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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath

Impressive recovery in DM to continue

Cost control in DM behind Q1 beat, adj. EBITA up 4%. We estimate 55% adj. EBITA growth in Q2e vs. 25% in Q1. M&A outlook positive, BUY on quality growth, TP SEK 135 (130).

ABGSC Construct. & Real Estate Research ... (+2)
  • ABGSC Construct. & Real Estate Research
  • Adrian Gilani

No drama despite Q1 miss

A miss, but keep in mind Q1 is ~5% of FY EBIT. We cut '24e-'26e adj. EBIT by 3-1%, some risk of more price pressure. Share trading at 13-10x '24e-'25e EV/EBIT.

 PRESS RELEASE

Annual General Meeting of Kardex Holding AG approves all motions

Kardex Holding AG / Key word(s): AGMEGM Annual General Meeting of Kardex Holding AG approves all motions 25.04.2024 / 17:40 CET/CEST Media information – Annual General Meeting 2024 Zurich, 25 April 2024 The issuer is solely responsible for the content of this announcement.  Annual General Meeting of Kardex Holding AG approves all motions The 46th ordinary Annual General Meeting of Kardex Holding AG took place today. The meeting was attended by 64 shareholders. A total of 72.74% of the Company’s share capital was represented. All motions put forward by the Board of Direc...

ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Jan Erik Gjerland
  • Patrik Brattelius

Investment portfolio excels

Robust Q1 beat, driven by investment portfolio. We increase adj. EPS by 0-5% for 2024e-26e. Market leader at a discount, reiterate BUY.

 PRESS RELEASE

Groupe SEB : Ventes et informations financières du 1er trimestre 2024

ECULLY, France--(BUSINESS WIRE)-- Regulatory News: Groupe SEB (Paris:SK): Déclaration de Stanislas de Gramont, Directeur Général du Groupe SEB « L'année 2024 démarre conformément à nos attentes, avec une croissance organique des ventes robuste, dépassant à nouveau les 5 % ce trimestre. Le marché du Petit Equipement Domestique reste résilient en ce début d'année, et notre activité Grand Public continue à surperformer. Cette tendance est soutenue par le déploiement d’innovations produits multi-catégories, qui porte notre dynamique dans un nombre croissant de pays. En parallèle, notre p...

 PRESS RELEASE

Vornado Announces First Quarter Earnings Release Date and Conference C...

Vornado Announces First Quarter Earnings Release Date and Conference Call Information NEW YORK, April 25, 2024 (GLOBE NEWSWIRE) -- Vornado Realty Trust (NYSE:VNO) announced today that it will file its quarterly report on Form 10-Q for the quarter ended March 31, 2024 with the U.S. Securities and Exchange Commission and issue its first quarter earnings release on Monday, May 6, 2024, after the New York Stock Exchange has closed. The Company will host a quarterly earnings conference call and an audio webcast on Tuesday, May 7, 2024 at 10:00 a.m. Eastern Time (ET). The conference call can b...

 PRESS RELEASE

EQS-News: Frauenthal Holding AG: Freiwilliges öffentliches Teilangebot...

EQS-News: Frauenthal Holding AG / Schlagwort(e): Sonstiges Frauenthal Holding AG: Freiwilliges öffentliches Teilangebot zum Erwerb eigener Aktien 25.04.2024 / 17:33 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Frauenthal Holding AG: Freiwilliges öffentliches Teilangebot zum Erwerb eigener Aktien Veröffentlichung der Angebotsunterlage Annahmefrist von 26. April 2024 bis 24. Mai 2024 Angebotspreis EUR 23,80 cum Dividende 2023 je Aktie Die Frauenthal Holding AG („Gesellschaft“) hat am 20. März 2024 bekannt gegeben, bis zu 865.149 e...

 PRESS RELEASE

ASSYSTEM: First-quarter 2024 consolidated revenue

ASSYSTEM: First-quarter 2024 consolidated revenue First-quarter 2024 consolidated revenue: €154.3m (up 7.2%) Organic growth: 5.5% vs Q1 20232023 dividend payment calendar Paris-La Défense, 25 April 2024, 5.35 p.m. (CEST) – Assystem S.A. (ISIN: FR0000074148 - ASY), an international engineering group, today released its revenue figures for the three months ended 31 March 2024 (first-quarter 2024). First-quarter 2024 consolidated revenue (unaudited)and year-on-year changes vs. 2023 In € millions Q1 2023 Q1 2024 % change(reported) % change (organic(2)) Group(1) 143.8 154....

 PRESS RELEASE

ASSYSTEM : Chiffre d’affaires du 1er trimestre 2024

ASSYSTEM : Chiffre d’affaires du 1er trimestre 2024 Chiffre d’affaires du 1er trimestre 2024 : 154,3 M€ (+7,2%) Croissance organique : +5,5% vs T1 2023Calendrier du dividende 2023 Paris-La Défense, le 25 avril 2024 à 17h35 – Assystem S.A. (ISIN : FR0000074148 - ASY), groupe international d’ingénierie, annonce aujourd’hui le chiffre d’affaires réalisé au 1er trimestre 2024, clos le 31 mars. Chiffre d’affaires consolidé du 1er trimestre 2024et variations par rapport à 2023 (non audité) En millions d'euros T1 2023 T1 2024 Variation           totale ...

