reports
Perion Network Ltd: 1 director
A director at Perion Network Ltd sold 2,785 shares at 12.720USD 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 years clear...
- Damien Choplain
- Martial Descoutures
Gensight Biologics : Augmentation de capital de 9.2 M€
>Visibilité jusqu’à la deuxième partie du T3 2024 - La société annonce la réalisation d’une augmentation de capital de 9.2 M€ via l’émission d’ABSA au prix de 0.395 € par ABSA soit une décote de c. 2%. Le prix d’exercice des BSA est fixé à 0,45 € soit une prime de c. 13%. En cas d’exercice des BSA la dilution serait de c. 37%. Notons que plus de 50% de l’offre a été souscrite par des investisseurs américains dont Armistice Capital et JEA Vision.GenSight envisage...
- Fabian Semon
Jungheinrich AG : Q1 24 EBIT 9% below css and EPS down 23% y-o-y, orde...
>Q1 24 EBIT missed expectations (-15% y-o-y), while order intake remains resilient (+1% y-o-y) - Jungheinrich reported Q1 24 order intake up 1% y-o-y to € 1,363m, almost in line with the consensus estimate of € 1,355m and compared to a reported 8% y-o-y decrease at KION's ITS division in Q1 24 (after strong beat in Q4 23). Revenues declined by 1% y-o-y to € 1,274m (css € 1,292m) in Q1 24. The decline in new trucks business (less safety net in terms of order backlog c...
- Louis Boujard
- CFA
- Philippe Ourpatian
Uniper : Good results in line with our forecast
>Another strong contribution from the flexible generation activity in Q1 - Uniper released its Q1 results this morning. EBITDA was € 885m (-11%) a shade below our forecast of € 900m (ODDO BHF estimates). EBIT also declined to € 732m (-4%) but was above our forecast at € 710m benefiting from a lower depreciation level. In the end, net income increased to € 570m (+26%) in line with our forecast of € 560m, marked by improved interest income and a low tax rate. By divisio...
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Solid order intake but Q1 EBITDA only representing 8% of...
>Solid order intake – EBITDA broadly in line - Q1 2024 came in broadly in line with the consensus estimates with a sluggish start to the year at P&L level and, on the other hand, a dynamic order intake. The importance of Q1 needs to be put into perspective, as the quarter represents only 8% of the expected EBITDA based on the middle of the guidance range. Adjusted EBITDA was up 10.7% to € 33m thanks to favourable project mix effects (ODDO BHF: € 32.3m; compan...
- Louis Boujard
- CFA
- Philippe Ourpatian
Uniper : Good results in line with our forecast
>Another strong contribution from the flexible generation activity in Q1 - Uniper released its Q1 results this morning. EBITDA was € 885m (-11%) a shade below our forecast of € 900m (ODDO BHF estimates). EBIT also declined to € 732m (-4%) but was above our forecast at € 710m benefiting from a lower depreciation level. In the end, net income increased to € 570m (+26%) in line with our forecast of € 560m, marked by improved interest income and a low tax rate. By divisio...
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Solid order intake but Q1 EBITDA only representing 8% of...
>Solid order intake – EBITDA broadly in line - Q1 2024 came in broadly in line with the consensus estimates with a sluggish start to the year at P&L level and, on the other hand, a dynamic order intake. The importance of Q1 needs to be put into perspective, as the quarter represents only 8% of the expected EBITDA based on the middle of the guidance range. Adjusted EBITDA was up 10.7% to € 33m thanks to favourable project mix effects (ODDO BHF: € 32.3m; compan...
Barco NV: 2 directors
Two Directors at Barco NV bought 136,190 shares at 13.000EUR. The significance rating of the trade was 67/100. 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 sho...
Castellum AB: 2 directors
A director at Castellum AB bought 3,633 shares at 126.950SEK and the significance rating of the trade was 42/100. 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 ...
Thomson Reuters Corp: 4 directors
Four Directors at Thomson Reuters Corp sold 7,686 shares at between 164.400USD and 168.120USD. 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 ov...
Nick Scali: 1 director
A director at Nick Scali bought 25,000 shares at 14.693AUD and the significance rating of the trade was 82/100. 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...
