reports
Amkor Technology Inc: 1 director
A director at Amkor Technology Inc sold 4,921 shares at 33.220USD 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 cle...
Samsung Electronics: 1 director
A director at Samsung Electronics bought 4,000 shares at 75,400.000KRW and the significance rating of the trade was 80/100. 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...
Jiangsu Sidike New Materials Science & Technology Co: 5 directors
Five Directors at Jiangsu Sidike New Materials Science & Technology Co bought 378,800 shares at between 9.190CNY and 9.350CNY. The significance rating of the trade was 78/100. 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 b...
Ontex annonce l’intention de restructurer ses activités de production ...
Ontex annonce l’intention de restructurer ses activités de production et de distribution en Belgique, y compris des investissements stratégiques dans les activités recentrées Alost, Belgique, le 13 juin 2024 - Ontex Group NV/SA (Euronext : Ontex), un des principaux développeurs et producteurs internationaux de produits de soins personnels, a annoncé aujourd'hui l’intention de restructurer ses activités de production et de distribution en Belgique. Cette intention cadre dans la transformation stratégique du Groupe visant à renforcer sa position concurrentielle sur le marché européen. Ce proj...
Ontex announces intention to restructure its production and distributi...
Ontex announces intention to restructure its production and distribution activities in Belgium, with strategic investment in refocused activity Aalst, Belgium, 13 June 2024 – Today, Ontex Group NV (Euronext: Ontex), a leading international developer and producer of personal care products, announces the intention to restructure its Belgian production and distribution activities, as part of its strategic transformation to strengthen its competitive position in the European market. This intended restructuring would entail the closure of the Eeklo site, as well as the transformation of the Bug...
Blackline Inc: 1 director
A director at Blackline Inc bought 7,552 shares at 46.110USD and the significance rating of the trade was 56/100. 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 ...
- Pierre François Merveille
Banijay Entertainment : Resilient business supported by returning show...
Banijay Entertainment is a relatively defensive name within the media sector given the resilience of its content production and distribution business to the macroeconomic context. Although free-to-air broadcasters were hit by the weakening of the ad market in 2023, we estimate that Banijay posted 2-3% organic revenue growth last year and we expect a similar pace in 2024 thanks to i/ its higher exposure to unscripted content (good cost/audience ratio) and returning shows (70% of r...
- Pierre François Merveille
Banijay Entertainment : Resilient business supported by returning show...
Banijay Entertainment is a relatively defensive name within the media sector given the resilience of its content production and distribution business to the macroeconomic context. Although free-to-air broadcasters were hit by the weakening of the ad market in 2023, we estimate that Banijay posted 2-3% organic revenue growth last year and we expect a similar pace in 2024 thanks to i/ its higher exposure to unscripted content (good cost/audience ratio) and returning shows (70% of r...
- Franc Gregori
- Lala Gregorek
- Philippa Gardner
Trinity Delta LIghthouse: Scancell
Trinity Delta view: 2024 is an important year for Scancell and investor attention is understandably centred on the therapeutic cancer vaccines programmes, with both the SCIB1 and Modi-1 programmes set to deliver important clinical milestones. However, today’s evaluation agreement reminds of the inherent value within the GlyMab and AvidiMab antibody platforms. The $1m upfront payment bolsters the current cash resources, which would be augmented further were a licensing deal struck in the future. ...
Arhaus Inc: 1 director
A director at Arhaus Inc sold 150,000 shares at 18.966USD 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 sho...
Yuan Cheng Cable Co. Ltd.: 1 director
A director at Yuan Cheng Cable Co. Ltd. maiden bought 100,200 shares at 3.490CNY and the significance rating of the trade was 54/100. 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 las...
- Wim Hoste
Umicore
One month after the surprising CEO change, Umicore issued a severe profit warning on the back of lower EV demand growth, which prompted us to lower our FY24 adjusted EBITDA forecast by about 15%. Umicore announced it will re-assess its mid to long term growth ambitions and we have already taken a more conservative approach with our FY30 CAM volume estimate now at 250 GWh, vs 300 GWh previously and the company's current official target of 400 GWh. Even with our lowered forecasts, vehicle electrif...
Changes to the Board and Committee Composition
Changes to the Board and Committee Composition 13 June 2024 CHANGES TO THE BOARD AND COMMITTEE COMPOSITION PayPoint plc (the 'Company') today announces that Gill Barr has confirmed that she plans to retire from the Board and will not stand for re-election at the Company's 2024 Annual General Meeting ('AGM') to be held on 1 August 2024 having completed nine years’ service on the Board. In addition, Guy Parsons has confirmed that he plans to retire from the Board and will not stand for re-election at the Company's 2024 Annual General Meeting ('AGM') to be held on 1 August 2024 having sup...
- Martijn Den Drijver
Umicore : More realism but still quite a bit of uncertainty remains
>Battery Material woes result in material lower 2024-2026 estimates - We have adjusted our 2024 estimates for E&ST, in line with the updated guidance for Battery Materials and we are now, for Umicore as a whole, at €768m, the lower end of the updated 2024 adj. EBITDA guidance of €760m to €800m. The faster than expected decline in volume from mid-nickel chemistry contracts and the slower ramp-up (or delays) of the high nickel chemistry contracts also impacts our 2025 a...
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : IEA report: risk of surplus on the cards in the medium term
>Set for demand slowdown and plateau in 2029 - IEA has just published its report with projections out to 2030. Demand growth for 2024 was revised downwards by 100 kb/d to +1 Mb/d. In the longer term, it is expected to grow by 3.2 Mb/d out to 2030 to reach 105.4 Mb/d, with a decline from 2029. Demand is continuing its decline of 2.9 Mb/d in the OECD zone to fall to 42.7 Mb/d, thus returning to its 1991 level. In contrast, it continues its growth of 6.1 Mb/d in RoW, ...
Moody's Ratings affirms and upgrades ratings on notes from two IC Trus...
Moody's Ratings (Moody's) has upgraded the ratings on four classes of notes and affirmed two classes of notes issued by two IC Trust ABS. IMPORTANT NOTICE: MOODY'S RATINGS AND PUBLICATIONS ARE NOT INTENDED FOR USE BY RETAIL INVESTORS. SUCH USE WOULD BE RECKLESS AND INAPPROPRIATE. SEE FULL DISCLAIM...
Bombardier Inc: 4 directors
Four Directors at Bombardier Inc sold/sold after exercising options 115,232 shares at between 88.194CAD and 89.169CAD. The significance rating of the trade was 71/100. 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 th...
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