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ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

As good as it gets – down to SELL

Q1e EBIT of DKK 664m (-2% vs. comp.any-collected consensus). '24e/'25e EBIT up 1%/3%, still 6%-13% below consensus. Unattractive valuation and sentiment to turn: SELL (Hold).

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

Catching its breath - down to HOLD

We estimate Q1 EBIT of NOK 1,650m (-4% vs. FactSet cons). '24e EBIT -7% as weak biology offsets higher spot prices. Limited upside after share price rally; down to HOLD.

Compagnie De St-Gobain: 1 director

A director at Compagnie De St-Gobain sold 10,000 shares at 75.420EUR 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 ...

GigaCloud Technology Inc: 1 director

A director at GigaCloud Technology Inc sold 88,000 shares at 32.963USD 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 directors over the last two year...

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

A challenging year ahead

Q1'24e EBIT of USD -1m (FactSet cons. at USD 11m). '24e EBIT slashed on weaker prices and biology. '25e P/E of 7x screens well, but risk has increased.

 PRESS RELEASE

EQS-News: Ergebnis der Siltronic AG im ersten Quartal 2024 wie erwarte...

EQS-News: Siltronic AG / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung Ergebnis der Siltronic AG im ersten Quartal 2024 wie erwartet weiterhin geprägt von Nachfrageschwäche aufgrund erhöhter Kundenbestände 02.05.2024 / 07:01 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Pressemitteilung Siltronic AG Einsteinstraße 172 81677 München   Ergebnis der Siltronic AG im ersten Quartal 2024 wie erwartet weiterhin geprägt von Nachfrageschwäche aufgrund erhöhter Kundenbestände - Umsatz gegenüber Vorquartal vor allem aufgr...

 PRESS RELEASE

EQS-News: Rational AG startet mit erfolgreichem erstem Quartal ins Ges...

EQS-News: RATIONAL AG / Schlagwort(e): Quartals-/Zwischenmitteilung Rational AG startet mit erfolgreichem erstem Quartal ins Geschäftsjahr 2024 02.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Rational AG startet mit erfolgreichem ersten Quartal ins Geschäftsjahr 2024 286 Millionen Euro Umsatzerlöse Regionen Nordamerika und Asien setzen Wachstum fort EBIT wächst überproportional um 7 Prozent – 24,8 Prozent EBIT-Marge Prognose 2024 bestätigt: Umsatzwachstum im mittleren bis hohen einstelligen Prozentbereich und EB...

 PRESS RELEASE

EQS-News: As expected, Siltronic's Q1 2024 earnings continue to be imp...

EQS-News: Siltronic AG / Key word(s): Quarter Results/Quarterly / Interim Statement As expected, Siltronic's Q1 2024 earnings continue to be impacted by weak demand due to elevated customer inventories 02.05.2024 / 07:01 CET/CEST The issuer is solely responsible for the content of this announcement. Press release Siltronic AG Einsteinstraße 172 81677 Munich   As expected, Siltronic's Q1 2024 earnings continue to be impacted by weak demand due to elevated customer inventories - Sales compared to the previous quarter decreased by 3.7 percent to EUR 343.5 million, mainly...

 PRESS RELEASE

Sunrise with strong customer growth and solid financial results in Q1 ...

Sunrise UPC GmbH / Key word(s): Quarter Results Sunrise with strong customer growth and solid financial results in Q1 2024 – guidance for FY 2024 confirmed 02.05.2024 / 07:00 CET/CEST Sunrise continued its growth momentum in Q1 2024 and achieved strong net growth of +28,000 mobile postpaid subscriptions1) and +6,200 internet subscriptions. Revenue2) remained stable in Q1 2024 (0.0% YoY on a rebased basis) and reached CHF 746.8 million. Segment Adjusted EBITDA2) increased by +0.4% YoY on a rebased basis in Q1 2024 and reached CHF 244.3 million (including «costs to capture...

 PRESS RELEASE

Nel 1° trimestre 2024 Sunrise registra un notevole incremento del nume...

Sunrise UPC GmbH / Parola (s): Risultato trimestrale/Altro Parola chiave Nel 1° trimestre 2024 Sunrise registra un notevole incremento del numero di clienti e risultati finanziari solidi. Confermate le previsioni per l’esercizio finanziario 2024 02.05.2024 / 07:00 CET/CEST Nel 1° trimestre 2024, Sunrise continua la sua dinamica di crescita registrando un importante incremento netto di +28 000 abbonamenti Mobile Postpaid1) e +6200 abbonamenti Internet. Il fatturato2) nel 1° trimestre 2024, segue un andamento stabile (0,0% rispetto all’anno precedente e su base rettificata) ...

 PRESS RELEASE

HIAG Capital Market Day on 24 September 2024

HIAG Immobilien Holding AG / Key word(s): Conference/Miscellaneous HIAG Capital Market Day on 24 September 2024 02.05.2024 / 07:00 CET/CEST Save the Date Basel, 2 May 2024 – The HIAG Capital Market Day will take place on 24 September 2024: This year, HIAG is organizing a property tour, providing participants with a unique opportunity to experience selected areas from the diverse HIAG portfolio firsthand and gain deeper insights into ongoing projects. On-site, the management and the project leaders will guide attendees through the areas, offering exciting and valuable insight...

 PRESS RELEASE

Sunrise mit starkem Kundenwachstum und solidem Finanzergebnis im Q1 – ...

