reports
Voting rights - October 2024
Voting rights - October 2024 PRESS RELEASEParis, November 7, 2024 Information on the total number of voting rightsand shares forming the share capital(Article L.233-8 II of the French Commercial Code andArticle 223-16 of the General Regulation of the French Financial Markets Authority) DateIssued capitalPar valueTotal number of sharesTotal number of voting rightsTheoretical*Exercisable**October 31, 2024€ 244,633,504€ 1244,633,504273,842,587272,115,914 *In accordance with Article 223-11 of the General Regulation of the French Financial Markets Authority, the total number of theoretical voti...
Déclaration des droits de vote - octobre 2024
Déclaration des droits de vote - octobre 2024 COMMUNIQUÉ DE PRESSEParis le 7 novembre 2024 Informations relatives au nombre total de droits de voteet d’actions composant le capital social(Article L.233-8 II du Code de commerceet article 223-16 du Règlement général de l’Autorité des marchés financiers) DateCapital émisNominalNombre total d'actionsNombre total de droits de voteThéoriques*Exerçables**31 octobre 2024€ 244 633 504€ 1244 633 504273 842 587272 115 914 *Conformément à l’article 223-11 du Règlement général de l’AMF, le nombre total de droits de vote théoriques est calculé sur la ba...
- Luis de Toledo Heras
ATO ATOS SE
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
MERY MERCIALYS SA
ASY ASSYSTEM SA
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
CGM CEGEDIM SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VID VIDRALA SA
TIETO TIETOEVRY OYJ
VIS VISCOFAN S.A.
MONT MONTEA SCA
SIGHT GENSIGHT BIOLOGICS SA
WAF SILTRONIC AG
LIGHT SIGNIFY NV
NVG NAVIGATOR COMPANY SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
LFDE LA FRANCAISE DE L'ENERGIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
SPM SAIPEM S.P.A.
- Luis de Toledo Heras
ATO ATOS SE
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
MERY MERCIALYS SA
ASY ASSYSTEM SA
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
CGM CEGEDIM SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
VID VIDRALA SA
TIETO TIETOEVRY OYJ
VIS VISCOFAN S.A.
MONT MONTEA SCA
SIGHT GENSIGHT BIOLOGICS SA
WAF SILTRONIC AG
LIGHT SIGNIFY NV
NVG NAVIGATOR COMPANY SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
LFDE LA FRANCAISE DE L'ENERGIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
SPM SAIPEM S.P.A.
- Carole Braudeau
Credit Morning 10/25/2024
Ontex: Q3 24 call notes: “Actively” looking at refinancing… but no further specificationOrano: announcement of a € 300m capital increase and suspension of activities in NigerArdagh: another significant PW in glassNexity: Q3 at last encouraging with positive signals and a new divestment announcedValeo revises its 2024 guidance and suspends its 2025 objectives in the face of an increasingly difficult environment>...
DG VINCI SA
SK SEB SA
NXI NEXITY SA CLASS A
SW SODEXO SA
MF WENDEL SE
MERY MERCIALYS SA
CGM CEGEDIM SA
FNAC FNAC DARTY SA
FR VALEO SE
BAYN BAYER AG
ONTEX ONTEX GROUP N.V.
WBD WEBUILD S.P.A.
HLAG HAPAG-LLOYD AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SPM SAIPEM S.P.A.
- Carole Braudeau
Morning Crédit 25/10/2024
Ontex : Q3 24 call notes: “Actively” looking at refinancing… but no further specificationOrano : annonce d’une augmentation de capital de 300 m EUR et de la suspension des activités au NigerArdagh : encore un PW significatif dans le verreNexity : un T3 enfin encourageant avec des signaux positifs et une nouvelle cession annoncéeValeo révise sa guidance 2024 et suspend ses objectifs 2025 face à un environnement de plus en plus difficile>...
DG VINCI SA
SK SEB SA
NXI NEXITY SA CLASS A
SW SODEXO SA
MF WENDEL SE
MERY MERCIALYS SA
CGM CEGEDIM SA
FNAC FNAC DARTY SA
FR VALEO SE
BAYN BAYER AG
ONTEX ONTEX GROUP N.V.
WBD WEBUILD S.P.A.
HLAG HAPAG-LLOYD AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SPM SAIPEM S.P.A.
