reports
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
La mission Harmony de l'Agence spatiale européenne aura recours aux in...
La mission Harmony de l'Agence spatiale européenne aura recours aux instruments infrarouges d'ABB ABB va développer un instrument d'imagerie thermique pour équiper la paire de satellites Harmony de l'Agence spatiale européenne, afin d'aider la mission de recherche à recueillir de nouvelles données sur les systèmes dynamiques de la TerreLa technologie d’ABB contribuera à faire progresser la science du climat ainsi qu'à mieux comprendre et prévoir les phénomènes météorologiques extrêmesLa combinaison de l'imagerie thermique et de l'imagerie radar permet de mieux comprendre les flux d'énergie ...
European Space Agency’s Harmony mission to rely on ABB infrared instru...
European Space Agency’s Harmony mission to rely on ABB infrared instruments ABB to develop thermal infrared (TIR) imaging instruments for two European Space Agency Harmony satellites, helping the research mission gather new data on Earth’s dynamic systemsABB technologies will contribute to the advancement of climate science and the understanding and forecasting of extreme weather eventsCombining thermal and radar imagery enables deeper insights into energy fluxes and exchange processes occurring at the ocean-atmosphere interface ZURICH, Nov. 13, 2024 (GLOBE NEWSWIRE) -- ABB has been sele...
ABB et le Groupe NIEDAX annoncent la finalisation de leur coentreprise...
ABB et le Groupe NIEDAX annoncent la finalisation de leur coentreprise avec l’incorporation de Abnex inc. Abnex inc. accroît les capacités de fabrication de chemins de câbles en Amérique du Nord pour répondre aux besoins en évolution constante des clients Mise sur ses produits complémentaires et sur son offre de service pour répondre à la demande grandissante en solutions d’infrastructure électrique MONTRÉAL, 04 nov. 2024 (GLOBE NEWSWIRE) -- ABB a finalisé la avec le Groupe Niedax. La coentreprise Abnex inc. diversifiera les solutions et stimulera les occasions dans un marché nord-amér...
ABB and Niedax Group announce completion of joint venture with the for...
ABB and Niedax Group announce completion of joint venture with the formation of Abnex, Inc. Abnex, Inc. expands North American cable tray manufacturing capabilities to serve evolving customer needsBuilds on complementary product and services offering to meet growing demand for electrical infrastructure solutions MONTREAL, Nov. 04, 2024 (GLOBE NEWSWIRE) -- ABB completed the with Niedax Group. The Abnex, Inc. joint venture (JV) will broaden solutions and advance opportunities in the rapidly growing North American cable management market. Integrating engineering and manufacturing capabilit...
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
ABB Underscores Focus on Electrification and Automation With New Brand...
ZURICH--(BUSINESS WIRE)-- ABB introduces new brand positioning “We help industries outrun – leaner and cleaner” underpinning the next phase of the company’s development as a leader in electrification and automation following its successful transformation period. It articulates what ABB wants to be known for in the minds of its customers. This press release features multimedia. View the full release here: (Graphic: Business Wire) The new brand positioning centers around the word “Outrun” and its meaning consists of two parts: Keeping ABB’s partners running consistently at high performance and a...
ABB Ltd: 1 director
A director at ABB Ltd sold 20,474 shares at 49.365CHF and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing...
- Charlotte Vaisse
- Christophe-Raphaël Ganet
- Maissa Keskes
- Marc Lavaud
- Stephane Houri
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/18/2024
The recovery in growth in the IT & engineering services sector is undermined by the still mixed macroeconomic climate and the setbacks in the automotive and aerospace sectors. The improvement in sector momentum will therefore be minimal in H2 2024 with a growing decorrelation between the US which should be robust and a stagnating Europe. This leads us to adopt a more cautious approach on companies in our sector (revision to our 2025 growth estimates for 12 companies) and to prefer Acc...
VIE VEOLIA ENVIRONNEMENT SA
CA CARREFOUR SA
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
FGR EIFFAGE SA
ABB ABB LTD.
HNR1 HANNOVER RUECK SE
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
DIM SARTORIUS STEDIM BIOTECH SA
BC BRUNELLO CUCINELLI S.P.A.
RACE FERRARI NV
VACN VAT GROUP AG
FDJ LA FRANCAISE DES JEUX SA
WDP WAREHOUSES DE PAUW SCA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Charlotte Vaisse
- Christophe-Raphaël Ganet
- Maissa Keskes
- Marc Lavaud
- Stephane Houri
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/10/2024
La reprise de la croissance du secteur IT & Engineering Services est mise à mal par un contexte macro toujours mitigé et par les déboires des secteurs Auto et Aéro. Ainsi, l’amélioration de la dynamique du secteur sera minimale au S2 2024 et probablement aussi au S1 2025, avec une décorrélation grandissante entre les US qui devraient être solides et une Europe stagnante. Ceci nous amène à adopter une approche plus prudente pour les sociétés de notre secteur (révision de croissance 202...