Scandi Standard AB: 3 directors
A director at Scandi Standard AB bought 100,000 shares at 72.250SEK and the significance rating of the trade was 81/100. 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 c...
- Klaus Breitenbach
Berentzen–Gruppe Aktiengesellschaft : Q1 2024 – Earnings and profitabi...
>Group revenue in line, EBIT margins above estimate - Berentzen reported Q1 2024 revenue of € 40.9m (in line with ODDO BHF) but slightly down y-o-y. The reason for the decline was that 1) the cooperation business with prominent artists in the Non-alcoholic Beverages segment was terminated last year and 2) several high-revenue marketing campaigns were not conducted in the first three months of 2024 due to difficult price negotiations with some key retail partners. The...
- Mihail Dimitrov
Morning Bulletin - 7 May 2024
The Bulgarian equity market exhibited some downside actions on Thursday in this short and abrupt week as First Investment Bank (FIB, BGN 3.10, +10.71%) impacted the overall picture and settled SOFIX (813.65, +0.01%) on a note higher. The broad indexes BGBX40 (165.13, -0.15%) and BGTR30 (817.49, -0.02%) reflected the selloffs of Eleven Capital (11C, BGN 15.00, -7.93%) and M+S Hydraulic (MSH, BGN 11.40, -3.39%). The volumes unexpectedly exceeded previous day ones but closed below the 15-days avera...
Trivago NV: 1 director
A director at Trivago NV sold 10,374 shares at 2.419USD 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 years clearly showi...
- Martin Marandon-Carlhian
- Stephane Houri
Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated
>Strong Q1 2024 results - This morning, Elmos reported Q1 2024 results that beat expectations. Revenues were € 136.8m, above the consensus at € 135.4m. They were up 4.5% y-o-y but down 13% q-o-q. EBIT came in at € 33.8m, giving an EBIT margin of 24.7% above the consensus at € 31.7m and 23.4%. EPS was € 1.44 above consensus at € 1.27. Adjusted free cash flow stood at -€ 48.9m (vs € 35m in Q4 2023) impacted by year-end effects on working capital. Capex came in at € 20.3...
- Martin Marandon-Carlhian
- Stephane Houri
Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated
>Strong Q1 2024 results - This morning, Elmos reported Q1 2024 results that beat expectations. Revenues were € 136.8m, above the consensus at € 135.4m. They were up 4.5% y-o-y but down 13% q-o-q. EBIT came in at € 33.8m, giving an EBIT margin of 24.7% above the consensus at € 31.7m and 23.4%. EPS was € 1.44 above consensus at € 1.27. Adjusted free cash flow stood at -€ 48.9m (vs € 35m in Q4 2023) impacted by year-end effects on working capital. Capex came in at € 20.3...
- Maria Vara
- Valliant Campagne
Medios: EBITDA hit by price regulations, reiterates outlook
Medios reported Q1 2024 results with revenue increasing 5.8% to EUR 456.2m led by 8.9% growth coming from the Pharmaceutical Supply (PS) segment, of which sales amounted to EUR 401m (EUR 368.1m), while the Patient-Specific Therapies (PTS) segment suffered from the 12.4% decline due to the divestmen
- Maria Vara
BICO: profitability impacted by mixed sales in Q1 2024; CMD in Septemb...
BICO has reported Q1 2024 net sales amounting to SEK 510.3m (+2% vs. css) implying 4.4% YoY growth and organic growth of 4.7% (-1.1%). The Biosciences segment outperformed with net sales showing 36.3% organic growth to SEK 310m (SEK 230m), while Bioprinting and Bioautomation fell short of expectati
- Oliver Metzger
Coloplast : Q2 review – Top and bottom line a slight miss, focus on LC...
>Q2 review – Miss on top and bottom line - Coloplast’s Q2 2024 revenues of DKK 6,586m (+8.7% y-o-y) were -1%/-2% vs ODDO BHF/consensus, driven by organic growth of 8% (7.3%/7.6% ODDO BHF/consensus). External growth contributed to the tune of 4% and forex created a headwind of 300bp. Coloplast achieved an EBIT of DKK 1,772m (+7.3% y-o-y, margin 26.9%), which was -3%/-4% vs expectations. Profitability was supported by operating leverage and efficiency savings but impact...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.