Ahead of Rubrik's IPO later in the day, we review the vendor's activities, positioning, efficiency metrics, financials, and valuation. While we strongly believe in the growth of data security, we question Rubrik's ability to (profitably) differentiate itself over the long term, as both hyperscalers
>France : un marché à rééquilibrer et le risque d’un retour d’Altice France - Le T1 2024 d’Orange rappelle le déséquilibre actuel du marché : Iliad et Bouygues captent 80% de la croissance de CA du marché (vs Orange ~20% en excluant le wholesale en recul), dont 100% de la croissance nette internet (Orange 0%) et 80% de la croissance nette des contrats mobile (Orange ~20% - Cf. page 1). Certes, le recul du parc d’Orange semble limité à 1% par an ; mais le risque nous s...
>We roughly expect more of the same - While reiterating that it is seeing signs of market stabilisation, DSM-Firmenich has maintained a cautious stance in its market communication in Q1 24 and is not (yet) assuming much regarding a potential inflection in trading conditions. The challenging destocking and pricing environment in mainly ANH and HNC end-markets persists, and we do not expect significant improvements in Q1 24. We estimate € 3,150bn revenues and € 469m adj...
>End markets remain challenging - Azelis’ end-market demand remained weak and translated into the company’s results for the quarter. The company generated Q1 24 revenues of € 1,051m, -4% yoy and -7% below our estimates (-8.1% yoy organic decline for Q1 24). Operating EBITA for the quarter was c. € 124m, -7% yoy (-9% vs. AAOBe). Profitability remained relatively high despite the cyclical weakness, but the group’s conversion margin decreased yoy in Q1 24, for the third ...
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. >...
EQS-News: MPH Health Care AG / Key word(s): Preliminary Results/Annual Results MPH Health Care AG: Preliminary IFRS result 2023 Equity increases by almost 30 million euros to 251.0 million euros, which corresponds to 58.62 euros per share. EBIT increases to 30.2 million euros. 25.04.2024 / 08:30 CET/CEST The issuer is solely responsible for the content of this announcement. MPH Health Care AG: Preliminary IFRS result 2023 Equity (net asset value) increases by almost 30 million euros to 251.0 million euros, which corresponds to 58.62 euros per share. EBIT increases to 3...
EQS-News: MPH Health Care AG / Schlagwort(e): Vorläufiges Ergebnis/Jahresergebnis MPH Health Care AG: Vorläufiges IFRS-Ergebnis 2023 Eigenkapital (Net Asset Value) steigt um fast 30 Mio. Euro auf 251,0 Mio. Euro, dies entspricht 58,62 Euro je Aktie. EBIT steigt auf 30,2 Mio. Euro. 25.04.2024 / 08:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. MPH Health Care AG: Vorläufiges IFRS-Ergebnis 2023 Eigenkapital (Net Asset Value) steigt um fast 30 Mio. Euro auf 251,0 Mio. Euro, dies entspricht 58,62 Euro je Aktie. EBIT steigt auf 30...
>La société augmente avec succès son capital de 150 M€ (i.e. 8.7% du capital) …. - Argan a annoncé hier matin avoir réalisé avec succès une augmentation de capital de 150 M€ sous forme d’ABB. 2 027 028 nouvelles actions ont ainsi pu être émises, soit 8.7% du capital avant augmentation du capital à un prix de souscription de 74 € représentant une décote de c.6% par rapport au cours du 23 avril et à l’EPRA NTA / action à fin 2023 de 79.2 €. Nous comprenons que cette aug...
>Opinion Neutre et OC 7.70 € maintenus - Le chiffre d’affaires du T1 24 est ressorti globalement en ligne avec nos attentes (111.1 M€ vs 100.4 M€) porté par les capacités installées en croissance (+47% vs T1 23) en partie compensées par une faiblesse des ressources dans l’éolien brésilien (taux d’utilisation de 27% vs 40%). L’objectif d’EBITDA d’environ 255 M€, dont autour de 230 M€ provenant des ventes d’énergie en 2024, a été confirmé à nouveau. Notre recommandation...
>€ 150m capital increase successfully achieved (i.e. 8.7% of capital) …. - Argan yesterday morning announced the success of its capital increase in the form of an ABB. 2,027,028 new shares were thus issued, i.e. 8.7% of the capital pre increase at a subscription price of € 74, equating to a discount of c.6% to the price on 23 April and EPRA NTA per share at end-2023 of € 79.2. We understand that this capital increase was oversubscribed and with broadly pan-European in...
>Q1 revenues plunge despite the integration of Commscope Home Networks - Vantiva reported yesterday evening its 2024 Q1 revenues. These proved very disappointing, down 20% to € 458m (vs. ODDO BHF = € 607m) despite the integration of Commscope Home Networks (contribution undisclosed vs. € 221m in our initial model). The Connected Home division (down 22% to € 358m vs. ODDO BHF = € 506m) suffered from a high comparison base, destocking and a slowdown in operator inv...
>Neutral rating and target price of € 7.70 maintained - Q1 2024 sales were broadly in line with our estimates with (€ 111.1m vs € 100.4m) buoyed by an increase in installed capacity (+47% vs Q1 2023) partly offset by low resources in wind in Brazil (utilisation rate of 27% vs 40%). The EBITDA target for around € 255m, of which some € 230m stemming from energy sales in 2024, has once again been confirmed. We maintain our Neutral rating and our target price of € 7.70, s...
Inside information: Meriaura Group's board has conditionally decided to sell Meriaura's minority ownership to Meriaura Invest to rearrange the group's financing Meriaura Group Plc Company announcement, Inside information 25 April 2024 at 8.30 (CEST) Inside information: Meriaura Group's board has conditionally decided to sell Meriaura's minority ownership to Meriaura Invest to rearrange the group's financing To rearrange the group's overall financing situation, the board of Meriaura Group Plc has made a conditional decision to sell Mer...
Sisäpiiritieto: Meriaura Groupin hallitus ehdolliseen päätökseen Meriauran vähemmistöomistuksen myymisestä Meriaura Investille konsernin rahoituksen järjestelemiseksi Meriaura Group Oyj Yhtiötiedote, sisäpiiritieto 25.4.2024 klo 8.30 (CEST) Sisäpiiritieto: Meriaura Groupin hallitus ehdolliseen päätökseen Meriauran vähemmistöomistuksen myymisestä Meriaura Investille konsernin rahoituksen järjestelemiseksi Konsernin kokonaisrahoitustilanteen järjestelemiseksi Meriaura Groupin hallitus on tehnyt ehdollisen päätöksen Meriauran ...
Kvartalsrapport Q1 2024 – Ett mycket starkt första kvartal där nettoomsättningen ökar med 24%, och EBITDA marginal når 14% (MAR) PRESSRELEASE 2024-04-25 Kvartalsrapport Q1 2024 – Ett mycket starkt första kvartal där nettoomsättningen ökar med 24%, och EBITDA marginal når 14% (MAR) FINANSIELLT SAMMANDRAGFörsta kvartalet• Nettoomsättningen för kvartalet uppgick till 46 464 (37 587) kSEK• EBITDA (rörelseresultat före avskrivningar) uppgick till 6 493 (-195) kSEK• Resultat efter skatt uppgick till 4 502 (-2 336) kSEK• Resultat per aktie 0,34 (-0,18) SEK VIKTIGA HÄNDELSER I PERIODEN• Ing...
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