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10 Jun 2021
Day 3 - Tweets and Quotes
Akzo Nobel N.V. (AKZA:AMS), 0 | Shell Plc (SHELL:AMS), 0 | Accor SA (AC:PAR), 0 | Cie Generale des Etablissements Michelin SA (ML:PAR), 0 | Roche Holding Ltd Dividend Right Cert. (ROG:SWX), 0 | Societe Generale S.A. Class A (GLE:PAR), 0 | Thales SA (HO:PAR), 0 | Valeo SE (FR:PAR), 0 | Eiffage SA (FGR:PAR), 0 | Pernod Ricard SA (RI:PAR), 0 | Publicis Groupe SA (PUB:PAR), 0 | Atos SE (ATO:PAR), 0 | AstraZeneca PLC (AZN:LON), 10,953 | Stora Enso Oyj Class R (STERV:HEL), 0 | STMicroelectronics NV (STMPA:PAR), 0 | A.P. Moller - Maersk A/S Class B (MAERSK.B:CSE), 0 | Sanofi (SAN:PAR), 0 | Givaudan SA (GIVN:SWX), 0 | Deutsche Post AG (DHL:ETR), 0 | Novonesis A/S Class B (NSIS.B:CSE), 0 | Kingspan Group Plc (KRX:DUB), 0 | DCC Plc (DCC:LON), 5,442 | Arkema SA (AKE:PAR), 0 | Galp Energia, SGPS S.A. Class B (GALP:LIS), 0 | Smurfit Kappa Group PLC (SKG:LON), 3,511 | Amadeus IT Group SA Class A (AMS:MCE), 0 | Siemens Healthineers AG (SHL:ETR), 0 | Accor SA (0H59:LON), 0 | Advanced Medical Solutions Group plc (AMS:LON), 183 | A.P. Moller - Maersk A/S Class B (0O77:LON), 0 | Arkema SA (0IB0:LON), 0 | Atos SE (0DNH:LON), 0 | Cie Generale des Etablissements Michelin SA (0OFM:LON), 0 | Eiffage SA (0NPT:LON), 0 | Galp Energia, SGPS S.A. Class B (0B67:LON), 0 | Novonesis A/S Class B (0Q4U:LON), 0 | Pernod Ricard SA (0HAT:LON), 0 | Publicis Groupe SA (0FQI:LON), 0 | Sanofi (0O59:LON), 0 | Societe Generale S.A. Class A (0J6Y:LON), 0 | Thales SA (0IW5:LON), 0 | Valeo SE (0RH5:LON), 0 | Downing Strategic Micro-Cap Investment Trust PLC GBP (DSM:LON), 0
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Day 3 - Tweets and Quotes
Akzo Nobel N.V. (AKZA:AMS), 0 | Shell Plc (SHELL:AMS), 0 | Accor SA (AC:PAR), 0 | Cie Generale des Etablissements Michelin SA (ML:PAR), 0 | Roche Holding Ltd Dividend Right Cert. (ROG:SWX), 0 | Societe Generale S.A. Class A (GLE:PAR), 0 | Thales SA (HO:PAR), 0 | Valeo SE (FR:PAR), 0 | Eiffage SA (FGR:PAR), 0 | Pernod Ricard SA (RI:PAR), 0 | Publicis Groupe SA (PUB:PAR), 0 | Atos SE (ATO:PAR), 0 | AstraZeneca PLC (AZN:LON), 10,953 | Stora Enso Oyj Class R (STERV:HEL), 0 | STMicroelectronics NV (STMPA:PAR), 0 | A.P. Moller - Maersk A/S Class B (MAERSK.B:CSE), 0 | Sanofi (SAN:PAR), 0 | Givaudan SA (GIVN:SWX), 0 | Deutsche Post AG (DHL:ETR), 0 | Novonesis A/S Class B (NSIS.B:CSE), 0 | Kingspan Group Plc (KRX:DUB), 0 | DCC Plc (DCC:LON), 5,442 | Arkema SA (AKE:PAR), 0 | Galp Energia, SGPS S.A. Class B (GALP:LIS), 0 | Smurfit Kappa Group PLC (SKG:LON), 3,511 | Amadeus IT Group SA Class A (AMS:MCE), 0 | Siemens Healthineers AG (SHL:ETR), 0 | Accor SA (0H59:LON), 0 | Advanced Medical Solutions Group plc (AMS:LON), 183 | A.P. Moller - Maersk A/S Class B (0O77:LON), 0 | Arkema SA (0IB0:LON), 0 | Atos SE (0DNH:LON), 0 | Cie Generale des Etablissements Michelin SA (0OFM:LON), 0 | Eiffage SA (0NPT:LON), 0 | Galp Energia, SGPS S.A. Class B (0B67:LON), 0 | Novonesis A/S Class B (0Q4U:LON), 0 | Pernod Ricard SA (0HAT:LON), 0 | Publicis Groupe SA (0FQI:LON), 0 | Sanofi (0O59:LON), 0 | Societe Generale S.A. Class A (0J6Y:LON), 0 | Thales SA (0IW5:LON), 0 | Valeo SE (0RH5:LON), 0 | Downing Strategic Micro-Cap Investment Trust PLC GBP (DSM:LON), 0
- Published:
10 Jun 2021 - Author:
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Pages:
14
Having heard from ~75 companies over the last few days, we have crossed the halfway point of the Exane BNP Paribas CEO Conference. On Day 3 our most requested companies were STMicroelectronics, Pernod Ricard and DSM, while we also heard our first Pharmaceutical and Logistics companies present.
Overall, there was more focus on demand and recovery on Day 3, with most companies presenting an optimistic outlook. This was best evidenced by the STMicroelectronics stating that it is seeing demand 20% above supply for 2021.
That sentiment was echoed elsewhere. Amadeus is seeing travel recovery continue week on week, Thales expects many of its end markets impacted to by the Pandemic to return to YoY growth, Astrazeneca is confident in an acceleration in 2H as healthcare systems open up, while Publicis let us know that clients are back in ''fighting mode''.
Corporates continue to acknowledge inflation, but many seem to argue that a combination of price increases and cost cutting can mitigate the impact - Givaudan and Michelin were two such companies. An exception was Kingspan, which has been surprised by steel cost inflation.
Our third keynote speaker of this year''s Conference was Mr Fabien Versavau, CEO of Rakuten France. We learned how Rakuten, the oldest ecommerce marketplace in the World, is emerging with a focus on SMEs, how their customer loyalty programme sets them apart, why they are bullish on their mobile platform and how Rakuten Card will make a difference as society becomes cashless.
Looking ahead to Day 4, we will host 24 fireside chats across a variety of industries and in particular would like to highlight the highly requested meetings with: Air Liquide, L''Oreal and Airbus.