Solid start to the year

High Yield Bonds Daily

Hawk Infinity, Hexagon Purus, Bonheur, Stendörren, Genova Property Group

Integer Holdings Corp: 1 director

A director at Integer Holdings Corp sold 1,500 shares at 114.000USD and the significance rating of the trade was 53/100. 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 c...

Japfa Comfeed Indonesia Tbk (P.T.): Key facts and statistics - 2023

A summary company profile, detailing Japfa Comfeed Indonesia Tbk (P.T.)’s business operations and financial highlights.

Benelux Morning Notes

Aperam: In-line 1Q24 EBITDA, FCF marked by WC build, 2Q24 guidance below consensus. Ayvens: Taking the brakes off. BAM: Not the best start to the year. bpost: 1Q24 in line with consensus but beat vs INGF, no outlook yet. Brunel International: good set of 1Q24 results – 5% beat on EBIT, comforting trends. B&S Group: Preview - should be a non-event. DEME Group: Preview - should be a non-event. D'Ieteren: Febiac April registrations flat YoY, VW brands up 8.4%. GBL: NAV per share in ...

Sogeclair: 1 director

A director at Sogeclair bought 3,710 shares at 21.400EUR and the significance rating of the trade was 58/100. 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...

Onward: Model Update

We update our financial model after Onward medical released FY 2023 results last week The rating remains unchanged with a Buy recommendation and EUR 20 PT.

INVEST SECURITIES - WORLDLINE : Avis contrariant réaffirmé après un T1...

Mytilineos S.A.: 1 director

A director at Mytilineos S.A. sold 8,694 shares at 38.574EUR and the significance rating of the trade was 75/100. 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 ...

Q1 report: ReTRIACt slower than expected

Q1 first take: soft wind and higher costs

Shurgard : T1 2024 – Performance opérationnelle globalement en ligne

>Guidance 2024 confirmée sur la base d’une dynamique opérationnelle globalement stable - La publication de Shurgard sur le T1 24 (i.e. revenus à 93.4 M€ ; croissance à périmètre courant et taux de change constants à +7.1%) traduit le maintien d’une performance opérationnelle globalement stable :Shurgard continue de bénéficier globalement d’une bonne tension locative avec un taux d’occupation « same stores » à 89.2% (soit une baisse de 60 pb yoy) proche de sa cibl...

Bonduelle : Q3 sales below expectations. Full-year organic growth guid...

>Organic sales decline of 1% vs +5%e with Europe stable and non-Europe down 3% - Bonduelle's Q3 sales, reported yesterday evening, fell 4% short of our forecast with a less negative forex effect than expected. Sales of € 564.9m (vs € 588.1m) came in 1.3% lower in reported terms and -1% in organic terms (vs +5%). Sales for the two zones were lower in organic terms. Europe sales posted a slight increase of 0.5% in reported terms and were flat on an organic basis at € 37...

LNA Santé : Q1 2024 revenue: solid - 2024 healthcare tariffs not parti...

>Q1 revenue: robust organic growth - LNA Santé has reported Q1 revenue of € 189.3m, up 6.9% (+6.9% l-f-l). Occupancy rates at cruising speed, excl. hospital care at home, stood at 99%, up 1.6 points vs Q1 2023. LNA reiterated its target for organic growth of 4.5%, i.e. operating income of >€ 750m (i.e. >+4.2%) for an EBITDA margin excl. IFRS of 11% (vs 10.8% in 2023). That said, LNA noted the latest elements relating to 1/ the 2024 tariff campaign for post-acute/...

Aperam : Decent Q1 set of results, Q2 outlook on higher demand but mar...

>Soft results as expected with stainless weakness offset by recycling and alloys - Aperam delivered decent Q1 results with adjusted EBITDA at € 55m, stable on Q4 in line with the group guidance and above the consensus at € 52m and our own expectations of € 48m. Positively, the core Stainless & Electrical division returned to profits (€ 14m EBITDA), although that was mostly driven by lower inventory valuation losses. Volumes were otherwise decent notably in Europe (per...

SOCIÉTÉ GÉNÉRALE: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'24 vs 1T'23: M. Bruto: 6.645 M euros (-0,4% vs n/a BS(e) y -4,1% consenso); M. Neto: 1.665 M euros (+3,2% vs n/a BS(e) y -14,5% consenso); BDI: 680,0 M euros (-21,7% vs n/a BS(e) y -44,9% consenso). Rdos. 1T'24 vs 4T'23: M. Bruto: 6.645 M euros (+11,5% vs n/a BS(e) y +7,4% consenso); M. Neto: 1.665 M euros (+29,0% vs n/a BS(e) y +6,9% consenso); BDI: 680,0 M euros (+58,1% en 4T'23 vs n/a BS(e) y +11,2% consenso).