View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen

Dry bulk: It's the fleet growth, stupid!

Rates have now appreciated, but new orders have not followed, and low fleet growth is enough for continued optimism.

Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis

Volkswagen (pref) : China ambitions again reiterated, but still requir...

>Near-term challenges remain, improvement thereafter unlikely to be pencilled in - VW held a CMD in China yesterday (PR link), where the OEM reaffirmed and detailed its "China for China" strategy in the country and its ambitions. In a nutshell, our view would be that there was not much news from VW, with the China story still requiring both a lot of faith and patience. As VW management once again seems to be emphasizing, the next two years (at least) will remain chall...

Ahmed Ben Salem
  • Ahmed Ben Salem

ENI SpA : Résultats en ligne, hausse de l’endettement et du rachat d’a...

>Résultat opérationnel 9% supérieur aux attentes, RN en ligne - ENI a publié ses résultats T1 2024 avec un RO ajusté à 3 Md€, en hausse de 9% QoQ et 9% supérieur au consensus. Le résultat net ajusté ressort à 1.58 Md€, 1% supérieur au consensus. De plus le groupe a apporté quelques changements à son reporting pour désormais inclure les JV dans le résultat opérationnel.Une production solide en E&P, le GGP pourrait surprendre favorablement une nouvelle fo...

Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis

Michelin : Un début d’année conforme aux prévisions

>CA T1 en ligne, volumes en nette baisse, prix/mix toujours positif - Michelin a publié, hier soir, un CA T1 2024 de 6 642 M€ en baisse de 5% (-3% hors devises), en ligne avec les attentes (6 679 M€, ODDO BHF 6 613 M€). Comme attendu, l’impact volumes est ressorti négatif en ce début d’année (-4.1%, consensus à -3.4%), toutefois en net progrès séquentiel (-7.4% au T4 2023), et le prix/mix est resté robuste (+0.7% vs consensus à +0.4%), le mix (+1.6%) compensant l’effe...

Geoffroy Michalet
  • Geoffroy Michalet

Fnac Darty : CA T1 : légèrement au-dessus de nos attentes, mais un env...

>T1 correct pour le contexte, mais pas de visibilité sur une reprise des volumes - Fnac Darty a publié hier soir son CA T1 un peu au-dessus de nos attentes. Le CA ressort à 1 793 M€, en hausse de 0.7% yoy dont -0.8% en LFL, en légère décélération séquentielle par rapport au T4 2023 à +0.7% dont -0.3% en LFL. Nous attendions 1 780 M€ et -1.4%e en LFL. Le trimestre est marqué par un environnement économique encore sous pression. Les ventes en ligne sont stables avec le...

 PRESS RELEASE

EQS-News: Heidelberg Pharma AG: Interim Management Statement on the Fi...

EQS-News: Heidelberg Pharma AG / Key word(s): Quarterly / Interim Statement Heidelberg Pharma AG: Interim Management Statement on the First Three Months of 2024 25.04.2024 / 07:21 CET/CEST The issuer is solely responsible for the content of this announcement. Heidelberg Pharma AG: Interim Management Statement on the First Three Months of 2024 First efficacy data from the clinical trial with HDP-101 in multiple myeloma Professor Andreas Pahl becomes Chief Executive Officer Successful financing activities Sale of a portion of future royalties for Zircaix™ to HealthCare...

 PRESS RELEASE

EQS-News: Heidelberg Pharma AG berichtet über die ersten drei Monate 2...

EQS-News: Heidelberg Pharma AG / Schlagwort(e): Quartals-/Zwischenmitteilung Heidelberg Pharma AG berichtet über die ersten drei Monate 2024 25.04.2024 / 07:21 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Heidelberg Pharma AG berichtet über die ersten drei Monate 2024 Erste Wirksamkeitsdaten der klinischen Studie mit HDP-101 im Multiplen Myelom Prof. Dr. Andreas Pahl wird Sprecher des Vorstands Erfolgreiche Finanzierungsaktivitäten Verkauf eines Teils der zukünftigen Lizenzgebühren für Zircaix™ an HealthCare Royalty finanziert...

Kamal Ahmed
  • Kamal Ahmed

KSE-100_Closes above 72K (AKD Technical Daily 25-04-24)

AKD Daily Technical KSE-100: Closes above 72K Market View — Technical The index opened on a positive note and faced a bullish trading session. The local bourse posted a high of 1,055pts and concluded with a gain of 693pts to settle at 72,052pts. The volumes witnessed in the last trading session were lower than the previous trading session. A white body candle occurred. During the past 10 trading sessions, there have been 6 white candles and 4 black candles for a net of 2 white candles. The Index...

Westamerica Bancorporation: 2 directors

Two Directors at Westamerica Bancorporation bought/sold/maiden bought 1,308 shares at between 47.240USD and 47.805USD. The significance rating of the trade was 51/100. 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 th...

