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Andreas Riemann ... (+3)
  • Andreas Riemann
  • Jean Danjou
  • Usama Tariq

ODDO BHF Small & MIDCAP MORNING NEWS - 03/28/2024

With the exception of the US, construction markets should continue to shrink in 2024 (-2% in Europe) before rebounding on the back of lower interest rates. Against this backdrop, groups will be differentiated mainly on the basis of their resilience (geographical and price/cost mix), capital allocation (and special situations) and valuation. In this context, we are upgrading our recommendations on KONE (modernisation as an alternative source of growth to China) and Holcim (a substantia...

Emmanuel Matot
  • Emmanuel Matot

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/03/2024

Hormis les Etats-Unis, les marchés de la construction devraient continuer à reculer en 2024 (-2% en Europe) avant de rebondir à la faveur d’une baisse des taux. Dans ce contexte, la différenciation entre les groupes se fera essentiellement sur leur capacité de résistance (mix géographique et prix/ coûts), l’allocation du capital (et situations spéciales) et leur valorisation. Face à cet environnement, nous relevons nos recommandations sur KONE (la modernisation comme relais de la Chin...

Emmanuel Matot
  • Emmanuel Matot

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/28/2024

With the exception of the US, construction markets should continue to shrink in 2024 (-2% in Europe) before rebounding on the back of lower interest rates. Against this backdrop, groups will be differentiated mainly on the basis of their resilience (geographical and price/cost mix), capital allocation (and special situations) and valuation. In this context, we are upgrading our recommendations on KONE (modernisation as an alternative source of growth to China) and Holcim (a substantia...

Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir

Transgene : A strengthening of its cash position which should reassure

>Clear confidence in its historic shareholder - Last night, TNG published its annual results, which should reassure the markets following the signature of a new credit line with Institut Mérieux. Operating revenues were logically down at € 7.9m versus € 10.3m, mainly due to the termination of its agreement with AstraZeneca. On the other hand, operating expenses were well under control overall, despite the clinical advances made by the company. They came to € 37.9m, co...

Bruno Cavalier
  • Bruno Cavalier

AI is everywhere, except in economic statistics!

The US economy paints a multi-faceted picture. The stockmarket is ecstatic, statisticians are recording GDP growth only slightly above potential and surveys describe a cautious business climate. This is not the first time we have seen such a disconnect between the stockmarket and the real economy. The explanation on this occasion may stem from an AI effect. AI is raising hopes of stronger productivity gains and sustainable growth. The markets, as is their function, are focusing o...

Andreas Riemann ... (+3)
  • Andreas Riemann
  • Jean Danjou
  • Usama Tariq

ODDO BHF Small & MIDCAP MORNING NEWS - 28/03/2024

Hormis les Etats-Unis, les marchés de la construction devraient continuer à reculer en 2024 (-2% en Europe) avant de rebondir à la faveur d’une baisse des taux. Dans ce contexte, la différenciation entre les groupes se fera essentiellement sur leur capacité de résistance (mix géographique et prix/ coûts), l’allocation du capital (et situations spéciales) et leur valorisation. Face à cet environnement, nous relevons nos recommandations sur KONE (la modernisation comme relais de la Chin...

Nicolas Thorez
  • Nicolas Thorez

Netgem : Improvement in 2023 results, close to expectations. The finan...

>Improvement in 2023 results, close to our initial estimates - Netgem reported good 2023 results this morning. On 2023 revenues down a slight 2% to € 35.6m and a gross margin up 10% to € 22.0m, both already published, EBITDA grew 14% to € 7.8m, in line with our expectations (vs ODDO BHF € 7.7m). This margin improvement (+3.2 points) reflects the combined effect of gross margin growth and very good opex optimisation (limited growth of 7% in the year). After factoring i...

Mobile World Investment Corporation: 2 directors

Two Directors at Mobile World Investment Corporation sold 1,300,000 shares at 0.000VND. The significance rating of the trade was 71/100. 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 ...

Emmanuel Matot
  • Emmanuel Matot

Soitec : Another warning, RF-SOI destocking still underway

>No sales growth expected in the upcoming FY 2025 - Soitec confirmed yesterday evening that it will reach its guidance targets for FY 2024 (year to end-March) which it had revised downwards in early February. Sales should therefore fall by around 10% organically and the EBITDA margin by around 1 point to 34%. The bad news concerns the flat sales performance expected this coming FY 2025, implying a level that is well below expectations (ODDO BHF = +13% and FactSet...

 PRESS RELEASE

Director Declaration

Director Declaration                  DIRECTOR DECLARATION London, 28 March 2024 – Endeavour Mining plc (LSE:EDV, TSX:EDV) (“the Company” or “Endeavour”) announces in accordance with Listing Rule 9.6.14R that Ian Cockerill, Chief Executive Officer of the Company will retire as an independent non-executive director of BHP Group Limited, a company listed on the Australian Securities Exchange, the London Stock Exchange, the New York Stock Exchange and the Johannesburg Stock Exchange, on 4 April 2024, given the time commitment associated with his executive appointment at Endeavour. CONTACT...

Damien Choplain ... (+2)
  • Damien Choplain
  • Martial Descoutures

OSE Immunotherapeutics : FY 2023 results contained no surprises - deci...

