>Croissance des revenus prévue dans toutes les lignes métiers - AXA publiera le 2 mai prochain ses indicateurs d’activité du T1 2024. Nous tablons sur des revenus de 34.3 Md€ (+8.0% vs T1 2023) supérieurs au consensus (33.8 Md€, +6.2%e), avec une croissance importante anticipée dans toutes les lignes métiers du groupe. Nous prévoyons :En assurance dommages, des revenus de 19.8 Md€ (+6.6%) légèrement supérieurs au consensus (19.6 Md€), bénéficiant toujours d’impor...
>Le bon T1 rassure (book-to-bill 1.1x, marge d’op. EBIT à 17.9%) - ABB a publié hier matin des résultats T1 globalement meilleurs qu’attendu. Les prises de commandes atteignent 9 Md$, -4% en comparable (consensus à -7%), soutenues par les divisions Electrification (EL) et Motion (MO), à respectivement +8% et +1%, tandis qu’elles reculent de 30% chez RA et de 20% en Process Automation (PA). Le CA atteint 7 870 M$, +2% en comparable vs 5% attendus par le consensus. La m...
>Q1 results will be published on 2 May - Shell will publish its Q1 results on Thursday 2 May at 8.00h CET / 7.00h GMT, followed by an analyst call at 15.30h CET/ 14.30h GMT hosted by CEO Wael Sawan and CFO Sinead Gorman.Pre quarterly update. Early April Shell published its pre quarterly update indicating that:- Integrated Gas: Trading results are expected to be strong, but significantly lower than an exceptional 23Q4. Production guidance was higher than in t...
>Growth in clubs, members and revenue seen skewed to H1 2024 - Basic-Fit is set to report its Q1 2024 trading update on 26 April at 07:30. In its Q1 and Q3 updates, Basic-Fit only reports on the number of clubs, memberships, revenue and yield only. Furthermore, Basic-Fit does not host a conference call following its Q1 and Q3 updates. Including the 47 Spanish clubs acquired from RSG Group on 27 March, we forecast 1,510 clubs (+19.1%), or well on track to achieve 1,575...
>Plutôt un bon T1 2024 avec une marge d’EBIT supérieure aux attentes à 10.9% - Schindler a publié hier matin des résultats T1 légèrement supérieurs aux attentes (cf. notre first take publié hier), principalement grâce au mix et au pricing, tous 2 favorables à la marge. Les commandes sont en hausse de 2.5% à changes constants, légèrement inférieures aux attentes (consensus à +4%). Le CA progresse de 1.1% à changes constants, lui aussi légèrement inférieur aux attentes...
>Hausse modérée des revenus totaux, mais baisse dans la plupart des métiers - BNP Paribas publiera son RN du T1 2024 le 25 avril prochain. Nous prévoyons des revenus de 12 371 M€ (+2.8% vs T1 2023), supérieurs au consensus (12 199 M€, +1.4%) malgré une prévision en ligne dans la très grande majorité des métiers, l’écart provenant essentiellement d’une baisse plus modérée des revenus des activités de marché et du Corporate Center. Par ligne métier, nous prévoyons : §rc...
Cairn Homes Plc (CRN) Cairn Homes Plc: Transaction in Own Shares 19-Apr-2024 / 07:00 GMT/BST 19 April 2024 Cairn Homes plc (the “Company”) Transaction in own shares The Company announces that on 18th of April 2024 it purchased a total of 100,000 of its ordinary shares of EUR 0.001 each (the "ordinary shares") on Euronext Dublin and the London Stock Exchange through the Company's broker Goodbody Stockbrokers UC (“Goodbody”), as detailed below. The repurchased shares will be cancelled. Euronext Dublin London Stock Exchange Number ...
A director at G2Power Co Ltd sold 14,823 shares at 9,064.000KRW and the significance rating of the trade was 71/100. 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...
A director at Tabcorp Holdings Limited bought 65,000 shares at 0.725AUD and the significance rating of the trade was 52/100. 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...
>Hausse de 2.2%e des actifs sous gestion au T1 - Amundi publiera son RN du T1 2024 le 26 avril prochain. Nous prévoyons un montant d’actifs sous gestion de 2 081 Md€ à fin mars dernier (en hausse de 2.2% par rapport à fin 2023 et de 7.6% par rapport à fin mars 2023). Notre estimation est très légèrement inférieure au consensus (2 088 Md€), du fait de notre prévision un peu plus prudente en termes de collecte sur le segment des clients institutionnels. Notre prévision...
>Volume and revenue growth seen in all regions except Europe - Heineken is set to report its Q1 2024 trading update (volumes, revenue and net profit) on 24 April. We forecast organic beer volume growth of 1.2% and beer volumes of 54.8m hl (consensus: 2.5% and 55.7m hl, respectively). Our organic revenue growth forecast is 6.4%, and we anticipate group sales of € 6,877m in Q1 2024 (consensus: 7.2% and € 6,937m, respectively). Whereas Heineken faced several headwinds in...