VIE VEOLIA ENVIRONNEMENT SA
CA CARREFOUR SA
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
FGR EIFFAGE SA
ABB ABB LTD.
HNR1 HANNOVER RUECK SE
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
DIM SARTORIUS STEDIM BIOTECH SA
BC BRUNELLO CUCINELLI S.P.A.
RACE FERRARI NV
VACN VAT GROUP AG
FDJ LA FRANCAISE DES JEUX SA
WDP WAREHOUSES DE PAUW SCA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Delphine Brault
- Quentin Borie
ABB Ltd. : Electrification division impresses in Q3
>New CEO: a growth mandate - Morten Wierod, the CEO since 1 August, presented his first impressions alongside the Q3 results. While the previous CEO’s mandate was to decentralise the group (and restore profitability), Morten Wierod’s mandate will be to grow ABB, even though he believes that the group also has room for improvement in terms of profitability, including for the electrification division (operating margin expected to be above 23% in 2024), which benefits fr...
- Delphine Brault
- Quentin Borie
ABB Ltd. : La division Electrification impressionne au T3
>Nouveau CEO : un mandat de croissance - Morten Wierod, CEO depuis le 1er août, a présenté ses premières impressions, en marge des résultats T3. Si le mandat de l’ancien CEO était de décentraliser le groupe (et de restaurer la profitabilité), celui de Morten Wierod sera de le faire croître. Il estime également que le groupe dispose d’une marge d’amélioration en termes de profitabilité, y compris pour la division Electrification (marge opérationnelle attendue au-dessus...
- Mattias Holmberg
ABB (Hold, TP: SEK640.00) - Fair value territory
We have downgraded ABB to HOLD (BUY) as the risk/reward and valuation look fairer, in our view, at a 2025e EV/EBIT of 17.3x. We view Q3 as neutral overall, but have lowered our 2024–2026e operating EBITA by c5% on average, and reiterate our SEK640 target price. The new CEO emphasised a focus on decentralisation and profitable growth, rather than large structural changes.
- ABGSC Capital Goods Research
- Anders Idborg
- Delphine Brault
- Quentin Borie
ABB Ltd. : Good Q3, with a record margin, 2024 guidance fine-tuned (do...
>Q3 2024: orders +2%, operational EBIT 2% ahead of expectations - ABB this morning posted orders close to expectations, at $ 8.193bn, +2% in comparable terms (css at +1%), with demand in China still under pressure (-2%) and, in contrast, a continuing recovery in short-cycle businesses (‘high-single digit’ growth). Q3 revenues came in at $ 8.151bn, +2% in comparable terms vs 5% expected by the consensus and the operational EBITA margin came to 19% ($ 1.553bn) vs 18.3% ...
- Delphine Brault
- Quentin Borie
ABB Ltd. : Un bon T3, avec une marge record, la guidance 2024 est affi...
>T3 2024 : commandes +2%, EBIT opérationnel 2% au-dessus des attentes - ABB a publié ce matin des commandes proches des attentes, à 8 193 M$, +2% en comparable (css à +1%), avec une demande en Chine toujours déprimée (-2%) et, en revanche, une poursuite de la reprise des activités à cycle court (croissance ‘high-single digit’). Le chiffre d’affaires T3 s’établit à 8 151 M$, +2% en comparable vs 5% attendus par le consensus et la marge « operational EBITA » atteint 19...
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 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
PUB PUBLICIS GROUPE SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
RI PERNOD RICARD SA
GFC GECINA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
WTB WHITBREAD PLC
ABB ABB LTD.
KORI KORIAN SA
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
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
KER KERING SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
AIR AIRBUS SE
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VACN VAT GROUP AG
BHP BHP GROUP LTD
BP. BP P.L.C.
BIM BIOMERIEUX SA
INPST INPOST S.A.
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 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
PUB PUBLICIS GROUPE SA
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
RI PERNOD RICARD SA
GFC GECINA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
WTB WHITBREAD PLC
ABB ABB LTD.
KORI KORIAN SA
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
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
KER KERING SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
AIR AIRBUS SE
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VACN VAT GROUP AG
BHP BHP GROUP LTD
BP. BP P.L.C.
BIM BIOMERIEUX SA
INPST INPOST S.A.
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- ABGSC Capital Goods Research
- Anders Idborg
- ABGSC Capital Goods Research
- Anders Idborg
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