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ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Ali Shemmari
  • Petter Nystrøm

Accelerating order growth ahead

Orders +9% vs. cons, +11% y-o-y. +30% y-o-y growth in Q2 expected. Soft sales on fewer project deliveries: Q2e to show stronger growth. '22-'26e EPS CAGR of 22%, 25/26 P/E of 15.5x: BUY.

Saipem S.p.A.: Update following upgrade to Ba2 from Ba3 with a positiv...

The upgrade reflected progress on the transformation plan in combination with strong end market momentum

Steel – Brazil: Brazilian steelmakers will benefit from increased tari...

Brazil's new tariff for steel imports will benefit margins for rated steelmakers Gerdau, CSN and especially Usiminas, all of which have faced competition from China.

Steel – Brazil:Brazilian steelmakers will benefit from increased tarif...

Brazil's new tariff for steel imports will benefit margins for rated steelmakers Gerdau, CSN and especially Usiminas, all of which have faced competition from China.

 PRESS RELEASE

FDJ : Politique de rémunération 2024 des mandataires sociaux telle qu’...

BOULOGNE, France--(BUSINESS WIRE)-- Regulatory News: FDJ (Paris:FDJ): Conformément aux dispositions de l’article L. 22-10-8 du Code de commerce, l’assemblée générale des actionnaires du 25 avril 2024 a approuvé, avec une majorité de 99,34%, la politique de rémunération des mandataires sociaux pour l’exercice 2024. Cette politique concerne les deux dirigeants mandataires sociaux (la Présidente directrice générale et le Directeur général délégué) ainsi que les administrateurs. La politique de rémunération des mandataires sociaux répond aux exigences suivantes : - Une rémunération qui res...

Moody's Ratings assigns enhanced P-1 to Metro.Govt. of Nashville & Dav...

Moody's Ratings (Moody's) has assigned enhanced P-1 rating to The Metropolitan Government of Nashville and Davidson County's (TN) ("Metro") $375 million General Obligation Commercial Paper Notes, Series 2024 (the "Notes"). The Notes will be supported by a liquidity facility in the form of a Revolvin...

 PRESS RELEASE

DECISIONS OF DIGITALIST GROUP PLC’S ANNUAL GENERAL MEETING 25 APRIL 20...

DECISIONS OF DIGITALIST GROUP PLC’S ANNUAL GENERAL MEETING 25 APRIL 2024 AND THE ORGANIZING MEETING OF THE BOARD OF DIRECTORS DECISIONS OF DIGITALIST GROUP PLC’S ANNUAL GENERAL MEETING 25 APRIL 2024 AND THE ORGANIZING MEETING OF THE BOARD OF DIRECTORS Digitalist Group Oyj                 Stock Exchange Release                25 April 2024 at 20:00 DECISIONS OF DIGITALIST GROUP PLC’S ANNUAL GENERAL MEETING 25 APRIL 2024 Adoption of the financial statements The Annual General Meeting of Digitalist Group Plc (the “Company”) adopted the Company’s financial statements and consolidated financ...

 PRESS RELEASE

DIGITALIST GROUP OYJ:N VARSINAISEN YHTIÖKOKOUKSEN 25.4.2024 SEKÄ HALLI...

DIGITALIST GROUP OYJ:N VARSINAISEN YHTIÖKOKOUKSEN 25.4.2024 SEKÄ HALLITUKSEN JÄRJESTÄYTYMISKOKOUKSEN PÄÄTÖKSET DIGITALIST GROUP OYJ:N VARSINAISEN YHTIÖKOKOUKSEN 25.4.2024 SEKÄ HALLITUKSEN JÄRJESTÄYTYMISKOKOUKSEN PÄÄTÖKSET Digitalist Group Oyj                Pörssitiedote                         25.4.2024 klo 20:00 VARSINAISEN YHTIÖKOKOUKSEN 25.4.2024 PÄÄTÖKSET Tilinpäätöksen vahvistaminen Digitalist Group Oyj:n (”Yhtiö”) varsinainen yhtiökokous vahvisti tilinpäätöksen ja konsernitilinpäätöksen 31.12.2023 päättyneeltä tilikaudelta esitetyn mukaisina. Taseen osoittaman voiton käyttämine...

 PRESS RELEASE

Oxurion Receives Transparency Notification from Atlas Special Opportun...

Oxurion Receives Transparency Notification from Atlas Special Opportunities LLC Oxurion Receives Transparency Notification from Atlas Special Opportunities LLC Leuven, BELGIUM – April 25, 2024 – 07:00 PM CET (Euronext Brussels: OXUR), a biopharmaceutical company headquartered in Leuven, today announced that, pursuant to Belgian Transparency legislation1 it has received a transparency notification as follows: Oxurion received a transparency notification on April 25, 2024, from Atlas Special Opportunities, LLC indicating that as of April 19, 2024, it held 380,755,774 shares of the then o...

 PRESS RELEASE

IT Link : Rapport Financier Annuel 2023 - Arrêté des comptes et mise à...