>Financial visibility out to 2026 - OSE reported its FY 2023 results yesterday after market close The operating loss will be € 23.0m, compared with € 18.4m in 2022, impacted in particular by a fall in sales to € 2.2m in 2023 from €1 8.3m in 2022. R&D costs are down to €17.2m (vs € 26.9m in 2022), followed by G&A at € 6.0m (vs € 6.7m in 2022). On the balance sheet, cash and cash equivalents at end-December 2023 were € 18.7m (vs € 25.6m in 2022). Including the $ 4...

Geoffroy Michalet
  • Geoffroy Michalet

Cegedim : 2023 guidance met… but negative one-offs… and sluggish cash ...

>In line with the guidance, admittedly… but otherwise not great - Cegedim’s 2023 results came out in line. For the record, it had already released its revenue figures back in January (+11%).The aim was merely to achieve growth in recurring operating income. This it achieved, with reported recurring operating income increasing by +23% to € 31.7m and bringing the margin to 5.1% (+50bp), even though we had expected more.However, there are other factors that und...

Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet

LNA Santé : RN FY 2023: les chiffres sont assez conformes – Focus sur ...

>ROC – RNpg : en ligne avec le consensus - Le CA 2023 ressort à 736,1 M€ (+1,1% vs. +5,8% pour le CA hors immobilier), l’EBITDA 2023 atteint 148,8 M€ (+4,2% - css : 142,7 M€), le ROC 65 M€ (+1%) et le RNpg 23,4 M€ (-9,3%). Le parc en activité (incluant les lits en restructuration) représente 9 390 lits à fin 2023 (vs 9 335 en 2022) sur 85 établissements dont 8 376 lits en « régime de croisière ».LNA Santé guide sur une croissance organique de 4,5% en 2024 (CA d’e...

Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir

Moderna : An increasingly structured vaccine franchise

>Acceleration of all programmes against latent viruses - Moderna's Vaccines Day highlighted a coherent and ambitious mRNA portfolio against infectious diseases (28 vaccine candidates in development). In addition to its COVID-19 vaccine, we are particularly impressed by the progress of its vaccine against congenital CytoMegaloVirus (phase III, fully recruited; n=7300), the probability of success of which is improving over time (justifying extensions of indications to a...

 PRESS RELEASE

EQS-News: BayWa AG rechnet im Geschäftsjahr 2024 mit Ergebnisverbesser...

EQS-News: BayWa AG / Schlagwort(e): Jahresergebnis BayWa AG rechnet im Geschäftsjahr 2024 mit Ergebnisverbesserung (News mit Zusatzmaterial) 28.03.2024 / 10:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Nummer: 01224-PIU05 | Datum 28.03.2024 BayWa AG rechnet im Geschäftsjahr 2024 mit Ergebnisverbesserung Die BayWa AG schließt das Geschäftsjahr 2023 mit einem operativen Ergebnis von 304,0 Mio. Euro knapp unter der Jahresprognose ab. Der rasante Zinsanstieg belastet das Ergebnis über alle Geschäftsbereiche hinweg. Nach Zinsen un...

 PRESS RELEASE

RM plc: Publication of 2023 Annual Report and Financial Statements

RM plc (RM.) RM plc: Publication of 2023 Annual Report and Financial Statements 28-March-2024 / 09:36 GMT/BST   28 March 2024     RM plc (“RM” or the “Company”)   Publication of 2023 Annual Report and Financial Statements   RM announces, in accordance with Listing Rules 9.6.1 and 9.6.3, that the Annual Report and Financial Statements for the year ended 30 November 2023 (the "Annual Report and Financial Statements 2023") have today been submitted to the Financial Conduct Authority via the National Storage Mechanism ("NSM"), where they will shortly be available for viewing at...

 PRESS RELEASE

EQS-News: BayWa AG expects earnings to improve in the financial year 2...

EQS-News: BayWa AG / Key word(s): Annual Results BayWa AG expects earnings to improve in the financial year 2024 (news with additional features) 28.03.2024 / 10:30 CET/CEST The issuer is solely responsible for the content of this announcement. Number: 01224-PIU05 | Date 28 March 2024 BayWa AG expects earnings to improve in the financial year 2024 BayWa AG closes the financial year 2023 with operating earnings of €304.0 million, just below the forecast for the year. The rapid rise in interest rates is having a negative effect on earnings across all business divisions. A...

Moody's upgrades rating on Class B Senior Notes from Heying Commercial...

Moody's Ratings ("Moody's") has upgraded the rating on Class B Senior Notes issued by Heying Commercial Factoring 2023-03 Yixin Receivables Private Asset-Backed Notes (Bond Connect) Trust. The affected rating is as follows: Issuer: Heying Commercial Factoring 2023-03 Yixin Receivables Private As...

Vodafone Group: 1 director

A director at Vodafone Group bought 823,500 shares at 69p 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 clearly sh...

ImmunoPrecise Antibodies Ltd: 2 directors

A director at ImmunoPrecise Antibodies Ltd bought 9,000 shares at 1.544USD and the significance rating of the trade was 35/100. 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 ...

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