Dukhan Bank Q.P.S.C: 1 director

A director at Dukhan Bank Q.P.S.C sold 1,499,915 shares at 0.000QAR 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 ...

Al Mahhar Holding Company Q.P.S.C.: 1 director

A director at Al Mahhar Holding Company Q.P.S.C. sold 50,000 shares at 0.000QAR and the significance rating of the trade was 52/100. 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...

Qatar German Co For Medical Devices: 1 director

A director at Qatar German Co For Medical Devices sold 75,930 shares at 0.000QAR and the significance rating of the trade was 52/100. 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 las...

Qatar National Bank: 1 director

A director at Qatar National Bank sold 5,000 shares at 0.000QAR and the significance rating of the trade was 51/100. 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 clear...

Lam Dong Investment Hydraulic Construction JSC: 1 director

A director at Lam Dong Investment Hydraulic Construction JSC bought 300,000 shares at 0.000VND and the significance rating of the trade was 70/100. 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 director...

ODDO BHF Small & MIDCAP MORNING NEWS - 05/06/2024 Date Performance sin...

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Indra Sistemas : Impressive Q1 2024 earnings, well above expectations ...

>Organic growth of 19% in Q1, well above expectations. Solid bookings - Indra posted this morning solid Q1 2024 figures with revenue of € 1118m, up 21.9% y-o-y, 12.1% above market expectations and 10.1% above ours (vs ODDO BHF: € 1015m; Css: € 997m). Organic growth stands at 19%, 10pts above our expectations (ODDO BHF: 8.6%) and accelerating vs previous quarter (14.0% y-o-y org in Q4 2023). Growth was driven by a solid performance in Defence with organic growth of 53...

Indra Sistemas : Impressive Q1 2024 earnings, well above expectations ...

>Organic growth of 19% in Q1, well above expectations. Solid bookings - Indra posted this morning solid Q1 2024 figures with revenue of € 1118m, up 21.9% y-o-y, 12.1% above market expectations and 10.1% above ours (vs ODDO BHF: € 1015m; Css: € 997m). Organic growth stands at 19%, 10pts above our expectations (ODDO BHF: 8.6%) and accelerating vs previous quarter (14.0% y-o-y org in Q4 2023). Growth was driven by a solid performance in Defence with organic growth of 53...

Givaudan SA: 1 director

A director at Givaudan SA sold 17 shares at 3,992.118CHF and the significance rating of the trade was 55/100. 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 show...

Carlsberg AS: 1 director

A director at Carlsberg AS bought 2,500 shares at 928.680DKK and the significance rating of the trade was 81/100. 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 ...

Benelux Morning Notes

Kinepolis: Weak US/Canada box office and France attendance in April. NSI: FS NL Holdings acquires c.10% from ICAMAP for c.€43m. PostNL: 1Q24 touch below; FY24 outlook reiterated and parcel volumes accelerate. Staffing: US temp volume trend still soft but stable, NFP jobs miss. TKH Group: A weak quarter indeed

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/05/2024

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Aperam : Q1 post-view: still subdued European backdrop, target price c...

>Unencouraging outlook for Q2 - Aperam’s Q1 release was not welcomed by the market despite EBITDA coming slightly above consensus at € 55m. The market sanctioned the mixed outlook with Q2 EBITDA expected to be up vs Q1 but stand below current expectations (€ 93m according to Visible Alpha). This cautious message is due to difficulties in ramping up the recently revamped hot rolling mill in Brazil and a strike at Gueugnon in France as well as to still weak demand. At t...

Positive comments on liquidity

Remy Cointreau : The conf call on FY 2023-24 sales provides no more vi...

>Outperform rating maintained with an unchanged target price of € 125 - We maintain our Outperform rating on the share with an unchanged target price of € 125. The FY 2023-24 results publication closes the chapter on a very strong fall in sales (-19.2%). In addition, although the conference call to present FY 2023-24e sales did not provide any more visibility on China and the US, the return to growth for cognac in Q4 2023-24 (+15% l-f-l) as well as the prospect of a r...

ADN Telecom Limited: 1 director

A director at ADN Telecom Limited bought 500,000 shares at 0.000BDT and the significance rating of the trade was 68/100. 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 c...