reports
- Stephane Beyazian
Orange : Price hikes offset commercial weakness in Q1 2024
>Q1 2024 results a shade above the consensus (1%) - Q1 2024 revenues grew 2.1% to € 9,850m (0.9% above the consensus forecast for € 9,758m), driven by growth in Africa. Q1 2024 EBITDAaL grew 2.3% to € 2,440m (0.4% above the consensus at € 2,430m). The 2024 targets are confirmed: low growth in EBITDAaL (+2.4% in Q1), investment discipline (+3%), FCF > € 3.3bn (not published in Q1) and a dividend of € 0.75.The good news: effect of the price increases in Fra...
- Robert Jan Vos
Heineken N.V. : Strong top-line start to the year not to be extrapolat...
>Organic volume and revenue growth ahead of expectations in Q1 2024 - Heineken reported net revenue of € 6,847m in Q1 2024, slightly below our forecast of € 6,877m and below consensus of € 6,937m as well. Organic revenue growth was 9.4%, ahead of our forecast of 6.4% and consensus of 7.2%. Consolidated beer volumes were 55.4m hl, slightly below consensus of 55.7m hl and ahead of our forecast of 54.8m hl. Organic beer volume growth was 4.7%, which was clearly ahead of ...
- Ahmed Ben Salem
- Thijs Berkelder
Aker BP : Q1 2024 results slightly ahead of expectations but weaker FC...
>Q1 2024 results beat expectations by 4% at the operating level and by 13% at the NI with lower taxes - AkerBP just released its Q1 2024 results with 1/ revenues of $ 3,078m, down 13.4% q-o-q and 1% ahead of the consensus. 2/ EBITDA totalled $ 2,787m, down 12.2%, 1.3% below our expectations and 4% ahead of estimates. EBIT came in at $ 2,194m, in line with our expectations and 4% ahead of the consensus. Adjusted net income was robust at $ 531m, up 223% q-o-q and 13% ah...
- Jean-François Granjon
VAC PIERRE & VACANCES SA
EVT EVOTEC SE
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
WHA WERELDHAVE N.V.
PIG HAULOTTE GROUP SA
CDA COMPAGNIE DES ALPES SA
ALCAR CARMAT SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
BB SOCIETE BIC SA
NEX NEXANS SA
CTAC CTAC N.V.
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
SEFER SERGEFERRARI GROUP SA
SHOT SCANDIC HOTELS GROUP
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
TKO TIKEHAU CAPITAL SCA
ALKAL KALRAY SA
DSC1 DUTCH STAR C SHAR
ZEL PHARMA MAR SA
BAR BARCO NV
OVH OVH GROUPE
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
- Chaima Ferrandon
- Sven Edelfelt
AI AIR LIQUIDE SA
IPN IPSEN SA
DB1 DEUTSCHE BOERSE AG
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
KPN ROYAL KPN NV
COV COVIVIO SA
ROG ROCHE HOLDING LTD
ORA ORANGE SA
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
KER KERING SA
RAND RANDSTAD NV
ENI ENI S.P.A.
ASM ASM INTERNATIONAL N.V.
ASSA B ASSA ABLOY AB CLASS B
INGA ING GROEP NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
- Geoffroy Michalet
Eurofins : CA T1 un peu faible en LFL mais une reprise du M&A– Guidanc...
>CA T1 : 6.8% sur l’organique Core business, 5.5% non ajusté d’un jour travaillé - Eurofins publie un CA T1 de 1 653 M€, en hausse de 5.0% légèrement en dessous de nos estimations (1 717 M€) et de celles du consensus Visible Alpha (1 699 M€). Ajusté d’un jour de travail en moins de c. 1.3%, la croissance organique Core Business est ressortie à 6.8% i.e un niveau légèrement supérieur à la guidance du groupe de 6.5%. en publié, le LFL Core Business ressort à 5.5% (sur...
- Carole Braudeau
- Chaima Ferrandon
- Sven Edelfelt
HEIA HEINEKEN NV
AI AIR LIQUIDE SA
IPN IPSEN SA
DB1 DEUTSCHE BOERSE AG
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
KPN ROYAL KPN NV
COV COVIVIO SA
ROG ROCHE HOLDING LTD
ORA ORANGE SA
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
KER KERING SA
RAND RANDSTAD NV
ENI ENI S.P.A.
ASM ASM INTERNATIONAL N.V.
ASSA B ASSA ABLOY AB CLASS B
INGA ING GROEP NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
Danske Bank AS: 1 director
A director at Danske Bank AS sold 60,000 shares at 208.230DKK 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 clearl...
WiseTech Global Limited: 1 director
A director at WiseTech Global Limited maiden bought 570 shares at 88.590AUD and the significance rating of the trade was 69/100. 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...
- Geoffroy Michalet
Eurofins : Q1 revenues somewhat weak LFL but M&A revived, guidance mai...
>Q1 revenues: 6.8% organic growth in core business, 5.5% not adjusted for a working day - Eurofins reported Q1 revenues of € 1,653m, up 5.0%, slightly below our estimates (€ 1,717m) and Visible Alpha consensus (€ 1,699m). Adjusted by one less working day of around 1.3%, core business organic growth came in at 6.8%, i.e. slightly above the group's guidance of 6.5%. In published figures, core Business LFL growth came in at 5.5% (for Visible Alpha, the figure given was ...
