reports
- Anthony Dick
- Michael Foundoukidis
Continental : Une nette amélioration désormais requise dès le T2
>Résultats T1 connus, le management confiant sur sa capacité à rebondir dès le T2 - Continental ayant déjà publié des résultats T1 2024 préliminaires, le focus d’hier était plus dans les explications du groupe quant à la contre-performance du début d’année et, surtout, sa capacité à progresser dans les trimestres à venir afin d’atteindre les objectifs annuels. L’amélioration attendue dès le T2 dans l’automobile (MOP positive possible si succès dans les négociations pr...
- Juan Ros-Padilla
Logista : Q2 earnings beat our estimates. FY 2024 guidance reiterated
>Q2 2024 economic sales +1% y-o-y, in line with our forecast - Economic sales in Q2 (January-March 2024) were up 1% y-o-y to € 441m. This evolution is exclusively organic as the scope effect from recent acquisitions is now over and is broadly aligned with our estimate (-1pp) and the consensus (+1pp). Economic sales were solid in Iberia (+3% y-o-y) helped by a strong tobacco (+11% y-o-y), pharma (+8% y-o-y) and others contribution (+8%) that offset the soft transport ...
- Robert Jan Vos
Ahold Delhaize N.V. : € 33 TP and Outperform reiterated following a so...
>Underlying EBIT beats consensus by 6.4% in Q1 2024 - Ahold Delhaize’s sales and underlying EBIT beat both our and consensus expectations in Q1 2024. We were surprised by the strong revenue and underlying EBIT reported in Europe, but noted that the US operations outperformed sales and EBIT expectations as well in Q1 2024. Also, Global Support Office costs came in lower than we (and consensus) had expected.US – Apart from Stop & Shop, all is fine - Com...
- Delphine Brault
- Quentin Borie
Knorr-Bremse AG : Les effets du plan stratégique clairement visibles s...
>Un bon T1 2024, au-dessus des attentes dans les deux divisions - Knorr-Bremse a publié hier matin des résultats T1 2024 meilleurs qu’attendu, malgré un consensus qui s’était ajusté à la hausse ces dernières semaines. Les prises de commandes étaient supérieures aux attentes dans les deux divisions à 2.11 Md€ au niveau consolidé (css à 1.95 Md€), soit 1.07x de book-to-bill.Le groupe a réalisé un chiffre d’affaires de 1 974 M€ (css à 1 962 M€), en hausse de 6....
- Sinan Doganli
Bechtle AG : Q1 Postview: we confirm our Outperform rating, but lower ...
>We reduce our target price from € 56.0 to € 54.0 - Considering the continued weak macroenvironment, weak demand from SMB businesses in Germany, and the lack of public client business due to delayed approval of government budgets, Q1 was decent at best. However, it was below Bechtle’s own ambitions. The company expects business to successively pick up in upcoming quarters, with a strong focus on H2. Bechtle is confirming its guidance but now targets the low to mid-ra...
- Anthony Dick
- Michael Foundoukidis
BMW : Correct en relatif, mais ce n’est peut-être pas assez
>T1 légèrement inférieur sur l’Auto, guidance 2024 confirmée - BMW a publié hier matin des résultats T1 conformes aux attentes au global, mais légèrement inférieurs sur la partie Auto (-6% vs css d’EBIT), voir First Take. Alors que les volumes sont ressortis globalement stables sur le trimestre, le groupe affiche, comme la plupart de ses pairs, une baisse de ses résultats (EBIT -25% y-o-y dont -28% dans l’Auto), pénalisés par la baisse des prix (véhicules neufs + occ...
- Andreas Riemann
- Jean Danjou
Mister Spex SE : Q1 soft but annual guidance reconfirmed
>Q1 growth at 2%, EBITDA negative margin flat y-o-y: a subdued start of the year with prescription revenues more or less flat - Mister Spex recorded slow growth over Q1 at +2% y-o-y with revenues amounting to € 51.1m (Germany - standing for a little bit more than 77% of the total - was up 5% while international was down 8%) and the adj. EBITDA stayed negative at -€ 1.64 m reflecting a -3.2% margin (for Q1 23, the margin was -3.3%). This is very close to our expectati...
- Emna Ben Bdira
- Maxime Kogge
Aurubis : Les perspectives restent bien orientées malgré le marasme ac...
>Indications positives sur le S2 grâce aux cours des métaux et au recyclage - Aurubis a publié hier des résultats T2 2023/24 (clos au 31 mars) plutôt bons et en ligne avec les attentes (cf. notre first take publié hier). La réaction du marché a toutefois été mitigée, l’action perdant jusqu’à 3,5% pour finir en recul de 0,9%. Aurubis a pourtant légèrement relevé ses prévisions puisque le CEO Roland Harings a indiqué lors du call s’attendre désormais à se situer au mi...
- Anthony Dick
- Michael Foundoukidis
Vitesco : Le ralentissement EV bien visible au T1, comme attendu
>T1 : CA à -7.5% en organique et EBIT ajusté en légère progression (MOP de 1.7%) - Le T1 2024 publié, hier, par Vitesco a, notamment, confirmé le ralentissement du momentum sur l’électrification, également visible chez les pairs (et encore davantage chez Valeo par exemple). Face à cela, l’équipementier a, néanmoins, pleinement confirmé ses objectifs annuels, suggérant à nouveau une forte saisonnalité entre S1 et S2, d’autant plus que le message est resté prudent sur l...
BGC Group Inc: 1 director
A director at BGC Group Inc sold 158,449 shares at 8.745USD and the significance rating of the trade was 73/100. 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 s...
