Materialise ADS

  • TickerMTLS
  • ISINUS57667T1007
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryBelgium
Alan Vandenberghe ...
  • Guy Sips
  • Sandra Cauwenberghs

Morning Note: ARGX BB, BAR BB, OPTI BB , MTLS US

Argenx: Ph3 efgartigimod gMG – feedback from webcast Barco: Successful enforcement of ClickShare patent rights Crescent: Impacted by the Covid-19 crisis as well Materialise: The value of a dream? >$ 1.4bn; if it materialises Dynamic Top Pick List: Removing Argenx from our Dynamic Top Pick List

Guy Sips

Morning Note 1-5-2020: OPTI BB , FFARM NA, MTLS US

Crescent : Entered FY20 with enhanced courage & confidence ForFarmers: 1Q20 Trading update Materialise : 1Q20 results, 2Q20 will be ‘materially’ impacted

Gregory Ramirez

MATERIALISE: Q1 2020 slightly above our forecasts, recovery expected after Q2 | NEUTRAL | USD16 vs. USD12 (-18%)

MATERIALISE - NEUTRAL | USD16 vs. USD12 (-18%) Q1 2020 slightly above our forecasts, recovery expected after Q2 Q1 2020 results were slightly above our expectations Manufacturing declined less than we feared FY20 guidance withdrawn, pick up in H2 after a tough Q2 We reiterate our Neutral, and raise our Fair Value to USD16

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: Sector Synopsis

Investors continue to prefer the stability of the U.S. relative to emerging markets. The decline in emerging markets and their currencies suggest global risk aversion. U.S. equity markets are, by contrast, not showing any significant signs of coming unhinged as a result of this rout in emerging markets. We continue to monitor the following to assess the health of the U.S. market: • U.S. Dollar: The U.S. dollar remains the de-facto world currency and has aided the U.S. equity markets in staying a step above the malaise in global markets. However we would prefer to see stabilization in emerg...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Two concerns we have previously highlighted on our march to new highs have been (1) improved RS from defensive Sectors/Groups and (2) weak foreign equity markets. Defensive posturing and lack of global participation has had a dampening effect on risk sentiment in recent months. While questions remain, short-term developments highlighted below are encouraging and improve our already constructive outlook. • On cue, outperformance last week and yesterday from cyclical pockets of the market led the S&P 500 to new all-time highs while defensive Sectors lagged. Additionally, weakness in the US doll...

Alan Vandenberghe ...
  • Guy Sips
  • Sandra Cauwenberghs

Morning Note: ARGX BB, BAR BB, OPTI BB , MTLS US

Argenx: Ph3 efgartigimod gMG – feedback from webcast Barco: Successful enforcement of ClickShare patent rights Crescent: Impacted by the Covid-19 crisis as well Materialise: The value of a dream? >$ 1.4bn; if it materialises Dynamic Top Pick List: Removing Argenx from our Dynamic Top Pick List

Guy Sips

Morning Note 1-5-2020: OPTI BB , FFARM NA, MTLS US

Crescent : Entered FY20 with enhanced courage & confidence ForFarmers: 1Q20 Trading update Materialise : 1Q20 results, 2Q20 will be ‘materially’ impacted

Gregory Ramirez

MATERIALISE: Q1 2020 slightly above our forecasts, recovery expected after Q2 | NEUTRAL | USD16 vs. USD12 (-18%)

MATERIALISE - NEUTRAL | USD16 vs. USD12 (-18%) Q1 2020 slightly above our forecasts, recovery expected after Q2 Q1 2020 results were slightly above our expectations Manufacturing declined less than we feared FY20 guidance withdrawn, pick up in H2 after a tough Q2 We reiterate our Neutral, and raise our Fair Value to USD16

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Guy Sips

Materialise: Covid-19 will be a next incremental step towards an additive future

3D printing is a slow revolution, not happening overnight. The revolutionary nature of 3D printing grew over decades, formed on a foundation of small but valuable steps. In FY20 and beyond that tendency will intensify, as the application-driven approach to 3D printing is likely to gain attention from the financial world. We saw some good examples in response to the Covid-19 crisis. 3D printing has captured imaginations worldwide. FY20 has started with some unexpected challenges for businesses worldwide in connection with Covid-19. We updated our model for all 3 Materialise’s segments after the...

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