reports
Airbus SE: 1 director
A director at Airbus SE bought 14,880 shares at 154.620EUR and the significance rating of the trade was 84/100. 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...
Lvmh Moet Hennessy Louis Vuitton SE: 1 director
A director at Lvmh Moet Hennessy Louis Vuitton SE bought 16,255 shares at 777.493EUR 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...
Klarsen: 1 director
A director at Klarsen bought 50,000 shares at 2.500EUR and the significance rating of the trade was 63/100. 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 showin...
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
- ABGSC Online Gaming Research
- Oscar Rönnkvist
- Simon Jönsson
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : A fair valuation pending visibility on the German budget
>An optimistic tone after a faltering start for the year - Although Q1 is traditionally not representative of the overall momentum for the year (representing 7.4% of full-year adjusted EBITDA on average for the last 4 years), the start to the year is nonetheless faltering excluding pass-through only stable vs Q1 2023. However, the company has clearly indicated that growth should accelerate as of Q2 for the sensors segment, particularly thanks to the delivery of 3 TRML...
- Christophe Chaput
- Hela Zarrouk
Sixt SE : Earnings to be further hurt by lower RV in Q2, profitability...
>Feedback from conference call: factors identified to fuel margins in H2 - The group held a conference call yesterday to comment on its Q1 results and the outlook for the coming quarters. Our takeaways:Dynamic revenue growth of 12.3%, which should continue over the coming quarters, in the back of buoyant demand and a favourable pricing environment.Q1 EBT stood at -€ 27.5m, compared with -€ 33.3m in Q1 2023, with a strong impact from revenue growth (+€ 85.2m)...
- Anthony Dick
- Michael Foundoukidis
BMW : Q1 2024 results broadly in line overall but slight miss on Autos...
>Q1 results broadly in line overall but slight miss on Autos EBIT - BMW this morning reported Q1 results that came in broadly in line with expectations overall, but again helped by Eliminations with a slight miss on Autos EBIT. Q1 revenues came in at € 36.6bn, -1% y-o-y, on flattish volumes and negative FX, in line with expectations (css € 36.9bn, ODDO BHF € 37.0bn). Adj. EBIT was € 4.05bn, -25% y-o-y, slightly ahead (css € 3.96bn, ODDO BHF € 3.91bn), with Autos ...
- Delphine Brault
- Quentin Borie
Siemens Energy AG : Much better-than-expected Q2 figures, even after a...
>Q2 2023-24: much better operational profit and FCF - Siemens Energy this morning reported its Q2 results, with operational profit and FCF better than expected. At the consolidated level, orders came in at € 9.5bn, down 22% in comparable terms (with -76% for Siemens Gamesa, -21% for Gas Services, and +27% for Grid Technologies). Revenues came to € 8.3bn, +3.7% on a comparable basis (-6% for GS, +25% for GT, -4.6% for Siemens Gamesa). Adjusted EBITA (before SI – speci...
- Olfa Taamallah
- Yan Derocles
Montana Aerospace : Strong margin expansion at aerostructure
>Good Q1 2024 results - Montana Aerospace has just released a good set of Q1 2024 results. Adjusted EBITDA was reported at € 38.2m on sales of € 396m leading to a margin of 9.7% (vs 6.7% the previous year). This performance was mainly driven by Aerostructures which reported an adjusted EBITDA of € 29.4m on sales of € 207.8m leading to a margin expansion to 14.1% vs 9.1% in Q1 2023 (despite supply chain issues challenges within at ASCO). However, the E-Mobility busine...
- Olfa Taamallah
- Yan Derocles
Montana Aerospace : Strong margin expansion at aerostructure
>Good Q1 2024 results - Montana Aerospace has just released a good set of Q1 2024 results. Adjusted EBITDA was reported at € 38.2m on sales of € 396m leading to a margin of 9.7% (vs 6.7% the previous year). This performance was mainly driven by Aerostructures which reported an adjusted EBITDA of € 29.4m on sales of € 207.8m leading to a margin expansion to 14.1% vs 9.1% in Q1 2023 (despite supply chain issues challenges within at ASCO). However, the E-Mobility busine...
- Delphine Brault
- Quentin Borie
Alstom : 1 Md€ d’augmentation de capital et 750 M€ de dette hybride po...
>Un FCF de 562 M€ au S2, en ligne avec les objectifs - Alstom publie ce matin ses résultats annuels (clôture à fin mars) 2023-24. Les commandes atteignent 19 Md€ (book-to-bill 1.08x), permettant au carnet de commandes d’atteindre les 91.9 Md€. Le chiffre d’affaires progresse de 9.4% en comparable, à 17.6 Md€ et la marge d’EBIT ajusté atteint 5.7% (+50 pb). Ces chiffres sont globalement en ligne avec les attentes. Le résultat net intègre 147 M€ de charges de restr...
