Akzo Nobel N.V.: 2 directors

Two Directors at Akzo Nobel N.V. bought 9,282 shares at 64.260EUR. The significance rating of the trade was 93/100. 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...

Q1 looks weak

Eurofins : Postview T1 – sanction exagérée - OC porté à 58 € vs 55 €

>Une sanction trop sévère ?  - Le groupe a tenu sa conf call hier à 15h, et le titre a clôturé à -8% : Le cours avait progressé de 31% sur les 6 derniers mois, créant de facto les conditions de prise de profits, ou éventuellement de short pour les investisseurs les plus critiques de la communication du groupe.Comme lors des résultats annuels, la sanction boursière d’hier nous apparait sévère au regard 1/ de ce qui a été publié au titre du T1 et 2/ de ce qui ...

SPIE : Un premier trimestre supérieur aux attentes et des perspectives...

>Un CA T1 supérieur aux attentes : 2225.5 M€ vs 2144.5 M€ estimés - Au titre de son premier trimestre, le groupe SPIE publie un chiffre d’affaires légèrement supérieur aux attentes. Celui-ci progresse de 11.6% à 2225.5 M€ alors que nous retenions 2144.5 M€ (différence +3.8%) et le consensus 2167 M€ (différence +2.7%). La majorité de l’écart porte sur la croissance organique qui s’élève à +6.2% ce qui est une excellente performance (nous attendions +4.3% et le css +5....

DBAPPSecurity Co Ltd: 1 director

A director at DBAPPSecurity Co Ltd maiden bought 4,000 shares at 49.690CNY 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 ...

Nestle : Very bad start to the year with 1.4% l-f-l only and -2% volum...

>Q1 sales at -5.9% with organic growth of just +1.4% - Nestlé posted very poor Q1 results well below expectations which had been already lowered during the last 4 weeks. Reported net sales came in at CHF 22,092m at -5.9% (VA consensus at -3.8% and ODDO BHF at -3.2%) with FX at -6.7%, a scope effect of -0.6% and organic growth at a very low level of +1.4% (VA css at +3.1% and ODDO BHF at +2.6%). Q1 organic growth of just +1.4% was driven by a negative volume mix ...

EBRO FOODS: 1Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'24 vs. 1Q'23 Results Sales: € 814.18 M (+0.5% vs. -0.4% consensus); EBITDA: € 109.65 M (+13.9% vs. +5.6% consensus);

Vianet Group: FY24 trading update, strategic contract win

Vianet has published a positive trading update for FY24 with turnover up 7.6% to £15.18m, a 3.5 percentage point increase in gross margin YoY, and adjusted EBITA ahead of market expectations. Net debt continues to fall and closed FY24 at £1.52m (£2.1m at 30 September 2023), demonstrating strong free cash flow generation, even without the benefit of the £0.9m tax receipt received in 1H24, which augers well for a final dividend. The company reported a new contract with Wilcomatic Wash Systems, the...

Q1 miss but comps now get easier

Significant order intake beat

High Yield Bonds Daily

Lime, Okea, Desenio, Resurs, KMC, Emilshus, NAS, Euroflorist

Nestlé : Very bad start to the year with 1.4% l-f-l only and -2% volum...

>Q1 sales at -5.9% with organic growth of just +1.4% - Nestlé posted very poor Q1 results well below expectations which had been already lowered during the last 4 weeks. Reported net sales came in at CHF 22,092m at -5.9% (VA consensus at -3.8% and ODDO BHF at -3.2%) with FX at -6.7%, a scope effect of -0.6% and organic growth at a very low level of +1.4% (VA css at +3.1% and ODDO BHF at +2.6%). Q1 organic growth of just +1.4% was driven by a negative volume mix ...

Fugro : First quarter margins clearly beating our expectations

>Q1 EBITDA up 41% and EBIT up 75% - Fugro this morning published its 24Q1 trading update:- Revenues up comparable up 9.0% y-o-y to € 503.2m (AAOB € 500.9m) with Marine up 13.8% to € 378.2m (AAOB € 363.6m) and Land down 3.5% to € 125.0m (AAOB € 137.2m)- Adjusted EBITDA up 41% y-o-y to € 82.8m (AAOB € 61.1m), equivalent to an EBITDA margin of 16.5% (12.6% a year ago, AAOB 12.2%)- Adjusted EBIT up 75% y-o-y to € 44.2m (AAOB € 21.7m), equivalent to an EBIT ...

Honda Motor Co., Ltd.: Update to credit analysis

Our credit view of Honda Motor Co., Ltd. reflects its geographic diversification, against investments required for the transition to electrification constrain margin growth.

Moody's withdraws Hamamatsu City's A1 ratings

Moody's Japan K.K. has withdrawn the A1 LT issuer rating, A1 senior unsecured ratings, and a2 Baseline Credit Assessment of Hamamatsu City. The outlook prior to the withdrawal was stable. RATINGS RATIONALE Moody's has decided to withdraw the ratings for its own business reasons. Please refer to ...

Moody's withdraws Hamamatsu City's A1 ratings (Japanese)

1/4NEWSContact:東京 東京粟野 幸子 セメトコ 真理子主任格付アナリスト／アナリスト 格付責任者／ｱｿｼｴｲﾄ･ﾏﾈｰｼﾞﾝｸﾞ･ﾃﾞｨﾚｸﾀｰサブソブリン・グループ コーポレート・ファイナンス・グループムーディーズ・ジャパン株式会社 ムーディーズ・ジャパン株式会社お客様専用電話番号：03-5408-4100報道関係者電話番号：03-5408-4110お客様専用電話番号：03-5408-4100報道関係者電話番号：03-5408-4110[MJKK]浜松市の格付A1を取下げ  2024年4月25日、東京、ムーディーズ・ジャパン株式会社（以下「ムーディーズ」）は、浜松市の長期発行体...

BNP PARIBAS: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'24 vs 1T'23: M. Bruto: 12.483 M euros (-0,4% vs 0,0% BS(e) y -2,7% consenso); M. Neto: 4.546 M euros (+1,6% vs -15,1% BS(e) y -9,5% consenso); BDI: 3.103 M euros (-2,2% vs -31,9% BS(e) y -24,4% consenso). Rdos. 1T'24 vs 4T'23: M. Bruto: 12.483 M euros (+14,5% vs +15,0% BS(e) y +11,9% consenso); M. Neto: 4.546 M euros (+45,9% vs +22,0% BS(e) y +30,1% consenso); BDI: 3.103 M euros (+190,3% en 4T'23 vs +102,1% BS(e) y +124,3% consenso).

BONESUPPORT: debuts 2024 with strong financial results

Q1 2024 sales climbed by 54% (54% at CER) YoY and 7% QoQ, totalling SEK 184.4m. The US market, owing 77% of overall sales, was boosted by a 65% growth (65% at CER), with CERAMENT G being the major driver bringing SEK 92m sales (SEK 34.8m). EU showed a 27% YoY growth in sales, delivered by both prod

STMicroelectronics N.V. : A significant downward revision linked to au...

>Q1 2024 results below expectations driven by automotive and an acceleration of the ongoing correction - This morning, STM reported its Q1 2024 results which were clearly below expectations. Revenues were $ 3,465m, down 19,1% q-o-q and down 18.4% y-o-y, below consensus at $ 3.6bn. Guidance was for revenues at $3.6bn, a q-o-q decrease of 15.9%, +/- 350bp. The gross margin was 41.7% also clearly below consensus at 42.3% (guidance was at 42.3% +/- 200bp). EBIT stood at $...