reports
- Fatma Agnès Hamdani
Marie Brizard Wine & Spirits : Un CA T1 en retrait, impacté par les dé...
>Un CA T1 en repli de 6.9% à 43.3 M€, pénalisé par des réductions de stocks à l’international. La France est stable (+0.5%) avec des volumes en baisse en GD - Les ventes du T1 de 43.4M€ baissent de 6.9% en publié et à taux de change constants. C’est 5% en dessous de notre prévision de 45.7 M€ ( -1.7% en publié et à ttc). L’activité en France est en légère amélioration de 0.5% (vs +3%e et -2.5% au T1 2023) à 19.5 M€. L’effet embarqué des hausses de prix compense la bai...
- Nicolas Thorez
Assystem : A good quality Q1 2024 driven by the nuclear segment. 2024 ...
>Q1 revenue of € 154.3m, up 5.5% organic, a shade above forecasts - After trading yesterday Assystem reported Q1 2024 revenues of € 154.3m (vs ODDO BHF estimate € 150.7m), showing growth of 7.2% y-o-y on a reported basis, 2% ahead of our initial forecast. Adjusted for scope effects (+1.6pts, higher than expected contribution from L&T and Keops) and forex (+0.1pts), organic growth was 5.5%, slightly higher than we expected (+4.1% organic). This performance can largely...
- Ben Rickett
- James Ratzer
Telecom Italia bond election process: NetCo vs. ServCo? NetCo outlook...
With the AGM now behind us, it looks like the NetCo sale is going ahead, and bondholders now need to elect between staying at TIM ServCo or shifting to the NetCo. We believe the consensus view from bondholders is to follow the assets and to elect to switch to NetCo.
Avec 11 milliards € de son capital détenu par ses collaborateurs, Tota...
PARIS--(BUSINESS WIRE)-- Regulatory News: Meilleur moyen d’associer ses collaborateurs à la stratégie de transition de la Compagnie, TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) met l’actionnariat salarié au cœur de sa politique de partage de la valeur. Le Conseil d’Administration du 25 avril 2024 a ainsi validé plusieurs initiatives en ce sens : L’attribution de 100 actions TotalEnergies aux 100 000 collaborateurs de la Compagnie* partout dans le monde. Il s’agit de l’attribution universelle la plus importante dans l’histoire de TotalEnergies qui fête cette année son centenaire. Cette ...
- ABGSC Media Research
- Petter Nystrøm
- Florent Laroche-Joubert
Unibail-Rodamco-Westfield : Positive momentum in both operations and d...
>Momentum in shopping centres remains brisk in Q1 - URW yesterday evening reported Q1 2024 revenues of € 942.8m, up +3.7% y-o-y at current scope and +10.5% at constant scope mainly reflecting still positive operating momentum in shopping centres as well as the first positive effects from the Olympic Games in Paris in the convention and exhibition (“C&E”): division:Tenant sales up + 5.5% y-o-y in Q1 2024: tenant sales remained positive with +5.8% y-o-y in continen...
- Delphine Brault
- Quentin Borie
Metso : Progress on margin reflected with resilience in Q1
>Q1 2024 orders in line but margin below expectations - Metso reported its Q1 2024 results yesterday morning (see first take). They were in line with expectations on order intake, but below expectations on adjusted EBITA (-7%).Order intake was down -6% on an organic basis (consensus -5.8%), but up 10.5% sequentially, confirming the rebound in activity that the group was anticipating in the Aggregates division (particularly in the US). Sales were down -7% on ...
- Nicolas David
Alten : Q1 2024 revenue below expectations. Less optimistic outlook fo...
>Q1 organic growth below expectations - Alten yesterday reported Q1 revenue of € 1,067m, with organic growth of 0.8%, below expectations (ODDO BHF: 3.1% organic; consensus: 2.3% organic; Q4: 5.8% organic). The performance was again driven by France, which posted organic growth of 6.0% (ODDO BHF: 8.0% organic), albeit at a much slower pace than in Q4 (11.3% organic). The performance was driven by the Aero, Defence, Automotive and Energy sectors, while Retail and Bank,...
- Geoffroy Michalet
Wendel : ANR T1 : 178.1 €/action, +11% YTD, tiré par BVI, et un peu le...
>ANR T1 : 178.1€/action, bonne croissance - Au titre de son T1 2024, Wendel publie un ANR de 178.1 €, en bonne croissance par rapport à fin 2023 (160.2 €). Dans le détail, la valorisation des participations cotées progresse de 20% (+0.7 Md€ dont +0.8 Md€ pour BVI et -0.1 Md€ pour IHS). La valorisation des sociétés non-cotées est en très légère hausse de 2%, (avec Stahl et CPI bien orienté, au contraire d’Acams et Scalian). La LTV reste très maitrisée, à -5.1% pro...
Information relating to the total number of voting rights and shares m...
Information relating to the total number of voting rights and shares making up the share capital at 26 April 2024 – post blocs acquisition by the Consortium Information relative au nombre total de droits de vote et d’actions composant le capital social au 26 avril 2024 – après acquisition des blocs par le ConsortiumInformation relating to the total number of voting rights and shares making up the share capitalat 26 April 2024 – post blocs acquisition by the Consortium Articles L 233-8 II du Code de commerce et 223-16 du Règlement général de l’Autorité des marchés financiers Articles L 23...
Information relative au nombre total de droits de vote et d’actions co...