IT Link : Rapport Financier Annuel 2023 - Arrêté des comptes et mise à disposition du Rapport Financier Annuel Communiqué FinancierLe Kremlin-Bicêtre, le 25 avril 2024 Arrêté des comptes par le Conseil d’Administration du 25 avril 2024 Comptes consolidés IT Link GroupeEn M€2022  2023  Variation Chiffre d’Affaires64,4473,32+13,8% Résultat opérationnel4,685,37+14,7% Résultat Net3,083,42+11,2%      Capitaux propres22,4425,30+12,7% Total Actif62,5459,56-4,8%  Arrêté des comptes 2023 Le Conseil d'Administration d'IT Link s'est réuni le 25 avril 2024 pour clôturer les états financiers de la s...

Deutsche Bank AG: Solid fee generation and controlled operating costs ...

Our earnings commentary following the publication of Deutsche Bank's first quarter 2024 results.

ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist

A bolt from the blue

Biggest miss in five years, but should not be extrapolated. '24e-'26e EBITA down 7-3%. We keep HOLD, TP of SEK 255 unchanged.

 PRESS RELEASE

Gecina : L’ensemble des résolutions approuvées par l’Assemblée général...

PARIS--(BUSINESS WIRE)-- Regulatory News: Gecina (Paris:GFC) : L’Assemblée générale mixte de Gecina s’est réunie le 25 avril 2024 sous la présidence de M. Jérôme Brunel. Les actionnaires ont approuvé l’ensemble des résolutions, notamment le versement au titre de l’exercice 2023 d’un dividende par action de 5,30 euros. Un acompte de 50%, soit 2,65 euros par action, a déjà été versé le 6 mars dernier. Le solde du dividende de 2,65 euros par action sera détaché le 2 juillet 2024 pour une mise en paiement en numéraire, le 4 juillet 2024. L’Assemblée générale a renouvelé le mandat d’administr...

 PRESS RELEASE

Kering: Description of the Share Buyback Program authorized by the Com...

Kering: Description of the Share Buyback Program authorized by the Combined General Sharehoders' meeting PRESS RELEASE 04.25.2024 DESCRIPTION OF THE SHARE BUYBACK PROGRAMAUTHORIZED BY THE COMBINED GENERAL SHAREHOLDERS’ MEETING OF APRIL 25, 2024 AND DELEGATION FROM THE BOARD OF DIRECTORS AT ITS MEETING OF APRIL 25, 2024 The General Shareholders’ Meeting of April 25,2024 renewed the authorization given to the Board to trade in the Company’s shares. The following description was prepared in accordance with Articles 241-1 and 241-2 of the General Regulations of the French financial markets A...

 PRESS RELEASE

Kering : Descriptif du programme de rachat d'actions autorisé par l'As...

Kering : Descriptif du programme de rachat d'actions autorisé par l'Assemblée générale COMMUNIQUÉ DE PRESSE   25.04.2024 DESCRIPTIF DU PROGRAMME DE RACHAT D’ACTIONSAUTORISÉ PAR L’ASSEMBLÉE GÉNÉRALE MIXTE DES ACTIONNAIRES DU 25 AVRIL 2024 ET MISE EN ŒUVRE DE LA DÉLÉGATION DU CONSEIL D’ADMINISTRATION RÉUNI LE 25 AVRIL 2024 L’Assemblée générale du 25 avril 2024 a renouvelé l’autorisation donnée au Conseil d’administration d’opérer sur les actions de la Société. Le présent descriptif est établi en application des dispositions des articles 241-1 et 241-2 du Règlement génér...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Quad/Graphics, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 23 April 2024 in which Moody's reassessed the appropriateness of the ratings in the con...

Alleima AB: 2 directors

Two Directors at Alleima AB bought 1,284,000 shares at between 65.100SEK and 69.735SEK. 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 ...

Eagle MidCo Limited: Update following ratings affirmation

Our credit view of this issuer reflects its loyal and affluent customer base, constrained by its high leverage and weak coverage ratios.

 PRESS RELEASE

Gecina : Activité au 31 mars 2024 : Une dynamique de croissance souten...

PARIS--(BUSINESS WIRE)-- Regulatory News: Gecina (Paris:GFC) : Forte croissance des revenus locatifs sur les 3 premiers mois de l’année Revenus locatifs bruts 31-mars-23 31-mars-24 Variation (%) En millions d'euros     Périm. courant Périm. constant Bureaux 133,2 141,2 +6,0% +6,3% Résidentiel 33,5 32,6 -2,8% +5,8% Total loyers bruts 166,7 173,8 +4,3% +6,2% - Contribution de l’indexation des loyers dans la continuité de 2023 (+5,2%) -...

 PRESS RELEASE

Kering - Annual General Meeting of April 25, 2024 - Approval of all re...

Kering - Annual General Meeting of April 25, 2024 - Approval of all resolutions PRESS RELEASE   April 25, 2024 ANNUAL GENERAL MEETING OF APRIL 25, 2024: APPROVAL OF ALL RESOLUTIONS Kering's Annual General Meeting was held on April 25, 2024, at the Group's head office, 40, rue de Sèvres, Paris 7e. Kering's shareholders approved all the resolutions submitted to their vote, including the distribution of a €14 per share cash dividend for 2023. An interim cash dividend of €4.50 per share was paid on January 17, 2024, pursuant to a decision made by the Board on December 7, 2023....

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