- Oliver Metzger
Carl Zeiss Meditec : Q2 review – Miss on top line and adj. EBIT
>Q2 review – miss on top line and adj. EBIT - Q2 2024 revenues € 472.1m (-6.4% y-o-y) were driven by a constant currency decline of c. 0.7% and a forex headwind of 570bp, or -7%/-7% vs ODDO BHF/consensus. EBIT of € 64.7m (-22.7% y-o-y, margin 13.7%) was 11%/17% ahead of expectations pushed by Topcon settlement. Adj. EBIT reached € 49.0m (-43.2% y-o-y, margin 10.4%) and was -3%/-13% vs consensus. EPS of € 0.52 compares to expectations of € 0.49 and € 0.46 for the conse...
Karolinska Development’s portfolio company Umecrine Cognition initiate...
Karolinska Development’s portfolio company Umecrine Cognition initiates second part of clinical phase 1a/2 study in PBC STOCKHOLM, SWEDEN – May 8, 2024. Karolinska Development AB (Nasdaq Stockholm: KDEV) today announces that its portfolio company Umecrine Cognition has randomized its first two patients to the second part of the ongoing clinical phase 1b/2 study of golexanolone in patients with Primary Biliary Cholangitis, PBC. Top-line results are expected in first half of 2025. Umecrine Cognition is developing a new class of drugs to alleviate cognitive symptoms caused by liver disease....
Karolinska Developments portföljbolag Umecrine Cognition inleder andra...
Karolinska Developments portföljbolag Umecrine Cognition inleder andra delen av bolagets fas 1b/2-studie i PBC STOCKHOLM, SVERIGE 8 maj 2024. Karolinska Development AB (Nasdaq Stockholm: KDEV) meddelar att portföljbolaget Umecrine Cognition har randomiserat de första två patienterna till den andra delen av bolagets pågående kliniska fas 1a/2-studie med golexanolon i patienter med primär biliär kolangit, PBC. Top line-resultat beräknas presenteras under det första halvåret 2025. Umecrine Cognition utvecklar en helt ny typ av läkemedel för att lindra kognitiva symtom orsakade av leversjukd...
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
- Emna Ben Bdira
- Maxime Kogge
Outokumpu : Postview T1 : quelques signes encourageants mais un contex...
>T1 inférieur aux attentes à cause surtout d’Americas - Comme Acerinox et Aperam avant lui, Outokumpu a déçu le marché avec des résultats T1 inférieurs aux attentes et une guidance T2 assez modeste. Comme chez ses deux concurrents, cette situation reflète pour partie des problèmes opérationnels (grève en Finlande, maintenance plus longue que prévu aux USA) et un environnement de marché peu propice surtout en Europe. L’EBITDA ajusté T1 est ainsi ressorti à seulement 38...
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Good start to 2024, guidance confirmed
>Q1 2024: organic revenue growth of 6.1% and operating EBIT margin of 12.1% - Knorr-Bremse reported its Q1 2024 results this morning. Order intake was better than expected (at € 2.1bn, or 1.07x of book-to-bill), and both divisions were ahead of expectations with organic growth of 8.2% for orders in rail (RVS), and a decline of 9.2% in trucks (CVS). The group generated revenues of € 1.974bn (consensus at € 1.962bn), up 6.1% in organic terms (css at 5.1%) and an operati...
IDEX Biometrics is bringing biometric cards to market with large smart...
IDEX Biometrics is bringing biometric cards to market with large smart card manufacturer in South Asia Oslo, Norway, 8 May 2024 – IDEX Biometrics and one of the largest smart card manufacturers in South Asia are deploying smart cards across Asia and globally. With over 3 billion cards manufactured to date and a production capacity of 25 million cards monthly, this partner will support IDEX Biometrics continued expansion and growth across Asia Pacific, Middle East, Africa, and the USA. Accredited by Visa, Mastercard and RuPay and with a growing client portfolio of banks, government agencie...
- Mihail Dimitrov
- Veselin Radoychev Please Change Surname
Morning Bulletin - 8 May 2024
Bulgarian equity market registered fresh start of the week on Tuesday, landing the main indexes in a range between 0.15% and 1.16%. A positive bias drove First Investment Bank (FIB, BGN 3.36, +8.39%) to levels from the beginning of the year and attracted more investors to narrow range of names based in SOFIX (823.08, +1.16%) – M+S Hydraulic (MSH, BGN 11.70, +2.63%), Shelly Group (SLYG, BGN 69.40, +2.06%). SOFIX trading activity improved during this session and the volumes exceeded 15-days averag...
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