Core & Main Inc: 2 directors

Two Directors at Core & Main Inc sold 55,503 shares at between 54.083USD and 54.230USD. The significance rating of the trade was 93/100. 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 ...

All starts in the Baltics and Germany

Strong beat, but soft growth guidance

M6 : Good start to the year in advertising and earnings in line with o...

>Good momentum in advertising revenue in Q1 - M6 reported yesterday evening its Q1 2024 earnings which were fully in line with our forecasts with TV advertising revenue growth of 2.9% (we expected 3%). Q1 EBITA came to € 58m, also in line with our expectations. This was therefore a decent quarter but with no surprises. M6 is the first TV group to report its results, confirming a fairly robust start to the year for advertising revenue. We expect the advertising revenu...

Nexans : Un excellent début d’exercice et confirmation des objectifs a...

>Publication du CA T1 en ligne avec nos attentes - Nexans publie un CA standard (à cours des métaux non ferreux constants) de 1692 M€ (1693.2 M€ estimés) vs 1674 M€ en progression de 1% et +2.8% en organique (+1.2% estimé). Hors prise en compte de l’activité Métallurgie volontairement en baisse, la croissance organique ressort à 4.7% malgré un effet de référence peu favorable (+6.5%). Pour la seule activité Electrification (60.5% du CA), le CA ressort à 1025 M€ en hau...

Forsee Power : Résultats plus négatifs que prévu. La fin programmée de...

>Résultats plus négatifs qu’anticipé - Forsee Power a publié hier soir des résultats annuels inférieurs à nos attentes. Pour un CA (déjà publié) en progression de 54% y-o-y à 171 M€ principalement tiré par le segment des véhicules lourds (85% du CA 2023), l’EBITDA ajusté ressort -6.8 M€ (vs -5.5 M€e), certes en amélioration y-o-y au regard de la hausse des volumes, mais aussi grâce à une plus forte capitalisation des frais de R&D par rapport à l’historique. Le ROC s’...

Wereldhave : Q1 2024 results: Strong revaluations in Belgium, DRPS out...

>FY2024 outlook reiterated, positive operational momentum - FY2024 outlook of direct result per/sh (DRSP) reiterated at € 1.75Yesterday Wereldhave Belgium (66% owned by Wereldhave) reported an increase of the fair value of the investment property portfolio by +4.1% compared to YE2023, stemming from FSC completions and increased market rents (ERV), while capital expenditures were limited.Like-for-like growth portfolio of 2.2% (FY2023: 7.9%). Occupancy to 95....

Q2 guidance 20-40% above

Strong Q1 but price outlook still soft

Covivio : Impressive Q1 numbers in offices and encouraging in terms of...

>Marked uptick in occupancy rate and high rental uplift in offices - Covivio’s group share rental revenues for Q1 24 were stable at € 154m y-o-y and up 7.1% on constant scope (cs) thanks to a better occupancy rate of 97.1% (+40bp q-o-q; +190bp y-o-y) with robust rental activity in offices:Offices (60% of group revenues in Q1 24): rental revenue came to € 78.1m, up 10% on cs thanks to the much better occupancy rate (+4 pts), uplift (+1.1pt) and ongoing indexation ...

Mexico Fund Inc: 1 director

A director at Mexico Fund Inc bought 4,000 shares at 17.690USD 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 clearl...

As expected on most lines

EBITDA 2% below on higher cost

Thebalux hit the ground running

M6 : Un bon début d’année publicitaire et résultats en ligne avec nos ...

>Bonne dynamique publicitaire sur le T1 - M6 a publié hier soir ses résultats du T1 2024 ressortis parfaitement en ligne avec nos attentes avec une croissance publicitaire TV de 2,9% (nous attendions sur 3%). L’EBITA T1 ressort à 58 M€ également en ligne avec nos attentes. Le trimestre est donc correct mais sans surprise. M6 est le premier groupe de TV à publier ses résultats confirmant un début d’année publicitaire assez solide. Nous estimons que la tendance publici...

Pierre & Vacances : Dynamic growth in tourism sales in Q2 – Good visib...

>H1 tourism sales: +8.9%, of which 11.8% in Q2, driven by Center Parcs - P&V has reported H1 2022/23 sales broadly in line with expectations at € 822.2m, up 1.7% year-on-year (ODDO BHF: € 826.9m), including tourism sales (93% of H1 sales) up 8.9%, with an acceleration in Q2 (+11.8%). H1 accommodation sales totalled € 597.4m, up 8.6% year-on-year (of which +11.7% in Q2), with the following divisional trends: 1/ continued sales growth at Center Parcs: +9.3% year-on-year...