ARS Pharmaceuticals Inc: 1 director

A director at ARS Pharmaceuticals Inc sold 100,000 shares at 9.280USD 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...

Eqt Holdings Limited: 1 director

A director at Eqt Holdings Limited maiden bought 1,700 shares at 30.224AUD and the significance rating of the trade was 69/100. 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 ...

Salesforce Inc: 5 directors

Two Directors at Salesforce Inc sold after exercising options/gave away 16,928 shares at between 0.000USD and 277.076USD. The significance rating of the trade was 75/100. 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...

Plumb Fast Co: 1 director

A director at Plumb Fast Co bought 50,000 shares at 3,236.000KRW and the significance rating of the trade was 74/100. 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...

Hapag-Lloyd : Une nouvelle stratégie horizon 2030, qui s’inscrit dans ...

>Une nouvelle feuille de route 2030, qui ne constitue pas une rupture avec la stratégie actuelle - Hapag-Lloyd vient de communiquer sa nouvelle stratégie à horizon 2030. Les bases de la nouvelle feuille de route, s’inscrivent globalement dans la continuité de la stratégie actuelle du groupe. Celle-ci est axée sur 5 piliers : 1/ investissements dans la flotte, développement dans la gestion des terminaux (objectif de 10 à 15 nouveaux terminaux d’ici 2030) et croissance ...

FUCHS SE (pref) : Preview Q1 – On track for records

>Q1 results due 30 April – project 11% EBIT growth y-o-y to € 114m (cons € 112m) - We expect upcoming Q1 2024 results of FUCHS to continue on its growth path and annual y-o-y EBIT recovery trend that started in Q2 2022. EBIT including at equity may come in at € 114m, 11% above the previous year’s level of € 103m and seasonally weaker € 100m in Q4 2023. This leaves us 2% ahead of the € 112m at current Visible Alpha consensus.Volume recovery continues, posi...

ACS : A de-risking strategy as a general principle, to result in € 850...

>New targets lead to € 850-1,000m net profit in 2026… - ACS hosted yesterday a CMD in which it 1/ provided a guidance of € 850-1,000m net profit in 2026, revenues of c.€ 43bn (c.€ 48bn if including Thiess) also in 2026 and cumulative FCF of € 3.3-4.0bn in the 2024-2026 period; 2/ forecast accumulated dividends surpassing € 2bn in the 2024-2026 period (from € 0.6bn in 2023); 3/ provided a self-valuation of c.€ 50 per share; and 4/ confirmed being in negotiations to ac...

Redeia : Regulatory impact kicking in

>Regulatory impact drives results decline - Redeia will release Q1 2024 results on 30 April. Results are marked by the loss of pre-1998 regulated assets (estimated annual impact of € 260m in 2024: € 307m remuneration impact, partially offset by € 47m revenues from the start of extension of useful life of those assets) as widely anticipated by the company and consensus estimates. As a result, domestic electricity infrastructure is expected to reduce its contribution to...

Q1'24: Operating profit beat, but no buybacks

SGS : Preview T1 – Un bon début d'année à prévoir, mais les effets des...

>T1 2024e : 6.0%e de croissance organique - Le groupe publiera pour la première fois son CA T1, le vendredi 26 avril avant Bourse alors qu’il ne publiait jusqu’à présent que sous un rythme semestriel.Il devrait annoncer ses chiffres trimestriels pro forma pour l'année 2023 lors de cette publication. Les chiffres d'affaires du T1 et du T3 sont traditionnellement légèrement inférieurs à ceux du T2 et du T4.Nous pensons que les tendances du T1 devraient restées...

Corbion N.V. : As guided by Corbion, we expect a slow start to the yea...

>€ 306m sales and € 41m EBITDA expected in Q1 2024 - Corbion is set to report its Q1 2024 trading update (sales and EBITDA) on 26 April at 07:00 and will host a conference call later that morning. We forecast -1.3% organic sales growth in Q1 2024, split between volume/mix of 0.5% and pricing of -1.8%. Consensus is at -0.8%, split between 1.6% volume/mix and pricing of -2.4%. Our sales forecast is € 305.6m and our EBITDA forecast is € 40.9m for Q1 2024 (consensus: € 30...

Volvo AB : Gestion solide, mais une exposition Equipement de Construct...

>Un T1 solide mais qui confirme la normalisation dans l’équipement de construction - Volvo a publié hier matin des résultats T1 solides (first take ici), supérieurs aux attentes du consensus (+7% au niveau de l’EBIT), mais en ligne avec nos propres estimations. Si le groupe fait face au ralentissement de la plupart de ses marchés sous-jacents (poids lourd, construction), l’effet embarqué sur les prix et le contrôle des coûts lui ont permis d’afficher un EBIT et des m...

KPN : Q1 preview – earnings likely more evenly spread than originally ...

>Earnings more evenly spread than initially anticipated - KPN is set to report its Q1 results on Wednesday 24 April. Although at the FY results management said that earnings growth in H1 was likely to be stronger than in H2, we now believe earnings growth will be more evenly spread across the year. Somewhat higher investments partly offset the yoy benefit from last July’s 5.4% price increase, which would have caused the higher earnings growth in the first half versus ...

WOOD Flash - EMEA airlines: 1Q24 traffic - a good start to the year

While the share prices of the European airlines have been hit in recent days, by the heightened geopolitical tensions, all the European carriers in our coverage universe have seen a good start to the year in terms of traffic. Wizz Air has flown roughly double its 1Q19 ASK, on the back of the significant investments into its network and fleet that continued even during the pandemic. To put this into context, Ryanair has flown roughly 20% more pax in calendar 1Q24 compared to 1Q19. Pegasus Airline...

Carmila : Performance opérationnelle T1 24 bien orientée avec notammen...

>Les indicateurs avancés confirment l’attractivité des centres Carmila - La performance opérationnelle de Carmila sur le T1 2024 (i.e. loyers nets à 87.4 M€ vs 88.8 M€e, +1.1% yoy ; +4.0% à périmètre constant) traduit le maintien d’une performance bien orientée de ses centres commerciaux de proximité :Le CA commerçants est en hausse de 2% yoy sur le T1 2024. Cette performance illustre la bonne tenue de l’activité de ses commerçants avec une hausse du chiffre d’af...

Capgemini : Vers une croissance T1 en demi-teinte. La recovery sera su...

>Vers une poursuite du ralentissement au T1 2024 : croissance org de -4%e - Capgemini publiera son CA T1 2024 le 30 avril avant Bourse. Conformément au message de la société depuis la publication des résultats 2023 en février dernier et compte tenu de la performance mitigée d’Accenture pour son T2 FY 2024 (trimestre clos à fin février 2024), nous attendons une détérioration significative de la croissance au T1 (-4.0%) par rapport au T4 (-0.9%), en raison d’effets de ...

La Française des Jeux : CA T1 24 inférieur à nos attentes, alors que l...

>CA T1 2024 inférieur à nos attentes, bon momentum sur les jeux en digital - FDJ a publié hier après Bourse un CA T1 2024 à 710 M€ (+7.2% en publié, soit proche de la guidance FY 24 de c.+8%), 6% en dessous de nos estimations (ODDO BHF 759 M€e). En détail, le CA en Loterie atteint 504 M€ (+1.4%) et bénéficie du dynamisme des jeux instantanés (+4%) alors que les jeux de tirage (-3%) restent pénalisés par l’évolution d’Amigo. Hors Amigo, le CA Loterie ressort à +4%. Le ...