A director at Recordati sold 118,000 shares at 51.335EUR and the significance rating of the trade was 80/100. 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 show...
Q1 slightly topped expectations thanks to ready-to-eat (+56% YoY) while meal-kit remained in the red (-7%) and lowered the group's EBITDA margin -250bp YoY. FY 2024 guidance has been reiterated, but we stay on the sidelines as we remain concerned by "meal-kit fatigue" longer-term implications for g
>La marque Moncler sort encore un excellent trimestre à +20% y/y en organique - Le CA T1 groupe ressort à 818.0 M€ montrant une croissance à tcc de 16% et de 13% en publié, nous attendions c.781 M€ et le consensus Visible Alpha avant publication montrait 790 M€, la prévision est donc battue de près de 4%. Le niveau de croissance reste clairement flatteur pour la marque Moncler : après un T4 2023 à +17% en organique, le T1 sort à 20 % y/y tcc dont +26% en DTC, nous att...
>The Moncler brand produced another excellent quarter at +20% y-o-y organic - Group Q1 sales came to € 818.0m showing growth at constant exchange rates of 16% and 13% reported. We expected around € 781m and the pre-publication Visible Alpha consensus was for € 790m. The estimate was therefore beaten by close to 4%. The level of growth remains clearly flattering for the Moncler brand: after +17% organic in Q4 2023, Q1 growth came in at 20% y-o-y at CER with +26% in D...
>Feedback réunion SFAF : 2024 marquera la fin du rattrapage - Lors d’une réunion de présentation de ses résultats annuels 2023, le management de Voyageurs du Monde est revenu essentiellement sur les points suivants :Les résultats 2023 ont été marqués par une forte progression du CA soutenue par une demande exceptionnelle en termes de demande de voyages post COVID (CA : +40% ; +16.5% LFL vs 2019). Nous notons la forte montée en puissance de l’activité vélo suite à...
After some rough years, the change in Saipem’s strategy towards less risky projects and a higher share of E&C Offshore activities amid the O&G industry “super-cycle” seems to be paying off. The company has been able to increase its margins, while the backlog is strong, providing good visibility over next years. The capital increase carried out in 2022 on top of positive FCF put Saipem at a better financial position than before the Covid-19 crisis. While the overall outlook is pos...
AKD Daily HUBC & NPL 3QFY24E Result Previews HUBC – 3QFY24E earnings to clock in at PkR12.42/sh: We expect Hub Power Company Limited (HUBC) to post NPAT of PkR16.1bn (EPS: PkR12.42) in the third quarter of FY24, up 5%/43% on QoQ/YoY basis. The aforementioned increase in earnings on a quarterly basis is primarily attributed to higher gross margins, resulting from the non-utilization of fuel oil-based plants (Narowal and HUBCO-base utilization: nil/69 Gwh during 3QFY24). Generation profile of t...
DOVRE GROUP TRADING STATEMENT JANUARY 1 – MARCH 31, 2024 Dovre Group Plc Stock exchange release April 25, 2024, at 9.15 a.m. DOVRE GROUP TRADING STATEMENT JANUARY 1 – MARCH 31, 2024 Significant write-down of a single renewable project led to a negative operating profit Dovre Group Plc issues today a trading statement for the three months ended on March 31, 2024. The figures presented in this trading statement are not audited. Last year’s corresponding period in parentheses. January – March 2024 Net sales EUR 42.3 (45.8) million – decrease 7.6% ...
DOVRE GROUPIN LIIKETOIMINTAKATSAUS 1.1.–31.3.2024 Dovre Group Oyj Pörssitiedote 25.4.2024 klo 9.15 DOVRE GROUPIN LIIKETOIMINTAKATSAUS 1.1.–31.3.2024 Merkittävä alaskirjaus yksittäisen uusiutuvan energian projektista johti negatiiviseen liiketoiminnan tulokseen. Dovre Group Oyj julkistaa tänään konsernin liiketoimintakatsauksen kaudelta 1.1.–31.3.2024. Tämän liiketoimintakatsauksen luvut ovat tilintarkastamattomia. Suluissa edellisvuoden vastaavan ajankohdan vertailuluvut. Tammi–maaliskuu 2024 Liikevaihto 42,3 (45,8 milj. euroa) – laskua 7,6 % Proje...
Daniel Karpovič steps down as Head of B2B at Telia Lietuva Daniel Karpovič, Head of Enterprise (B2B) at Telia Lietuva, AB (hereinafter “Telia Lietuva” or “the Company”), is leaving the Company as of 1 July 2024. Aurimas Žlibinas, Head of Key Accounts unit at Telia Lietuva, has been appointed interim Head of B2B. The selection of the new Head of B2B of the Company will be made primarily from internal candidates. Daniel Karpovič joined the Company in 2017 as Head of Commercial and Product Management for Business Customers. He has been the Head of B2B unit at Telia Lietuva since Ju...
A director at Jefferies Financial Group Inc sold 1,500,000 shares at 43.501USD and the significance rating of the trade was 69/100. 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 ...
>Moindre croissance sur les prochains trimestres ? - De la réunion d’hier, nous retenons que :1/ T1 a été bon mais la croissance du T1 (+13% à tcc.) ne semble pas extrapolable : i/ de nouveaux génériques de Somatuline devraient arriver en Europe et en Amérique du Nord au S2 2024/début 2025, ii/ Cabometyx a bénéficié d’un effet de cut-off, soit un impact favorable cumulé de =20 M€e, au T1.La Direction s’est montrée toujours optimiste pour Dysport (prise de Pd...
>T1 en hausse de 16% et prises de commandes de nouveau excellentes - Exail Technologies a publié hier soir un CA T1 supérieur à nos attentes, en hausse de 16% y-o-y à 79.5 M€ (vs 75.5 M€e). La division Navigation & Robotique maritime affiche une croissance de 18% y-o-y à 60.8 M€ grâce à la forte accélération des livraisons de centrales inertielles (dans la ligne du T4 2023) alors que sur la robotique sous-marine, le groupe continue de bénéficier du programme belgo-né...
>CA T1 en forte baisse malgré l’intégration de Commscope Home Networks - Vantiva a publié hier soir son CA au titre du T1 2024. Il s’avère très décevant, en baisse de 20% à 458 M€ (vs ODDO BHF = 607 M€) malgré l’intégration de Commscope Home Networks (contribution non communiquée vs 221 M€ dans notre modèle initial). La division Maison Connectée (-22% à 358 M€ vs ODDO BHF = 506 M€) pâtit d’une base de comparaison élevée, de déstockages et du ralentissement des in...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.