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Matteo Radaelli
  • Matteo Radaelli
EUR 203.58
BZU Buzzi Unicem S....

Q3 sales strengthen our BUY case

We maintain our BUY rating and raise our target price from EUR24.7 to EUR26.7 per share.

BZU BUZZI UNICEM S.P.A.
11/10/17 November 10, 2017 4 EN
Emanuele Oggioni
  • Emanuele Oggioni
EUR 203.58
TW11 TENARIS S.A.

Margin recovery confirmed

After the positive Q3 release, we resume the main points supporting the positive outlook of the company and the main remarks of the conference call.

11/06/17 November 6, 2017 4 EN
Emanuele Oggioni
  • Emanuele Oggioni
EUR 211.12
EIT EI TOWERS

Stable model, waiting for M&A

We like EI Towers’ stable and appealing business model, which in our view makes it a perfect PIR fund candidate in line with other telecom tower stocks.

09/26/17 September 26, 2017 11 EN
Matteo Radaelli
  • Matteo Radaelli
EUR 211.12

Euro-zone macro research: Low inflation keeping central bankers awake ...

In our view neither the Federal Reserve nor the ECB are likely to tighten monetary policy at a strong pace any time soon. We see a 50% possibility of a 25bp rate hike from the Fed in December, while in October the ECB should announce a six-month extension of the QE programme in 2018 with monthly purchases reduced to EUR40bn.

09/15/17 September 15, 2017 3 EN
Emanuele Oggioni
  • Emanuele Oggioni
EUR 200.00
GEO GEOX S.P.A.

Q2/H1 preview: raising our estimates

With the Q2/H1 preview, we raise our estimates to capture part of the group’s unhedged USD/EUR exposure. We expect H1 2017 sales to come in almost flat, with EBITDA reported up 37% YOY and EBITDA adjusted by 69%.

07/13/17 July 13, 2017 4 EN
Matteo Radaelli
  • Matteo Radaelli
EUR 200.00

Euro-zone macro update: One and done for the Fed?

The Fed is widely expected to raise rates by 25bp to 1-1.25% at the end of (today's 14 June) monetary policy meeting. The rate hike is supported by positive financial conditions and unemployment having dipped well below 5%, indeed to 4.3% in May.

06/13/17 June 13, 2017 3 EN
Matteo Radaelli
  • Matteo Radaelli
EUR 196.96
BZU Buzzi Unicem S....

A solid start to the year

Despite Q1 being Buzzi Unicem’s weakest quarter of the year due to seasonality, sales figures for the quarter due out 12 May look set to strengthen our positive view for 2017.

BZU BUZZI UNICEM S.P.A.
04/28/17 April 28, 2017 2 EN
Matteo Radaelli
  • Matteo Radaelli
EUR 196.96
DUFRY DUFRY AG

Organic growth accelerates

On 2 May we expect Dufry’s Q1 organic sales growth numbers to show further solid organic acceleration.

04/24/17 April 24, 2017 4 EN
Matteo Radaelli
  • Matteo Radaelli
EUR 200.00
YNAP YOOX Net APorte...

Shift to online luxury continues

New Christmas shopping data shows US department stores confirming the shift to online sales, which rose double-digit despite the negative trend for physical store sales. We see this as positive for Yoox Net-A-Porter’s aims to assert its leadership in online fashion retail. The recent strength of the dollar against the euro could also boost YNAP results in the year ahead.

YNAP YOOX NET APORTER S.P.A.
01/09/17 January 9, 2017 4 EN
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