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Mahaut Arnaud ... (+3)
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Ceres Power: Bosch exits strategic partnership
Ceres Power announced yesterday that its partner and major shareholder Bosch intends to end its partnership after a broad revision of its strategic focus and a thorough realignment regarding fuel cell technologies. As a consequence, Bosch is planning to (i) discontinue its operations and investment
Clement Genelot
- Clement Genelot
Delivery Hero: Southeast Asia remains an issue
The recent Momentum Works' annual Asian update showed a continuous market share loss across Southeast Asia for Delivery Hero, reviving debate about this underperforming and loss-making unit. We continue to believe that a sale at any price or even a pure exit would eventually be positive for Deliver
Antoine Lebourgeois
- Antoine Lebourgeois
Schneider: strong Q4 beat, FY25 guidance above consensus on growth and...
Schneider exceeded Q4 revenue expectations, posting 12.5% organic growth vs css at +7.9%, driven by a broad-based regional outperformance, EM strength and softer-than-expected IA weakness. H2 2024 adj. EBITA margin landed 40bps above css at 18.5%, bringing FY24 to 18.6%, 30bps ahead of the upper-en
Oscar Haffen Lamm
- Oscar Haffen Lamm
Cinclus Pharma: US phase 3 trial to start in Q3'25
Cinclus Pharma reported its Q4 results with a cash position at SEK566.7mm and an EBIT at SEK(56.89m). With the current cash position and operational cash burn, we forecast a runway into H1 2027 — i.e. beyond the next value inflection point of the phase 3 readout in Q3 2026. On the operational side,
Cedric Rossi
- Cedric Rossi
BIC: A pivotal year 2025
During the call, management stated that BIC was well-positioned to tackle a crucial FY25, which marks the final year of the group's Horizon Plan and the forthcoming announcement of CEO Gonzalve Bich's successor. Although BIC is traditionally conservative at this stage of the year, this level of cau
Gregory Ramirez
- Gregory Ramirez
Thibault Morel
- Thibault Morel
Cedric Rossi
- Cedric Rossi
HUGO BOSS: Successful execution and healthy geo mix lead to raised FY2...
HUGO BOSS - NEUTRAL | EUR68 vs. EUR64 Successful execution and healthy geo mix lead to raised FY22 guidance Strong sales and EBIT beat in Q2 driven by execution… … and low exposure to China’s lockdowns FY22 sales and EBIT guidance revised upwards and we increase our FY22-23 estimates by 7%
Clement Genelot
- Clement Genelot