INVEST SECURITIES - ADVINI : Prouver dès 2024 que 2023 n'était qu'une ...

Mediobanca - Banca Di Credito Finanziario Spa: 1 director

A director at Mediobanca - Banca Di Credito Finanziario Spa sold 500,000 shares at 12.000EUR 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...

Investment im Fokus - CENIT AG - 17.05.2024

CENIT ist als führender Beratungs- und Softwarespezialist für die Optimierung von Geschäftsprozessen in den Feldern Digital Factory, Product Lifecycle Management (PLM), SAP PLM, Enterprise Information Management (EIM) und Application Management Services (AMS) seit über 33 Jahren erfolgreich aktiv. Standardlösungen von strategischen Partnern wie DASSAULT SYSTEMES, SAP und IBM ergänzt CENIT um etablierte, eigene Softwareentwicklungen. Hierzu gehören u.a. die FASTSUITE Produktfamilie für Softwarelö...

EVS Broadcast Equipment The pipeline looks promising to ensure a stron...

EVS started FY24 with a strong 1Q24, despite the reserved production capacity dedicated to this years Big Events (Olympics, EK). We welcome EVS indicated that at the same time the pipeline looks promising to ensure a strong FY24. EVS reiterated its revenue guidance of €180m to € 195m (KBCSe € 189.2m) and now expects FY24 EBIT to land between € 38.0m and € 45.0m (KBCSe € 43.6m). We maintain our Buy but increased our Target Price from € 37.5 to € 39, in line with our updated DCF.

Finning International Inc: 4 directors

Four Directors at Finning International Inc sold/sold after exercising options 66,264 shares at between 42.618CAD and 43.834CAD. 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 trade...

360 One Wam Ltd: 3 directors

Three Directors at 360 One Wam Ltd sold 156,735 shares at between 743.500INR and 759.922INR. 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...

PVA Tepla : De multiples leviers de croissance qui soutiennent les obj...

>Opinion Surperformance et OC à 35 € maintenus - PVA Tepla a organisé hier son premier CMD dans son siège à Wettenberg. Ce CMD vient conforter le statut de croissance structurelle du groupe exposé à des multiples marchés en croissance. Il nous a également permis de mieux appréhender la stratégie et la vision jusqu’à 2028. Le groupe dispose, selon nous, d’une histoire de croissance solide sur plusieurs fronts, avec notamment le SiC comme moteur (20-25% des commandes du...

FX Daily: Calm waters ahead

In the two weeks leading to the 31 May US core PCE release, markets may experience reduced volatility. This is not necessarily bad news for the high-yielding USD, but the yen looks more fragile. A stabilisation in EUR/USD around 1.08/1.09 or some modest downside pressure is our expectation for the near term

ARS Pharmaceuticals Inc: 2 directors

A director at ARS Pharmaceuticals Inc sold 50,000 shares at 9.055USD and the significance rating of the trade was 55/100. 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 234,824 shares at 36.803USD 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 yea...

Freehold Royalties Ltd: 1 director

A director at Freehold Royalties Ltd bought 20,000 shares at 13.800CAD and the significance rating of the trade was 50/100. 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...

Mullen Group Ltd: 1 director

A director at Mullen Group Ltd bought 25,000 shares at 12.900CAD and the significance rating of the trade was 56/100. 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 clea...

Navigator : Volume growth sustains operating results at historical ave...

>Resilient margins as volume increase offsets lower average prices - Navigator’s results came in line with estimates (EBITDA margin of c.25%) with sales growth (+7% y-o-y, +9% q-o-q) supported by strong volumes (+29% in paper and packaging products y-o-y and +10% q-o-q and c.+20% at pulp on both an annual and quarterly basis) as demand restocking in the uncoated wood free segment continued in Q1 2024 (+1.5% y-o-y apparent demand growth and +10.4% in Europe due to the ...

Rates Spark: Patience needed for next data guidance

Some upward drift in 10y UST yields was observed on Thursday but at 4.37% it remains still well below the 4.5% handle. The market focus is already on the next inflation readings, but first, PMI data next week will guide sentiment about US and eurozone growth. Diverging PMI directions of the two regions could narrow UST-Bund spreads

Technical Analysis/Bund future

The weekly chart improved further, with last week the second week in a row that we saw a higher low and high. Prices closed 14bp lower at 130.88 almost at the low of the week and off the highs at 131.86, which was somewhat weak. Nevertheless, we still believe that prices have bottomed and let's see what should be the upside within the rally for the coming weeks. First, we still like to see confirmation that prices have definitely bottomed. This means that a weekly close above the topping EMA-40 ...

Schwab Charles Corp: 1 director

A director at Schwab Charles Corp sold 123,425 shares at 77.451USD 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 cl...

Next 15 Group Plc: 1 director

A director at Next 15 Group Plc sold 76,944 shares at 954p 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 sh...

E Best Investment & Securities Co Ltd: 6 directors

Six Directors at E Best Investment & Securities Co Ltd bought 21,600 shares at between 4,825.000KRW and 5,237.000KRW. 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...

Merlin Properties : Very satisfactory operating performance overall in...

>Very satisfactory operating performance (FFO / share at € 0.15) - Yesterday evening Merlin Properties reported a very satisfactory operating performance in Q1 2024 with FFO/share at € 0.15 (-4.4% y-o-y in line with expectations due to the launch of data centres and higher financial costs) which includes overall growth at constant scope (l-f-l) of +3.8% in gross rental income, an occupancy rate of 95.8% (+100bp y-o-y; -40bp q-o-q) and positive reversion in its three ...

Inmobiliaria Colonial : CriteriaCaixa, a fine opportunity to embark on...

>CriteriaCaixa to acquire a stake, with a cash transfer of € 350m and € 272m in assets - Colonial yesterday announced the signature of an agreement with CriteriaCaixa whereby the Spanish financial holding group will become a new shareholder with c. 17% of the capital through a dedicated capital increase of € 622m and with the issuance of 87 729 050 new shares at a unit price of € 7.1 per share (i.e. a premium of 15% to the price on 15 May). Criteria is to subscribe to...