Oddo BHF - BREMBO S.P.A. (BRE) Brembo : T1 correct, guidance 2024 légèrement ajustée à la baisse

Report

Oddo BHF

Anthony Dick ...

Michael Foundoukidis

Brembo : T1 correct, guidance 2024 légèrement ajustée à la baisse

>T1 conforme aux attentes ; guidance 2024 légèrement ajustée à la baisse - Brembo a publié hier en séance des résultats T1 globalement conformes aux attentes. Le groupe fait état d’une progression modeste de son CA (1 005 M€, +4% y-o-y, +5% à pcc, en ligne avec le consensus de 982 M€), avec une marge d’EBITDA stable (177 M€, +5% y-o-y vs css/ODDO BHF 175 M€), une légère progression de la marge d’EBIT (113 M€, +8% y-o-y vs css 110 M€, ODDO BHF 106 M€) mais un RNpg en ...

10/05/2024 1 FR

Underlying

BREMBO S.P.A.

See profile

NL0015001KT6 Italy

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

See profile

Analysts

Anthony Dick

Michael Foundoukidis

Other Reports on these Companies

Oddo BHF

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...

May 10, 2024 May 10, 2024 1 EN

Oddo BHF

ODDO BHF Small & MIDCAP MORNING NEWS - 05/10/2024 Date Performance since listing Date Performance since listing

...

May 10, 2024 May 10, 2024 1 EN

Richemont : Fairly reassuring full-year results, jewellery in great shape in US and Europe

>Jewellery Maisons at +3% in Q4 and FY margins in line with expectations, make a pretty favourable impression (no unpleasant surprises) - The group reported full-year sales of € 20.616bn (vs our forecast of € 20.564bn) with EBIT of € 4.794bn, or a margin of 23.3% after 25.2% in the previous year (we forecast € 4.776bn or a margin of 23.2%) and our forecasts were close to the consensus. Sales showed growth of 2% on cc in Q4 (we were at +0%) with Jewellery Maisons at +...

4h / 43m 4h / 43m 1 EN

Jean Danjou

Jean Danjou

Richemont : Des résultats annuels plutôt rassurants, la joaillerie tient très bien aux Etats-Unis et en Europe

>Maisons Joaillères à +3% au T4 et les marges FY en ligne avec les attentes font plutôt bonne impression (aucune mauvaise surprise) - Le groupe publie un CA annuel à 20616 M€ (notre prévision ressortait à 20564 M€) avec un EBIT à 4794 M€ soit une marge de 23.3% après 25.2% sur l’exercice précédent (nous attendions 4776 M€ soit une marge à 23.2%) et nos prévisions étaient proches du consensus. L’activité ressort en croissance de 2% à tcc au T4 (nous avions +0%) avec Ma...

4h / 55m 4h / 55m 1 FR

Carole Braudeau

Carole Braudeau

Morning Crédit 20/05/2024

Moody’s relève le rating d’Ontex à B2 Atos : les créanciers obligataires rejettent l’offre de Daniel Kretinsky (La Tribune)>...

10h / 19m 10h / 19m 1 FR

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Brembo : T1 correct, guidance 2024 légèrement ajustée à la baisse

Brembo : Decent Q1, 2024 guidance marginally lowered

ODDO BHF Small & MIDCAP MORNING NEWS - 05/10/2024 Date Performance since listing Date Performance since listing

Richemont : Fairly reassuring full-year results, jewellery in great shape in US and Europe

Richemont : Des résultats annuels plutôt rassurants, la joaillerie tient très bien aux Etats-Unis et en Europe

Morning Crédit 20/05/2024

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe