reports
GigaCloud Technology Inc: 1 director
A director at GigaCloud Technology Inc sold 124,000 shares at 39.197USD 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 yea...
Rusoro Mining Ltd: 1 director
A director at Rusoro Mining Ltd sold 901,400 shares at 1.273CAD and the significance rating of the trade was 68/100. 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...
PubMatic Inc: 1 director
A director at PubMatic Inc sold 10,015 shares at 24.634USD and the significance rating of the trade was 68/100. 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 sh...
- Louis Boujard
- CFA
- Philippe Ourpatian
EDP Renovaveis : Welcome and reassuring strategic update
>Neutral rating maintained and target price adjusted to € 16.5 (vs € 17.0) - EDPR’s Q1 24 performances came in slightly ahead of expectations. As expected, Q1 was characterised by a negative base effect for MWh prices and fairly adverse resource conditions. The group has updated its 2024-2026 guidance. The new trajectory equates to our 2024-2026e sequence, as adjusted following the roadshow on 20 March 2024. We maintain our Neutral rating based on the relative upside ...
- Anthony Dick
- Michael Foundoukidis
Brembo : Decent Q1, 2024 guidance marginally lowered
>Q1 2024 in line with expectations; 2024 guidance slightly lowered - Brembo reported yesterday (intraday) a set of Q1 2024 results broadly in line with expectations. The group reports modest sales growth (€ 1,005m, +4% y-o-y, +5% l-f-l, in line with the consensus of € 982m), with a stable EBITDA margin (€ 177m, +5% y-o-y vs css/ODDO BHF € 175m), a slight increase in EBIT margin (€ 113m, +8% y-o-y vs css € 110m, ODDO BHF € 106m), but a slight decline in attributable n...
Colgate Palmolive Co: 1 director
A director at Colgate Palmolive Co sold 3,497 shares at 93.475USD and the significance rating of the trade was 55/100. 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...
- Martial Descoutures
- Oussema Denguir
Recordati : Résultats T1 2024: performance opérationnelle solide et gu...
>Une profitabilité légèrement meilleure qu’attendu - Recordati a publié hier ses chiffres du 1er trimestre. Les ventes, déjà communiquées, ont augmenté de 10.9% à cc à 608 M€ sous l’impulsion des dynamiques des franchises SPC (+10.1% cc à 395.5 M€) et maladies rares (+13.9% cc à 197.5 M€) résorbant l’impact change négatif de -5.7% sous l’effet de la dévaluation de la lire turque notamment. Sur le plan opérationnel, la profitabilité ressort légèrement meilleure ...
- Gerardo Ibanez
- Steven Boumans
VGP NV : 4M trading update: Growth message reiterated
>Solid performance, looking for an improved year of developments - Annualised committed leases (inc. JV) stood at €376.2m (+17.3 YoY). Company managed to execute €31.9m in new leases. 84% of the annualised committed leases has become cash generative already, while €40.5m sets to become effective within 1 year, aligned with company indications during FY23. Projects under-construction stand at 861,000 sqm (+29.7% YoY) with a lower pre-let of 71.6% aligned with...
EQS-News: Veganz reports continuous improvement of Gross Profit Margin...
EQS-News: Veganz Group AG / Key word(s): Quarter Results Veganz reports continuous improvement of Gross Profit Margin in Q1 2024 10.05.2024 / 08:15 CET/CEST The issuer is solely responsible for the content of this announcement. (Berlin, 10.May 2024) VEGANZ GROUP AG: Veganz reports continuous improvement of Gross Profit Margin in Q1 2024 10.05.2024 / 07:35 CET/CEST The issuer is solely responsible for the content of this announcement. Veganz with continuous improvement im Gross Profit Margin in the first quarter of 2024 Successful launch of Mililk® in retail and ...
EQS-News: VEGANZ MIT KONTINUIERLICHER ROHERTRAGSMARGEVERBESSERUNG IM ...
EQS-News: Veganz Group AG / Schlagwort(e): Quartalsergebnis VEGANZ MIT KONTINUIERLICHER ROHERTRAGSMARGEVERBESSERUNG IM ERSTEN QUARTAL 2024 10.05.2024 / 08:15 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. (Berlin, 10.Mai 2024) VEGANZ GROUP AG: VEGANZ MIT KONTINUIERLICHER ROHERTRAGSMARGEVERBESSERUNG IM ERSTEN QUARTAL 2024 10.05.2024 / 07:40 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Veganz mit kontinuierlicher Rohertragmargesverbesserung im ersten QUARTAL 2024 Erfolgreicher Mililk...
Shandong Taihe Technologies Co Ltd: 1 director
A director at Shandong Taihe Technologies Co Ltd bought 323,400 shares at 15.770CNY 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 ...
Samsara Inc: 2 directors
Two Directors at Samsara Inc sold 192,000 shares at between 38.091USD and 38.092USD. The significance rating of the trade was 68/100. 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...
Osi Systems Inc: 3 directors
Two Directors at Osi Systems Inc sold 3,675 shares at between 133.980USD and 134.110USD. The significance rating of the trade was 58/100. 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...
Antero Resources Corp: 1 director
A director at Antero Resources Corp sold 837,007 shares at 34.329USD and 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 the company's directors over the last two years ...
- Louis Boujard
- CFA
- Philippe Ourpatian
EDP : Q1 2024 a shade below forecasts, excluding non-recurring element...
>Outperform recommendation and target price of € 6.0 maintained - Recurring performances in Q1 2024 fell short of our forecasts. On a reported basis, Q1 2024 was in line with consensus. Activity in the first quarter was driven by the return to a more normal situation in terms of hydropower on the Iberian Peninsula and the positive trajectory of EDPR's activities, but offset by unfavourable price effects and marketing margins returning to more normal levels. Clearly, Q...
- Delphine Brault
- Quentin Borie
CAF : Q1 below forecasts, but guidance is confirmed and can be reached
>Q1 2024: sales up 6% and EBIT margin up 10bp to 4.7% - CAF reported its Q1 2024 results yesterday evening. Orders were down 42% to € 444m, bringing the book-to-bill ratio to well below 1x (0.44x). The backlog therefore declined to € 13.6bn. We think that this order level, although weak, does not pose a problem for the group as the pipeline is so well stocked. Moreover, CAF has announced contracts for a value of € 350m since the start of April. Sales reached € 1,...
- Louis Boujard
- CFA
- Philippe Ourpatian
Enel : Q1 24 slightly better, with unchanged trajectory for 2024
>Outperform rating and € 9.20 target price maintained - Enel’s Q1 24 performances just beat expectations. Q1 was, as expected, driven by generation and marketing but it also benefited from investments in grids and price revisions. Management confirmed the group’s compliance with the 2024-2026 trajectory given last November. In view of this confirmation, we are leaving our estimates unchanged. We maintain our Outperform rating and target price of € 9.20, still based on...
- Rafael Bonardell
Cactus Inc: 1 director
A director at Cactus Inc sold 2,059 shares at 51.030USD 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 showi...
Walt Disney Co: 2 directors
Two Directors at Walt Disney Co sold/bought 24,400 shares at between 106.000USD and 106.031USD. 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 ...
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