% of issuers to which material services of investment firms are supplied, Clasquin SA Reports Earnings Results for the Half Year Ended June 30, 2022, https://research.keplercheuvreux.com/disclosure/stock/, Clasquin : 2022-Presentation rsultats semestriels. Diversified and balanced customer base (first customer <3% of GP). From November 1st NHST Media Group is responsible for controlling your data on IntraFish. Commercial momentum is dynamic. Delayed London Stock Exchange Start your journey here News and Prices. CHF 27,777 / yr. Back Office salaries - 1 salaries reported. Freight rates also eased as a result of lower demand and increasing freight capacities, although the surge in oil price is providing support for the rates to maintain at high levels. The investment recommendation(s) referred to in this report was (were) completed on 28/10/2022 6:36 (GMT) and was first disseminated on 28/10/2022 6:51 (GMT). Kepler Cheuvreux rating split as of 28 October 2022. Deutsche Bank analyst Gael de-Bray lowered the bank's target on Alstom to EUR 46 from EUR 47 and maintained the Hold rating on the stock.. Analyst recommendations: AstraZeneca, Designer Brands, Homeserve.. Group Chief Executive Officer, MD & Director, COO, Chief Financial Officer, Director & Deputy MD. . The Kingfish Company CEO: 'Food is a resilient sector, but international supply chains can be vulnerable'. The target price is unchanged and still at EUR 180. (Alliance News) - The following London-listed shares received analyst recommendations Thursday morning and Wednesday afternoon: Kepler Cheuvreux starts Haleon with 'hold' - price target 275 pence, Goldman Sachs cuts Reckitt price target to 6,800 (7,000) pence - 'neutral', Deutsche Bank cuts Reckitt price target to 6,750 (6,900) pence - 'buy', Barclays cuts Reckitt price target to 8,200 (8,900) pence - 'overweight', Barclays cuts Standard Chartered price target to 750 (800) pence - 'equal weight', RBC raises Barclays price target to 180 (170) pence - 'sector perform', Goldman Sachs raises Barclays price target to 250 (245) pence - 'buy', SocGen cuts Barclays price target to 160 (170) pence - 'hold', JPMorgan cuts HSBC price target to 530 (590) pence - 'neutral', Deutsche Bank raises HSBC price target to 650 (570) pence - 'hold', JPMorgan cuts St James's Place price target to 1,020 (1,040) pence - 'neutral', Deutsche Bank cuts Legal & General target to 285 (330) pence - 'buy', Deutsche Bank cuts Phoenix Group target to 680 (770) pence - 'hold', Deutsche Bank cuts Aviva price target to 485 (520) pence - 'buy', Deutsche Bank cuts M&G price target to 195 (200) pence - 'hold', Goldman Sachs cuts WPP price target to 920 (940) pence - 'neutral', Barclays cuts WPP price target to 850 (900) pence - 'equal weight', Liberum cuts FirstGroup price target to 165 (180) pence - 'buy', Deutsche Bank cuts JD Wetherspoon target to 630 (735) pence - 'buy', Deutsche Bank cuts Just Group price target to 90 (105) pence - 'hold', Deutsche Bank cuts Mitchells & Butlers price target to 213 (230) pence - 'buy', JPMorgan cuts Quilter price target to 83 (85) pence - 'neutral', Deutsche Bank cuts Marston's target to 44.40 (50.00) pence - 'hold'. Kepler Cheuvreux Funding. Unless otherwise stated, models used are proprietary. Discover. European financial services firm Kepler Cheuvreux is recommending to 'buy' shares in land-based yellowtail farmer The Kingfish Company, after recently starting to cover its stock. 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Don't have a Research Hub Account ? Hotel du Collectionneur, 51-57 Rue de Courcelles, 75008 Paris, France. Development of niche expertise /verticals (e.g. Kepler Cheuvreux serves customers in Europe. Freight rates are gradually normalising causing yields to consolidate on a QOQ basis (6% decrease in GP per shipments versus Q2). GSK Upgrades Full-year Targets Anew After Record Sales Performance Of Shingles Shot In .. GSK Raises 2022 Guidance as 3Q Sales Beat Expectations -- Update, GSK Raises 2022 Guidance as 3Q Sales Beat Expectations, New GSK maintains strong start, but Zantac litigation looms large, GSK lifts 2022 forecast after stronger than expected quarter, Haleon announces results for exchange offers from GSK spin-off, Kepler Cheuvreux Initiates Haleon With Hold Rating. You can read more about how we handle your information in our privacy policy. With effect from start of business on 9 April 2019, Kepler Cheuvreux UK Limited ("the firm") will commence trading as a member firm of the London Stock Exchange. Whichever valuation method is used there is a significant risk that the target price will not be achieved within the expected timeframe. In addition, investors' confidence and market sentiment can affect the valuation of companies. The tensions on supply chains have continued to ease in Q3 as a result of a slowdown of demand and the high level of inventory. Decreasing volume and freight rates visible in Q3 as expected, albeit at still high levels compared to last year at the same period (which explains the. For more information and how to manage your privacy settings, please refer to our privacy and cookie policies. Kepler Cheuvreux Research is the largest "Made in Europe Independent Investment Research Provider", with 110 analysts covering c. 1,200 stocks, ESG, Quant, Strategy, and Credit. Nevertheless, this document, in whole or in part, and with the exclusion of ratings, target prices and any other information that could lead to determine its valuation, may have been provided to the issuer prior to publication and dissemination, solely with the aim of verifying factual accuracy. All rights reserved. 