>Perspectives peu encourageantes sur le T2 - La publication T1 d’Aperam a été mal accueillie par le marché malgré un EBITDA de 55 M€ légèrement au-dessus du consensus. Le marché a sanctionné les perspectives mitigées avec un EBITDA T2 attendu en hausse vs T1 mais à un niveau inférieur au consensus actuel (93 M€ selon Visible Alpha). Ce discours prudent s’explique par les difficultés de mise en service du nouveau laminoir à chaud au Brésil et par une grève sur le site ...
>International destocking linked to rising interest rates or phasing effects - - Following a recent contact with the company’s CFO, we note the following points:MBWS did not reduce its international prices in Q1 and broadly maintained them in 2023. In some countries there have been some upward adjustments in line with changes in input prices, such as dry raw materials or neutral alcohol at the beginning of 2023. The group points out that its products are mainstre...
>Guidance came as huge disappointment - The extremely disappointing guidance for FY 2024 and the withdrawal of the mid-term outlook 2025 came as the result of a deteriorating environment in some business areas, limited visibility regarding the success of countermeasures and the change in the CEO, who certainly did not want to be confronted with an overly ambitious guidance. This new situation requires a substantial update of our valuation model, which we only revised ...
>Revenue growth of 11% - Crédit Agricole SA released higher than expected Q1 2024 earnings on Friday. Revenues came to € 6,806m (+11.2% reported, +10.5% underlying), 5.2% above the consensus and 5.7% above our estimates, with revenues that were better than expected in large customers, international retail banking and insurance, but slightly weaker than anticipated in SFS and retail banking in France. In French retail banking, revenues were 3% below the consensus, with...
>microLED restructuring means lower revenue growth prospects, but also improved mid-term cash flow and potential transfer of a lease - In late February 2024, ams OSRAM announced the unexpected cancellation of a key project underpinning its microLED strategy. On one hand, the group lost a major revenue growth driver and it now expects a revenue CAGR of 6-8% for the period 2023-2026 compared with 6-10% previously. On the other hand, the exit from microLED will remove ...
>microLED restructuring means lower revenue growth prospects, but also improved mid-term cash flow and potential transfer of a lease - In late February 2024, ams OSRAM announced the unexpected cancellation of a key project underpinning its microLED strategy. On one hand, the group lost a major revenue growth driver and it now expects a revenue CAGR of 6-8% for the period 2023-2026 compared with 6-10% previously. On the other hand, the exit from microLED will remove ...
A director at XRF Scientific Limited sold 1,000,000 shares at 1.340AUD and 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 two year...
Moody's Ratings (Moody's) has assigned provisional ratings to the notes to be issued by Perpetual Corporate Trust Limited in its capacity as trustee of the NOW Trust 2024-1. IMPORTANT NOTICE: MOODY'S RATINGS AND PUBLICATIONS ARE NOT INTENDED FOR USE BY RETAIL INVESTORS. SUCH USE WOULD BE RECKLESS ...
Moody's Ratings (Moody's) has assigned provisional ratings to the notes to be issued by Perpetual Corporate Trust Limited in its capacity as trustee of the NOW Trust 2024-1. IMPORTANT NOTICE: MOODY'S RATINGS AND PUBLICATIONS ARE NOT INTENDED FOR USE BY RETAIL INVESTORS. SUCH USE WOULD BE RECKLESS ...
>Ventes mondiales de mars 2024 à +15.2% yoy (vs +16.4% en février), un T1 24 à +15% - Les ventes mondiales de semiconducteurs de mars 2024 ont été publiées par la WSTS (World Semiconductor Trade Statistics), avec comme toujours, un mois de décalage. En données lissées (moyenne 3 mois), elles ressortent à 50.8 Md$, inférieures à notre prévision à 52.2 Md$, en croissance annuelle de 15.2% (légère baisse en séquentiel de -0.6%). Il s’agit d’un ralentissement par rapport ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, ROVI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. La periferia europea se desinfla en bolsa Comportamiento mixto en las bolsas a ambos lados del Atlántico, con buena evolución en América, pero algo más pobre en Eurozona, lastrad...
