Rothschild & Co

Rothschild & Co SCA is a holding company. Through its subsidiaries, Co. is engaged in banking activities and private equity. Co.'s banking activities include Investment Banking which comprises advisory services for mergers and acquisitions, advisory services for finance and restructuring, the primary equity capital market and the private placement of loans and shares; Corporate banking which comprises direct loans and structuring of financing packages; Private banking which comprises trust services, asset management and strategic planning; and Merchant Banking. Co.'s private equity activities involve investing in essentially medium-sized French companies, alongside a financial partner.
  • TickerROTH
  • ISINFR0000031684
  • ExchangeEuronext Paris
  • SectorFinancial Services
  • CountryFrance

Analysts

Christophe-Raphaël Ganet ...
  • Hana Maalej
  • Jean Sassus
  • Jeremy Garnier
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 09/19/2019

The European biotech stocks in our coverage universe have posted mixed performances since the start of the year. The pressure on share prices continued to mount as a result of fresh clinical disappointments and refinancing initiatives, notably among French biotechs. For the second part of the year, we continue to prefer Genfit (Buy, € 81 target price) for which we expect phase III results in NASH at the start of 2020, and Poxel (Buy, € 13.7 target price), which is set to benefit from ...

Jean Sassus ...
  • Steven Gould

Rothschild & Co : Fall in first-half earnings despite cost control

>Decline versus a very high H1 2018 and realistic guidance - The fall in H1 2019 net profit (-24%) is not really a surprise given the very high base of comparison in H1 2018. The trends suggested by Rothschild & Co for H2 are generally realistic in our view:Advisory: H2 revenues equal to those in H1, i.e. a fall of over -10% over the full year vs 2018. This would still put 2019 revenues at a high level.AWM: continuation of the commercial momentum but a nega...

Christophe-Raphaël Ganet ...
  • Hana Maalej
  • Jean Sassus
  • Jeremy Garnier
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 19/09/2019

Les performances des Biotechs européennes de notre couverture ont été hétérogènes en ce début d’année. La pression boursière a continué de s’accentuer au fil de nouvelles déceptions cliniques et de refinancements notamment sur les biotechs françaises. En cette 2ème partie d’année nous continuons de privilégier Genfit (Achat, OC 81 €) dont nous attendons les résultats de phase 3 dans la NASH début 2020 ainsi que Poxel (Achat, OC 13.7 €) qui devrait bénéficier d’un newsflow dense (TIMES...

Jean Sassus ...
  • Steven Gould

Rothschild & Co : Recul des résultats semestriels malgré le contrôle des coûts

>Recul par rapport à un S1 2018 très élevé et guidance réaliste - La baisse du BN S1 2019 (-24%) n’est pas vraiment une surprise compte tenu de la base S1 2018 très élevée. Les tendances suggérées par Rothschild & Co pour S2 nous paraissent plutôt réalistes:Conseil : revenus S2 égaux à ceux de S1 soit une baisse supérieure à 10% en année pleine vs 2018. Cela situerait les revenus 2019 à un niveau encore élevé.AWM : poursuite de la dynamique commerciale mais...

Christophe-Raphaël Ganet ...
  • Hana Maalej
  • Jean Sassus
  • Jeremy Garnier
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 09/19/2019

The European biotech stocks in our coverage universe have posted mixed performances since the start of the year. The pressure on share prices continued to mount as a result of fresh clinical disappointments and refinancing initiatives, notably among French biotechs. For the second part of the year, we continue to prefer Genfit (Buy, € 81 target price) for which we expect phase III results in NASH at the start of 2020, and Poxel (Buy, € 13.7 target price), which is set to benefit from ...

Jean Sassus ...
  • Steven Gould

Rothschild & Co : Fall in first-half earnings despite cost control

>Decline versus a very high H1 2018 and realistic guidance - The fall in H1 2019 net profit (-24%) is not really a surprise given the very high base of comparison in H1 2018. The trends suggested by Rothschild & Co for H2 are generally realistic in our view:Advisory: H2 revenues equal to those in H1, i.e. a fall of over -10% over the full year vs 2018. This would still put 2019 revenues at a high level.AWM: continuation of the commercial momentum but a nega...

Christophe-Raphaël Ganet ...
  • Hana Maalej
  • Jean Sassus
  • Jeremy Garnier
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 19/09/2019

Les performances des Biotechs européennes de notre couverture ont été hétérogènes en ce début d’année. La pression boursière a continué de s’accentuer au fil de nouvelles déceptions cliniques et de refinancements notamment sur les biotechs françaises. En cette 2ème partie d’année nous continuons de privilégier Genfit (Achat, OC 81 €) dont nous attendons les résultats de phase 3 dans la NASH début 2020 ainsi que Poxel (Achat, OC 13.7 €) qui devrait bénéficier d’un newsflow dense (TIMES...