Regions Financial Corp: 1 director

A director at Regions Financial Corp bought 50,000 shares at 19.370USD and the significance rating of the trade was 100/100. 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...

 PRESS RELEASE

SMCP - 2024 Q1 Sales

SMCP - 2024 Q1 Sales 2024 first quarterPress release - Paris, April 25th, 2024 Q1 sales down by 5% in a macroeconomic environment that remains challengingDetailing the action plan to deliver growth and profitability First quarter sales Q1 2024 sales at €287m, decreasing by -5% on an organic basis vs Q1 2023, against strong comparables.Good performance in America, resilience in Europe (excl. France) and slow consumption in ChinaSandro and Maje slight organic growth excluding ChinaMaintained stringent discount rate policy, with a 2 points improvement of the in-season discount rate...

 PRESS RELEASE

SMCP - Chiffre d'affaires T1 2024

SMCP - Chiffre d'affaires T1 2024 Premier trimestre 2024Communiqué - Paris, le 25 avril 2024 Ventes du premier trimestre en recul de 5%dans un environnement macroéconomique toujours dégradé Détail du plan d’actions au service de la croissance et de la rentabilité Ventes du premier trimestre Chiffre d’affaires de 287 M€ au premier trimestre, en recul de -5% en organique par rapport au premier trimestre 2023, qui constituait une base de comparaison élevéeBonne performance en Amérique, résilience en Europe (hors France) et consommation toujours ralentie en Chine Sandro et Maje en lé...

ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen

20 year low fleet growth expected in 2024-2026e

It's the fleet growth, stupid! 4% and 102% above cons. for '24e and '25e. TP of NOK 204 (147) – P/NAV 0.85x.

ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen

Exemplifying the power of payouts

It's the fleet growth, stupid! ABGSC '25e EBITDA +57% vs. cons. TP of NOK 214 (189) – P/NAV of 0.91x

 PRESS RELEASE

EQS-News: HelloFresh SE vermeldet Quartalsumsatz von ca. €2,07 Mrd. / ...

EQS-News: HelloFresh SE / Schlagwort(e): Quartals-/Zwischenmitteilung HelloFresh SE vermeldet Quartalsumsatz von ca. €2,07 Mrd. / Produktkategorie für Fertiggerichte wächst zügig und expandiert in weitere Länder 25.04.2024 / 07:09 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich.   HelloFresh SE vermeldet Quartalsumsatz von ca. €2,07 Mrd. Produktkategorie für Fertiggerichte wächst zügig und expandiert in weitere Länder   Im ersten Quartal 2024 erreichte die HelloFresh Gruppe einen Umsatz von ca. €2,07 Milliarden, ein währungsbereini...

 PRESS RELEASE

EQS-News: HelloFresh SE reports quarterly revenue of approx. €2.07 bn ...

EQS-News: HelloFresh SE / Key word(s): Quarterly / Interim Statement HelloFresh SE reports quarterly revenue of approx. €2.07 bn Ready-to-Eat product category growing quickly and expanding to further countries 25.04.2024 / 07:09 CET/CEST The issuer is solely responsible for the content of this announcement.   HelloFresh SE reports quarterly revenue of approx. €2.07 bn Ready-to-Eat product category growing quickly and expanding to further countries   In Q1 2024 the HelloFresh Group achieved approx. €2.07 billion of revenue, a constant currency revenue growth of 3.8%, s...

ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen

Attractively levered Capesizes

It's the fleet growth, stupid! ABGSCe 66-106% vs. cons. for ’24e-‘25e EBITDA. TP of NOK 130 (88) – BUY.

ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen

Undervalued optionality

It's the fleet growth, stupid! ABGSCe 11% above cons. for ‘25e EBITDA. TP NOK 41/sh (31) — BUY

 PRESS RELEASE

EQS-News: STRABAG SE: Higher net income despite declining markets in 2...

EQS-News: STRABAG SE / Key word(s): Annual Results STRABAG SE: Higher net income despite declining markets in 2023 25.04.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. STRABAG SE: Higher net income despite declining markets in 2023 New record output of € 19.1 billion (+8% vs. 2022) High order backlog largely unchanged at € 23.5 billion EBIT margin above expectations at 5.0%  Higher dividend of € 2.20 proposed  Outlook for 2024: output volume of around € 19.4 billion, EBIT margin ≥ 4% STRABAG publishes its first online Ann...

 PRESS RELEASE

EQS-News: First quarter of 2024: FORVIA HELLA increases sales and main...

EQS-News: HELLA GmbH & Co. KGaA / Key word(s): Quarter Results/Quarterly / Interim Statement First quarter of 2024: FORVIA HELLA increases sales and maintains profitability at prior-year level; Company outlook confirmed 25.04.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. LIPPSTADT (GERMANY) 25 April 2024  First quarter of 2024: FORVIA HELLA increases sales and maintains profitability at prior-year level; Company outlook confirmed         Currency-adjusted sales increase by 2.2 percent to €2.0 billion; reported growth of ...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch