reports
- Ahmed Ben Salem
- Marc Lavaud
- Thijs Berkelder
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
PGS PGS ASA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
NEX NEXANS SA
ERA ERAMET SA
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
PLX PLUXEE NV
- Ahmed Ben Salem
- Bruno Cavalier
- Marc Lavaud
- Thijs Berkelder
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
PGS PGS ASA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
NEX NEXANS SA
ERA ERAMET SA
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
PLX PLUXEE NV
- Ahmed Ben Salem
- Marc Lavaud
- Thijs Berkelder
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/04/2024
Sartorius is set to outperform the underlying biopharmaceutical market based on higher exposure to novel biologics and its focus on single-use components. Destocking is likely to end soon but the changing ordering pattern could distort order intake as KPI and organic growth should recover faster. In our view, the expected cut to its FY 2024 guidance is already largely reflected in the share price. Based on the expected turnaround, we have upgraded to Outperform with a new target price...
AKRBF AKER BP ASA
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
RI PERNOD RICARD SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
ADEN ADECCO GROUP AG
PGS PGS ASA
ZAL ZALANDO SE
ENI ENI S.P.A.
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
EVK EVONIK INDUSTRIES AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
- Ahmed Ben Salem
- Marc Lavaud
- Thijs Berkelder
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/07/2024
Sartorius is set to outperform the underlying biopharmaceutical market based on higher exposure to novel biologics and its focus on single-use components. Destocking is likely to end soon but the changing ordering pattern could distort order intake as KPI and organic growth should recover faster. In our view, the expected cut to its FY 2024 guidance is already largely reflected in the share price. Based on the expected turnaround, we have upgraded to Outperform with a new target price...
AKRBF AKER BP ASA
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
RI PERNOD RICARD SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
ADEN ADECCO GROUP AG
PGS PGS ASA
ZAL ZALANDO SE
ENI ENI S.P.A.
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
EVK EVONIK INDUSTRIES AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
- Ahmed Ben Salem
- Baptiste Lebacq
- Thijs Berkelder
ODDO : Trump / Biden: Drill Baby Drill vs IRA? Not such a clear-cut eq...
>Elections for the no.1 oil producer on 5 November - The first debate between Trump and Biden on CNN last week did not address the questions/challenges surrounding energy. At the end of this very unique year (almost half of the global population will go to, or has already been to, the ballot box), all eyes will be on the US elections (5 November 2024), a country that has become the world’s no.1 oil producer (production growth of 19% under the Biden mandate, see char...
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
PGS PGS ASA
ENI ENI S.P.A.
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
- Research Department
IBERIAN DAILY 04 JULY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRIFOLS, OHLA, TALGO. Weak data out of the US European stock markets rallied in view of the signs of a weaker macro situation in the US, sparking hope that the Fed will begin to relax its monetary policy soon. In the STOXX 600, the best-performing sectors were Basic Materials and Real Estate, whereas Pharma was the only sector with losses, and Energy ended practically flat. On the macro side, in the euro zone June’s final services PMI was raised slightly thanks to the better numb...
- Research Department
INFORME DIARIO 04 JULIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, OHLA, TALGO. Datos débiles desde EE.UU. Rebote en las bolsas europeas ante las señales de mayor debilidad macro en EE.UU. que dan esperanzas a que la Fed comience antes la relajación monetaria. En el STOXX 600 los mejores sectores fueron R. Básicos e Inmobiliario mientras que Farma fue el único sector con caídas y Energía terminó prácticamente plano. Por el lado macro, en la Eurozona el PMI final de servicios de junio se revisó ligeramente...
- Ahmed Ben Salem
- Baptiste Lebacq
- Thijs Berkelder
ODDO : Trump / Biden : Drill Baby Drill versus IRA ? Une équation pas ...
>Elections chez le premier producteur de pétrole le 5 novembre - Le premier débat entre Trump et Biden qui s’est déroulé sur CNN la semaine dernière n’a pas abordé les questions/ enjeux énergétiques. En cette fin d’année si particulière (près de la moitié de la population mondiale passera ou est passée par les urnes), les yeux seront rivés sur les élections américaines (5 novembre 2024) qui est devenu le premier producteur mondial de pétrole (croissance de la product...
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
PGS PGS ASA
ENI ENI S.P.A.
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
- Research Department
IBERIAN DAILY 02 JULY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ENDESA, GREENING, OHLA. Market satisfied with France result... for now European stock markets welcomed the confirmation of the polls from the first round of legislative elections in France, which show a blurry picture of how the country will be ruled, but far from extreme scenarios. In the STOXX 600 there were widespread gains (16/20 sectors ending with gains), led by Banks and Utilities, with Media and Technology the worst performers. On the macro side, in the euro zone June’s f...
- Research Department
INFORME DIARIO 02 JULIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, GREENING, OHLA. EUROPA: AIRBUS El mercado satisfecho con el resultado en Francia…de momento Las bolsas europeas celebraron la confirmación de las encuestas en la primera vuelta de las elecciones legislativas francesas, que dibujan un panorama de difícil gobernabilidad, pero lejos de escenarios extremos. Con todo lo anterior, en el STOXX 600 claramente dominaron las subidas (16/20 sectores terminaron con ganancias) lideradas por Bancos y Util...
- Stephane Foucaud
AUCTUS ON FRIDAY - 28/06/2024
AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LN)C: target price of £0.50 per share: Key step towards developing future gas to industry business onshore Morocco – Chariot has signed Heads of Terms with Vivo Energy for the future offtake from the Loukos onshore licence where natural gas has been encountered at Dartois. Up to 3 mmcf/d would be initially sold to the CNG midstream business under a long-term gas sales agreement. Vivo intends to design, fund, construct and...
EQNR EQUINOR ASA
A2PAZ7 TETHYS PETROLEUM
ENI ENI S.P.A.
AOI. AFRICA OIL
ENW ENWELL ENERGY
CHAR CHARIOT OIL & GAS
VLE VALEURA ENERGY INC.
SQZ SERICA ENERGY
MATD PETRO MATAD
MAY MELBANA ENERGY LIMITED
ZPHR ZEPHYR ENERGY
LBE LONGBOAT ENERGY PLC
CEQ CRITERIUM ENERGY LTD.
J4V VAR ENERGI ASA
BCE BEACON ENERGY PLC
- Research Department
INFORME DIARIO 28 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, INDRA, OHLA, REDEIA. El Ibex pierde los 11.000 puntos A excepción del DAX que terminó subiendo, jornada de caídas superiores al -0,7% para los antiguos (España-Italia) y nuevos periféricos (Francia) en la Eurozona. Así, en el STOXX 600 Inmobiliario y Media presentaron las mayores ganancias frente a Retail y Autos que fueron los que más cayeron. Por el lado macro, en España las ventas al por menor de mayo moderaron su ritmo de avance más de ...
- Research Department
IBERIAN DAILY 28 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRIFOLS, INDRA, OHLA, REDEIA. The Ibex falls below 11,000 points With the exception of the DAX that rose in the end, in the euro zone the old (Spain, Italy) an new (France) peripheral countries fell >-0.7%. Thus, in the STOXX 600 Real Estate and Media saw the biggest gains vs. Retail and Automobiles that were the worst performers. On the macro side, in the euro zone, July’s economic confidence index fell unexpectedly. In the US, the final 1Q’24 GDP was raised slightly to 1.4% Q/...
- Research Department
IBERIAN DAILY 27 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRIFOLS, OHL. Corrections continue in Europe, with the Ibex falling below 11,100 points Yesterday’s session saw a decreasing performance in Europe, unable to keep the initial gains, partially hit by a new rise in sovereign yield at both sides of the Atlantic. Thus, in the STOXX 600 all sectors with the exception of Technology saw losses, led by Travel&Leisure and Real Estate. On the macro side, in Germany, July’s consumer confidence index fell unexpectedly after rising for four ...
- Research Department
INFORME DIARIO 27 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, OHLA. Continúan las caídas en Europa y el Ibex pierde los 11.100 puntos Jornada de más a menos en Europa que no pudo retener las subidas de las primeras horas de cotización, en parte perjudicado por una nueva subida de las rentabilidades soberanas a ambos lados del Atlántico. Así, en el STOXX 600 todos los sectores menos Tecnología presentaron caídas, lideradas por Viajes&Ocio e Inmobiliario. Por el lado macro, en Alemania la confianza del...
- Bruno Cavalier
- Emmanuel Matot
ODDO BHF Small & MIDCAP MORNING NEWS - 06/13/2024
Legislative elections are the most difficult to predict because they combine a multiplicity of parameters (alliances, turnout, local factors, vote transfers). The difficulty is increased in a snap election. However, the polls give the National Rally a good chance of being called upon to form the next government. What would it do then? Its economic programme does not add up from the financial standpoint. Any attempt to implement it would imply an increase in public deficits of several ...
- Ahmed Ben Salem
- Bruno Cavalier
- Emmanuel Matot
ODDO BHF Small & MIDCAP MORNING NEWS - 13/06/2024
Les élections législatives sont les plus difficiles à prévoir car elles mêlent une multiplicité de paramètres (alliances, participation, facteurs locaux, reports de voix). La difficulté est accrue dans une élection-surprise. Toutefois, les sondages donnent au Rassemblement national de bonnes chances d’être appelé à former le prochain gouvernement. Que ferait-il alors? Son programme économique n’est pas bouclé au plan financier. Toute tentative pour le réaliser impliquerait une hausse ...
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