>Q1 sales in line, volumes down sharply, price/mix still positive - Yesterday after trading, Michelin reported Q1 2024 sales of € 6,642m, down 5% (-3% at constant exchange rates), broadly in line with expectations (€ 6,679m, ODDO BHF € 6,613m). As expected, volumes were down at the start of the year (-4.1%, consensus -3.4%), even though they already showed a clear sequential improvement (-7.4% in Q4 2023), while the price/mix component remained robust (+0.7% vs consen...
>Résultats 2023 : bonne tenue de la MOA mais bottom-line en baisse - AAA a dévoilé hier ses résultats 2023. Pour un CA (déjà publié) de 365.6 M€, en croissance de 14% dont ~1% org d’après nos calculs, le ROA (équivalent EBITDA) ressort à 35.7 M€, légèrement supérieur à notre attente (vs ODDO BHF 34.9 M€). La MOA s’affiche ainsi à 9.8%, quasiment stable y-o-y (-20 pb), une performance honorable dans un contexte de marché moins favorable. Cela tient, selon nous, au posi...
EQS-News: MPC Münchmeyer Petersen Capital AG / Key word(s): Personnel Constantin Baack takes over as Chief Executive Officer of MPC Capital AG from Ulf Holländer 25.04.2024 / 08:40 CET/CEST The issuer is solely responsible for the content of this announcement. Press Release Constantin Baack takes over as Chief Executive Officer of MPC Capital AG from Ulf Holländer Ulf Holländer hands over the position as Chief Executive Officer to Constantin Baack after 24 years on the board Ulf Holländer transitions to the Supervisory Board Christian Schwenkenbecher joins the Managem...
EQS-News: MPC Münchmeyer Petersen Capital AG / Schlagwort(e): Personalie Constantin Baack übernimmt Vorstandsvorsitz der MPC Capital AG von Ulf Holländer 25.04.2024 / 08:40 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PressemitteilungConstantin Baack übernimmt Vorstandsvorsitz der MPC Capital AG von Ulf Holländer Ulf Holländer übergibt Vorstandsvorsitz nach 24-jähriger Vorstandstätigkeit an Constantin Baack Wechsel von Ulf Holländer in den Aufsichtsrat Christian Schwenkenbecher rückt als Chief Client Officer in den Vorstand auf ...
Adyen reported robust net revenue growth in Q1 2024 at +21% Y/Y, bang in line with market expectations. The unchanged guidance (low-to-high twenties' growth / >50% EBITDA margin in FY2026e) and macroeconomic environment do not call for an upward estimates revision: we stick to our +22% growth fo
A director at GlucoTrack Inc bought 182,540 shares at 1.260USD and the significance rating of the trade was 50/100. 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...
>France: market in need of rebalancing and the risk of a return of Altice France - Orange’s Q1 2024 results are a reminder of the market’s current disequilibrium: Iliad and Bouygues are capturing 80% of revenue growth on the market (vs Orange ~20% excluding wholesale which is down), including 100% of net internet growth (Orange 0%) and 80% of net growth in mobile contracts (Orange ~20% - cf. page 1). Admittedly, the fall in Orange’s customer base seems limited to 1% p...
>MB T1 stable à 18.9 M€ (vs 17.6 M€e) - Au titre du T1 2024, HighCo a publié hier soir une Marge Brute stable à 18.9 M€ (+0.5%), alors que nous attendions une baisse de 6% à 17.6 M€. Cet écart provient essentiellement d’une performance meilleure qu’attendu du pôle Activation qui compense totalement la baisse des activités Mobile et Régie & Conseil/Retail. Dans le détail : 1/ le pôle Activation ressort en progression de 12.8% bénéficiant de la forte hausse des volumes ...
>Slower growth over the coming quarters? - Highlights from yesterday’s meeting:1/ Q1 was a good quarter, but growth in Q1 (+13% cc) seems unlikely to be extrapolated: i/ new generic versions of Somatuline are set to reach Europe and North America in H2 2024/early 2025, ii/ Cabometyx benefited from a cut-off effect, resulting in a favourable cumulative impact of =€ 20me in Q1.Management remains optimistic about Dysport (market share gains and indication exten...
>Bottom line below expectations but solid FCF generation - Lectra has reported Q1 revenue of € 129.6m, just above our estimate of € 128.2m, up 5% year-on-year including Launchmetrics (down 2% like-for-like). Unsurprisingly, revenue from new systems fell by 11% year-on-year, while recurring revenue remained favourable, up 14% year-on-year (up 5% like-for-like). Recurring EBITDA came to € 21.1m, reflecting a 30 bp improvement in EBITDA margin despite the dilutive imp...
BE Semiconductor Industries N.V. Announces Q1-24 Results Q1-24 Revenue of € 146.3 Million and Net Income of € 34.0 MillionRevenue Exceeds Midpoint of Guidance and Gross Margin above Guidance DUIVEN, the Netherlands, April 25, 2024 (GLOBE NEWSWIRE) -- BE Semiconductor Industries N.V. (the “Company" or "Besi") (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, today announced its results for the first quarter ended March 31, 2024. Key Highlights Revenue of € 146.3 million, above midpoint of ...
Pre-Investor Call Presentation available to shareholders Investors can access and view today's presentation materials by following this link: ABOUT VIRTUALWAREHeadquartered in Bilbao, Spain, Virtualware is a global pioneer in developing virtual reality solutions for large industrial, educational, and healthcare conglomerates. Since its founding in 2004, the company has been widely recognized for its achievements.In 2021, Virtualware was recognized as the world's most innovative VR company and in 2023 received a double Gold award for Best XR Breakthrough and Best XR Solution at the B...
AKD Daily INDU-3QFY24E & HCAR 4QMY24E Result Previews INDU - 3QFY24E EPS of PkR43.3 expected: Indus Motor Company Limited (INDU)’s board is scheduled to announce their 3QFY24E earnings on 26th April, where we expect earnings to clock in at PkR3.4bn (EPS: PkR43.3) vs. PkR1.7bn (EPS: PkR22.2) in the preceding quarter, an increase of 95%QoQ. The said quarterly increase is primarily driven by a 2.4x increase in sales volumes, totaling 6,503units compared to 2,687units in the previous quarter, with s...
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