reports
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
HUBER+SUHNER: Spatenstich für neue POLATIS® Produktionsstätte für Opti...
HUBER+SUHNER AG / Schlagwort(e): Sonstiges HUBER+SUHNER: Spatenstich für neue POLATIS® Produktionsstätte für Optical Circuit Switches 02.05.2024 / 06:45 CET/CEST 02.05.2024 HUBER+SUHNER baut eine neue, hochmoderne Produktionsstätte in Pisary, Polen, um ihr POLATIS Optical Circuit Switch (OCS)-Portfolio in grösserem Umfang herzustellen. Damit trägt das Unternehmen dem stark gestiegenen Interesse am Einsatz von OCS zur höheren Auslastung und Energieeffizienz in Hochleistungs-Computerclustern Rechnung. Treiber für den Boom von solchen Hyperscale-Rechenzentren sind Anwendungen ...
HUBER+SUHNER breaks ground on new POLATIS® optical circuit switch prod...
HUBER+SUHNER AG / Key word(s): Miscellaneous HUBER+SUHNER breaks ground on new POLATIS® optical circuit switch production site 02.05.2024 / 06:45 CET/CEST 02.05.2024 HUBER+SUHNER is building a new state-of-the-art manufacturing site in Pisary, Poland, to produce their POLATIS optical circuit switch (OCS) portfolio at scale, acknowledging the substantial upsurge of interest in using OCS to increase utilisation and energy efficiency in high-performance computer clusters driven by the hyperscale data center boom in artificial intelligence (AI) applications. The existing POLATI...
Latitude Group Holdings Ltd: 1 director
A director at Latitude Group Holdings Ltd sold 1,325,000 shares at 1.151AUD and the significance rating of the trade was 71/100. 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...
CARBIOS und Hündgen schließen Liefervereinbarung für die weltweit erst...
CARBIOS und Hündgen schließen Liefervereinbarung für die weltweit erste PET-Biorecycling-Anlage CARBIOS und Hündgen schließen Liefervereinbarung für die weltweit erste PET-Biorecycling-Anlage Ab Ende 2026 wird Hündgen die erste kommerzielle Anlage von CARBIOS mit jährlich 15.000 Tonnen an Post-Consumer-PET-Flakes beliefern Clermont-Ferrand, Frankreich, 2. Mai 2024 (06:45 Uhr MEZ) (Euronext Growth Paris: ALCRB), ein Pionier in der Entwicklung und Industrialisierung enzymatischer Lösungen für das Recycling von Kunststoff- und Textilpolymeren, und die Hündgen Entsorgungs GmbH & Co...
CARBIOS et Hündgen concluent un accord d’approvisionnement pour la pre...
CARBIOS et Hündgen concluent un accord d’approvisionnement pour la première usine de biorecyclage du PET au monde CARBIOS et Hündgen concluent un accord d’approvisionnement pour la première usine de biorecyclage du PET au monde A partir de fin 2026, Hündgen fournira 15kt/an de paillettes de PET post-consommation à la première usine commerciale de CARBIOS Clermont-Ferrand (France), le jeudi 2 mai 2024 (6h45 CEST). (Euronext Growth Paris : ALCRB), pionnière dans le développement et l'industrialisation de technologies biologiques pour réinventer le cycle de vie des plastiques et des...
- Felix Fischer
Lucror Analytics - Morning Views Europe
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar. To request full and unrestricted access to Lucror’s research and analytics platform, please visit
Becton Dickinson & Co: 1 director
A director at Becton Dickinson & Co sold 1,715 shares at 232.810USD 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 years c...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Mowi ASA (OSE:MOWI): Presentation of Q1 2024 results 8 May 2024 at 08:...
Mowi ASA (OSE:MOWI): Presentation of Q1 2024 results 8 May 2024 at 08:00 (CET) Mowi ASA hereby invites you to the presentation of the results for the first quarter 2024 at Høyres Hus, Stortingsgata 20, 0117 Oslo, Norway. The results will be presented in English through a live webcast followed by a Q&A session. Participants will have the opportunity to submit questions online throughout the webcast session. The webcast will be available on A recording of the webcast will be made available on our website immediately afterwards. Please note that the quarterly report and presentation will b...
- Arsit Pamaranont
- Kampon Akaravarinchai
- Kitpon Praipaisarnkit
- Tanaporn Visaruthaphong
- Thailand Research Team
Thailand Daily - Thursday, May 02, 2024
KEY HIGHLIGHTS Strategy Alpha Picks: May 24 Portfolio: More bullish on 2H24 outlook; May 24 provides opportunity to BUY. Cut losses on EA and add TU. Results Home Product Center (HMPRO TB/BUY/Bt10.40/Target: Bt15.70): 1Q24: Earnings to gradually improve. Update Major Cineplex (MAJOR TB/BUY/Bt14.70/Target: Bt18.00): 1Q24 results preview: Expect yoy surge but qoq plunge.
- Tanaporn Visaruthaphong
Major Cineplex (MAJOR TB) - 1Q24 Results Preview: Expect yoy Surge But...
We anticipate net income for MAJOR to come in at Bt121m (+72% yoy, -64% qoq), riding on the number of movies and seasonal trend. Popular movies in 1Q24 include Pee Nak 4, Godzilla x Kong the New Empire, Dune, and Hor Taew Tak, which had combined revenue of Bt339m (+12% yoy, -224% qoq). In 2Q24, we anticipate positive outlook due to a higher number of movies, such as Lahn Mah and Planet of the Apes. Maintain BUY. Target price: Bt18.00.
- Kampon Akaravarinchai
Home Product Center (HMPRO TB) - 1Q24: Earnings To Gradually Improve
HMPRO reported 1Q24 earnings of Bt1.7b, up 6.3% yoy and 2.1% qoq, in line with our and market estimates, driven by higher sales and gross margin. We foresee upcoming positive factors on HMPRO following the 2024 fiscal budget approval and rising steel prices. We expect HMPRO’s earnings to grow 6.6% yoy. We are still positive on HMPRO’s high ROE and dividend yield. Maintain BUY. Target price: Bt15.70.
- Kitpon Praipaisarnkit
- Thailand Research Team
THAILAND STRATEGY – Alpha Picks: May 24 Portfolio
Our Alpha Picks outperformed compared the market (+0.9% vs -0.7%) in Apr 24. In Apr 24, the global market focused on earnings results. The SET index slightly decreased by 0.7% in Apr 24. For May 24, our picks are ADVANC, BSRC, BTG, CPALL, CPF, ERW, MAJOR, TFG, TIDLOR and TU.
Medpace Holdings Inc: 1 director
A director at Medpace Holdings Inc sold 16,930 shares at 400.649USD and the significance rating of the trade was 67/100. 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 c...
Liberty Energy Inc: 1 director
A director at Liberty Energy Inc sold 20,000 shares at 21.830USD 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 clea...
Plexus Corp: 1 director
A director at Plexus Corp sold 6,248 shares at 100.170USD and the significance rating of the trade was 81/100. 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 sho...
Nuvalent Inc: 1 director
A director at Nuvalent Inc sold 39,500 shares at 67.508USD and the significance rating of the trade was 67/100. 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 sh...
Cts Corp: 2 directors
Two Directors at Cts Corp sold 51,554 shares at between 47.020USD and 47.074USD. The significance rating of the trade was 70/100. 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...
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