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ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland

One step back

Margin momentum softer in Q1. '24e EPS down 11% on higher near-term margin risk. Stock not cheap: '24e P/E ~42.9x, dropping to ~20..0x in '25e: HOLD.

ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani

Expect gradual improvements throughout '24e

Q1e: still some de-stocking weighing on Medical. Minor revisions, '25e-'26e EBITA up by 1% on FX. Strong recent performance, cons. f12m EV/EBITA 17x.

 PRESS RELEASE

Clearday Announces Board Resignation of Jeff Coleman with Warm Wishes ...

Clearday Announces Board Resignation of Jeff Coleman with Warm Wishes for His Future Success San Antonio, TX, May 02, 2024 (GLOBE NEWSWIRE) -- Clearday (OTCQX CLRD), a healthcare services company focused on bringing innovative products and services to the senior care industry, would like to thank Jeffrey Coleman for his services as a Board Member to Clearday since its merger back in September 2021. James Walesa, CEO and Founder of Clearday, said, “Jeff has been a staunch supporter of the cause of innovating Senior Care for years. He has brought wisdom and experience to our Board over...

Moody's Ratings changes the outlook for Lennar to positive

Moody's Ratings (Moody's) changed the outlook for Lennar Corporation (Lennar) to positive from stable. At the same time, Moody's also affirmed Lennar's Baa2 senior unsecured note ratings. The positive outlook reflects Lennar's impressive deleveraging capabilities and currently the lowest debt to b...

Miltonia Mortgage Finance S.r.l.: Pre-Sale - Barclays Bank Ireland PLC...

Our credit view of the transaction, including our analysis of the assets and the securitisation structure.

 PRESS RELEASE

Eagle Bancorp to Attend the 26th Annual D.A. Davidson Financial Instit...

Eagle Bancorp to Attend the 26th Annual D.A. Davidson Financial Institutions Conference BETHESDA, Md., May 02, 2024 (GLOBE NEWSWIRE) -- Eagle Bancorp, Inc., (the “Company”) (NASDAQ: EGBN), the parent company of EagleBank, today announced that Eric R. Newell, Executive Vice President and Chief Financial Officer of the Company, will attend the 26th Annual D.A. Davidson Financial Institutions Conference on May 8-10, 2024, at the Broadmoor in Colorado. Investor information can be accessed at Eagle Bancorp’s Investor Relations website at . About Eagle Bancorp: The Company is the holding com...

 PRESS RELEASE

WE.CONNECT : Achats effectués dans les conditions de l'article 5 du rè...

PARIS--(BUSINESS WIRE)-- Regulatory News: WE.CONNECT (Paris:ALWEC) : WE.CONNECT Achats effectués dans les conditions de l'article 5 du règlement abus de marché Nom de l'émetteur Code Identifiant de l'émetteur Jour de la transaction Code identifiant de l'instrument financier Volume total journalier (en nombre d'actions) Prix pondéré moyen journalier d'acquisition des actions Marché WE.CONNECT 969500ZL7TBNY6D1GH98 18/04/24 FR0013079092 314   ALXP WE.CONNECT 969500ZL7TBNY6D1GH98 19/...

 PRESS RELEASE

WE.CONNECT : Achats effectués dans les conditions de l'article 5 du rè...

PARIS--(BUSINESS WIRE)-- Regulatory News: WE.CONNECT (Paris:ALWEC) : Achats effectués dans les conditions de l'article 5 du règlement abus de marché Nom de l'émetteur Code Identifiant de l'émetteur Jour de la transaction Code identifiant de l'instrument financier Volume total journalier (en nombre d'actions) Prix pondéré moyen journalier d'acquisition des actions Marché WE.CONNECT 969500ZL7TBNY6D1GH98 22/04/24 FR0013079092 245 19,3000 ALXP WE.CONNECT 969500ZL7TBNY6D1GH98 23/04/24 ...

ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf

Major vacancy to hit in 2025

Rec. PTP 4% below ABGSCe. CEPS est. down by 3-4% for '25-'26e. Share trading at ~10% premium on '25e P/CEPS.

Corporates – Emerging Markets: EM corporate default rate will fall fur...

The number of defaults of EM nonfinancial companies we rate totaled 20 in 2023, down from 57 in 2022. Default rates will decline further in 2024.

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of PeopleCert Wisdom Limited and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 29 April 2024 in which Moody's reassessed the appropriateness of the ratings in t...

Moody's Ratings assigns provisional ratings to Notes to be issued by M...

Moody's Ratings ("Moody's"), has assigned provisional long-term credit ratings to Notes to be issued by Miltonia Mortgage Finance S.r.l.: ....EUR[]M Class A Mortgage Backed Floating Rate Notes due April 2062, Assigned (P)Aa3 (sf) ....EUR[]M Class B Mortgage Backed Floating Rate Notes due April 20...

 PRESS RELEASE

Three-month interim report (Q1) 2024 (unaudited) - English version onl...

Three-month interim report (Q1) 2024 (unaudited) - English version only Bemærk venligst, at rapporten udelukkende forefindes på engelsk. Company release No. 11/2024 ALK delivers 10% organic revenue growth with operating profit up 41% in Q1 and upgrades outlookThe growth in ALK's overall sales was primarily driven by the European tablet sales, which were boosted by the inflow of new patients and improved pricing. Sales outside Europe had a soft start to the year, partly due to temporary sales fluctuations and phasing of product shipments to International markets. Outlook for full-year reve...

 PRESS RELEASE

Three-month interim report (Q1) 2024 (unaudited) 

Three-month interim report (Q1) 2024 (unaudited)  Company release No. 11/2024 ALK delivers 10% organic revenue growth with operating profit up 41% in Q1 and upgrades outlookThe growth in ALK's overall sales was primarily driven by the European tablet sales, which were boosted by the inflow of new patients and improved pricing. Sales outside Europe had a soft start to the year, partly due to temporary sales fluctuations and phasing of product shipments to International markets. Outlook for full-year revenue growth now expected at 10-13% (previously 9-12%). Performance highlights Co...

Zensar Technologies Ltd: 1 director

A director at Zensar Technologies Ltd sold 30,000 shares at 612.880INR 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 year...

AB K2 LT: 1 director

A director at AB K2 LT bought 9,400 shares at 26.000EUR 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 clearly showi...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Metso Corporation (Metso) and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 April 2024 in which Moody's reassessed the appropriateness of the ratings in t...

Moody's Ratings affirms Skillz's Caa2 CFR; outlook stable

Moody's Ratings ("Moody's") affirmed Skillz Inc.'s ("Skillz" or the "company") Caa2 Corporate Family Rating (CFR), Caa2-PD Probability of Default Rating (PDR) and Caa2 rating on the $129.7 million outstanding 10.25% senior secured first-lien notes due December 2026. The company's Speculative Grade L...

Peoples Bancorp Inc: 2 directors

Two Directors at Peoples Bancorp Inc sold 9,321 shares at between 29.008USD and 29.480USD. 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 t...

Boreo Oyj: 2 directors

Two Directors at Boreo Oyj sold/bought 9,500 shares at 21.000EUR. 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 clearly...

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