Four Directors at Apogee Enterprises Inc sold/sold after exercising options 36,525 shares at between 60.350USD and 61.450USD. The significance rating of the trade was 88/100. 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...
>CA T1 seulement en légère croissance – Déception sur les US - Manitou a publié hier soir son CA T1 2024. Il fait ressortir une croissance de +3% à 685 M€, un niveau en deçà de nos attentes (750 M€) et en fort ralentissement par rapport à 2023 (+22%). L’Europe et l’Asie-Pacifique sont dans le vert (+6% pour les 2 zones – marchés européens plus dynamiques qu’anticipé par les dirigeants) alors que les Amériques sont en retrait (-9% - marché nord-américain marqué pa...
>NAV à 1.116 € pratiquement stable vs fin décembre - La valeur nette des actifs (NAV) ressort à 1 274 M€, soit 1.116 € par action en ligne avec nos attentes à 1.11 €. La NAV ressort ainsi stable par rapport à fin décembre (1.121 €) malgré la baisse des prix de l'électricité à court terme compensée par la hausse de la courbe de l’électricité à long terme. A noter que le cash-flow opérationnel nette au T1 est ressorti à 72.8 M€ malgré une production 12% inférieure au b...
Hermès' Q1 2024 sales growth (+17% same-FX) was above market expectations (+14%). Momentum was well-balanced between regions with Japan leading the trend (+25%). Pricing had a positive 7-8% impact in Q1, implying a strong volume impact. We still expect 14% organic sales growth for FY 24. We reitera
Although guidance has not been upgraded, management remains quite confident for 2024, in view of underlying trends in the US fragrance market and the better-than-expected Lacoste launch. We reiterate our sales forecast of EUR920m, above the company's guidance (EUR880-900m). We cautiously maintain o
A director at NZX Limited bought 100,000 shares at 1.134NZD and the significance rating of the trade was 71/100. 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 s...
>Une offre en titres qui n’intègre pas de vraie prime de contrôle à ce stade - BHP a confirmé hier matin avoir remis au conseil d'administration d'Anglo American une offre de rachat par échange de titres. Nous pensions jusqu’à présent qu’Anglo détenait des actifs trop hétérogènes ou trop peu performants pour intéresser un autre acteur en raison notamment des difficultés en Afrique du Sud. La structure proposée par BHP laisse toutefois de côté les activités sud-africai...
>Q1 results 6.4% above forecasts - Q1 adjusted net profit came to € 1.27bn (+6% QoQ /-33% YoY), 6.4% above the consensus (ODDO BHF: € 1.07bn; consensus: € 1.19bn), thanks to E&P and Industrial. E&P: the drop in the gap price took a tool - E&P posted an adjusted profit of € 442m, down 20%, whereas the Brent price was near-stable. This is because natural gas makes up two-thirds of the group’s production (590kboe/d) and is mainly produced in North Americ...
>Q1 2024 slightly higher than expected, sequential acceleration in NUG - Accor reported Q1 2024 sales of € 1,236m (+8% on a reported basis), 2% higher than the consensus of € 1,216m (ODDO BHF estimate: € 1,197m). The Q1 performance was driven by all regions, especially the Middle East and Asia-Pacific, satisfactory price trends (+5.5%) and higher occupancy rates (+1.2 pt). By division, Management & Franchise (M&F) revenue reached € 294m (+10% yoy), buoyed by solid dem...
A higher-than-expected US inflation print yesterday is likely to be followed by another one today. The FOMC meets next week, and had they not been intimating a cut, a hike could have been a discussion point. No change expected though. Markets remain convinced about a June ECB cut, but are now having slightly less conviction about a total of three cuts for 2024
A director at Relx bought 1,630 shares at 3,229p and the significance rating of the trade was 56/100. 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 Clos...
Yesterday, Kempower published Q1 2024 results in line with the guidance provided in March. Q1 revenue came in at EUR42.6m (-49% QoQ, -24% YoY), mostly down on grid connection delays and Finnish strikes accompanied by low order intake EUR44.9m (-33% QoQ, -27% YoY) and flattish EUR111.9m backlog (+1%
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