- Anthony Dick
- Michael Foundoukidis
Valeo : A release that is unlikely to improve sentiment on the sector
>Sales 3% below css & a much more cautious message on the year end and 2025 - Valeo reported Q3 sales of € 4,967m, down 5% on a reported basis and 3% below expectations. In the face of LVP that was down 5.5% in Q3, the outperformance was therefore 3 points, penalised again mostly by China and the Power division. Otherwise, the supplier again lowered its full-year sales target (-3% vs consensus; € 21.3bn vs € 22.0bn), pointing to an increasingly challenging environment...
- Anthony Dick
- Michael Foundoukidis
Valeo : Une publication pas de nature à améliorer la perception du sec...
>CA 3% sous les attentes et message bien plus prudent sur la fin d’année et 2025 - Valeo a publié un CA T3 de 4 967 M€, en baisse de 5% en publié et 3% sous les attentes. Face à une production automobile en baisse de 5.5% au T3, la surperformance ressort donc à 3 pt, à nouveau surtout pénalisée par la Chine et la division Power. Au-delà, l’équipementier a, encore, révisé en baisse son objectif annuel de CA (-3% vs consensus ; 21.3 Md€ vs 22.0 Md€), arguant d’un enviro...
Valeo Q3 2024 Sales
Valeo Q3 2024 Sales PARISOctober 24, 2024 In a worsening automotive market in the second half, Valeo is confirming its margin and free cash flow guidance for full-year 2024. Valeo records third-quarter sales of 5.0 billion euros. Original equipment sales outperform automotive production by 3 percentage points. Sales of 5.0 billion euros, down 2% on a like-for-like basis (LFL)Original equipment sales outperform automotive production by 3 percentage points (down 2% LFL). Outperformance across all Divisions versus automotive productionAftermarket sales up 3% LFL2024 objectives: ...
Valeo - Chiffre d'affaires du 3ème trimestre 2024
Valeo - Chiffre d'affaires du 3ème trimestre 2024 PARISLe 24 octobre 2024 Dans un marché automobile en dégradation au second semestre, Valeo confirme sa guidance de marges et de cash flow libre 2024. Au troisième trimestre, le chiffre d’affaires de Valeo atteint 5,0 milliards d’euros. Le chiffre d’affaires première monte enregistre une surperformance de 3 points. Chiffre d’affaires de 5,0 milliards d’euros, en baisse de 2 % à périmètre et taux de change constants (pcc)Chiffre d’affaires première monte en surperformance de +3 points (en baisse de 2 % à pcc) par rapport à la pr...
Voting rights - September 2024
Voting rights - September 2024 PRESS RELEASEParis, October 7, 2024 Information on the total number of voting rightsand shares forming the share capital(Article L.233-8 II of the French Commercial Code andArticle 223-16 of the General Regulation of the French Financial Markets Authority) DateIssued capitalPar valueTotal number of sharesTotal number of voting rightsTheoretical*Exercisable**September 30, 2024€ 244,633,504€ 1244,633,504273,842,598272,153,425 *In accordance with Article 223-11 of the General Regulation of the French Financial Markets Authority, the total number of theoretical v...
- Anthony Dick
- Emira Sagaama
- Marc Lavaud
- Michael Foundoukidis
- Youssef Besbes
ODDO BHF Small & MIDCAP MORNING NEWS - 10/03/2024
DEME, the world’s leading offshore wind installation company and top 3 in the global dredging market, delivered a better than expected H1. Its share price, however, corrected by 15-20% as DEME’s outlook was weaker than expected. In this report, we explain there are three good reasons why DEME management is holding its cards at its chest: (1) US elections; (2) Gaza conflict, and (3) the still uncertain usage of its € 1.0-1.5bn war chest. Expecting DEME to not only use the war chest for...
- Anthony Dick
- Emira Sagaama
- Marc Lavaud
- Michael Foundoukidis
- Youssef Besbes
ODDO BHF Small & MIDCAP MORNING NEWS - 03/10/2024
DEME, the world’s leading offshore wind installation company and top 3 in the global dredging market, delivered a better than expected H1. Its share price, however, corrected by 15-20% as DEME’s outlook was weaker than expected. In this report, we explain there are three good reasons why DEME management is holding its cards at its chest: (1) US elections; (2) Gaza conflict, and (3) the still uncertain usage of its € 1.0-1.5bn war chest. Expecting DEME to not only use the war chest for...
- Anthony Dick
- Michael Foundoukidis
Valeo : Brain, a key strength for the future of Valeo
>A clearer understanding of a major business for Valeo’s future - Valeo this week organised a series of visits in Germany (R&D centre, plant) around its Brain division, which brings together the hardware and software operations relating to driving assistance and interior experience. This was an opportunity for management to provide a detailed update on the strategy and competitiveness of this business, which is Valeo’s fastest-growing (revenues and order intake) and, ...
