reports
Union Bank Of The Philippines: 2 directors
Two Directors at Union Bank Of The Philippines bought 648,100 shares at between 39.002PHP and 39.304PHP. The significance rating of the trade was 57/100. 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 di...
Landmark Bancorp Inc: 1 director
A director at Landmark Bancorp Inc bought 1,050 shares at 18.961USD and the significance rating of the trade was 57/100. 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 c...
Montrose Environmental Group Inc: 1 director
A director at Montrose Environmental Group Inc sold 12,500 shares at 46.511USD and the significance rating of the trade was 62/100. 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 ...
IBA : 2024 AGM - Convening Notice
IBA : 2024 AGM - Convening Notice Cher Actionnaire, Nous avons l’honneur de vous convoquer à l’Assemblée Générale Ordinaire (l’« AGO ») des actionnaires d’IBA qui se tiendra le mercredi 12 juin 2024 à 10h00, pour délibérer sur l’ordre du jour détaillé ci-joint. L’AGO sera organisée en présentiel au siège de la Société. Une retransmission est également prévue en ligne, accessible sur inscription préalable, mais il ne sera pas possible de voter en ligne. Il s’agit d’une simple retransmission. Les actionnaires sont fortement encouragés à voter préalablement à l’AGO, dans les délais légau...
- Russell Waller
European Telecoms High Yield review Setting out our key preferences
We published our Global High Yield Quarterly this week – HERE. For a European perspective, we provide a summary of our thoughts and ideas on the European HY issuers in this piece, which takes excerpts from the Global HYQ and adds to it, including asset cover and a summary of our most preferred and least preferred names.
- Chris Hoare
KT Corp (Buy, TP: KRW 70,000, +93%) Q1 24 Quick Take: Better profitab...
Topline trend was better as B2B division improved while KT Cloud and KT Estate sustained double-digits growth again. While the company had earlier announced plans to expand its AI/ICT staff pool by up to 1k this year, so far labour costs remained under control as it is being offset by natural attrition of retirees.
FLEURY MICHON : Déclaration mensuelle des droits de vote 04 2024
FLEURY MICHON : Déclaration mensuelle des droits de vote 04 2024 Société FLEURY MICHON Information relative au nombre total de droits de vote et d’actions composant le capital social Pouzauges, le 10 mai 2024 Fleury Michon publie conformément aux articles 223-16 du Règlement général de l’AMF et L.233-8 II du Code de commerce, le nombre total de droits de vote et d’actions composant son capital social au 30 avril 2024. Date Nombre d’actions Composant le capitalSocial (1) Nombre de droits de vote théoriques Nombre de droits de vote exerçables (2)Au 30.04.20244 387 7577 395 5727 172 ...
- Peter Low
Sappi - Earnings Flash - Q2 FY 2023-24 Results - Lucror Analytics
Sappi has reported stronger results than expected for Q2/23-24. Sales fell 6.2% y-o-y but EBITDA rose 9.6% thanks to stronger volumes and lower costs, albeit the positive development was partly offset by adverse price and mix effects. FCF was soft, owing to one-offs. Net leverage increased 0.2x q-o-q to 2.2x. Sappi has guided for Q3 EBITDA to be softer sequentially. We foresee that the company will deleverage in H2, to reach c. 2x at FYE 2023-24. . To request full and unrestricted access to Luc...
- Chris Hoare
NTT (Buy, TP: ¥240, +48%) Q4 FY23 Quick Take: Strong Q4 but weak FY24...
NTT reported before close today and despite strong Q4 figures, the shares were down 3% on a weak FY24 guidance. Despite a strong Q4 which was well flagged last quarter, the mobile ARPU trend is disappointing; perhaps as DCM is starting to lose higher end customers to SoftBank’s integrated plan. Our brief takeaways below.
- Rafael Bonardell
Trupanion Inc: 2 directors
Two Directors at Trupanion Inc sold/bought 23,825 shares at between 24.138USD and 25.344USD. The significance rating of the trade was 66/100. 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...
- Anthony Dick
- Michael Foundoukidis
Brembo : T1 correct, guidance 2024 légèrement ajustée à la baisse
>T1 conforme aux attentes ; guidance 2024 légèrement ajustée à la baisse - Brembo a publié hier en séance des résultats T1 globalement conformes aux attentes. Le groupe fait état d’une progression modeste de son CA (1 005 M€, +4% y-o-y, +5% à pcc, en ligne avec le consensus de 982 M€), avec une marge d’EBITDA stable (177 M€, +5% y-o-y vs css/ODDO BHF 175 M€), une légère progression de la marge d’EBIT (113 M€, +8% y-o-y vs css 110 M€, ODDO BHF 106 M€) mais un RNpg en ...
- Anthony Dick
- Michael Foundoukidis
Brembo : Decent Q1, 2024 guidance marginally lowered
>Q1 2024 in line with expectations; 2024 guidance slightly lowered - Brembo reported yesterday (intraday) a set of Q1 2024 results broadly in line with expectations. The group reports modest sales growth (€ 1,005m, +4% y-o-y, +5% l-f-l, in line with the consensus of € 982m), with a stable EBITDA margin (€ 177m, +5% y-o-y vs css/ODDO BHF € 175m), a slight increase in EBIT margin (€ 113m, +8% y-o-y vs css € 110m, ODDO BHF € 106m), but a slight decline in attributable n...
FLEURY MICHON : DECLARATION MENSUELLE RACHAT/VENTE ACTIONS 04 2024
FLEURY MICHON : DECLARATION MENSUELLE RACHAT/VENTE ACTIONS 04 2024 AMF2017! Formulaire type de déclaration des programmes de rachats Ce formulaire constitue l'annexe 1 de l'instruction AMF n°2017-03 relative aux modalités de déclaration des programmes de rachat des actions propres et des opérations de stabilisation SIREN : 572058329 Dénomination sociale de l'émetteur :FLEURY MICHON LEI :96950009EM1D72NGCV27 Nature des titres (nom du titre + caractéristiques : ADP, CCI…) ACTION Date de début du programme TABLEAU DE DECLARATION MENSUELLE DES ...
Cactus Inc: 2 directors
Two Directors at Cactus Inc sold 602,059 shares at between 51.030USD and 51.405USD. The significance rating of the trade was 98/100. 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...
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
- ABGSC Strategy Research
- Amanda Alla
- Christer Linde
Davide Campari: 1 director
A director at Davide Campari sold 412,000 shares at 11.289EUR and the significance rating of the trade was 67/100. 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...
Rusoro Mining Ltd: 2 directors
Two Directors at Rusoro Mining Ltd sold/sold after exercising options 1,161,400 shares at between 1.273CAD and 1.275CAD. 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 ...
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