reports
H&G High Conviction Ltd: 1 director
A director at H&G High Conviction Ltd bought 50,000 shares at 0.950AUD and the significance rating of the trade was 69/100. 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...
- Anthony Dick
- Michael Foundoukidis
Gestamp Automocion : A lacklustre Q1 2024 but in line with expectation...
>A lacklustre Q1 but in line with expectations: 2024 guidance reiterated - Yesterday evening, Gestamp published lacklustre results in line with expectations. The group posted a slight decline in sales (€ 3.0bn, -3% y-o-y, but +3% l-f-l, in line with forecasts) and EBITDA (€ 311m, -7% y-o-y vs cons./ODDO BHF € 320m), but with a stronger impact on EBIT (€ 135m, -22% y-o-y, in line) and attributable net profit (€ 55m, -38% y-o-y, in line), reflecting the group’s signifi...
- Martial Descoutures
- Oussema Denguir
Recordati : Q1 results: a solid operational performance and guidance r...
>Slightly higher profitability than expected - Recordati has published its Q1 results. Sales, already announced, were up 10.9% cc to € 608m driven by the momentum of the SPC (+10.1% cc at € 395.5m) and rare diseases franchises (+13.9% cc at € 197.5m) reabsorbing the negative forex of -5.7% notably due to the depreciation of the Turkish lira. On the operational front, profitability was slightly better than expected with an EBITDA margin at 40.2% of sales (vs co...
- Gerardo Ibanez
- Steven Boumans
EuroCommercial : Q1 2024 results: Inline results; operational metrics ...
>Slightly weaker operational metrics, Westland Shopping discussion terminated - FY2024 outlook direct investment result of € 2.30-2.40 confirmed. Like-for-like growth of 3.6% (FY2023: 9.7%), driven by rent indexation (FY2024 target assumes 3.3% indexation).Rent uplifts from renewals were 2.3% (FY2023: +2.8%), supported by like-for-like retailer sales of 3.7 (FY2023: +5.8%) and footfall up 2.7% (FY2023: +3.4%). Belgian (one deal) and French (fashion) showed o...
- Loic Morvan
- Paul Rouviere
Ferragamo Q1 24: operating performance remains underwhelming
Yesterday, Ferragamo published another disappointing quarter with Q1 24 sales down -17% FX-n. Both retail and wholesale channel sales were down and sales declined in every region. As the environment remains complicated for brands in turnaround, we do not expect to see an inflection point in Ferraga
- Chris Wickham
Near term disruption, but growth case remains strong
Ultimate Products announces today that sales revenue fell by 7% in its FY2024 third quarter and is anticipated to remain in negative territory in Q4. As a result, the company believes that EBITDA will now be in the range of £17.5m to £18.5m compared with a current market consensus figure of £21.5m. Given the 17% cut in current year EBITDA expectations it seems prudent to adjust our fair value / share figure by a similar amount. So, we reduce it by 20% from 250p to 200p. However, current sales s...
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...
Grieg Seafood ASA: Presentation of first quarter 2024 results
Grieg Seafood ASA: Presentation of first quarter 2024 results Grieg Seafood ASA will release its first quarter 2024 results on Thursday, 16 May 2024, at 6:00 a.m. CEST. On the same day at 8:00 a.m. CEST, the results will be presented live at Hotel Continental, Stortingsgaten 24/26, Oslo. The presentation will be led by the Chief Executive Officer, Andreas Kvame, along with the Chief Financial Officer, Atle Harald Sandtorv. Following the presentation, it will be opened for questions from the audience. The presentation and the subsequent Q&A will be held in Norwegian. A live webcas...
- Wim Lewi
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...
- Andres Bolumburu
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...
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