reports
NFO Drives AB: 1 director
A director at NFO Drives AB bought 17,256 shares at 31.820SEK 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 two years clearly...
Costco Wholesale Corp: 1 director
A director at Costco Wholesale Corp sold 785 shares at 722.857USD and the significance rating of the trade was 63/100. 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 cle...
- Pierre Tegner
L'Oreal : Very robust Q1 wrong-foots recent caution
>Q1 set to go down well on two counts. Target price upgraded to € 416 – Neutral rating maintained on a very high-quality stock - We maintain our Neutral rating on a very high-quality stock, with a higher target price of € 416. The major surprise in Q1 in organic terms is likely to be well received on two counts; a cautious stance had been adopted over the last few weeks given the marked slowdown in the beauty market and L’Oréal’s Q1 clearly beat expectations, with org...
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
ABB ABB LTD.
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
VOD VODAFONE GROUP PLC
WDP WAREHOUSES DE PAUW SCA
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Aurelien Sivignon
PulluP Entertainment : Full-year sales in line but one-offs set to imp...
>Q4 actually positive, solely due to the back catalogue - PulluP Entertainment (formerly Focus Entertainment) has reported Q4 revenue growth of 12% y-o-y to € 59m (vs € 56.8m est.). The catalogue (37% of Q4 revenue) posted a decline of 47% to € 21.6m (vs € 29.3m est.). For Banishers, despite a broadly decent rating, has not really been a great success. The release of Expeditions also contributed to the Q4 performance. Broadly, the performance of the catalogue was ther...
DH Autolead Co Ltd: 1 director
A director at DH Autolead Co Ltd maiden bought 48,500 shares at 3,002.196KRW and the significance rating of the trade was 73/100. 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...
- Stephane Beyazian
Vodafone : Adjustments to forecasts with exit from Spain
>Disposal of Spain, ahead of the upcoming divestment of Italy - We have downgraded our forecasts to reflect the disposal of Spain (but our forecasts do not include the divestment of Italy pending the regulatory agreement): we have reduced our sales estimates by 15% from FY 2025 (to € 40bn), by 5% for EBITDAal (to € 12.2bn) and by 12% for FCFaL (to € 2.6bn). The EPS impact is, however, not significant, as the Spanish unit is not profitable.Pro-forma FY 202...
- Emmanuel Matot
- Jerôme Bodin
MFE B shares : Une bonne dynamique publicitaire sur le T1 en Italie et...
>Opinion Sous-performance réitérée - MFE a publié hier ses résultats annuels 2023 ressortis supérieurs à nos attentes avec un EBIT de 302 M€ contre 288 M€ attendus. La principale différence avec nos attentes provient d’une bonne maitrise des coûts. Rappelons le groupe avait déjà donné des indications sur la tendance publicitaire donc sans surprise, la tendance publicitaire est ressortie à +2,1% pour 2023 ce qui fait ressortir un T4 en hausse de 8%. La dynamique public...
Michelin: Publication of the preparatory documentation for the Annual ...
Michelin: Publication of the preparatory documentation for the Annual Shareholders Meeting of May 17, 2024 Clermont-Ferrand, April 19, 2024 COMPAGNIE GÉNÉRALE DES ÉTABLISSEMENTS MICHELIN Publication of the preparatory documentation for the Annual Shareholders Meeting of May 17, 2024 The Annual Meeting of Michelin Shareholders will be held on Friday, May 17, 2024 from 9 a.m. at the Zénith d'Auvergne, 24 rue de Sarliève, 63800 Cournon d'Auvergne, Puy-de-Dôme, France. As Michelin shares are exclusively registered shares, all shareholders receive a notice of meeting including ...
Michelin: Modalités de mise à disposition des documents préparatoires ...