Jean Sassus ...
  • Steven Gould

Rothschild & Co : Recul des résultats semestriels malgré le contrôle des coûts

>Recul par rapport à un S1 2018 très élevé et guidance réaliste - La baisse du BN S1 2019 (-24%) n’est pas vraiment une surprise compte tenu de la base S1 2018 très élevée. Les tendances suggérées par Rothschild & Co pour S2 nous paraissent plutôt réalistes:Conseil : revenus S2 égaux à ceux de S1 soit une baisse supérieure à 10% en année pleine vs 2018. Cela situerait les revenus 2019 à un niveau encore élevé.AWM : poursuite de la dynamique commerciale mais...

1 director bought

A director at Rothschild & Co bought 112,114 shares at 30.000EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of ...

Christophe-Raphaël Ganet ...
  • Jean Sassus
  • Martial Descoutures
  • Pierre Corby
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 04/04/2019

...

Christophe-Raphaël Ganet ...
  • Jean Sassus
  • Martial Descoutures
  • Pierre Corby
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 04/04/2019

...

Charles Lepetitpas ...
  • Christophe Chaput
  • Emmanuel Matot
  • Geoffroy Michalet
  • Jean Sassus
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas Thorez
  • Nicolas David
  • Oussema Denguir
  • Pierre Corby
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 03/13/2019

Offshore and FPSO-type floating production systems will remain key for the future balance of the oil market. Between now and 2035, new offshore projects producing an additional 20 mb/d will have to be launched! We expect an acceleration in momentum in this segment after several years of underinvestment. SBM Offshore, on which we adopt a Buy recommendation (vs Neutral) with a target price of € 22, is the key player in this segment in our view. We remain more cautious on players with a ...

Charles Lepetitpas ...
  • Christophe Chaput
  • Emmanuel Matot
  • Geoffroy Michalet
  • Jean Sassus
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas Thorez
  • Nicolas David
  • Oussema Denguir
  • Pierre Corby
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 13/03/2019

...

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/08/2019

An objective examination of the growth drivers of indices (macroeconomic growth expectations, EPS momentum, monetary conditions and the cost of capital) leads us to believe that the momentum observed since the start of the year cannot be maintained in the short term. In short, the market (Stoxx 600) is ahead of its transition times and should enter a fluctuation band that we estimate at between 355 and 384 points. Consequently, the most rational attitude consists in a total or partial...

ROTHSCHILD & CO reduced its risk exposure resulting in an upgrade to Slightly Positive

ROTHSCHILD & CO (FR), a company active in the Specialty Finance industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date March 19, 2019, the closing price was EUR 29.10 and its potential was estimated at EUR 33.24.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Florian Béchaz

Rothschild & Co - Assemblée générale des actionnaires du 16 mai 2019

Proxinvest attire l'attention des actionnaires sur les points suivants : Tout d'abord sur les changements de gouvernance. En effet lors de l'exercice 2018, David de Rothschild a quitté ses fonctions de gérant pour devenir Président du Conseil de Surveillance. Suite à ce départ, c'est son fils, Alexandre qui a repris la gérance de la société. Le conseil d'administration n'est toujours pas majoritairement indépendant d'après Proxinvest, ce que Proxinvest regrette. Le dernier point à noter est qu'un accord a été trouvé entre Rothschild & Co et le groupe Edmond de Rothschild. Suite à cet accord...

Matthieu DRIOL

Short term view - ROTHSCHILD & CO : Prices are still making progress

The background trend is clearly bullish. Prices are still making progress but there is less power in the movement. The next resistance is at €37.50. Breaking below the support at €30.00 would invalidate the trend.

Matthieu DRIOL

Analyse court terme - ROTHSCHILD & CO : Les cours progressent encore.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 37,50 €. La rupture du support à 30,00 € invaliderait cette tendance.

Matthieu DRIOL

Short term view - ROTHSCHILD & CO : The background trend is clearly bullish.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at €30.00.

Matthieu DRIOL

Analyse court terme - ROTHSCHILD & CO : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. La correction en cours gagne en vigueur. Il est trop tôt pour parler de retournement baissier. La tendance serait invalidée sous le support à 30,00 €.

Matthieu DRIOL

Analyse moyen terme - ROTHSCHILD & CO : Les cours progressent toujours.

La tendance de fond est clairement orientée à la hausse. Les cours progressent toujours. Les objectifs suivants sont à 37,20 € et 40,00 €. La tendance serait invalidée sous le support à 28,25 €.

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