reports
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- Emna Ben Bdira
- Maxime Kogge
Salzgitter : Q1 results reveal weak underlying performance from steel ...
>Strong performance from non-Steel offset by Steel activities - Salzgitter just released its final Q1 2024 results that were in line with the preliminary results released on 7 May. EBITDA was confirmed at € 126m, up 25% q-o-q, 4% ahead of Visible Alpha consensus at € 121m and 18% above our estimates at € 107m. Overall, the performance remained subdued harmed by weak demand and margin squeeze. Steel Production was up 58% q-q-o-q with EBITDA at € 43m, 5% above market e...
- Michael B. Schäfer
K+S AG : Final Q1 confirm strong prelim Q1-EBITDA on strong European s...
>Final Q1 EBITDA of € 200m confirm preliminary results vs. € 162m in Q4 23 - K+S already reported preliminary Q1 results on 30 April, beating consensus EBITDA expectations by 21% with €200m compared to €165m at consensus, also confirming €500-650m (cons € 562m) EBITDA outlook range back then. Final Q1 24 EBITDA gained 23% q/q to € 200m compared to € 162m in Q4 23, despite sequentially stable Ag volumes of 2mt and stable Ag ASP of € 336/t, i.e. positive mix at European...
Air France-KLM announces the launch of a tender offer to repurchase tw...
Air France-KLM announces the launch of a tender offer to repurchase two series of existing notes and its intention to issue new notes Paris, May 13, 2024 Air France-KLM announces the launch of a tender offer to repurchase two series of existing notes and its intention to issue new notes Air France-KLM (the “Company”) (Euronext Paris: FR0000031122) rated BBB- by Fitch and BB+ by S&P, announces today the launch of a tender offer to repurchase the following two series of existing notes in cash: €750,000,000 1.875 per cent notes due 16 Januar...
Air France-KLM annonce le lancement d’une offre de rachat sur 2 souche...
Air France-KLM annonce le lancement d’une offre de rachat sur 2 souches obligataires existantes et son intention de procéder à une nouvelle émission obligataire Paris, le 13 mai 2024 Air France-KLM annonce le lancement d’une offre de rachat sur 2 souches obligataires existantes et son intention de procéder à une nouvelle émission obligataire Air France-KLM (la « Société ») (Euronext Paris: FR0000031122) notée BBB- par Fitch et BB+ par S&P, annonce aujourd’hui le lancement d’une offre de rachat en numéraire portant sur les deux souches obligataires existantes suivantes : les obligations ...
Form 8.5 (EPT/RI) - Renalytix plc
Form 8.5 (EPT/RI) - Renalytix plc FORM 8.5 (EPT/RI) PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITY Rule 8.5 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Name of exempt principal trader:Investec Bank plc(b) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offereeRenalytix plc(c) Name of the party to the offer with which exempt principal trader is connected:Investec is Joint Broker to Renal...
- ABGSC Credit Research
- Andreas Johannessen
- Bendik Fougner Engebretsen
- Glenn Kringhaug
- Haakon Amundsen
- Patrik Brattelius
- Son Thanh Luu
Bahrain Cinema Company B S C: 1 director
A director at Bahrain Cinema Company B S C bought 153,595 shares at 0.207BHD and 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 last tw...
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Generali : RN solide attendu au T1
>Forte croissance de l’activité - Generali publiera son RN du T1 2024 le 21 mai prochain. Rappelons que le groupe consolidera pour la 1ère fois Liberty Seguros, dont l’acquisition a été finalisée fin janvier. Nous prévoyons des primes de 23.5 Md€ (+5.8%) légèrement supérieures au consensus (23.0 Md€), avec : 1/ une croissance de 3% des primes en assurance vie, dans un contexte de reprise du marché de l’assurance vie dans certains pays (et notamment en France et en It...
- Anthony Dick
- Michael Foundoukidis
Iveco : Solid Q1 2024 numbers, but showing signs of peaking
>A solid Q1, 2024 guidance confirmed - On Friday morning, Iveco reported solid results that beat forecasts (+22% vs EBIT consensus, +14% vs ODDO BHF). The group posted stable sales (€ 3.37bn, cons. € 3.35bn, ODDO BHF € 3.49bn), supported by volume growth (+8% y-o-y), offset by a negative price/mix (decline in buses and trucks). With regards to profitability, the performance was solid with adjusted EBIT of € 233m, +34% y-o-y (a favourable comparison base + pricing), i....
- Emna Ben Bdira
- Maxime Kogge
Eramet : The planets have finally aligned; target price lifted to € 15...
>The surge in manganese prices is well underway - Following a tough year in 2023, the planets have finally aligned for Eramet, with the combination of prices and costs on a positive trend, improved production and well controlled costs. The recent highlight is the surge in manganese prices following the March production shutdown of GEMCO, South32’s Australian entity. The rally accelerated with South32’s announcement in April that it would not be able to return to a nor...
