reports
- Stefano Toffano
- Thomas Zlowodzki
- Stefano Toffano
- Thomas Zlowodzki
- Stefano Toffano
- Stefano Toffano
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
ROG ROCHE HOLDING LTD
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
DAI DAIMLER AG
GIVN GIVAUDAN SA
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
OR L'OREAL SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
FR VALEO SE
RWE RWE AG
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
LPP LPP S.A.
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RACE FERRARI NV
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Stefano Toffano
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
ROG ROCHE HOLDING LTD
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
DAI DAIMLER AG
GIVN GIVAUDAN SA
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
OR L'OREAL SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
FR VALEO SE
RWE RWE AG
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
LPP LPP S.A.
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RACE FERRARI NV
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Baptiste Salaville
- Stefano Toffano
- Baptiste Salaville
- Stefano Toffano
- Oliver Metzger
- Stefano Toffano
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
RNO RENAULT SA
MTX MTU AERO ENGINES AG
WTB WHITBREAD PLC
DAI DAIMLER AG
GIVN GIVAUDAN SA
ADEN ADECCO GROUP AG
SDF K+S AG
ENI ENI S.P.A.
GEBN GEBERIT AG
HEN3 HENKEL AG & CO. KGAA PREF
REP REPSOL SA
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
RIO RIO TINTO PLC
BP. BP P.L.C.
AKZA AKZO NOBEL N.V.
8TRA TRATON SE
SHEL SHELL PLC
STM STABILUS SE
TUI TUI AG
SCHOTT PHARMA AG
- Oliver Metzger
- Stefano Toffano
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
RNO RENAULT SA
MTX MTU AERO ENGINES AG
WTB WHITBREAD PLC
DAI DAIMLER AG
GIVN GIVAUDAN SA
ADEN ADECCO GROUP AG
SDF K+S AG
ENI ENI S.P.A.
GEBN GEBERIT AG
HEN3 HENKEL AG & CO. KGAA PREF
REP REPSOL SA
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
RIO RIO TINTO PLC
BP. BP P.L.C.
AKZA AKZO NOBEL N.V.
8TRA TRATON SE
STLA STELLANTIS N.V.
SHEL SHELL PLC
STM STABILUS SE
TUI TUI AG
SCHOTT PHARMA AG
Givaudan SA: 1 director
A director at Givaudan SA sold 817 shares at 3,946.110CHF and the significance rating of the trade was 100/100. 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 sh...
- Loic Morvan
- Julian Dobrovolschi
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/10/2024
Thanks to unit revenue that has proven more resilient than anticipated, real discipline on capacity and a decline in the fuel bill, we expect margins to recover, especially for the legacies. IAG remains our top pick. We are upgrading Air France-KLM and Lufthansa to Neutral and downgrading Ryanair to Underperform as well as WizzAir on Neutral. - ...
- Julian Dobrovolschi
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/10/2024
Grâce à une recette unitaire qui se tient mieux que prévu, une discipline capacitaire notable et une baisse de la facture carburant, nous anticipons un rebond des marges tout particulièrement pour les majors. IAG reste notre valeur préférée. Nous relevons Air France-KLM et Lufthansa à Neutre et abaissons Ryanair à Sous-performance ainsi que Wizz Air à Neutre. - ...
- Stefano Toffano
Givaudan : Very few (if any) signs of slowing down
>Broad based growth - This morning Givaudan reported on yet another quarter of strong results. Total revenues were CHF 1,907m for the quarter, +10.2% yoy reported and +14.1% on a lfl basis. Q3 24 revenues were +2.4% higher than ccs and +2.9% vs. AAOBe. No earnings are disclosed at Q1 and Q3 results. Givaudan‘s performance was once again driven by relatively high volumes across all markets (c. +12% yoy volume growth in the quarter for the group), segments and customer...
- Emira Sagaama
- Stefano Toffano
Givaudan : Givaudan: a cornerstone of the industry
We initiate coverage on Givaudan with a Neutral and a TP of CHF 4,200. Givaudan is a cornerstone of its industry, supplying flavours and fragrance products and ingredients to many leading global brands. In its market and operational segments, the company is considered to be the benchmark. End-markets have been very strong and resilient over the past few years, and the recent H1 24 results once more suggest that this trend will continue in the near term. We assume good revenue gro...
- Philippine Adam
Ingredients: increased optimism is round the corner
Givaudan released its FY23 figures yesterday, a few hours before Treatt published a trading statement warning about disappointing Q1 results. The key message is that Beauty (and Fragrances) were the main performance drivers in 2023, but Food & Beverage are likely to catch up in 2024 in a normal
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