>Un pricing solide qui devrait se poursuivre sur l’été - La publication d’un T2 au-delà des attentes avec une perte opérationnelle limitée entre 340 et 360 M£ contre une attente du consensus à -407M£ s’explique par une bonne tenue des coûts mais surtout par un pricing solide. Sur le T2, easyJet a affiché un RPS passager en hausse de 8.5% yoy et une progression des recettes unitaires auxiliaires de 7.5% yoy. Cette performance est liée notamment à la contribution du WE...
>Group sales € 13m (2%) lower than our forecast in Q1 2024 - Sligro reported net sales of € 652m, implying an organic increase of 2.7% in Q1 2024. We had forecast € 665m and company-compiled consensus was at € 654m. In the Netherlands, sales rose by 3.8% to € 554m, which, according to Sligro, was in line with the general trend in the market. We had expected growth of 2.7% for the Netherlands in Q1 2024. In Belgium, sales were down by 3.2% to € 98m. On the back of the ...
>Un T1 finalement plus conforme à la traditionnelle saisonnalité - Lors d’un pre-close call groupé, la société a indiqué que la saisonnalité de l’exercice FY 24 serait finalement assez conforme à celle des autres années avec un T4 pouvant représenter de l’ordre de 35% du CA FY 24. Le décalage d’environ 0.4 Md€ de ventes de FY 23 à FY 24 ne sera que partiellement livré au T1 (c0.1 Md€e), le reliquat des livraisons de camions étant plutôt attendu plus tard dans l’exerci...
>Conclusion: Stable NII, rising commission income, good cost control - For 1Q24 we forecast a net profit of € 494m (before € -14m hybrids costs). We expect the result is driven by a qoq stable net interest income (NII), some increase of the commission income and a lower cost as Q4 is seasonally higher. In non-life we expect +8% top line growth and normalised claims post-covid and there were no material one-off claim events in Q1. We estimate that the CET1 ratio will b...
>Conclusion: Q1 rising US solvency and OCG in line, positive cap releases possible - Aegon will present a Q1 trading update in which we expect a rising US RBC solvency ratio and a stable UK Solvency ratio end-Q1 vs end-4Q. The gross cash capital at holding is expected to decline to € 1.9bn by end-Q1 23 (€ 2.4bn end-Q2 23) as a result of the large running SBB. We expect an OCG before holding/interest costs of € 246m in Q1 24. At the trading update it is possible that A...
Transaction in own shares OSB GROUP PLC ISIN: GB00BLDRH36019 April 2024 LEI number: 213800ZBKL9BHSL2K459 OSB GROUP PLC (the “Company”) Transaction in Own Shares The Company announces that on 18 April 2024 it had purchased a total of 163,536 of its ordinary shares of £0.01 each (the "ordinary shares") on the London Stock Exchange, CBOE BXE, CBOE CXE and Aquis Exchange, through Jefferies International Limited as detailed below. The repurchased ordinary shares will be cancelled. London Stock ExchangeCBOE BXECBOE CXEAquis ExchangeNumber of ordinary sh...
SalMar – Integrated annual report 2023 With reference to the stock exchange notice regarding board approval of final 2023 year-end financial statement on Friday 12 April 2024. Please find attached the 2023 integrated Annual report, including sustainability reporting, for SalMar ASA. The company publishes its annual financial statements also in European Single Electronic Format (ESEF), available as an attachment to this release. On SalMar's website, the renumeration report, TCFD report, GRI index and green bond report for 2023 are also published. For more information, please contact:Håkon...
Director Appointment Octopus Titan VCT plc Director Appointment Octopus Titan VCT plc (the ‘Company’) is delighted to announce the appointment of Rupert Dickinson as an independent Non-Executive Director with effect from 1 May 2024. Rupert has over 20 years’ experience in the wealth and investment management industries. He qualified as a chartered accountant before spending the majority of his executive career with Barclays Stockbrokers where he was initially COO and then CEO. Rupert is currently an independent Non-Executive Director at Killik & Co, the Non-Executive Chair of Sparrows C...
Middlefield Canadian Income PCC - Annual Financial Report Middlefield Canadian Income PCC (the "Company")Including Middlefield Canadian Income – GBP PC (the “Fund”), a cell of the CompanyRegistered No: 93546Legal Entity Identifier: 2138007ENW3JEJXC8658 ANNUAL FINANCIAL REPORT The Company hereby announces the publication of its annual financial report for the year ended 31 December 2023 (the “AFR”). In accordance with Listing Rule 9.6.1, a copy of the AFR has been submitted to the National Storage Mechanism and it will shortly be available for inspection at . The AFR is also available ...
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