- Anthony Dick
- Michael Foundoukidis
Valeo : Brain, un atout clé pour le futur de Valeo
>Une meilleure compréhension d’une activité majeure pour le futur de Valeo - Valeo organisait cette semaine des visites en Allemagne (centre R&D, usine) autour de sa division Brain, qui regroupe les activités hardware et software autour de l’assistance à la conduite et l’expérience intérieure. Ce fut l’occasion pour le management de revenir en détail sur la stratégie et la compétitivité de cette activité, la plus dynamique de l’équipementier (CA et prises de commandes...
- Anthony Dick
- Michael Foundoukidis
ODDO : Software Defined Vehicle (SDV): the next revolution
The growing importance of software, which will be further enhanced by SDV, could be even more disruptive to the automotive sector than electrification. In this report, we take a closer look at the main challenges and opportunities of this technological breakthrough, while on the stock market front, the current negative perception of traditional OEMs (discount at historic levels) seems to us to represent an upside risk, provided the latter make progress in terms of execution. Conv...
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
VTSC VITESCO TECHNOLOGIES GRP AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Michael Foundoukidis
ODDO : Software Defined Vehicle (SDV): la prochaine révolution
L’importance croissante du logiciel, amenée à se matérialiser encore davantage via le SDV, pourrait bouleverser le secteur automobile encore plus que ne le fait l’électrification. Nous revenons ici sur les principaux enjeux de cette rupture technologique alors que, sur le plan boursier, la perception actuelle négative autour des constructeurs traditionnels (décote à des niveaux historiques) nous semble créer un risque à la hausse, pour peu que ces derniers progressent sur l’exécu...
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
VTSC VITESCO TECHNOLOGIES GRP AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Jerôme Bodin
PROX PROXIMUS SA DE DROIT PUBLIC
BEKB BEKAERT SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
BIO BB BIOTECH AG
ALCLA CLASQUIN SA
DEC JCDECAUX SA
ASY ASSYSTEM SA
BLC BASTIDE LE CONFORT MEDICAL SA
ALTR ALTRI SGPS SA
CGM CEGEDIM SA
SRP SRP GROUPE SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
GBT GUERBET SA
GOE GROUPE GORGE SA
ATE ALTEN SA
FR VALEO SE
ERA ERAMET SA
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SESL SES-IMAGOTAG SA
SEFER SERGEFERRARI GROUP SA
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
INSD VERIMATRIX SA
SPIE SPIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
HOME NEINOR HOMES SA
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
NEOEN NEOEN S.A.
HAG HENSOLDT AG
VK VALLOUREC SA
ALHRS HYDROGEN REFUELING SOLUTIONS
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
- Jerôme Bodin
PROX PROXIMUS SA DE DROIT PUBLIC
BEKB BEKAERT SA
VCT VICAT-CIMENTS VICAT SA
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
BIO BB BIOTECH AG
ALCLA CLASQUIN SA
DEC JCDECAUX SA
ASY ASSYSTEM SA
BLC BASTIDE LE CONFORT MEDICAL SA
ALTR ALTRI SGPS SA
CGM CEGEDIM SA
SRP SRP GROUPE SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
GBT GUERBET SA
GOE GROUPE GORGE SA
ATE ALTEN SA
FR VALEO SE
ERA ERAMET SA
ELIS ELIS SA
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SESL SES-IMAGOTAG SA
SEFER SERGEFERRARI GROUP SA
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
INSD VERIMATRIX SA
SPIE SPIE SA
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
HOME NEINOR HOMES SA
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
NEOEN NEOEN S.A.
S30 SOLUTIONS 30 SE
HAG HENSOLDT AG
VK VALLOUREC SA
ALHRS HYDROGEN REFUELING SOLUTIONS
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
- Anthony Dick
- Michael Foundoukidis
Valeo : An encouraging start to the year that will need to be confirme...
>Better than expected earnings, providing more reassurance about the FY targets - Valeo released its interim results yesterday evening. They came out better than expected (+9% on the EBIT line, operating margin at 4.0% vs 3.6%e) despite slightly lower sales (-1% to € 11.0bn, -1% organic), thanks to effective cost control (industrial, materials, etc.) and a dynamic showing from its most profitable division (Brain). In light of this, the group reiterated most of its fin...
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