reports
- Martin Marandon-Carlhian
- Stephane Houri
AT&S AG : Pas d'augmentation de capital, mais guidance de CA moyen ter...
>Pas d'augmentation de capital, offres pour l'usine d'Ansan - AT&S a annoncé hier avoir décidé de ne pas procéder à une augmentation de capital à court terme et que les discussions avec des investisseurs potentiels ont été interrompues. Pour rappel, AT&S avait annoncé en novembre 2023 considérer une augmentation de capital jusqu’à 50% de son capital (~550 M€) et être en négociation avec le fonds souverain autrichien OBÄG pour une participation potentielle >25%. Pour o...
- Baptiste Lebacq
PGS : Les fondamentaux s’améliorent
>Recommandation Sous-performance OC 6 NOK - A l’issue du rapprochement avec TGS, les actionnaires de PGS recevront 0.06829 action TGS pour chaque action PGS. Nous pensons que cette opération fait du sens pour les actionnaires de PGS mais nous estimons qu’elle est plus difficile à justifier pour un actionnaire de TGS dont le business model d’un groupe asset light a fait la preuve de sa résilience aux cours des différents cycles passés. A l’issue de la publication et d...
- Gerardo Ibanez
- Steven Boumans
Care Property Invest : Care Property Invest to Outperform: 3 reasons w...
>Healthcare real estate is not out of the woods yet, but we see some green shoots - We have been cautious on the healthcare real estate stocks for over a year now, after the problems with operators appeared to be more structural and broad based than idiosyncratic. We are not out of the woods yet. However, there are some silver linings for the segment, where nursing home operator health is improving. Not enough to become bullish on the whole segment, but enough to upgr...
- Juan Ros-Padilla
Atrys Health : Q1 2024 trading update broadly in line. Guidance reiter...
>Organic sales momentum remains strong - Q1 2024 group sales were € 51m (+7% y-o-y or +9% excluding -1pp of FX and -1pp of calendar impact), keeping the solid pace seen in FY 2023, and were broadly in line with our estimate. The scope effect of Chilerad and Initia (acquired in December 2022), which contributed with 2-3pp of the group’s sales growth over the last year, in now over. Precision sales grew by +10% y-o-y to € 30m (vs +13% Lfl in FY23) and were aligned with...
EQS-News: Deutliches Umsatz- und operatives Ergebniswachstum im 1. Hal...
EQS-News: All for One Group SE / Schlagwort(e): Halbjahresergebnis Deutliches Umsatz- und operatives Ergebniswachstum im 1. Halbjahr 2023/24 // Starker Auftragseingang // Vorstand bestätigt Prognose für 2023/24 13.05.2024 / 07:18 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Deutliches Umsatz- und operatives Ergebniswachstum im 1. Halbjahr 2023/24 // Starker Auftragseingang // Vorstand bestätigt Prognose für 2023/24 Ungeprüfte Ergebnisse: Umsatz steigt organisch um 5% auf 256,6 Mio. EUR (Okt 2023 – Mrz 2024: 243,4 Mio. EUR); Wiede...
EQS-News: Significant growth in sales and operating result in H1 2023/...
EQS-News: All for One Group SE / Key word(s): Half Year Results Significant growth in sales and operating result in H1 2023/24 // Strong order inflow // Management board confirms guidance for 2023/24 13.05.2024 / 07:18 CET/CEST The issuer is solely responsible for the content of this announcement. Significant growth in sales and operating result in H1 2023/24 // Strong order inflow // Management board confirms guidance for 2023/24 Unaudited results: Sales increase organically by 5% to EUR 256.6 million (Oct 2023 – Mar 2024: EUR 243.4 million); recurring revenues increas...
- Hela Zarrouk
Allane SE : Q1 2024 results in line with expectations – 2024 outlook c...
>Q1 2024 results in line with expectations - Allane SE released its final Q1 2024 results which were in line with expectations. In detail, we note:Consolidated revenue (including sales revenue) increased by 16.0% to € 175.5m (Q1 2023: € 151.3m) vs our estimates of € 172.3.Consolidated operating revenue (excl. sales revenue) increased by 32.4% to € 103.8m (ODDO BHF: € 71.9m), mainly driven by an increase in leasing income, more specifically in the Retail Leas...
- Hela Zarrouk
Allane SE : Q1 2024 results in line with expectations – 2024 outlook c...