Sunrise UPC GmbH / Schlagwort(e): Quartalsergebnis Sunrise mit starkem Kundenwachstum und solidem Finanzergebnis im Q1 – Guidance für 2024 bestätigt 02.05.2024 / 07:00 CET/CEST Sunrise setzte im Q1 2024 ihre Wachstumsdynamik fort und erzielte einen starken Nettozuwachs von +28 000 Mobile Postpaid-Abos1) und +6200 Internet-Abos. Der Umsatz2) entwickelte sich im Q1 2024 stabil (0.0% YoY auf angepasster Basis) und erreichte CHF 746,8 Millionen. Das segmentbereinigte EBITDA2) nahm im Q1 2024 auf angepasster Basis um +0.4% YoY zu und erreichte CHF 244,3 Millionen (einschliess...

 PRESS RELEASE

Sunrise enregistre une forte croissance de la clientèle et des résulta...

Sunrise UPC GmbH / Mot-clé(s) : Résultat trimestriel Sunrise enregistre une forte croissance de la clientèle et des résultats financiers solides au T1 2024 – prévisions pour l’exercice 2024 confirmées 02.05.2024 / 07:00 CET/CEST Au T1 2024, Sunrise a poursuivi sa dynamique de croissance et a enregistré une forte augmentation nette avec +28 000 abonnements mobiles Postpaid1) et +6200 abonnements Internet. Le chiffre d’affaires2) est resté stable au T1 2024 (0,0% en glissement annuel sur une base ajustée) et s’élève à CHF 746,8 millions. Au T1 2024, l’EBITDAajusté pour le ...

 PRESS RELEASE

EQS-News: RATIONAL AG starts fiscal year 2024 with a successful first ...

EQS-News: RATIONAL AG / Key word(s): Quarterly / Interim Statement RATIONAL AG starts fiscal year 2024 with a successful first quarter 02.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. RATIONAL AG starts fiscal year 2024 with a successful first quarter 286 million euros sales revenues North America and Asia regions continue to expand EBIT up 7 percent, outpacing sales revenue growth – EBIT margin at 24.8 percent Forecast for 2024 confirmed: sales revenue growth expected in medium to high single-digit percentage range an...

 PRESS RELEASE

HIAG Capital Market Day am 24. September 2024

HIAG Immobilien Holding AG / Schlagwort(e): Konferenz/Sonstiges HIAG Capital Market Day am 24. September 2024 02.05.2024 / 07:00 CET/CEST Save-the-Date Basel, 2. Mai 2024 – Am 24. September 2024 findet der HIAG Capital Market Day statt: Dieses Jahr veranstaltet HIAG eine Property Tour, die den Teilnehmenden die einzigartige Gelegenheit bietet, ausgewählte Areale aus dem vielseitigen HIAG-Portfolio hautnah zu erleben und einen tieferen Einblick in laufende Projekte zu erhalten. Vor Ort führen das Management und die Projektverantwortlichen durch die Areale und geben spannende ...

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

Close to the inflection point

Q1'24e EBIT of NOK 232m (FactSet cons. NOK 293m). Inflection point biology-wise in H2 supports '25e-26e growth. BUY on '25e P/E of 9x and pot. upside from strategic review.

 PRESS RELEASE

ING announces share buyback programme of up to €2.5 billion

ING announces share buyback programme of up to €2.5 billion ING announces share buyback programme of up to €2.5 billion ING announced today a share buyback programme under which it plans to repurchase ordinary shares of ING Groep N.V., for a maximum total amount of €2.5 billion. The purpose of the share buyback programme is to converge our CET1 ratio towards our target of around 12.5%. ING Group’s CET1 ratio was 14.8% at the end of the first quarter of 2024, which is well above the prevailing CET1 ratio requirement of 10.94%. The share buyback programme will have an impact of approximate...

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

Another step in the right direction

Q1'24e EBIT of NOK 81m (Factset cons. NOK 88m). '24e EBIT -12% on weaker price realisation in H1. Strong growth ahead: BUY, TP up to NOK 39 (36).

 PRESS RELEASE

WORLDLINE : Q1 2024 revenue

WORLDLINE : Q1 2024 revenue Q1 2024 revenueQ1 2024 Group revenue: € 1,097 million +2.5% organically +3.9% in Merchant Services Transformation initiatives on trackRedesign of Merchant Services operating model with two new go-to-market channelsPower24 transformation plan in motion and rolled-out in targeted countries Launch of Crédit Agricole and Worldline joint-venture Unconditional approval received from the European Commission in MarchJV to operate under new brand CAWL, providing innovative payment services to all merchants in France Governance updateWilfried Verstraete coopted as futu...

 PRESS RELEASE

IBA signe un contrat avec Yale New Haven Health et Hartford HealthCare...

IBA signe un contrat avec Yale New Haven Health et Hartford HealthCare pour l’installation d’une solution de protonthérapie Proteus®ONE dans le Connecticut, aux États-Unis Louvain-la-Neuve, Belgique, le 2 mai 2024 - IBA (Ion Beam Applications S.A., EURONEXT), le leader mondial de la technologie d’accélération de particules, annonce aujourd'hui avoir signé un contrat avec le Connecticut Proton Therapy Center, une collaboration entre Yale New Haven Health, Hartford HealthCare et Proton International, pour l'installation d'un système compact de protonthérapie Proteus®ONE1. Le contrat comprend ...

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