reports
- Ahmed Ben Salem
FP TOTAL SE
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
SK SEB SA
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
SKF B SKF AB CLASS B
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
STM STMICROELECTRONICS NV
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
TEN TENARIS S.A.
- Ahmed Ben Salem
FP TOTAL SE
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
DG VINCI SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
SK SEB SA
GFC GECINA SA
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SAF SAFRAN S.A.
AIR AIRBUS SE
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
SKF B SKF AB CLASS B
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
STM STMICROELECTRONICS NV
UMI UMICORE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
TEN TENARIS S.A.
- Delphine Brault
- Quentin Borie
Schneider Electric : Volumes holding up in Q1, price normalising
>Q1 sales: 5.3% organic growth with 4%+ for volumes - Q1 sales, reported yesterday, were broadly in line with expectations (0.4% above by value, but with slightly better organic growth). Sales grew by 5.3% in organic terms vs 4.5% expected by the consensus (see our flash published yesterday “Q1 2024 sales slightly ahead of expectations, which had adjusted downwards”). This 5.3% breaks down into 1% of pricing (on the product portion) and over 4% of volumes (vs over 5% ...
- Delphine Brault
- Quentin Borie
Schneider Electric : Les volumes tiennent au T1, le pricing se normali...
>CA T1 : 5.3% de croissance organique dont 4%+ de volumes - Le CA T1 publié hier était globalement en ligne avec les attentes (0.4% supérieur en valeur, mais avec une croissance organique légèrement meilleure). Il progresse de 5.3% en organique vs 4.5% attendus par le consensus (cf. notre flash publié hier « CA T1 2024 un peu au-dessus des attentes, qui s’étaient ajustées à la baisse »). Ces 5.3% se décomposent en 1% de pricing (sur la partie produits) et plus de 4% d...
Schneider Electric Launches All-In-One Battery Energy Storage System (...
Schneider Electric Launches All-In-One Battery Energy Storage System (BESS) for Microgrids - Upholding the highest and strictest safety standards, BESS will be available in various markets around the world. , the global leader in digital transformation of energy management and automation, today announced the launch of its latest (BESS) designed and engineered to be a part of a flexible and scalable, architecture. BESS is the foundation for a fully integrated microgrid solution that is driven by Schneider Electric’s controls, optimization, electrical distribution, and world-renowned digit...
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2024
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
LHN LAFARGEHOLCIM LTD.
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/04/2024
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
LHN LAFARGEHOLCIM LTD.
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Delphine Brault
- Quentin Borie
Schneider Electric : Q1 sales slightly ahead of expectations, which ha...
>Q1 sales: +5.3% in organic terms (vs css at 4.5%) - Schneider Electric this morning reported Q1 sales of € 8.606bn, up 1.3% in reported terms. Organic growth came to 5.3% (ODDO BHF 3.7%, consensus 4.5%).The gap widened further in terms of divisional performances, with the Energy Management division continuing to see strong growth (+8.9% in organic terms), while the Industrial Automation division posted a decline of 6.6% in organic terms, the first quarter of ne...
- Alfonso Mariategui
- Delphine Brault
- Quentin Borie
Schneider Electric : CA T1 2024 un peu au-dessus des attentes, qui s’é...
>CA T1 : +5.3% en organique (vs css à 4.5%) - Schneider Electric a publié ce matin un chiffre d’affaires T1 à 8 606 M€, en progression de 1.3% en publié. La croissance organique affiche une hausse de 5.3% (ODDO BHF 3.7%, css 4.5%).L’écart s’est encore creusé en termes de performance, avec une division Energy Management qui reste en forte croissance (+8.9% en organique), tandis que la divison Industrial Automation affiche un recul de 6.6% en organique, 1er trimes...
- Research Department
INFORME DIARIO 25 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AEDAS, CELLNEX, EBRO FOODS, IBERDROLA. EUROPA: BASF, BNP, PERNOD RICARD, SANOFI, SCHNEIDER. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Jornada de más a menos Las bolsas europeas comenzaron bien la jornada, pero fueron perdiendo fuelle...
Schneider Electric highlights the importance of software, automation a...
Schneider Electric highlights the importance of software, automation and electrification in accelerating industrial competitiveness Schneider Electric outlines how software-defined automation is driving industrial growth at Hannover MesseAlongside AVEVA, company unveils latest innovations aimed at boosting industrial productivity, resilience, and efficiencyShowcasing the importance of deep domain expertise, it will demonstrate how its solutions support the entire industrial ecosystem at its #HM24 booth (Hall 11, Stand C52) , the industrial technology leader of energy management and autom...
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Delphine Brault
- Quentin Borie
Schneider Electric : Schneider Electric reportedly interested in Bentl...
>Bentley Systems, software company, reportedly been approached by Schneider - According to the WSJ, Schneider Electric is in talks to acquire a controlling stake in the software engineering company Bentley Systems. Cadence Design Systems is apparently also interested.Bentley Systems has set up a special committee of its board of directors to study the options open to it, including the sale of the company or the creation of a JV.Siemens, which has formed seve...
- Delphine Brault
- Quentin Borie
Schneider Electric : Schneider Electric serait intéressé par Bentley S...
>Bentley Systems, société de software, aurait été approchée par Schneider - Selon le WSJ, Schneider Electric est en pourparlers pour prendre le contrôle de la société de logiciels d'ingénierie Bentley Systems. Cadence Design Systems est également intéressé.Bentley Systems a constitué un comité spécial de son conseil d'administration afin d'étudier les options qui s'offrent à lui, notamment la vente de l'entreprise ou la création d’une JV.A noter que Siemens,...
- Research Department
INFORME DIARIO 19 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: NATURGY. EUROPA: ESSILORLUXOTTICA, L’ORÉAL, SCHNEIDER ELECTRIC. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex vuelve a ser el mejor de Eurozona Sesión sin referencias macroeconómicas importantes, pendientes de la tensión en Oriente M...
- Antoine Lebourgeois
Pre-Q1 2024 estimates update
We have revised our estimates ahead of Q1 2024 results. Our updated estimates are detailed in the table below. PT revised to EUR230 from EUR165, primarily in view of the upward revision to medium-term organic growth and adjustments to our DCF analysis assumptions. Our Buy recommendation remains unc
Schneider Electric announces global winners of second edition of its S...
Schneider Electric announces global winners of second edition of its Sustainability Impact Awards - 12 global partners, customers, and suppliers recognized for outstanding performance in either decarbonizing their own operations or decarbonizing the operations of their customers , the leader in the digital transformation of energy management and automation, today announced the global winners of the latest . The winners were commended for their pioneering decarbonization efforts, both within and beyond their organizations. Launched in 2022, the awards honor the contribution of Schneider...
Schneider Electric begins Innovation Summit World Tour, unveiling late...
Schneider Electric begins Innovation Summit World Tour, unveiling latest innovations and collaborations - Peter Herweck, CEO, delivers keynote on power of innovation for positive impact- New solutions announced to increase energy efficiency and accelerate decarbonization- Strategic partnerships drive new paths to achieve net zero and sustainability ambitions , the leader in the digital transformation of energy management and automation, today kicked off its Innovation Summit World Tour, emphasizing the need for immediate action and ongoing collaboration to accelerate the energy transition...
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