1.2 k: Types of Services. Kepler Cheuvreux - Details of current London Stock Exchange Member firms with downloads available for Member firm trading codes. To read more about NHST Media Group, Volume in air freight have decreased 2% YOY in Q3 (after +3% YOY in Q2) in a market that declined at a stronger pace. Kepler Cheuvreux operates as a financial company. Discover . The Company specializes in research, execution, fixed income, credit, structured solutions, asset management, and corporate Finance services. Kepler Cheuvreux Research is the largest "Made in Europe Independent Investment Research Provider", with 110 analysts covering c. 1,200 stocks, ESG, Quant, Strategy, and Credit. This is an excerpt of the original content. Accept offer: In the context of a total or partial take-over bid, squeeze-out or similar share purchase proposals, the offer price is considered to be fairly valuing the shares. Kepler Cheuvreux analyst Marco Baccaglio maintains his Buy rating on the stock. Kepler Cheuvreux UK Limited. KEPLER CHEUVREUX' equity research policy is to update research rating when it deems appropriate in the light of new findings, markets development and any relevant information that can impact the analyst's view and opinion. London Stock Exchange uses cookies to improve its website. . FTSE indices. DCF (7.7% WACC, 3% terminal growth, 13% conversion ratio). International integrated network (US, Europe, Asia). Kepler Cheuvreux Autumn Conference. Each Equity/Credit Research Analyst certifies that he is acting independently and impartially from KEPLER CHEUVREUX shareholders, directors and is not affected by any current or potential conflict of interest that may arise from any KEPLER CHEUVREUX activities. Bloomberg Daybreak Middle East. The show will focus on global macro issues with a middle eastern context, provide expert analysis of major market moving stories and speak with the biggest newsmakers in the region. Stock Tips or Recommendations that may be posted on its website, that you view or are sent as part of the Service without firstly undertaking your own detailed investment . click here. Regulation AC - Analyst Certification: Each Equity/Credit Research Analyst(s) listed on the front-page of this report, principally responsible for the preparation and content of all or any identified portion of this research report hereby certifies that, with respect to each issuer or security or any identified portion of the report with respect to an issuer or security that the equity research analyst covers in this research report, all of the views expressed in this research report accurately reflect their personal views about those issuer(s) or securities. Founding Date: 1997: Kepler Cheuvreux Operating Metrics. IntraFish is part of NHST Media Group AS. In South African townships oppressed because of unemployment, crime, drugs and violence, and where many of the population are suffering from HIV and Aids, this inspiring feature-length documentary follows the journey of six people who transform themselves through yoga, and documents the impact that yoga has on their families, and communities. Shanghai London Stock Connect. Please contact your sale representative for registration. Unless otherwise stated, all prices are aligned with the "Market Data date" on the front page of this report. Distributed by Public, unedited and unaltered, on 28 October 2022 07:52:01 UTC. Hold: The expected upside is below 10% (the expected upside could be higher in light of the company's risk profile). IntraFish is part of NHST Global Publications AS and we are responsible for the data that you register with us, and the data we collect when you visit our websites. Our European. Kepler Cheuvreux and the issuer have agreed that Kepler Cheuvreux will produce and disseminate investment research on the said issuer as a service to the issuer. Hugues Morin, CEO | Philippe Lons, CFO | Laurence Ilhe, General Secretary, Free float: 45.00% | Yves Revol: 41.90% | Employees: 12.60% | Others: 0.50%, Research ratings and important disclosures. The Company specializes in research, execution, fixed income, credit, structured solutions, asset management, and corporate Finance services.. We use cookies in a variety of ways to improve your experience, such as keeping NHST websites reliable and secure, personalising content and ads and to analyse how our sites are being used. Broadening of offering (logistics, supply chain, digital offer). Kepler Cheuvreux Invest ("KC Invest"), founded in 1998, a subsidiary of the Kepler Cheuvreux group, is a management company regulated by the AMF (French authorities), specialized in supporting entrepreneurs and businesses (SMEs and Midcap companies) in their financing needs. 