reports
- Christophe Chaput
- Hela Zarrouk
De'Longhi : Good start to the year with organic growth of 7.3% and a 1...
>Dynamic Q1 sales (+7.3% l-f-l) with a margin improvement of 190bp - De’Longhi reported very good Q1 results that were better than expected. In detail, we note: 1/ sales grew by 9.4% to € 658.8m (ODDO BHF: € 642.4m, consensus: € 652m), with organic growth of +7.3%, which is an excellent performance (we looked for: +5%e) driven mainly by a positive volume effect. In Q1, we note the consolidation of La Marzocco (in professional coffee) for sales of € 21m (€ 24.3m est.)....
Chrysos Corporation Ltd: 2 directors
Two Directors at Chrysos Corporation Ltd sold 404,000 shares at between 5.514AUD and 5.600AUD. 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 ov...
- Johanna Jourdain
Elior : What to expect from the H1 2024 publication? (16 May before tr...
>Organic growth and H1 margin expected above the FY 2024 guidance (favourable H1 seasonality), which should underpin the group’s targets - Elior will publish its H1 2024 results (October 2023 to March 2024) on 16 May before the start of trading. We forecast revenues of € 3,100m (company consensus € 3,109m), with total growth of 25% of which 6.5% organic (consensus 5.7%). This should be driven mainly by the catering division (+6.6%e organic vs +5.2% for multiservices),...
- Chaima Ferrandon
- Sven Edelfelt
CRH : Still America and nothing but America
>Q1 sales underpinned by good pricing trends and by North America - CRH reported its Q1 results for the first time instead of its usual IMS. EBITDA came in +15% higher in real terms (+12% l-f-l) at $ 445m, driven by an improvement for all divisions except for Europe Building Solutions. The margin came in at 6.8%, or +81bp in Q1. Sales came in +2% higher in real terms and +1% l-f-l, driven by price effects, despite the volume decline in Europe. By division, Americas Ma...
GOGL – Invitation to presentation of Q1 2024 Results
GOGL – Invitation to presentation of Q1 2024 Results Golden Ocean Group Limited (the “Company) will publish its financial results for the first quarter of 2024 on Wednesday May 22, 2024. In connection with the release, a conference call and webcast will be held as described below: Conference call and webcastA conference call will be held at 3:00 P.M. CET (9:00 A.M. New York Time) on Wednesday February 28, 2024. The presentation will be available for download from the Investor Relations section at (under "Presentations") prior to the conference call/webcast. In order to listen to the pre...
Inventiva announces the publication in Nature Communications of additi...
Inventiva announces the publication in Nature Communications of additional results from NATIVE Phase IIb clinical trial demonstrating improvement of markers of cardiometabolic health in patients with MASH/NASH treated with lanifibranor Improvements were observed for insulin resistance (insulin levels, HOMA-IR), lipid metabolism (triglycerides, HDL-cholesterol, apolipoproteins), control of glycemia (HbA1c, fasting glucose (FG) levels), systemic inflammation (hs-CRP, ferritin), hepatic steatosis and diastolic blood pressure.Among the patients who had prediabetes at study entry and were treate...
Inventiva annonce la publication dans Nature Communications de résulta...
Inventiva annonce la publication dans Nature Communications de résultats complémentaires de l’étude clinique de Phase II NATIVE démontrant l’amélioration de marqueurs de santé cardiométabolique chez les patients atteints de MASH/NASH traité Des améliorations ont été observées au niveau de la résistance à l'insuline (taux d'insuline, HOMA-IR), du métabolisme lipidique (triglycérides, HDL-cholestérol, apolipoprotéines), du contrôle de la glycémie (HbA1c, taux de glucose à jeun), de l'inflammation systémique (hs-CRP, ferritine), de la stéatose hépatique et de la pression artérielle diastolique...
Coop Pank AS application for obtaining an additional license for issui...
Coop Pank AS application for obtaining an additional license for issuing covered bonds Today, May 13th, 2024, Coop Pank AS submitted an application to the Financial Supervision Authority for an additional activity license enabling the issuance of covered bonds. Obtaining an additional license is subject to regulatory approval and can be expected to take up to six months. After obtaining an additional activity license authorizing the issuance of covered bonds, the bank decides on the issue, volume and other conditions of the covered bond issue in accordance with the market situation and th...
Coop Pank AS taotlus pandikirjade väljastamiseks täiendava tegevusloa ...