 PRESS RELEASE

Fingerprint Cards AB (publ) publishes annual report for 2023

Fingerprint Cards AB (publ) publishes annual report for 2023 Fingerprint Cards AB (publ) today published its annual report for the 2023 fiscal year on the company’s website . This information is information Fingerprint Cards AB is obliged to make public pursuant to the Securities Markets Act. The information was submitted for publication at 5:35 pm CEST on April 25, 2024. Attachments

 PRESS RELEASE

Dassault Aviation: The Rafale enters service in the Croatian Air Force

Dassault Aviation: The Rafale enters service in the Croatian Air Force The Rafale enters service in the Croatian Air Force The first six Rafale operated by the Croatian Air Force were welcomed at the Zagreb operational base by the President of the Republic of Croatia Zoran Milanović, the Prime Minister Andrej Plenković and the Minister of Defense Ivan Anušić. Saint-Cloud, France, April 25, 2024 – Following the acquisition of 12 Rafale from the French Air and Space Force in November 2021, the first six Rafale of the Croatian Air Force - Hrvatsko ratno zrakoplovstvo i protuzračna obran...

 PRESS RELEASE

Dassault Aviation : Le Rafale entre en service dans l’Armée de l’Air c...

Dassault Aviation : Le Rafale entre en service dans l’Armée de l’Air croate Le Rafale entre en service dans l’Armée de l’Air croate Les six premiers Rafale de l’Armée de l’Air croate ont été accueillis sur la base opérationnelle de Zagreb par le Président de la République de Croatie Zoran Milanović, le Premier Ministre Andrej Plenković et le Ministre de la Défense Ivan Anušić (Saint-Cloud, le 25 avril 2024) – Faisant suite à l’acquisition en novembre 2021 de douze Rafale de l’Armée de l’Air et de l’Espace, les six premiers Rafale de l’Armée de l’Air croate - Hrvatsko ratno zrakoplovstvo i...

ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Henric Hintze

Gradual improvements from Q4 low

Orders recover from Q4 low, NWC release supports fantastic FCF. Some one-offs weigh on profitability, expect margins to improve. Management seems upbeat on M&A market, acquisitions in '24 likely.

Eastern York School District, PA: Annual comment on Eastern York SD

This update provides a summary for the credit quality of Eastern York School District, PA.

Moody’s Ratings affirms Baa2 ratings of Aserta Insurgentes and Asegura...

New York , April 25, 2024 – Moody's Ratings (Moody's) has today affirmed the Baa2 insurance financial strength (IFS) ratings assigned to Aseguradora Aserta, S.A. de C.V. (Aseguradora Aserta) and Aseguradora Insurgentes, S.A. de C.V. (Aseguradora Insurgentes). The rating outlook for both entities rem...

 PRESS RELEASE

Lincoln Educational Services Corporation Schedules First Quarter Earni...

Lincoln Educational Services Corporation Schedules First Quarter Earnings Release and Conference Call PARSIPPANY, N.J., April 25, 2024 (GLOBE NEWSWIRE) -- Lincoln Educational Services Corporation (Nasdaq: LINC) (“Lincoln”) announced today that it will host a conference call to discuss its first quarter financial results on Monday, May 6, 2024 at 10:00 a.m. Eastern time. A news release outlining Lincoln’s results will be issued before 9:30 a.m. Eastern time on that day. To access the live webcast of the conference call, please go to the investor relations section of Lincoln’s website at...

BNP Paribas: Strong profit generation in a challenging quarter; operat...

Our view on BNP Paribas’ latest quarterly results, analyzing revenue and cost trends and comparing those to peers.

 PRESS RELEASE

Humana Healthy Horizons Commits $500K to Improve Health of Louisianian...

BATON ROUGE, La.--(BUSINESS WIRE)-- Humana Healthy Horizons, the Medicaid business of leading health and well-being company (NYSE: HUM), announced today that it will invest $500,000 in 2024 in support of community organizations across Louisiana. This press release features multimedia. View the full release here: Humana Healthy Horizons is investing $500,000 in support of community organizations throughout Louisiana in 2024. The investments are intended to help address health-related social needs in the state, with a particular emphasis on maternal health. (Photo: Business Wire) The investmen...

CETIN Group N.V.: Update to credit analysis

Our credit view of this issuer reflects its geographical diversification, offset by its complex group structure, with various credit pools and debt placed at different group entities.

ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • John Olaisen

The last strong FCF quarter for a long time

Q1 was solid. Tax and capex will be higher, FCF lower. We stick to SELL, TP to NOK 285 (275) on slightly higher estimates.

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