reports
- Louis Boujard
- CFA
- Philippe Ourpatian
BMW BAYERISCHE MOTOREN WERKE AG
UBSN UBS GROUP AG
ALO ALSTOM SA
ELE ENDESA S.A.
VER VERBUND AG CLASS A
BA. BAE SYSTEMS PLC
BC8 BECHTLE AG
FDR FLUIDRA S.A.
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
PRY PRYSMIAN S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ARGX ARGEN-X SE
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
ARM ARM HOLDINGS PLC
Abbott Laboratories: 1 director
A director at Abbott Laboratories sold 22,852 shares at 106.254USD and the significance rating of the trade was 76/100. 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...
Stoneridge Inc: 1 director
A director at Stoneridge Inc bought 6,500 shares at 15.720USD 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 clearly...
Renault Group: Nissan's contribution to Renault Group's Q1 2024 earnin...
Renault Group: Nissan's contribution to Renault Group's Q1 2024 earnings Press Release May 9, 2024 Nissan contributes €225 million to Renault Group’s first quarter 2024 earnings Nissan released today its results for the fourth quarter of fiscal year 2023/2024 (April 1st,2023 to March 31st, 2024). Nissan’s results, published in Japanese accounting standards, for the fourth quarter of fiscal year 2023/2024 (January 1st to March 31st, 2024), after IFRS restatements, will have a positive contribution to Renault Group’s first quarter 2024 net income estima...
Lotus Bakeries: 1 director
A director at Lotus Bakeries sold 772 shares at 9,407.844EUR 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...
Net Insight AB: 2 directors
A director at Net Insight AB sold 4,959,834 shares at 5.140SEK 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 clearl...
Bright Horizons Family Solutions Inc: 1 director
A director at Bright Horizons Family Solutions Inc sold 11,250 shares at 113.947USD 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 ...
CNA Financial Corp: 1 director
A director at CNA Financial Corp sold 23,301 shares at 44.780USD and the significance rating of the trade was 76/100. 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...
- Jean-François Granjon
Prysmian : Un début d’exercice supérieur aux attentes – Guidances conf...
>Publication des résultats T1 supérieurs aux attentes - Prysmian publie des résultats T1 supérieurs à nos attentes et celles du consensus. Le CA trimestriel ressort à 3 687 M€ (4 052.2 M€ estimé, 3 709.7 M€ pour le css) vs 3 992 M€ en repli de 7.6% et de 5.6% en organique. Les résultats trimestriels traduisent une légère baisse de l’EBITDA ajusté de 3.5% à 412 M€ (382 M€ estimé, 384.3 M€ pour le css) vs 427 M€ YoY. La marge d’EBITDA ajustée ressort ainsi à 11.2% (9.4%...
- Jean-François Granjon
Prysmian : Start of year better than expected – guidance confirmed
>Q1 results better than expected - Prysmian’s Q1 results beat our expectations and those of the consensus. Quarterly sales came to € 3.687bn (€ 4.0522bn est., € 3.7097bn for css) vs € 3.992bn, down 7.6% and -5.6% in organic terms. These quarterly results reflect a slight drop in adjusted EBITDA of 3.5% to € 412m (€ 382m est., € 384.3m for css) vs € 427m y-o-y. The adjusted EBITDA margin thus came to 11.2% (9.4% est., 10.3% for css) vs 10.7% y-o-y up 50bp....
- Olfa Taamallah
- Yan Derocles
BAE Systems : Trading update – Strong commercial momentum continues – ...
>Trading in line with expectations with solid order intake momentum - For its AGM, BAE Systems is updating the market with trading so far in line with expectations. In particular, we would highlight i/ solid order intake momentum that will be supported by the recent passing of the US supplemental aid package to Ukraine and the commitment by the UK to spend 2.5% of GDP by 2030; ii/ Ball Aerospace acquisition was completed on 16 February (Space & Mission Systems) and th...
- Emmanuel Matot
- Martin Marandon-Carlhian
Nexi S.p.A : A good start to the year relative to full-year guidance
>Organic revenue and EBITDA growth beats forecasts in Q1 - Nexi has just published its Q1 2024 results. Results beat forecasts with organic revenue growth of +6.0% to € 782m (vs ODDO BHF / consensus = +4.5/+5.3% to € 775m/€ 776m - recap 2023 = +7.0%) and pro forma EBITDA growth of +8.6% to € 362m (vs ODDO BHF / consensus = +6.1/+6.5% to € 356m/€ 355m), i.e. a +112bp improvement in the EBITDA margin to 46.3% (vs ODDO BHF / consensus = 46.0/45.7%).All activities r...
- Damien Choplain
- Martial Descoutures
Argenx : Product ramp-up continues
>Q1 in line on sales, below on EBIT - Q1 sales grew by 83% y-o-y and 6% q-o-q to $ 398m (US $ 347m, Japan $ 18m and EMEA $ 31m), reflecting the strong medical need in myasthenia gravis, the quality of products (i.e. Vyvgart and Vyvgart Hytrulo), as well as the excellent execution of the commercial rollout. The product should remain on this growth trajectory to achieve peak sales estimated at $ 11bn (vs the consensus at $ 11bn) in 2035, driven by the recent launch of ...
- Olfa Taamallah
- Yan Derocles
BAE Systems : Trading update – Strong commercial momentum continues – ...
>Trading in line with expectations with solid order intake momentum - For its AGM, BAE Systems is updating the market with trading so far in line with expectations. In particular, we would highlight i/ solid order intake momentum that will be supported by the recent passing of the US supplemental aid package to Ukraine and the commitment by the UK to spend 2.5% of GDP by 2030; ii/ Ball Aerospace acquisition was completed on 16 February (Space & Mission Systems) and th...
- ABGSC Credit Research
- Bendik Fougner Engebretsen
- Stephane Beyazian
Telefonica : Le Brésil tire toujours l’activité
>Un T1 2024 en ligne avec les attentes - Telefonica publie un CA du T1 2024 en hausse de 2% à 10 140 M€ (1% au-dessus du consensus de 10 057 M€), porté par le Brésil (croissance de 10%). L’EBITDA ressort en hausse de 2% à 3 205 M€ (1% au-dessus du css de 3 174 M€) mais l’EBITDAaL simplement en ligne. Le FCF au T1 2024 ressort en négatif de 44 M€ (vs consensus de gain de 111 M€). Les objectifs 2024 sont confirmés. Pour 2024, Telefonica vise une croissance du CA de...
- Stephane Beyazian
Telefonica : Brazil continues to drive performance
>Q1 2024 in line with forecasts - Telefonica has published Q1 2024 revenue growth of 2% to € 10,140m (1% above the consensus € 10,057m), driven by Brazil (growth of 10%). EBITDA was up 2% to € 3,205m (1% above the consensus at € 3,174m) but EBITDAaL was simply in line. FCF in Q1 2024 showed a loss of € 44m (vs consensus forecast for a gain of € 111m). The targets for 2024 are confirmed. For 2024, Telefonica is targeting revenue growth of 1%, +1-2% for EBITDA, > +...
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