Unison Co Ltd: 1 director

A director at Unison Co Ltd maiden bought 50,000 shares at 974.908KRW and the significance rating of the trade was 69/100. 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...

Pumyang Construction: 1 director

A director at Pumyang Construction bought 21,000 shares at 1,419.143KRW 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 yea...

Vodafone : Ajustements des prévisions avec la sortie de l’Espagne

>Cession de l’Espagne, avant celle à venir de l’Italie - Nous révisons à la baisse nos prévisions pour intégrer la cession de l’Espagne (nos prévisions n’intègrent toutefois pas encore la cession de l’Italie dans l’attente de l’accord réglementaire) : nous abaissons de 15% nos estimations de CA à partir de FY 2025 (à 40 Md€), de 5% en EBITDAal (à 12,2 Md€) et de 12% en FCFaL (à 2,6 Md€). L’impact BPA est toutefois non significatif, l’activité espagnole n’étant pas pro...

easyJet : Un été bien orienté

>Un pricing solide qui devrait se poursuivre sur l’été - La publication d’un S1 au-delà des attentes avec une perte opérationnelle limitée entre 340 et 360 M£ contre une attente du consensus à -407M£ s’explique par une bonne tenue des coûts mais surtout par un pricing solide. Sur le T2, easyJet a affiché un RPS passager en hausse de 8.5% yoy et une progression des recettes unitaires auxiliaires de 7.5% yoy. Cette performance est liée notamment à la contribution du WE...

Xtep International Holdings (1368 HK): Expect double-digit% yoy growth...

The core Xtep brand recorded a high single-digit % yoy growth in retail sell-through in 1Q24, and the growth accelerated to double-digit% in April. With the high-base effect fading away, continuous new product launches, and quick orders from products launched in 1Q24, management expects retail sell-through to achieve double-digit% yoy growth in 2Q24 and 2024. Maintain BUY and target price of HKS7.00.

Ipsos : Un début d’année freiné par les US – Sortie de la liste de Con...

>Croissance organique mitigée au T1 au regard d’une base de comparaison favorable – Déception aux US - Ipsos a publié hier soir son CA au titre du T1 2024. Il s’établit à 558 M€, un niveau en ligne avec les attentes (ODDO BHF/consensus = 555/559 M€). La croissance organique est mitigée (+4.5% vs ODDO BHF/consensus = +5.2/+5%), en accélération par rapport à 2023 (+3.0%) mais à partir d’une base de comparaison favorable (rappel T1 2023 = -2.8%).La zone Amériques af...

Nokia : Q1 marks the low point, but limited visibility on the pace of ...

>Neutral rating maintained – target price € 3 - Following the publication of Nokia's Q1 2024 results, we have added a downward revision of 4% for EPS forecasts for 2024/2025, but left our target price unchanged at € 3.0. As a result, we reiterate our Neutral recommendation. Despite continued pressure on the telecom equipment market, management was keen to reassure, underlining that Q1 marked the low point with the anticipation of a recovery as of H2 2024. Proof of thi...

TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong. Buy, N...

TSMC reported 1Q24 results yesterday.

DigiPlus Interactive Corp: 1 director

A director at DigiPlus Interactive Corp sold 1,032,000 shares at 12.697PHP 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 ...

Q1 numbers a touch weaker, leverage up q-o-q

PLUXEE : H1 beats estimates, FY 2023-24 guidance upgraded

>Solid H1 results above consensus with beat on EBITDA - Pluxee has reported total H1 2023-24 sales of € 593m, up 22% and 1% above the consensus. This represents organic growth for total revenue of 24% (Q1 at +19.7% and thus Q2 at +25.7%) which is above the consensus at +18.3% (ODDO BHF 19.7%e). In particular, organic growth of operating revenue (i.e. excluding revenue from float) is at 17.4% for H1, significantly above consensus at 13.0%, suggesting +20% in Q2 which b...

Schneider Electric : Schneider Electric serait intéressé par Bentley S...

>Bentley Systems, société de software, aurait été approchée par Schneider - Selon le WSJ, Schneider Electric est en pourparlers pour prendre le contrôle de la société de logiciels d'ingénierie Bentley Systems. Cadence Design Systems est également intéressé.Bentley Systems a constitué un comité spécial de son conseil d'administration afin d'étudier les options qui s'offrent à lui, notamment la vente de l'entreprise ou la création d’une JV.A noter que Siemens,...