mise à disposition du 3ème amendement au Document d’enregistrement universel et rapport financier annuel 2023 Communiqué de presseParis, le 31 octobre 2024 BNP Paribas annonce que le troisième amendement au Document d'Enregistrement Universel et rapport financier annuel 2023 du 15 mars 2024 a été publié. Cet amendement a été déposé auprès de l’Autorité des Marchés Financiers (AMF) le 31 octobre 2024 sous le n° D.24-0117-A03. Ce document est...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Javier Esteban
SOCIÉTÉ GÉNÉRALE: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: M. Bruto: 6.837 M euros (+10,5% vs +9,6% BS(e) y +5,5% consenso); M. Neto: 2.511 M euros (+37,3% vs +26% BS(e) y +13% consenso); BDI: 1.367 M euros (+363% vs +330% BS(e) y +308% consenso). Rdos. 3T'24 vs 2T'24: M. Bruto: 6.837 M euros (+2,3% vs +1,5% BS(e) y -2,3% consenso); M. Neto: 2.511 M euros (+18,7% vs +9% BS(e) y -2,3% consenso); BDI: 1.367 M euros (+22,9% vs +14,2% BS(e) y +8,3% consenso).
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Javier Esteban
BNP PARIBAS: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: M. Bruto: 11.941 M euros (+2,7% vs +2,9% BS(e) y +2,6% consenso); M. Neto: 4.728 M euros (+4,2% vs +5,5% BS(e) y +4,2% consenso); BDI: 2.868 M euros (+5,9% vs +5,6% BS(e) y +5,4% consenso). Rdos. 3T'24 vs 2T'24: M. Bruto: 11.941 M euros (-2,7% vs -2,5% BS(e) y -0,1% consenso); M. Neto: 4.728 M euros (-7,2% vs -6,1% BS(e) y +0% consenso); BDI: 2.868 M euros (-15,5% vs -15,7% BS(e) y -0,4% consenso).
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
DETNOR AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
DETNOR AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
FDR FLUIDRA S.A.
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Carole Braudeau
- Carole Braudeau
- Emmanuel Matot
- Martin Marandon-Carlhian
Worldline : Numbers in line with the September warning
>Confirmation of a difficult Q3 with a decline in revenue - Worldline reported its Q3 revenue yesterday after trading. It was an organic decline of 1.1% to € 1,163m, slightly below expectations (ODDO BHF/consensus: -0.7/-0.4%) and a break on the downside compared with previous quarters (Q2: +1.7%; Q1: +2.5%).This underperformance, which prompted another profit warning in September, is attributable to a challenging macroeconomic climate (weak consumption in Europe...
- Emmanuel Matot
Ubisoft : Very heavy losses in H1. Full-year guidance unchanged
>Very heavy losses in H1 following the failure of Star Wars Outlaws - Ubisoft reported its half-year results (April-September 2024) yesterday after trading. The losses were very heavy, with an adjusted operating loss of -€ 252m (ODDO BHF/consensus: -€130m/-€107m). And net bookings (-22%) came in at the bottom end of the guidance range provided by management at the time of the September profit warning.In particular, the group had to contend with disappointing...
- Christophe Chaput
- Hela Zarrouk
SPIE : Slightly disappointing organic growth in Q3 (+1.7% vs. +3.6% es...
>Q3 revenues miss expectations: € 2,426.2m vs € 2,454.3m estimated - Spie group reported Q3 revenues a shade below forecasts. Revenues came in at € 2,426.2m, up 13.1%, vs our forecast at € 2,454.3m and consensus at € 2,468m (differences of -1.1% and -1.7% respectively). Most of the difference with our expectations is due to organic growth of 1.7%, while our expectations were based on an increase of 3.6% (consensus +3.9%). By geographic region, we are particularly...
- Fehmi Ben Naamane
Avolta : Q3 2024 fully in line with forecasts. Cancellation of 4% of t...
>Revenue and core EBITDA in line. Strong cash generation (partly linked to capex phasing) - This morning, Avolta published its Q3 results that were in line (on revenue and core EBITDA), but largely above for equity free cash flow (EFCF). The group reported revenue of CHF 3,830m, up 4.4% y-o-y (organic growth of +5.7% partly impacted by a negative forex effect of -1.3% linked to the appreciation of the CHF), perfectly in line with our forecasts and those of the consens...
- Chaima Ferrandon
- Sven Edelfelt
Imerys : Countdown to the end of asbestos litigation finally begins
>Q3 EBITDA 6% higher than we expected - Imerys reported Q3 2024 EBITDA of € 148m (-13.9%) vs ODDO BHF estimate: € 140m (a 6% beat). TQC’s contribution came to € 5m in Q3, whereas we had expected zero. Q3 EBITDA was affected by the deconsolidation of paper (-€ 17m), a lower contribution from quartz (-€ 17m), and an increase in fixed costs (€ 21m) which were not offset by price effects (€ 4m), volumes (€ 15m) or the decrease in variable costs (€ 20m). The Q3 EBITDA marg...
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