reports
- ABGSC Retail Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Online Gaming Research
- Oscar Rönnkvist
- Simon Jönsson
- Valens Research
SYNA - Valens Credit Report - 2024 04 12
- Credit markets are slightly overstating SYNA's credit risk with a YTW of 6.570% relative to an Intrinsic YTW of 6.020% and an Intrinsic CDS of 159bps. Furthermore, Moody's is overstating SYNA's fundamental credit risk with its speculative Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating. Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. Although most management members are not material owners of SYNA equity relative to their annual compen...
- Nicolas David
Indra Sistemas : Indra delivers another excellent performance in Q1. B...
>Q1 results well above forecasts and of good quality - Yesterday morning's conference call confirmed the quality of Q1 2024 results, which came in well above consensus forecasts on all fronts (+12% for sales, +17% for EBIT, 25% for attributable net profit and x2 for FCF). Granted, the contribution from FCAS was strong (€ 56m vs € 50m est.) fuelling growth by 6 points but the group’s performance remained solid even excluding FCAS, with organic growth of +12%, of which ...
EQS-News: Schaeffler startet gut ins neue Geschäftsjahr
EQS-News: Schaeffler AG / Schlagwort(e): Quartalsergebnis Schaeffler startet gut ins neue Geschäftsjahr 07.05.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Schaeffler startet gut ins neue Geschäftsjahr Umsatz währungsbereinigt mit 4,1 Milliarden Euro und EBIT-Marge vor Sondereffekten mit 7,9 Prozent auf Vorjahresniveau Free Cash Flow vor Ein- und Auszahlungen für M&A-Aktivitäten saisonal bedingt bei minus 166 Millionen Euro (Vorjahr: minus 73 Millionen Euro) Automotive Technologies mit positiver Entwicklung, Vehicl...
EQS-News: In Q1 2024, Westwing continued to grow in a declining market...
EQS-News: Westwing Group SE / Key word(s): Quarter Results In Q1 2024, Westwing continued to grow in a declining market and improved adjusted EBITDA margin further 07.05.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. In Q1 2024, Westwing continued to grow in a declining market and improved adjusted EBITDA margin further In Q1 2024, revenue grew 6% year-over-year to EUR 109 million in a declining market. The number of active customers increased year-over-year for the first time since the end of the pandemic (+2% year-over-yea...
MGI – Media and Games Invest SE Reports Record Revenue and EBITDA driv...
MGI – Media and Games Invest SE Reports Record Revenue and EBITDA driven by Strong Organic Growth of 21% in Q1 2024 – Publishing FY 2024 Guidance Net Revenues increased by 20% to 82.5 (68.8) €m 21% fx adjusted Organic Revenue Growth (Q1’23: 1%) 30% increase in total number of software clients to 2,410 (Q1’23: 1,847) 20% increase in ad impressions to 199 billion (Q1’23: 166 billion) Adjusted EBITDA increased by 16% to 22.0 (19.1) €m Strong EBITDA growth following strong organic revenue growth Cost control leading to reduced personnel expenses and lower capex Improvement of ...
EQS-News: In Q1 2024 setzte Westwing das Wachstum in einem rückläufige...
EQS-News: Westwing Group SE / Schlagwort(e): Quartalsergebnis In Q1 2024 setzte Westwing das Wachstum in einem rückläufigen Markt fort und verbesserte erneut die bereinigte EBITDA-Marge 07.05.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. In Q1 2024 setzte Westwing das Wachstum in einem rückläufigen Markt fort und verbesserte erneut die bereinigte EBITDA-Marge Im ersten Quartal 2024 stieg der Umsatz trotz des rückläufigen Marktes im Vergleich zum Vorjahr um 6% auf EUR 109 Mio. Die Zahl der aktiven Kunden stieg mit 2% ...
EQS-News: Schaeffler off to a good start in 2024
EQS-News: Schaeffler AG / Key word(s): Quarter Results Schaeffler off to a good start in 2024 07.05.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. Schaeffler off to a good start in 2024 Revenue of 4.1 billion euros at constant-currency and EBIT margin before special items of 7.9 percent at prior-year level Free cash flow before cash in- and outflows for M&A activities at -166 million euros due to seasonal factors (prior year: -73 million euros) Automotive Technologies reports growth, Vehicle Lifetime Solutions generates ...
MGI - Media and Games Invest SE rapporterar rekordhöga intäkter och EB...
