K92 Mining Inc: 1 director

A director at K92 Mining Inc sold 89,240 shares at 7.510CAD and the significance rating of the trade was 74/100. 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 s...

LISI : An excellent start to the year – Included in our Midcap Selecti...

>Q1 sales 12% above our forecasts - Lisi has reported Q1 sales of € 449.3m (€ 430.7m est.) vs € 401.3m, up 11.9% and 12.5% organically. These sales were well above our forecasts, mainly thanks to the excellent showing in aerospace. This was also a good performance in view of the demanding comparison base (+15%). The Aerospace division posted organic growth of 27%, driven by the higher production rate of single-aisle versions of the A320. Full-year target...

Tenaris : T1 2024 solide, un déclin à venir

>EBITDA T1 24 : 12.5% > attentes du consensus - Sur le T1 2024, le groupe affiche un CA de 3 442 M$ en repli de 17% YoY (pour rappel le S1 23 était soutenu grâce aux USA), en ligne avec nos attentes (et 3% > consensus). L’EBITDA s’établit à 987 M$ soit une marge de 28.7%, il est 14% supérieur à nos attentes (et 12.5% > consensus). Le RN de 737 M$ (en repli de 35% YoY) a bénéficié d’un gain net fiscal de 104 M$ lié à l’inflation en Argentine d’où une charge d’impôt ne...

Showroomprive : Q1 in line with forecasts, 2024 will be a transition y...

>Q1 sales down 1.9% to € 152.6m (vs € 153m est.) - SRP group reported yesterday evening Q1 sales in line with our forecast at € 152.6m (vs € 153m est.), down 1.9% (vs -2%e), including an organic decline of -3% (another small scope effect linked to The Bradery). Disparities between segments – Strong momentum internationally and at The Bradery - Sales fell slightly in Q1, hit by a more demanding comparison base and a still challenging macroeconomic envi...

Proximus : Q1 results a 3% beat with FY guidance now conservative

>A clear consensus beat which makes the FY guidance look conservative - In Q1, Proximus reported domestic underlying revenue growth of 4.5% at €1,201m, some 2.4% higher than consensus. This includes 5.9% growth in Residential (customer service revenues +6.5% and convergent revenues +10.9%, both strong) and 3.1% growth in Business (IT services +7.8% and fixed voice -5.6%). Wholesale revenue growth was -4.9% in Q1, with the loss of low margin interconnect revenues (like...

INVEST SECURITIES - ASSYSTEM : T1 sans surprise, en phase avec les gui...

INVEST SECURITIES - DASSAULT SYSTEMES : Crédibilité écornée, confiance...

EBITDA 15% below cons

High Yield Bonds Daily

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Chile: March smolt release +24% y-o-y

March smolt release in Chile was 13.2m (+24% y-o-y), with smolt release for '25e harvest down 7% y-o-y (ABGSCe +2%). Chilean biomass down 2% y-o-y, suggesting muted harvest potential short-term

Weekly agenda 29 Apr - 3 May

Nordic reports: Novo Nordisk, Vestas, Danske bank, Maersk

Voltalia : Des échanges instructifs lors de notre roadshow virtuel

>Opinion Neutre et OC 7.70 € maintenus - Dans la foulée de la publication du chiffre d’affaires du premier trimestre, nous avons organisé un roadshow virtuel à destination des investisseurs européens, hors France. La directrice financière, Sylvine Bouan, la responsable du marketing et de la communication, Loan Duong et le responsable des relations investisseurs Armel Ahidazan étaient présents. Cet échange avec les investisseurs a essentiellement été centré sur une séa...

Corbion N.V. : Decent sales/EBITDA; € 0.10 special dividend and € 20m ...

>EBITDA in line with estimates; € 0.10 special dividend; € 20m share buyback - Corbion reported net sales of € 301m and adjusted EBITDA of € 41.4m in its core operations in Q1 2024. Our forecasts were € 306m and € 41m, respectively. Consensus was at € 309m and € 40m, respectively. Sales from the PLA joint venture amounted to € 31.6m and adjusted EBITDA came in at € 4.9m, both higher than our forecasts (€ 29.6m and € 4.7m, respectively) and consensus (€ 28.6m and € 4.6...

Manitou : Start to the year in line with full-year guidance

>Only slight growth in Q1 sales – disappointment in the US - Manitou has reported Q1 2024 sales up 3% to € 685m, below our forecast for € 750m and a sharp slowdown relative to 2023 (+22%). Europe and Asia-Pacific were in the green (+6% for the two regions – European markets more dynamic than expected by management), whereas the Americas were in decline (-9% - North American market affected by increasing customer wait-and-see attitudes and a very gradual ramp-up...

Clasquin : T1 2024 légèrement supérieur à notre attente

>Marge brute T1 de 34.7 M€ (vs 33 M€e) en croissance de 15.4% (2% lfl) - Clasquin a publié hier soir sa marge brute T1 qui ressort en croissance de 15.4% à 34.7 M€ soit légèrement supérieure à notre attente de 33 M€. Hors effet périmètre lié à Timar la croissance organique ressort à 2%. Toujours une belle surperformance du groupe - Au T1 la dynamique a finalement été bonne pour les taux de fret avec par segment : 1/ le marché du fret maritime qui a é...

ZTE Corporation (763 HK): Stronger Overseas Growth In 1Q24 Offsets Slo...

ZTE registered a mild 3.7% yoy net profit growth in 1Q24, in line with estimates. The growth was primarily driven by the overseas, G&C and consumer businesses, coupled with excellent control over operating expenses. Going forward, we expect ZTE to continue benefitting from China’s cloud infrastructure buildout and digitalisation efforts, but near-term headwinds from declining telco capex and geopolitical tensions will likely weigh on its valuation. Maintain BUY and trim target price to HK$21.00.