Michelin: Modalités de mise à disposition des documents préparatoires à l’Assemblée générale mixte des actionnaires du 17 mai 2024 Clermont-Ferrand, le 19 avril 2024 COMPAGNIE GÉNÉRALE DES ÉTABLISSEMENTS MICHELIN Modalités de mise à disposition des documents préparatoires à l’Assemblée générale mixte des actionnaires du 17 mai 2024 L’Assemblée générale mixte de Michelin se tiendra le vendredi 17 mai 2024 à 9 heures au Zénith d’Auvergne, 24 rue de Sarliève, 63800 Cournon d’Auvergne (Puy-de-Dôme). Les actions Michelin étant exclusivement nominatives, un avis de convocation co...
Kofola Ceskoslovensko A.S.: 1 director
A director at Kofola Ceskoslovensko A.S. bought 3,600 shares at 275.000CZK and the significance rating of the trade was 54/100. 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 ...
- Olfa Taamallah
- Yan Derocles
Rheinmetall AG : Q1 2024 in the end set to be more in line with tradit...
>Q1 in the end more in line with traditional seasonality - In a group pre-class call, the company indicated the seasonal pattern would in the end be fairly consistent with that of previous years, with Q4 potentially accounting for around 35% of FY 24 sales. The deferral of around € 0.4bn of sales from FY 23 to FY 24 will be only partially delivered in Q1 (c € 0.1bn est.), with the remainder of the truck deliveries expected more later in the year. We forecast sales of ...
- Delphine Brault
- Quentin Borie
Schneider Electric : Schneider Electric reportedly interested in Bentl...
>Bentley Systems, software company, reportedly been approached by Schneider - According to the WSJ, Schneider Electric is in talks to acquire a controlling stake in the software engineering company Bentley Systems. Cadence Design Systems is apparently also interested.Bentley Systems has set up a special committee of its board of directors to study the options open to it, including the sale of the company or the creation of a JV.Siemens, which has formed seve...
- ABGSC Strategy Research
- Amanda Alla
- Christer Linde
- Emmanuel Matot
Ipsos : Start to the year held back by the US-Stock removed from Midca...
>Mixed organic growth in Q1 on a favourable comparison base - Disappointment in the US - Ipsos published yesterday evening its Q1 2024 revenue figures. They came in at € 558m, in line with expectations (ODDO-BHF/consensus = € 555-559m). Organic growth was mixed (4.5% vs ODDO-BHF/consensus = 5.2-5%), accelerating relative to 2023 (+3.0%) but on a favourable comparison base (Q1 2023 = -2.8%).The Americas were hit by an unexpected decline (-3.2% - 2023 = +1.7%) due ...
- Aurelien Sivignon
PulluP Entertainment : CA FY en ligne mais des one-off impacteront la ...
>Un T4 finalement bien orienté uniquement grâce au back catalogue - PulluP Entertainment (ex Focus Entertainment) publie un CA T4 en croissance de 12% y-o-y à 59 M€ (vs 56.8 M€e). Le Catalogue (37% du CA T4) affiche une baisse de 47% à 21.6 M€ (vs 29.3 M€e). Pour Banishers, malgré une notation globalement très correcte, le succès n’a pas été vraiment au rendez-vous. La sortie d’Expeditions a également contribué au T4. Globalement, la performance du catalogue est donc ...
- ING Helpdesk
Benelux Morning Notes
BAM: Preview - stable performance in difficult markets. Belgian telecoms: Telenet 3.5% price increase. Econocom: 1Q24 modest growth in line, sales guidance maintained. Philips: Preview 1Q24. Proximus: Acquires additional 5G spectrum from NRB. Signify: Preview 1Q24 - Slow start to the year. Staffing: Manpower - 1Q24 beats, 2Q24 outlook a touch above and trends stabilizing. WDP: No surprise
Orad Ltd: 1 director
A director at Orad Ltd maiden bought 9,300,000 shares at 0.520ILS 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 cl...
Alx Oncology Holdings Inc: 1 director
A director at Alx Oncology Holdings Inc sold/sold after exercising options 50,000 shares at 14.204USD 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 d...
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