reports
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Viktor Stenlöf
- Chaima Ferrandon
- Sven Edelfelt
Saint-Gobain : In the inflection, the truth will come reveal itself
>Sales in line with expectations and improvement in underlying volumes - Q1 2024 sales of € 11,356m (-8.5% as reported, -5.8% like-for-like, of which -1.1% in prices and -4.7% in volumes), 1% above the consensus. In addition to a slight fall in prices, which penalised organic growth, the group recorded a 4.7% fall in volumes (after -4.8% in Q4 and -5.0% in Q3), penalised by new housing, especially in Europe. Q1 volumes were down 9.3% in Northern Europe, 7.7% in Southe...
- Delphine Brault
- Quentin Borie
SKF : Une marge résiliente malgré la forte baisse du chiffre d’affaire...
>T1 2024 : CA en recul organique de 7%, marge d’EBIT ajusté en hausse de 30 pb - SKF a publié ce matin des résultats T1 2024 légèrement inférieurs aux attentes au niveau du chiffre d’affaires mais supérieurs sur la marge d’EBIT.Le CA atteint 24.7 MdSEK (consensus à 24.8 MdSEK), en recul organique de 7% (consensus à -6.5%). Ce recul embarque des volumes négatifs dans les deux divisions avec un recul du CA de 7.3% pour Industrial et de 6.2% pour Automotive. Comme a...
- Jeremy Garnier
Clasquin : Q1 slightly above our expectations
>Q1 gross margin of € 34.7m (vs € 33m est) up 15.4% (2% l-f-l) - Clasquin published its Q1 gross margin yesterday evening which was up 15.4% to € 34.7m, slightly above our expectation of € 33m. Excluding the scope effect linked to Timar, organic growth stood at 2%. Still a great outperformance from the group - In Q1 the momentum was finally good for freight rates with by segment: 1/ the sea freight market which was strongly disrupted by the events oc...
- Jeremy Garnier
Roche Bobois : Q1 down sharply but 2024 outlook confirmed
>Q1 2024 sales down 9.4% to € 94.2m (vs € 104m est.) - Roche Bobois published yesterday evening its Q1 2024 sales, which came in slightly below our expectations at € 94.2m (vs. € 100m est.), down 9.4% (-9.5% cc). Slowdown across regions in Q1, upturn expected in H2 - Given the very high rate of deliveries in Q4 2023 and a slowdown in order intake at the end of the year, the group's business logically slowed down in Q1 2024 in all regions: France (-9...
EQS-News: Performance One AG: erfolgreicher Abschluss der Barkapitaler...
EQS-News: PERFORMANCE ONE AG / Schlagwort(e): Kapitalerhöhung Performance One AG: erfolgreicher Abschluss der Barkapitalerhöhung ermöglicht zusätzliche Wachstumsinvestitionen in die E-Mental-Health-Aktivitäten 26.04.2024 / 10:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Performance One AG: erfolgreicher Abschluss der Barkapitalerhöhung ermöglicht zusätzliche Wachstumsinvestitionen in die E-Mental-Health-Aktivitäten Mannheim, 26.04.2024 – Die Performance One AG konnte eine Barkapitalerhöhung erfolgreich abschließen, die vor a...
- Nicolas Thorez
Assystem : A good quality Q1 2024 driven by the nuclear segment. 2024 ...
>Q1 revenue of € 154.3m, up 5.5% organic, a shade above forecasts - After trading yesterday Assystem reported Q1 2024 revenues of € 154.3m (vs ODDO BHF estimate € 150.7m), showing growth of 7.2% y-o-y on a reported basis, 2% ahead of our initial forecast. Adjusted for scope effects (+1.6pts, higher than expected contribution from L&T and Keops) and forex (+0.1pts), organic growth was 5.5%, slightly higher than we expected (+4.1% organic). This performance can largely...
- Fatma Agnès Hamdani
Marie Brizard Wine & Spirits : Un CA T1 en retrait, impacté par les dé...
>Un CA T1 en repli de 6.9% à 43.3 M€, pénalisé par des réductions de stocks à l’international. La France est stable (+0.5%) avec des volumes en baisse en GD - Les ventes du T1 de 43.4M€ baissent de 6.9% en publié et à taux de change constants. C’est 5% en dessous de notre prévision de 45.7 M€ ( -1.7% en publié et à ttc). L’activité en France est en légère amélioration de 0.5% (vs +3%e et -2.5% au T1 2023) à 19.5 M€. L’effet embarqué des hausses de prix compense la bai...
Keskisuomalainen Oyj:n johtohenkilöiden liiketoimet - Kangaskorpi
Keskisuomalainen Oyj:n johtohenkilöiden liiketoimet - Kangaskorpi Keskisuomalainen Oyj, johtohenkilöiden liiketoimet, pörssitiedote 26.4.2024 klo 11.00 Keskisuomalainen Oyj - Johdon liiketoimet____________________________________________IlmoitusvelvollinenNimi: Vesa KangaskorpiAsema: ToimitusjohtajaLiikkeeseenlaskija: Keskisuomalainen OyjLEI: 743700J7NHT5OLSJ3B78Ilmoituksen luonne: ENSIMMÄINEN ILMOITUSViitenumero: 59856/5/4____________________________________________Liiketoimen päivämäärä: 2024-04-25Kauppapaikka: NASDAQ HELSINKI LTD (XHEL)Instrumenttityyppi: OSAKEISIN: FI0009007546Liiketo...