- Andreas Riemann
- Jean Danjou
Mister Spex SE : Q1 soft but annual guidance reconfirmed
>Q1 growth at 2%, EBITDA negative margin flat y-o-y: a subdued start of the year with prescription revenues more or less flat - Mister Spex recorded slow growth over Q1 at +2% y-o-y with revenues amounting to € 51.1m (Germany - standing for a little bit more than 77% of the total - was up 5% while international was down 8%) and the adj. EBITDA stayed negative at -€ 1.64 m reflecting a -3.2% margin (for Q1 23, the margin was -3.3%). This is very close to our expectati...
Teekay Corporation Reports First Quarter 2024 Results
Teekay Corporation Reports First Quarter 2024 Results HAMILTON, Bermuda, May 09, 2024 (GLOBE NEWSWIRE) -- Teekay Corporation (Teekay or the Company) (NYSE:TK) today reported results for the three months ended March 31, 2024. The full earnings release is available on the Company’s website . About Teekay Teekay is a leading provider of international crude oil marine transportation and other marine services. Teekay provides these services directly and through its controlling ownership interest in Teekay Tankers Ltd. (NYSE: TNK), one of the world’s leading owners and operators of mid-sized...
Fiverr Announces First Quarter 2024 Results
Fiverr Announces First Quarter 2024 Results Strong start to the year with Q1 results ahead of expectations. We executed on our key strategic priorities, delivering revenue at the top end of our guidance, and Adjusted EBITDA ahead of our guidance range.GMV acceleration led by SPB expansion. Strong execution on Fiverr Business Solutions and our push into complex services enabled us to drive GMV acceleration amid a continued challenging hiring environment. SPB grew 8% y/y, the strongest growth in more than a year.Announced authorization of share repurchase program of up to $100M. We recently a...
Benchmark Electronics Inc: 3 directors
Three Directors at Benchmark Electronics Inc sold/sold after exercising options 17,560 shares at between 38.380USD and 39.490USD. 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 trade...
- Felix Fischer
Lucror Analytics - Convertibles Brief
Lucror Analytics Convertibles Briefs comprise fundamental credit analysis, opinions and trade recommendations on convertible bond issuers, based on key company-specific developments in the past 24 hours. The publication includes a section with a brief market commentary, key market indicators, and a corporate event calendar. To request full and unrestricted access to Lucror’s research and analytics platform, please visit
Teekay Tankers Ltd. Reports First Quarter 2024 Results and Declares Di...
Teekay Tankers Ltd. Reports First Quarter 2024 Results and Declares Dividends HAMILTON, Bermuda, May 09, 2024 (GLOBE NEWSWIRE) -- Teekay Tankers Ltd. (Teekay Tankers or the Company) (NYSE: TNK) today reported the Company's results for the quarter ended March 31, 2024 and announced that its Board of Directors has declared a cash dividend of $0.25 per share for the quarter ended March 31, 2024. In addition, the Board of Directors has declared a special cash dividend of $2.00 per share. These cash dividends are payable on May 31, 2024 to all shareholders of record as at May 21, 2024. The fu...
2024 first quarter consolidated interim report (unaudited)
2024 first quarter consolidated interim report (unaudited) The first quarter of 2024 of the Nordecon Group is characterized by an increase in sales revenue, an improvement in profitability and an increase in the order book.The sales revenue of the first quarter of 2024 was 46,245 thousand euros, which increased by approximately 38% compared to the sales revenue of continuing operations in the same period last year. The sales revenue in the Buildings segment increased by 42%, and the sales revenue of the Infrastructure segment remained essentially at the same level as in the comparable perio...
2024. aasta I kvartali konsolideeritud vahearuanne (auditeerimata)
2024. aasta I kvartali konsolideeritud vahearuanne (auditeerimata) Nordeconi kontserni 2024. aasta I kvartalit iseloomustavad müügitulu kasv, kasumlikkuse paranemine ning teostamata tööde portfelli suurenemine.2024. aasta I kvartali müügitulu oli 46 245 tuhat eurot, mis suurenes võrreldes eelmise aasta sama perioodi jätkuvate tegevuste müügituluga ligikaudu 38%. Müügitulu suurenes hoonete segmendis 42% ning rajatiste segmendi müügitulu jäi võrreldava perioodiga sisuselt samale tasemele. Müügitulu kasv on lähtuvalt kontserni tööde portfelli mahule ootuspärane.Brutokasumlikkus moodustas 2024....
2024 3 months consolidated unaudited interim report
2024 3 months consolidated unaudited interim report COMMENTARY FROM MANAGEMENT Merko Ehitus revenue was EUR 81.2 million in Q1 2024, representing 7.2% growth compared to the same period a year ago. Net profit for the quarter was EUR 4.4 million. Merko delivered 59 apartments and 7 commercial units to buyers in 3 months this year. According to the management of Merko Ehitus, the apartment market behaved as expected in the first quarter and Merko group figures for first sales reflected that and there is no basis for expecting results comparable to 2023 in real estate...
Press release Biocartis Group NV: Biocartis Group NV provides an updat...
Press release Biocartis Group NV: Biocartis Group NV provides an update regarding the publication of its annual report and the annual meeting BIOCARTIS GROUP NV (Euronext Brussels: BCART) PRESS RELEASE - REGULATED INFORMATION - 09 May 2024, 07:00 CEST Biocartis Group NV provides an update regarding the publication of its annual report and the annual meeting Mechelen, Belgium, 09 May 2024 – Biocartis Group NV (the "Company") (Euronext Brussels: BCART), announces today that it has decided to postpone the publication of its 2023 Annual Report, in view of the ongoing preparation of the contem...
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