- Emna Ben Bdira
- Maxime Kogge
Salzgitter : Q1 results reveal weak underlying performance from steel ...
>Strong performance from non-Steel offset by Steel activities - Salzgitter just released its final Q1 2024 results that were in line with the preliminary results released on 7 May. EBITDA was confirmed at € 126m, up 25% q-o-q, 4% ahead of Visible Alpha consensus at € 121m and 18% above our estimates at € 107m. Overall, the performance remained subdued harmed by weak demand and margin squeeze. Steel Production was up 58% q-q-o-q with EBITDA at € 43m, 5% above market e...
Sportradar’s Alpha Odds Increased Profits By 15% for Operators Across ...
Sportradar’s Alpha Odds Increased Profits By 15% for Operators Across UEFA Euro 2024 Qualifying Matches Cutting-edge AI in Alpha Odds empowers operators to optimize trading efficiency and risk management ST. GALLEN, Switzerland, May 13, 2024 (GLOBE NEWSWIRE) -- Alpha Odds, Sportradar’s (NASDAQ: SRAD) AI-driven personalised odds technology, boosted profits for sportsbook operators by an average of 15% during the UEFA European Championship Qualifying Matches.* With the upcoming UEFA Euro 2024 anticipated to generate more than €62.2 billion in global betting turnover, operators can maximiz...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- Clement Genelot
Ceconomy: Clarified EBIT guidance 6-14% above expectations
Ahead of its full Q2 publication on Wednesday, Ceconomy has pre-released its Q2 and clarified its FY EBIT guidance from "clear increase YoY" to EUR290-310m, coming out 6-14% above consensus with Spain and Italy fuelling the performance. Within our specialised retail segment, Ceconomy (Buy) remains
Michael Willi joins Dynamics Group as Senior Partner
Dynamics Group AG / Key word(s): Personnel Michael Willi joins Dynamics Group as Senior Partner 13.05.2024 / 09:00 CET/CEST Media information Michael Willi joins Dynamics Group as Senior Partner Zurich/Basel, 13 May 2024 – Dynamics Group, a leading independent strategic communication management consulting group in Switzerland, is pleased to announce that Michael Willi will join as a Senior Partner starting July 1, 2024. With extensive executive-level experience, he will provide strategic counsel and support to businesses, institutions, and individuals in times of ...
Michael Willi rejoint Dynamics Group en tant que Senior Partner
Dynamics Group AG / Mot-clé(s) : Personnel Michael Willi rejoint Dynamics Group en tant que Senior Partner 13.05.2024 / 09:00 CET/CEST Communiqué de presse Michael Willi rejoint Dynamics Group en tant que Senior Partner Zurich/Bâle, le 13 Mai 2024 – Dynamics Group, un des leaders suisses du conseil en gestion de la communication stratégique, a le plaisir d'annoncer que Michael Willi le rejoindra en tant que Senior Partner au 1er juillet 2024. Michael Willi possède une vaste expérience de la gestion des affaires publiques et de la communication au niveau mondia...
Michael Willi wird Senior Partner bei Dynamics Group
Dynamics Group AG / Schlagwort(e): Personalie Michael Willi wird Senior Partner bei Dynamics Group 13.05.2024 / 09:00 CET/CEST Medieninformation Michael Willi wird Senior Partner bei Dynamics Group Zürich/Basel, 13. Mai 2024 – Dynamics Group, eine der führenden unabhängigen Beratungsgruppen für strategische Kommunikation in der Schweiz, freut sich, Michael Willi ab 1. Juli 2024 im Kreis der Partnerinnen und Partner zu begrüssen. Nach langjähriger Tätigkeit in Geschäftsleitungspositionen bringt er seine Erfahrungen und Kenntnisse ein, um Unternehmen, Institutionen und...
- Chris Turner
- Francesco Pesole
- Frantisek Taborsky
FX Daily: Close call on a Romania rate cut today
FX markets are waiting on the big next chapter of the 2024 Fed easing story. Details should emerge this week when April US PPI and CPI data are released. A hot topic will also be US-China relations should the White House tomorrow raise tariffs on China's green export industries. On a quiet Monday, we will also be looking at a close call on a rate cut in Romania
EQS-News: Development of the first 911 with hybrid drive completed suc...
EQS-News: Dr. Ing. h.c. F. Porsche AG / Key word(s): Product Launch Development of the first 911 with hybrid drive completed successfully 13.05.2024 / 09:00 CET/CEST The issuer is solely responsible for the content of this announcement. World premiere on 28 MayDevelopment of the first 911 with hybrid drive completed successfully Extensive trials in urban traffic, on country roads and on track Performance hybrid for a more dynamic drive 8.7 seconds faster than its predecessor on the Nürburgring Digital world premiere on 28 May at 15:00 CEST Stuttgart. The first Porsche...
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