Coop Pank AS taotlus pandikirjade väljastamiseks täiendava tegevusloa saamiseks Täna, 13. mail 2024 esitas Coop Pank AS Finantsinspektsioonile avalduse pandikirjade emiteerimist võimaldava täiendava tegevusloa saamiseks. Täiendava tegevusloa saamine sõltub regulaatori heakskiidust ning võib eeldatavalt võtta aega kuni kuus kuud. Pärast pandikirjade väljastamist lubava täiendava tegevusloa saamist otsustab pank pandikirjade emissiooni toimumise, mahu ning muud tingimused vastavalt turuolukorrale ning panga finantseerimisvajadustele. Pandikirjade emiteerimise eesmärk on panga finantseerim...
- James Tetley
Further good growth in H1, in line with expectations
Hercules’ H1 trading update confirms another period of strong growth, in line with expectations. Revenue in H1’24 is expected to be over £47m, an increase of c.27% over H1’23. This represents c.50% of our FY’24 forecast (£94.7m), suggesting the Group is well on track at the half year stage. All income streams grew, underpinned by substantial demand from the infrastructure sector, as well as the Group’s own growth initiatives. Contract momentum remains positive, and we note an encouraging trend ...
- Thomas J. Schiessle
Lagerabbau in China abgeschlossen - 24er Guidance betätigt - Wachstums...
Die Kosten sind im Griff, doch ist eine Umsatzausweitung im H2/FY 24 nötig, um die inzwischen als „ambitioniert“ qualifizierte bottom-line der Guidance 24 zu erreichen. Wenn hierüber mehr Klarheit herrscht, wird die 24er Guidance konkretisiert werden. Die 24er Guidance wird jetzt nur um den D.O.R.C.-Topline-Beitrag (FY 24: ca. € 100 Mio.) angehoben (D.O.R.C.-Bottomline-Beiträge (inkl. ppa) folgen später).
Al Meera Consumer Goods Company: 1 director
A director at Al Meera Consumer Goods Company sold 230,200 shares at 0.000QAR 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 ...
- Louis Boujard
- CFA
- Philippe Ourpatian
EDP : A welcome revision to the 2026 trajectory
>Outperform rating maintained and target price adjusted to € 5.95 (vs € 6.0) - Following the Q1 2024 earnings release on Thursday 9 May, the group organised a conference call on Friday 10 May in which it announced a revision to its 2026 trajectory given market conditions that are significantly different from what was expected in the March 2023 strategic presentation. This update reduces the capex envelope by € 2bn and lowers the 2023-2026e CAGR for EBITDA (1% vs 6%) a...
- Ewa Manthey
- Warren Patterson
- Cedric Rossi
US eyewear: Distinct Q1 trajectories between NV and Warby Parker
Except for National Vision which faced company-specific issues, Q1 proved to be a reassuring vintage for most optical players, despite several headwinds such as the "Artic Blast" in January and the earlier Easter that mainly impacted prescription sales. Relative optimism continues to prevail for 20
- Daniel Großjohann
Weiter auf Kurs: Ausblick bestätigt, überpro-portionales Ergebniswachs...
Das Umsatzwachstum in Q1 lag mit 5,4% auf den ersten Blick deutlich unter dem für das Gesamtjahr 2024 angestrebten Wachstum von rd. 11% (wechselkursbereinigt). Dies hat - ebenso wie der überproportionale Anstieg der Ergebniskennzahlen in Q1 (ber. EBITDA: + 22,7%; ber. EPS: + 42,9%) - seinen Hintergrund auch im margenschwächeren Aftermarket-Geschäft, das eine temporäre Schwäche (in Zusammenhang mit einer Produktneueinführung) zeigte. Unter Ausklammerung des Aftermarket-Geschäftes, lag das Q1-Wach...
- Daniel Großjohann
On track: Outlook confirmed, above-proportional earnings growth
At 5.4%, sales growth in Q1 was at first glance significantly below the targeted growth of around 11% (adjusted for exchange rate effects) for the full year 2024. This - as well as the disproportionately high increase in key earnings figures in Q1 (reported EBITDA: + 22.7%; reported EPS: + 42.9%) - is also due to the lower-margin Aftermarket business, which showed a temporary weakness (in connection with a new product launch). Excluding the Aftermarket business, Q1 growth was 12.8%, which is abo...
Qatar National Cement Co: 1 director
A director at Qatar National Cement Co bought 106,532 shares at 0.000QAR and the significance rating of the trade was 60/100. 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 ye...
Barwa Real Estate: 1 director
A director at Barwa Real Estate sold 385,140 shares at 0.000QAR and the significance rating of the trade was 72/100. 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 clear...
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