German Firms Strive to Optimize Salesforce Licensing
FRANKFURT, Germany--(BUSINESS WIRE)-- Demand is rising among German enterprises for consulting services that can optimize Salesforce license usage and reduce associated costs, a new research report published today by Information Services Group () (Nasdaq: ), a leading global technology research and advisory firm, says. The 2024 ISG Provider Lens™ Salesforce Ecosystem Partners report for Germany finds that licenses for Salesforce have now become a considerable cost factor for many German companies. As a result, many are seeking service providers that can bundle licenses with Salesforce implem...
Orange: Combined Ordinary and Extraordinary Shareholders’ Meeting of 2...
Orange: Combined Ordinary and Extraordinary Shareholders’ Meeting of 22 May 2024 Availability of documents Press releaseParis, 26 April 2024 Combined Ordinary and Extraordinary Shareholders’ Meeting of22 May 2024 Details concerning the availability of information on the Combined Ordinary and Extraordinary Shareholders’ Meeting The Orange combined Ordinary and Extraordinary Shareholders’ Meeting will be held on Wednesday 22 May 2024 at 3:00 pm CET at the Salle Pleyel - 252, rue du Faubourg-Saint-Honoré, 75008 Paris, France. The meeting notices were published on 26 February an...
Orange: Assemblée générale mixte du 22 mai 2024 Modalités de mise à di...
Orange: Assemblée générale mixte du 22 mai 2024 Modalités de mise à disposition des documents Communiqué de presseParis, le 26 avril 2024 Assemblée générale mixte du 22 mai 2024 Modalités de mise à disposition ou de consultation des informations relatives à l’Assemblée générale mixte des actionnaires L’Assemblée générale mixte des actionnaires d’Orange se tiendra le mercredi 22 mai 2024 à 15 heures, Salle Pleyel - 252, rue du Faubourg-Saint-Honoré, 75008 Paris. L’avis préalable de réunion et l’avis de convocation de l’Assemblée ont été publiés au Bulletin des Annonces Légale...
Meddelelse nr. 07/2023: Delårsrapport 1. januar – 31. marts 2024
Meddelelse nr. 07/2023: Delårsrapport 1. januar – 31. marts 2024 Bestyrelsen for Strategic Investments A/S har på et møde d.d. behandlet selskabets delårsrapport for perioden 1. januar – 31. marts 2024. Resumé: Strategic Investments resultat for 1. kvartal 2024 blev på DKK -70,4m før og efter skat, svarende til et afkast på -14,5%.Bag det negative resultat ligger en generel negativ udvikling for small cap aktier og en negativ kursudvikling på tværs af selskabets aktieportefølje, der primært indeholder small cap aktier.Selskabets egenkapital var d. 31. marts 2024 DKK 416,7m, svarende til e...
- Russell Waller
Proximus (Neutral, TP: €10.0, +30%) Q1 24: Good domestic revenue and ...
Proximus has reported a good set of numbers, with domestic EBITDA +2.7% ahead of consensus, with domestic EBITDA growth of +4.7% y/y from +0.8% y/y in Q4 23. Guidance has not been lifted, which is unusual given the pace of growth and the scale of the growth, but the Digi launch later in the year provides uncertainty.
- Ben Rickett
- James Ratzer
Telecom Italia bond election process: NetCo vs. ServCo? NetCo outlook...
With the AGM now behind us, it looks like the NetCo sale is going ahead, and bondholders now need to elect between staying at TIM ServCo or shifting to the NetCo. We believe the consensus view from bondholders is to follow the assets and to elect to switch to NetCo.
- Andres Bolumburu
Avec 11 milliards € de son capital détenu par ses collaborateurs, Tota...
PARIS--(BUSINESS WIRE)-- Regulatory News: Meilleur moyen d’associer ses collaborateurs à la stratégie de transition de la Compagnie, TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) met l’actionnariat salarié au cœur de sa politique de partage de la valeur. Le Conseil d’Administration du 25 avril 2024 a ainsi validé plusieurs initiatives en ce sens : L’attribution de 100 actions TotalEnergies aux 100 000 collaborateurs de la Compagnie* partout dans le monde. Il s’agit de l’attribution universelle la plus importante dans l’histoire de TotalEnergies qui fête cette année son centenaire. Cette ...
- ABGSC Media Research
- Petter Nystrøm
- Florent Laroche-Joubert
Unibail-Rodamco-Westfield : Positive momentum in both operations and d...
>Momentum in shopping centres remains brisk in Q1 - URW yesterday evening reported Q1 2024 revenues of € 942.8m, up +3.7% y-o-y at current scope and +10.5% at constant scope mainly reflecting still positive operating momentum in shopping centres as well as the first positive effects from the Olympic Games in Paris in the convention and exhibition (“C&E”): division:Tenant sales up + 5.5% y-o-y in Q1 2024: tenant sales remained positive with +5.8% y-o-y in continen...
- Delphine Brault
- Quentin Borie
Metso : Progress on margin reflected with resilience in Q1
>Q1 2024 orders in line but margin below expectations - Metso reported its Q1 2024 results yesterday morning (see first take). They were in line with expectations on order intake, but below expectations on adjusted EBITA (-7%).Order intake was down -6% on an organic basis (consensus -5.8%), but up 10.5% sequentially, confirming the rebound in activity that the group was anticipating in the Aggregates division (particularly in the US). Sales were down -7% on ...
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