>Q1 2024 results in line with expectations - Allane SE released its final Q1 2024 results which were in line with expectations. In detail, we note:Consolidated revenue (including sales revenue) increased by 16.0% to € 175.5m (Q1 2023: € 151.3m) vs our estimates of € 172.3.Consolidated operating revenue (excl. sales revenue) increased by 32.4% to € 103.8m (ODDO BHF: € 71.9m), mainly driven by an increase in leasing income, more specifically in the Retail Leas...
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Generali : RN solide attendu au T1
>Forte croissance de l’activité - Generali publiera son RN du T1 2024 le 21 mai prochain. Rappelons que le groupe consolidera pour la 1ère fois Liberty Seguros, dont l’acquisition a été finalisée fin janvier. Nous prévoyons des primes de 23.5 Md€ (+5.8%) légèrement supérieures au consensus (23.0 Md€), avec : 1/ une croissance de 3% des primes en assurance vie, dans un contexte de reprise du marché de l’assurance vie dans certains pays (et notamment en France et en It...
- Baptiste Lebacq
Tecnicas Reunidas : Feuille de route tenue en ce début d’année
>Recommandation Neutre OC relevé à 10 € - Post publication et conférence call, nous avons maintenu notre séquence de BPA 2024/26. Nous relevons notre OC à 10 € (vs 9 €) et réitérons notre recommandation Neutre sur le titre. Le redressement de la marge d’EBIT semble se confirmer et nous réduisons la décote retenue sur les multiples des pairs. A 10 €, le PE implicite ressort à 6.5x soit une décote de près de 50% versus notre échantillon européen (que nous justifio...
Almirall Delivers Strong Start of 2024 – Q1 Net Sales Growth of 6.6% O...
BARCELONA, Spain--(BUSINESS WIRE)-- Almirall, S.A. (ALM) a global biopharmaceutical company based in Barcelona, today announced its financial results from the first quarter 2024. Almirall delivered strong sales growth in the first quarter of 2024 which continues to be driven by the dermatology business in Europe. Net Sales increased by 6.6% to a total of €247.4 MM, EBITDA was €52.5 MM (increase of 1.4% YoY) driven by higher sales growth, with a gross margin of 63.5%. Dermatology sales in Europe increased by 18.1% to a total of €113MM. Continued strong investments in supporting the Ebglyss laun...
- ABGSC Strategy Research
- Bengt Jonassen
SIG successfully places €450 million Schuldschein following strong dem...
SIG Group AG / Key word(s): Issue of Debt/Issue of Debt SIG successfully places €450 million Schuldschein following strong demand from investors 13.05.2024 / 07:00 CET/CEST MEDIA RELEASE 13 May 2024 SIG successfully places €450 million Schuldschein following strong demand from investors SIG today announces it has successfully completed a €450 million Schuldschein placement. The notes are structured in tranches with maturities of four, five and seven years with both fixed and variable interest rates at competitive levels. The high level of demand from a wide range of invest...
SIG platziert Schuldscheindarlehen in Höhe von EUR 450 Millionen bei s...
SIG Group AG / Schlagwort(e): Anleiheemission/Anleiheemission SIG platziert Schuldscheindarlehen in Höhe von EUR 450 Millionen bei starker Nachfrage von Investoren 13.05.2024 / 07:00 CET/CEST MEDIENMITTEILUNG 13. Mai 2024 SIG platziert Schuldscheindarlehen in Höhe von EUR 450 Millionen bei starker Nachfrage von Investoren SIG hat erfolgreich ein Schuldscheindarlehen in Höhe von EUR 450 Millionen platziert. Die Emission besteht aus drei Tranchen mit Laufzeiten von vier, fünf und sieben Jahren mit festen und variablen Zinssätzen auf einem attraktiven Niveau. Aufgrund der hoh...
Moody's Ratings assigns definitive rating to Auto Loan ABS Program 240...
Moody's Ratings (Moody's) has assigned a definitive rating to the following transaction. The complete rating action is as follows: Transaction Name: Auto Loan ABS Program 2405 Series Class: ABL Rating: Aaa (sf) Issue Amount: JPY398 million Interest Rate: Fixed Closing Date: May 13, 2024 Final Matur...
CTS Global Equity Group Inc: 1 director
A director at CTS Global Equity Group Inc sold 37,000,000 shares at 0.680PHP 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 tw...
Cemex Holdings Philippines Inc: 1 director
A director at Cemex Holdings Philippines Inc sold 1,300,000 shares at 1.383PHP 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 ...
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