5th Floor 95 Gresham Street London EC2V 7NA www.keplercheuvreux.com 44 02076215100 Issue Details Issued by Membership team Left intentionally blank. along with other types of pay like cash bonuses, stock bonuses, profit sharing, sales commissions, and tips. Kepler Cheuvreux set a target price of NOK 40 (3.87/$4.71) per share. Due to share prices volatility, ratings and target prices may occasionally and temporarily be inconsistent with the above definition. IntraFish is part of NHST Media group. Staff and management are major shareholders, owning a total of 27.56% of the equity, with 40% of Kepler Cheuvreux's voting rights. Bundesanstalt fr Finanzdienstleistungsaufsicht, Commissione Nazionale per le Societ e la Borsa, KEPLER CHEUVREUX (Switzerland) SA, Zurich branch, Swiss Financial Market Supervisory Authority, Autorit des Services et Marchs Financiers. Quality growth. All rights reserved. Tuesday, September 13, 2022 - Thursday, September 16, 2022. Our European. Clasquin capitalises on its differentiating profile in the freight forwarding industry, In recent history, revenues at Clasquin have usually grown, In 2021, as well as in the first half of 2022, the disrupted, supply conditions appear supportive for Clasquin (and the freight forwarding industry in general). This research is the product of Kepler Cheuvreux, which is authorized and. Salaries posted anonymously by Kepler Cheuvreux employees in Paris, France Area. Equity/Credit Research Analysts employed by KEPLER CHEUVREUX, are not registered/qualified as research analysts under FINRA/NYSE rules, may not be associated persons of Kepler Capital Markets, Inc. and may not be subject to NASD Rule 2711 and NYSE Rule 472 restrictions on communications with covered companies, public appearances, and trading securities held by a research analyst account. Yields remain however higher than a year ago, which explains the 13% YOY increase in GP in sea freight. FTSE indices . Clasquin is able to, Surge in freight rates due to high demand and tight supply. Kepler Cheuvreux starts Haleon with 'hold' - price target 275 pence ---------- Goldman Sachs cuts Reckitt price target to 6,800 (7,000) pence - 'neutral' ---------- Deutsche Bank cuts Reckitt price target to 6,750 (6,900) pence - 'buy' ---------- Barclays cuts Reckitt price target to 8,200 (8,900) pence - 'overweight' ---------- Read more about NHST Media Group here. Name of the Research Analyst(s): Baptiste de Leudeville. Operations will be capex-intensive in the coming 10 years as the company targets fast growth in the near future. Resignation With effect from the close of business on Friday 13 May 2022, Kepler Cheuvreux UK Limited will resign as a member firm of the London Stock Exchange. Clasquin SA acquired 90 percent stake in Exaciel A.M.C Logistique Sa. Please refer to the back of the report for important. . Broker salaries - 2 salaries reported. Clasquin SA acquired 51% stake in CVL International. Ratings are defined as follows: Buy: The minimum expected upside is 10% over next 12 months (the minimum required upside could be higher in light of the company's risk profile). Get notified regarding key financial metrics and revenue changes at Kepler Cheuvreux Learn more. Yields remain however much higher than a year ago, which result in GP increasing by 23% from a year ago. In this context, yields have consolidated on a QOQ basis (14% decrease in GP per shipments versus Q2). This is a Buy Tip for BP by Tipster Kepler Cheuvreux on 2022-05-04 11:26:00. Information barriers and procedures are in place between the research analysts and staff involved in securities trading for the account of KEPLER CHEUVREUX or clients to ensure that price sensitive information is handled according to applicable laws and regulations. Using an in-house trading platform acquired in 2013, this activity consists of 12 execution offices, 77 experts, and membership of 103 major global markets. CHF 107,078 / yr. Corporate Finance Intern salaries - 2 salaries reported. Kepler Cheuvreux SA 2016/094 24 - Search and view the latest Member firm Information Sheets containing information on new Member firms and Member firm profile changes. Reject offer: In the context of a total or partial take-over bid, squeeze-out or similar share purchase proposals, the offered price is considered to be undervaluing the shares. wine, fine arts). About one third of the growth that was generated since the beginning of the year is coming from new customers. Ukraine war/inflation and potential impact on consumption. The firm will trade in a principal and agency capacity on SETS, the International Order Book (IOB) and Exchange Traded Funds Euroclear Bank Settlement ("IET"). Each Equity/Credit Research Analyst(s) also certifies that no part of their compensation was, is, or will be, directly or indirectly, related to the specific recommendation(s) or view(s) expressed by that equity research analyst in this research report. , not relative to any given benchmark on our Investor Relations website Cheuvreux in Paris, France Area share volatility The valuation of companies for further information relating to research and conflict of interest. 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