Information relative au nombre total de droits de vote et d’actions composant le capital social au 26 avril 2024 – après acquisition des blocs par le Consortium Information relative au nombre total de droits de vote et d’actions composant le capital social au 26 avril 2024 – après acquisition des blocs par le ConsortiumInformation relating to the total number of voting rights and shares making up the share capitalat 26 April 2024 – post blocs acquisition by the Consortium Articles L 233-8 II du Code de commerce et 223-16 du Règlement général de l’Autorité des marchés financiers Articles...
- Stephane Foucaud
AUCTUS ON FRIDAY - 26/04/2024
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$1.00 per share: Important step to unlock Sicily – The Italian ministry has informed ADX that it will be granted the d 363C.R-.AX gas exploration permit in the Sicily Channel. In addition, the Regional Administrative Court of Rome has annulled the Plan for the Sustainable Energy Transition of Eligible Areas that prevented the oil redevelopment, appraisal and exploration activities on the licence. ...
FP TOTAL SE
EQNR EQUINOR ASA
GPRK GEOPARK
SOU SOUND ENERGY PLC
ENI ENI S.P.A.
REP REPSOL SA
SEI. SINTANA ENERGY
PEN PANORO ENERGY ASA
NOG NOSTRUM OIL & GAS PLC
SQZ SERICA ENERGY
ZPHR ZEPHYR ENERGY
OKEA OKEA
I3E I3 ENERGY
RHC ROYAL HELIUM LTD
TRIN TRINITY CAPITAL INC
SOUC SOUTHERN ENERGY CORP
ITH ITHACA ENERGY PLC
TCF TRILLION ENERGY INTERNATIONAL INC. (TCF)
SEAPT NO SEACREST PETROLEO BERMUDA - SEAPT NO
ADX ADX ENERGY LTD
J4V VAR ENERGI ASA
LNGE LNG ENERGY GROUP CORP.
- Roelof-Jan van den Akker
Technical Analysis/Bund future
No signs of a bottom in the weekly chart with a lower high and low last week. Prices closed 146bp lower at 131.04 in combination with a new low within this year's corrective phase at 130.83. Nevertheless, we are still not bearish here and recommend our view to Buy on weakness in expecting the development of a higher bottom. The downside potential is limited from here with solid support coming in between the horizontal line around 130.70 and the former upper end of the falling trend channel aroun...
- Alvaro del Pozo
- Stefano Toffano
IMCD GROUP : Results impacted by challenging market conditions
>Yoy deterioration on almost all metrics - IMCD reported operating results that were below ccs and our estimates. Q1 24 group revenues came in at € 1,060m, roughly stable yoy and -2% below ccs. M&A continued to play an important role, helping to sustain earnings on an absolute level. IMCD’s conversion margin corrected strongly yoy, at 42.9% (Q1 23 49.5%), pushing operating EBITA down to € 127m for the quarter (-15% yoy), -8% below ccs and -15% vs our estimates. The ov...
- Fatma Agnès Hamdani
Savencia SA : Un T1 2024 plus faible qu’escompté. La croissance organi...
>Un CA T1 de 1 696 M€ en hause de 1.6% et stable en organique à + 0.1%. La croissance organique est retraitée la situation d’hyperinflation en Argentine - Le CA T1 ressort en légère hausse de 1.6% à 1696 M€. C’est bien inférieur à nos anticipations de 1832.1 M€. La croissance organique est stable à 0.1% vs 11.5% attendus. Le différentiel de croissance concerne en particulier l’activité Autres Produits Fromager. La division affiche un CA de 762 M€ en hausse de 2.1% et...
EQS-News: Lenzing honours early stage researchers with the Young Scien...
EQS-News: Lenzing AG / Key word(s): Research Update/Scientific publication Lenzing honours early stage researchers with the Young Scientist Award 26.04.2024 / 09:34 CET/CEST The issuer is solely responsible for the content of this announcement. Lenzing honours excellent research work by young scientists at the 63rd Global Fiber Congress in Dornbirn Lenzing – The Lenzing Group, a leading supplier of regenerated cellulose fibers for the textile and nonwovens industries, is presenting the Lenzing Young Scientist Award at the Dornbin Global Fiber Congress (GFC) from 11 to ...
EQS-News: Lenzing zeichnet Nachwuchs-Forscher:innen mit dem Young Scie...
EQS-News: Lenzing AG / Schlagwort(e): Research Update/Wissenschaftl. Publikation Lenzing zeichnet Nachwuchs-Forscher:innen mit dem Young Scientist Award aus 26.04.2024 / 09:34 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Lenzing prämiert exzellente Forschungsarbeiten junger Wissenschaftler:innen beim 63. Global Fiber Congress in Dornbirn Lenzing – Die Lenzing Gruppe, ein führender Anbieter von regenerierten Cellulosefasern für die Textil- und Vliesstoffindustrien, vergibt im Rahmen des Dornbirn Global Fiber Congress (GFC) vom 11...
K92 Mining Inc: 1 director
A director at K92 Mining Inc sold 89,240 shares at 7.510CAD 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 years clearly s...
- Jean-François Granjon
LISI : An excellent start to the year – Included in our Midcap Selecti...
>Q1 sales 12% above our forecasts - Lisi has reported Q1 sales of € 449.3m (€ 430.7m est.) vs € 401.3m, up 11.9% and 12.5% organically. These sales were well above our forecasts, mainly thanks to the excellent showing in aerospace. This was also a good performance in view of the demanding comparison base (+15%). The Aerospace division posted organic growth of 27%, driven by the higher production rate of single-aisle versions of the A320. Full-year target...
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.