reports
- Oliver Metzger
- Wim Gille
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
PHIA KONINKLIJKE PHILIPS N.V.
VOE VOESTALPINE AG
ACX ACERINOX SA
NEX NEXANS SA
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
NDA AURUBIS AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASRNL ASR NEDERLAND NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
STMN STRAUMANN HOLDING AG
- Oliver Metzger
- Wim Gille
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
PHIA KONINKLIJKE PHILIPS N.V.
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
CAP CAPGEMINI SE
NDA AURUBIS AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASRNL ASR NEDERLAND NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
STMN STRAUMANN HOLDING AG
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- Michael B. Schäfer
- Michael B. Schäfer
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
TKA THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ALBFR SIDETRADE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
RIO RIO TINTO PLC
LDO LEONARDO SPA
SAE SHOP APOTHEKE EUROPE NV
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
IHG INTERCONTINENTAL HOTELS GROUP PLC
FAST FASTNED
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
SHA SCHAEFFLER AG
- Fehmi Ben Naamane
- Jeremy Garnier
- Marc Lavaud
- Youssef Besbes
TKA THYSSENKRUPP AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
SZG SALZGITTER AG
MTU MANITOU BF SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
ERA ERAMET SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
NDA AURUBIS AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ALBFR SIDETRADE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
RIO RIO TINTO PLC
LDO LEONARDO SPA
SAE SHOP APOTHEKE EUROPE NV
BHP BHP GROUP LTD
SMCP SMCP SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
IHG INTERCONTINENTAL HOTELS GROUP PLC
FAST FASTNED
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- Benoit Valleaux
- Steven Gould
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/23/2024
Last week, we organised an Expert Access event on multiple sclerosis (MS) with the participation of Dr Géraldine Androdias, a neurologist at Lyon University Hospital. Dr Androdias presented the key points of the ECTRIMS 2024 conference, as well as new trends in treating the illness. We note an unmet need in the primary progressive and secondary progressive forms, a real interest for the BTKi class with the greater penetration of the blood-brain barrier, and expectations for the anti-C...
IFX INFINEON TECHNOLOGIES AG
HEIA HEINEKEN NV
AI AIR LIQUIDE SA
IPN IPSEN SA
DB1 DEUTSCHE BOERSE AG
BNP BNP PARIBAS SA CLASS A
LI KLEPIERRE SA
COV COVIVIO SA
ROG ROCHE HOLDING LTD
HO THALES SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
GLE SOCIETE GENERALE S.A. CLASS A
OR L'OREAL SA
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
ASSA B ASSA ABLOY AB CLASS B
ENG ENAGAS SA
IBE IBERDROLA SA
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
AKZA AKZO NOBEL N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
- Benoit Valleaux
- Steven Gould
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/10/2024
Nous avons organisé la semaine dernière un Expert Access autour de la sclérose en plaques (SEP) avec la participation du Dr Géraldine Androdias, médecin neurologue au CHU de Lyon. Le Dr Androdias a présenté les points saillants du congrès de l’ECTRIMS 2024 ainsi que les nouvelles tendances dans la prise en charge de la maladie. Nous retenons un besoin insatisfait dans les formes progressives et secondairement progressives, un vrai intérêt de la classe des BTKi avec le passage accru de...
IFX INFINEON TECHNOLOGIES AG
HEIA HEINEKEN NV
AI AIR LIQUIDE SA
IPN IPSEN SA
DB1 DEUTSCHE BOERSE AG
BNP BNP PARIBAS SA CLASS A
LI KLEPIERRE SA
COV COVIVIO SA
ROG ROCHE HOLDING LTD
HO THALES SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
GLE SOCIETE GENERALE S.A. CLASS A
OR L'OREAL SA
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
ASSA B ASSA ABLOY AB CLASS B
ENG ENAGAS SA
IBE IBERDROLA SA
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
AKZA AKZO NOBEL N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
- Fehmi Ben Naamane
- Johanna Jourdain
Intercontinental Hotels : An encouraging Q3 2024 and confident message...
>Q3 2024 broadly in line with forecasts, encouraging despite a high comparison base - Yesterday before market open, IHG reported a current trading Q3 2024 broadly in line with our forecasts, giving RevPaR growth of +1.5%, of which +1.7% in the Americas region (including +1.2% in the US), +4.9% in EMEAA and a decline of 10.3% in Greater China, impacted notably by a tough comparison base (Q3 2023 RevPAR at +9.3% vs 2019). Moreover, the end of the license contract for th...
- Fehmi Ben Naamane
- Johanna Jourdain
Intercontinental Hotels : T3 24 encourageant et ton confiant sur les p...
>T3 24 globalement en ligne avec les attentes, encourageant malgré une base de comparaison élevée - IHG a publié hier avant Bourse un current trading T3 24 globalement en ligne avec nos attentes, soit une croissance des RevPAR de +1.5%, dont +1.7% dans la région Amériques (incl. +1.2% aux US), +4.9% en EMEAA et un recul de 10.3% en Greater China, impacté notamment par une base de comparaison difficile (RevPAR T3 23 à +9.3% vs 2019). Par ailleurs, la fin d’un contrat d...
- Delphine Brault
- Quentin Borie
- Delphine Brault
- Quentin Borie
- Fehmi Ben Naamane
- Johanna Jourdain
Intercontinental Hotels : Q3 2024 broadly in line with our expectation...
>Q3 2024 trading update broadly in line with our expectations - IHG has just released its Q3 2024 trading update with RevPAR up 1.5% y-o-y, broadly in line with our expectations (ODDO BHF +1.6%e) and being an unsurprising sequential slowdown after +3.0% in H1 2024, given a tougher comparison base in Q3. This is driven by price, at +1.7% y-o-y whereas the occupancy rate was almost flat (-0.1pts). In detail, Q3 2024 RevPAR by region (y-o-y): 1/ Americas: +1.7% (ODDO BHF...
- Fehmi Ben Naamane
- Johanna Jourdain
Intercontinental Hotels : Q3 2024 broadly in line with our expectation...
>Q3 2024 trading update broadly in line with our expectations - IHG has just released its Q3 2024 trading update with RevPAR up 1.5% y-o-y, broadly in line with our expectations (ODDO BHF +1.6%e) and being an unsurprising sequential slowdown after +3.0% in H1 2024, given a tougher comparison base in Q3. This is driven by price, at +1.7% y-o-y whereas the occupancy rate was almost flat (-0.1pts). In detail, Q3 2024 RevPAR by region (y-o-y): 1/ Americas: +1.7% (ODDO BHF...
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