- Emmanuel Matot
Haulotte : Bad start to the year
>Q1 sales sharply down and well below our expectations - Haulotte reported yesterday evening its Q1 2024 sales figures. Sales came in sharply down (-19% in organic terms to € 157m), well below our expectations (€ 200m).The quarter was marked by a return to normal in investment cycles and a certain wait-and-see attitude among rental companies, while Q1 2023 had been stimulated by the supply difficulties previously encountered.Europe has been notably suffering...
- Christophe-Raphaël Ganet
Ipsen : Q1 2024 sales: broadly above consensus forecasts
>Q1 2024 sales: +13.3%: a good organic level - Q1 2024 sales were € 822.4m, +10.9% (+13.3% cc.) with sales in oncology up +7.5% cc, rare diseases +69% cc (although with the entry into the scope of consolidation of Sohonos) and neuroscience at +19.6% cc.Forex had an impact of close to -2.5% in Q1.The group reaffirmed its guidance (growth of 6% cc and an operating margin of around 30%).The main franchises are solid - New products faring well - §sep...
- Jean-François Granjon
VAC PIERRE & VACANCES SA
EVT EVOTEC SE
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
WHA WERELDHAVE N.V.
PIG HAULOTTE GROUP SA
CDA COMPAGNIE DES ALPES SA
ALCAR CARMAT SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
BB SOCIETE BIC SA
NEX NEXANS SA
CTAC CTAC N.V.
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
SEFER SERGEFERRARI GROUP SA
SHOT SCANDIC HOTELS GROUP
MELE MELEXIS NV
ALVDM VOYAGEURS DU MONDE SA
TKO TIKEHAU CAPITAL SCA
ALKAL KALRAY SA
DSC1 DUTCH STAR C SHAR
ZEL PHARMA MAR SA
BAR BARCO NV
OVH OVH GROUPE
FORSE FORSEE POWER SA
SPM SAIPEM S.P.A.
- Martial Descoutures
- Oussema Denguir
Carmat : Refinancing expected in the next few days
>Financial visibility out to mid-May - Carmat this morning reported its financial results for 2023. It had already posted full-year revenues of € 2.8m. This figure equates to the sale of 17 Aeson artificial hearts including 7 in a commercial framework (Germany and Italy) and 10 in the context of the EFICAS trial in France. Operating profit came in at -€ 52.5m, broadly in line with last year at € 51.9m but short of our expectations at -€ 42.2m. Despite a significa...
- Carole Braudeau
- Robert Jan Vos
Ahold Delhaize N.V. : Sales and EBIT seen down year-on-year in Q1 2024
>FreshDirect disposal and tobacco seen negative € 330m on sales in Q1 2024 - Ahold Delhaize is set to publish its Q1 2024 results on 8 May (07:45) and host a conference call at 10:00. Compared with Q1 2023 and Q4 2023, food inflation came down further in Q1 2024 (US and Europe). Other negative effects are the deconsolidation of FreshDirect (estimated negative sales impact of $ 175m in Q1 2024), the impact of the termination of the support programmes (SNAP) in the US, ...
EQS-News: NEON EQUITY AG with significant profit increase in the 2023 ...
EQS-News: NEON EQUITY AG / Key word(s): Annual Results/Miscellaneous NEON EQUITY AG with significant profit increase in the 2023 financial year 24.04.2024 / 11:00 CET/CEST The issuer is solely responsible for the content of this announcement. NEON EQUITY AG with significant profit increase in the 2023 financial year Frankfurt am Main, April 24, 2024 - NEON EQUITY AG (NEON EQUITY, ISIN: DE000A3DW408), a founder-managed investor and growth enabler, publishes its audited key financial figures in accordance with HGB accounting. EBIT increased significantly by 70.7% to around...
EQS-News: NEON EQUITY AG im Geschäftsjahr 2023 mit deutlicher Gewinnst...
EQS-News: NEON EQUITY AG / Schlagwort(e): Jahresergebnis/Sonstiges NEON EQUITY AG im Geschäftsjahr 2023 mit deutlicher Gewinnsteigerung 24.04.2024 / 11:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. NEON EQUITY AG im Geschäftsjahr 2023 mit deutlicher Gewinnsteigerung Frankfurt am Main, 24. April 2024 – Die NEON EQUITY AG (NEON EQUITY, ISIN: DE000A3DW408), ein gründergeführter Investor und Wachstums-Enabler, veröffentlicht ihre testierten Finanzkennzahlen nach HGB-Rechnungslegung. Das EBIT stieg 2023 im Vergleich zum Geschäftsjah...
- Ahmed Ben Salem
ENI SpA : Q1 results in line, gearing up but under control with increa...
>Q1 results broadly in line - Q1 2024 results in line at the net income level€ mQ1 23Q4 23Q1 24AQoQYoYQ1 24eCons.E&P2 8062 4312 328-4.2%-17.0%2 1842 270Global Gas & LNG Portfolio1 372677293-56.7%n/m280300R&M and Chemicals70(87)(28)n/mn/m9090Enilive & Plenitude270187427+128%+58%§rch...
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