reports
- Anthony Dick
- Michael Foundoukidis
Stellantis : CMD Preview: a chance for a fresh start
After a more challenging start to the year for Stellantis, we take a closer look at the stakes for the upcoming CMD (13/06) and our expectations as regards strategic levers that we see as still underestimated and the (significant) potential we continue to see for shareholder returns (close to 100%e of the current market cap by 2030 according to our estimates). We therefore believe it is interesting to return to the stock (TP increased to € 30) ahead of the CMD and the H1 results ...
Nikola Corp: 1 director
A director at Nikola Corp bought 1,000,000 shares at 0.540USD 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 clearly...
- Julian Dobrovolschi
- Nicolas Thorez
Unifiedpost Group : Slow start of the year, however FY 2024 objectives...
> A soft quarter market by longer sales cycles - Unifiedpost came out with a trading update this morning which was rather soft. Group revenue was € 45.8m, missing our forecast by 3.2% (no consensus available), and declining by 4.8% YoY. In terms of divisional reporting, Digital services (core) came 8% below our expectation, however grew 4.1% YoY driven by good Subscription revenue (up 8.9% YoY). Growth in digital services could have been stronger, however the company...
- Anthony Dick
- Michael Foundoukidis
Stellantis : Un CMD pour un nouveau départ
Après un début d’année plus difficile qu’anticipé pour le constructeur, nous revenons ici davantage en détail sur les enjeux du prochain CMD (13/06) et nos attentes, qu’il s’agisse de leviers stratégiques encore sous-estimés ou de potentiel (significatif) de retour à l’actionnaire (près de 100%e de la capitalisation boursière actuelle d’ici 2030). Ainsi, il nous semble intéressant de revenir sur le titre (OC relevé à 30 €) en amont du CMD et des résultats semestriels alors que St...
- Thijs Berkelder
Alfen : Weak start of 2024, especially in Energy Storage Systems
>24Q1: revenues 16% below consensus, adjusted EBITDA even 40% below - Revenues. Alfen reported 24Q1 revenues of € 116.8m, up 3% y-o-y but down 22% from 23Q4, and 16% below company compiled consensus expectations. Looking at the breakdown per sector:Smart Grid Solutions was 13% better than consensus at € 54.9m (+32% y-o-y; +3.7% q-o-q). 914 substations were produced, up 18% y-o-y (777 in 23Q1) and also strong versus 23Q4 (778 substations), and especially driven by...
Xianhe Co Ltd: 1 director
A director at Xianhe Co Ltd bought 910,400 shares at 19.820CNY and the significance rating of the trade was 94/100. 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...
Zhejiang Dibay Electric Co Ltd: 1 director
A director at Zhejiang Dibay Electric Co Ltd bought 25,800 shares at 13.960CNY and the significance rating of the trade was 37/100. 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 ...
MultiPlan Corp: 1 director
A director at MultiPlan Corp bought 160,000 shares at 0.600USD 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 clearl...
SHL Telemedicine Expands Offering in Israel With Groundbreaking At-hom...
TEL AVIV, Israel & ZURICH & NEW YORK--(BUSINESS WIRE)-- SHL Telemedicine Ltd. (NASDAQ: SHLT, SIX: SHLTN;) ("SHL" or the "Company"), a leading provider and developer of advanced personal telemedicine solutions, is proud to announce that it has expanded its offering in Israel to include the groundbreaking ability to perform at-home Biomarker blood tests. This diagnostic tool is designed to rapidly identify cardiac markers for detection of a heart attack, transforming emergency cardiac care with speed and precision. Following concerns of a cardiac event, the addition of the Biomarker test provi...
Athens International Airport S.A.: 1 director
A director at Athens International Airport S.A. bought 14,000 shares at 8.371EUR and the significance rating of the trade was 62/100. 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 las...
JP Morgan Chase & Co: 2 directors
Two Directors at JP Morgan Chase & Co sold 9,713 shares at between 200.640USD and 200.648USD. The significance rating of the trade was 70/100. 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 ove...
Arthur J. Gallagher & Co: 2 directors
Two Directors at Arthur J. Gallagher & Co sold after exercising options/sold 27,771 shares at between 254.000USD and 255.922USD. 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...
Dong Hai JSC Of Bentre: 1 director
A director at Dong Hai JSC Of Bentre sold 909,500 shares at 0.000VND and the significance rating of the trade was 70/100. 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 ...
Gmo Tech Inc: 1 director
A director at Gmo Tech Inc sold 16,500 shares at 0.000JPY and the significance rating of the trade was 51/100. 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 sho...
- Markus Schmitt
ZF Friedrichshafen : We affirm credit opinion and recommendation
We confirm our Stable credit opinion and Neutral recommendation stance on ZF. - We are a bit tired of hearing and reading that ZF is over-levered. Yes, it has more leverage than peers, but even in the current state and when we add increased cash interest due to recent and coming refinancings it remains a positive levered free cash flow business. The only caveat is that in FY 24 it will spend an extra EUR 400m (offset by the Foxconn JV proceeds) on capex. Management is committed to ...
- Markus Schmitt
ZF Friedrichshafen : We affirm credit opinion and recommendation
We confirm our Stable credit opinion and Neutral recommendation stance on ZF. - We are a bit tired of hearing and reading that ZF is over-levered. Yes, it has more leverage than peers, but even in the current state and when we add increased cash interest due to recent and coming refinancings it remains a positive levered free cash flow business. The only caveat is that in FY 24 it will spend an extra EUR 400m (offset by the Foxconn JV proceeds) on capex. Management is committed to ...
- ABGSC IT Research
- Øystein Elton Lodgaard
Raffles Medical Group Ltd: 1 director
A director at Raffles Medical Group Ltd bought 1,000,000 shares at 1.020SGD 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...
Metallus Inc: 2 directors
Two Directors at Metallus Inc sold 33,412 shares at between 24.000USD and 24.092USD. 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 las...
- Martin Marandon-Carlhian
- Stephane Houri
Arm Holdings plc : Arm remains the key vehicle to play the growing com...
>Outperform rating reiterated, target price increased to $ 130 (vs $ 110) - We did a recap with the company a few days after the release of its Q4 2023-24 results and came away with confirmation that Arm is set to continue to grow at an average of 20% per year over the next three years. Growth, as we wrote in our report initiating coverage of the stock, stems from an accelerated architecture complexification process, driven initially by the acceleration in significant...
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