MGI - Media and Games Invest SE rapporterar rekordhöga intäkter och EBITDA drivet av stark organisk tillväxt på 21% under Q1 2024 - publicerar guidning för helåret 2024 Nettoomsättningen ökade med 20% till 82,5 (68,8) miljoner euro 21% organisk omsättningstillväxt justerat för valutaeffekter (Q1'23: 1%) 30% ökning av det totala antalet programvarukunder till 2.410 (Q1'23: 1.847) 20% ökning av antalet annonsvisningar till 199 miljarder (Q1'23: 166 miljarder) Justerad EBITDA ökade med 16% till 22,0 (19,1) miljoner euro Stark EBITDA-tillväxt tack vare stark organisk omsättningst...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Valens Research
TWI - Valens Credit Report - 2024 03 28
Credit markets are materially overstating TWI's credit risk with a YTW of 7.338% relative to an Intrinsic YTW of 5.198% and an Intrinsic CDS of 99bps. Furthermore, Moody's is materially overstating TWI's fundamental credit risk with its highly speculative B1 credit rating five notches below Valens' IG4 (Baa2) credit rating. Incentives Dictate Behavior™ analysis highlights positive signals for creditors. TWI's metrics should generally drive management to focus on margins and turns, which could ...
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Coface : Good start to the year with a combined ratio that remains exc...
>Fall in revenues as expected but with a better business mix - Coface yesterday evening reported its Q1 2024 results, which beat expectations. Group revenues were € 464m in Q1 2024, down 2.4% reported and 1.6% like-for-like, in line with expectations, but with lower-than-expected insurance premiums and revenues from other activities (including business information) that were better than anticipated. Credit insurance revenues fell 3.3%, with: 1/ client retention that w...
- Delphine Brault
- Quentin Borie
Geberit AG : Le T1 surprend à la hausse, notamment au niveau de l’acti...
>T1 2024 : un recul limité du CA (-1.4% en comparable) et de la marge - Le groupe a publié ce matin des résultats T1 supérieurs aux attentes. Le chiffre d’affaires recule de 1.4% à changes constants (consensus -4.0%). Le groupe précise que les volumes ont reculé de 2% tandis que les hausses de prix ont contribué à environ 1% à la croissance. Surtout, il indique que cette meilleure résistance que prévu du CA est en large partie liée à du restockage chez les distributeu...
Richemont acquires Vhernier
Richemont acquires Vhernier COMPANY ANNOUNCEMENT 7 MAY 2024 RICHEMONT ACQUIRES VHERNIER Richemont is pleased to announce that it has reached an agreement to acquire 100% of Vhernier S.p.A. ("Vhernier"), the distinctive Italian jewellery Maison, in a private transaction. Founded in Valenza, Italy in 1984 and headquartered in Milan, Vhernier was acquired by the Traglio family in 2001. ...
EQS-News: 11880 Solutions AG underlines turnaround in the first quarte...
EQS-News: 11880 Solutions AG / Key word(s): Quarter Results/Quarterly / Interim Statement 11880 Solutions AG underlines turnaround in the first quarter of 2024: EBITDA significantly increased 07.05.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. Essen, 7 May 2024 – 11880 Solutions AG generated EBITDA of EUR 0.9 million in the first quarter of the 2024 financial year (Q1 2023: EUR 0.2 million). At EUR 14.1 million, sales were at the previous year's level (Q1 2023: EUR 14.5 million). "We have continued the course we set last ye...
EQS-News: 11880 Solutions AG unterstreicht Trendwende im ersten Quarta...
EQS-News: 11880 Solutions AG / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung 11880 Solutions AG unterstreicht Trendwende im ersten Quartal 2024: EBITDA deutlich gesteigert 07.05.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Essen, 7. Mai 2024 – Die 11880 Solutions AG hat im ersten Quartal des Geschäftsjahres 2024 ein EBITDA von 0,9 Millionen Euro erwirtschaftet (Q1 2023: 0,2 Millionen Euro). Der Umsatz lag mit 14,1 Millionen Euro auf Vorjahresniveau (Q1 2023: 14,5 Millionen Euro). „Wir haben den im verga...
First Financial Corporation Ind: 1 director
A director at First Financial Corporation Ind bought 531 shares at 38.060USD and 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 the company's directors over the last tw...
Green Brick Partners Inc: 1 director
A director at Green Brick Partners Inc sold 40,000 shares at 56.770USD 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 year...
Hwa Fong Rubber(Thailand) Public Company Limited: 1 director
A director at Hwa Fong Rubber(Thailand) Public Company Limited sold 4,000,000 shares at 4.200THB and the significance rating of the trade was 84/100. 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 direct...
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