Exor Press Release - Periodic Report on the Buyback Program Amsterdam, 6 May 2024 EXOR N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM Exor N.V. (AMS: EXO) (“Exor” or the “Company”) announces that, under the first tranche of the share buyback program of up to €125 million announced on 15 April 2024 (the “first tranche”), the Company has completed the following transactions on Euronext Amsterdam and CBOE DXE: EURONEXT AMSTERDAM Trading DateNumber of ordinary shares purchasedAverage price per share excluding fees (€)Total consideration excluding fees (€)29 April 20244,774104.94500,986.9030 Ap...
Last week's macro flow was driven by the FOMC decision, with a dovish tone from Chairman Powell, hinting at upcoming rate cuts. In the Czech Republic, the GDP growth exceeded expectations, supporting a policy rate cut amidst a cautious economic outlook. Poland reported a revival in consumer spending. In Georgia, political tensions escalated over the proposed legislation on foreign influence. Additionally, the EZ ESI dipped; while Türkiye’s debt was upgraded by S&P. Türkiye also reported a below-...
A director at Marine Supply & Engineering Service Jsc bought 1,450,958 shares at 0.000VND and the significance rating of the trade was 100/100. 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 ov...
>Q1 24 revenues and normalised EBIT below ccs and AAOBe - Today’s results highlight once again the tough trading environment and PostNL’s low visibility. Q1 24 group results were lower than ccs and our expectations. Group revenue for the quarter came in at € 765m and normalised EBIT at € -9m (€ 7m for Q1 23). Free cash flow generation was negative during the quarter at € -7m, an improvement vs Q1 23 (€ -31m) mainly due to lower capex and the impact of the final settle...
EQS-News: KPS AG / Schlagwort(e): Halbjahresergebnis KPS veröffentlicht die Ergebnisse für die ersten sechs Monate des Geschäftsjahres 2023/2024 06.05.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. KPS veröffentlicht die Ergebnisse für die ersten sechs Monate des Geschäftsjahres 2023/2024 Umsatz erreicht 75,9 Mio. € in den ersten sechs Monaten des Geschäftsjahres 2023/2024. Unbereinigtes EBITDA ging deutlich auf -1,7 Mio. € zurück und war vor allem durch die außerplanmäßigen Forderungswertberichtigungen als Folge der I...
EQS-News: KPS AG / Key word(s): Half Year Results KPS publishes results for the first six months of the 2023/2024 financial year 06.05.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. KPS publishes results for the first six months of the 2023/2024 financial year Revenue reaches EUR 75.9 million in the first six months of the 2023/2024 financial year. Unadjusted EBITDA fell significantly to EUR -1.7 million and was primarily impacted by the unscheduled write-downs on receivables as a result of the insolvencies of the customers ...
MUMBAI, India--(BUSINESS WIRE)-- KKR, a leading global investment firm, today announced the signing of definitive agreements under which funds managed by KKR will acquire Healthium Medtech Ltd. (“Healthium”), a leading Indian medical devices company, from an affiliate of Funds advised by Apax Partners LLP (“Apax”), a leading global private equity advisory firm. The acquisition will be made by a special purpose vehicle owned by KKR-managed funds which will acquire a controlling interest in Healthium group, including Healthium. This press release features multimedia. View the full release here:...
>Robust Q1 results confirming resilient model - Daimler Truck's Q1 results, reported on Friday morning, were robust and slightly ahead of expectations (+3% vs css EBIT), see First Take here. Despite the decline in volumes (-13% y-o-y) reflecting the downturn in the truck cycle, the group managed to post stable revenues and growing earnings (EBIT +4% y-o-y), resilience that can be attributed to mix (strong US exposure, recovery in buses), prices, as well as recurring ...
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