ASA International Group Plc: 1 director

A director at ASA International Group Plc bought 152,962 shares at 54p 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 year...

Solutiance AG: 1 director

A director at Solutiance AG sold 100,000 shares at 2.000EUR and the significance rating of the trade was 65/100. 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 s...

Osisko Mining Inc: 1 director

A director at Osisko Mining Inc sold 135,000 shares at 3.130CAD and the significance rating of the trade was 51/100. 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 clear...

Voltalia : Q1 2024 sales broadly in line and guidance for 2024 and 202...

>Neutral rating and target price of € 7.70 maintained - Q1 2024 sales were broadly in line with our estimates (€ 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, still ...

Voltalia : CA T1 24 globalement en ligne et guidances 2024 et 2027 réa...

>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...

Akzo Nobel N.V.: 2 directors

Two Directors at Akzo Nobel N.V. bought 9,282 shares at 64.260EUR. The significance rating of the trade was 93/100. 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 clearl...

Q1 looks weak

Eurofins : Postview T1 – sanction exagérée - OC porté à 58 € vs 55 €

>Une sanction trop sévère ?  - Le groupe a tenu sa conf call hier à 15h, et le titre a clôturé à -8% : Le cours avait progressé de 31% sur les 6 derniers mois, créant de facto les conditions de prise de profits, ou éventuellement de short pour les investisseurs les plus critiques de la communication du groupe.Comme lors des résultats annuels, la sanction boursière d’hier nous apparait sévère au regard 1/ de ce qui a été publié au titre du T1 et 2/ de ce qui ...

SPIE : Un premier trimestre supérieur aux attentes et des perspectives...

>Un CA T1 supérieur aux attentes : 2225.5 M€ vs 2144.5 M€ estimés - Au titre de son premier trimestre, le groupe SPIE publie un chiffre d’affaires légèrement supérieur aux attentes. Celui-ci progresse de 11.6% à 2225.5 M€ alors que nous retenions 2144.5 M€ (différence +3.8%) et le consensus 2167 M€ (différence +2.7%). La majorité de l’écart porte sur la croissance organique qui s’élève à +6.2% ce qui est une excellente performance (nous attendions +4.3% et le css +5....

ASMPT (522 HK): 1Q24: Solid results, more positive updates to advanced...

ASMPT’s 1Q24 results are better than expected thanks to strong margins, but 2Q24’s revenue guidance was below our and consensus estimates due to sluggish sales of mainstream tools. Nevertheless, the advanced packaging business remains robust, and we see more positive developments with TCB and HB tools, including progress in leading foundry clients, new order wins, and demo shipments to new HBM clients. Maintain BUY and trim target price to HK$120.00.

Coffee, Croissants & Credit/Telia 1Q24 results look solid

Telecom - Telia 1Q24 results look solid

DBAPPSecurity Co Ltd: 1 director

A director at DBAPPSecurity Co Ltd maiden bought 4,000 shares at 49.690CNY and the significance rating of the trade was 53/100. 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 ...

Nestle : Very bad start to the year with 1.4% l-f-l only and -2% volum...

>Q1 sales at -5.9% with organic growth of just +1.4% - Nestlé posted very poor Q1 results well below expectations which had been already lowered during the last 4 weeks. Reported net sales came in at CHF 22,092m at -5.9% (VA consensus at -3.8% and ODDO BHF at -3.2%) with FX at -6.7%, a scope effect of -0.6% and organic growth at a very low level of +1.4% (VA css at +3.1% and ODDO BHF at +2.6%). Q1 organic growth of just +1.4% was driven by a negative volume mix ...

RBA preview: Status quo but back to a hawkish stance

Inflation is not only sticky in the US but also in Australia and with a very same flavor: prices of tradable goods are disinflating but not those of services. While prices of tradables decelerated sharply to +0.9% YoY in Q1-24, the decline in the headline CPI was limited to +3.6% YoY, which is still above the Reserve Bank of Australia (RBA)’s 2-3% inflation target range (Chart 1). The main reason is that non-tradables (mainly services), which are largely influenced by domestic factors, remained ...

EBRO FOODS: 1Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'24 vs. 1Q'23 Results Sales: € 814.18 M (+0.5% vs. -0.4% consensus); EBITDA: € 109.65 M (+13.9% vs. +5.6% consensus);

Vianet Group: FY24 trading update, strategic contract win

Vianet has published a positive trading update for FY24 with turnover up 7.6% to £15.18m, a 3.5 percentage point increase in gross margin YoY, and adjusted EBITA ahead of market expectations. Net debt continues to fall and closed FY24 at £1.52m (£2.1m at 30 September 2023), demonstrating strong free cash flow generation, even without the benefit of the £0.9m tax receipt received in 1H24, which augers well for a final dividend. The company reported a new contract with Wilcomatic Wash Systems, the...

Q1 miss but comps now get easier

Significant order intake beat

High Yield Bonds Daily

Lime, Okea, Desenio, Resurs, KMC, Emilshus, NAS, Euroflorist

Nestlé : Very bad start to the year with 1.4% l-f-l only and -2% volum...

>Q1 sales at -5.9% with organic growth of just +1.4% - Nestlé posted very poor Q1 results well below expectations which had been already lowered during the last 4 weeks. Reported net sales came in at CHF 22,092m at -5.9% (VA consensus at -3.8% and ODDO BHF at -3.2%) with FX at -6.7%, a scope effect of -0.6% and organic growth at a very low level of +1.4% (VA css at +3.1% and ODDO BHF at +2.6%). Q1 organic growth of just +1.4% was driven by a negative volume mix ...