View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Emmanuel Matot
  • Emmanuel Matot

Soitec : Another warning, RF-SOI destocking still underway

>No sales growth expected in the upcoming FY 2025 - Soitec confirmed yesterday evening that it will reach its guidance targets for FY 2024 (year to end-March) which it had revised downwards in early February. Sales should therefore fall by around 10% organically and the EBITDA margin by around 1 point to 34%. The bad news concerns the flat sales performance expected this coming FY 2025, implying a level that is well below expectations (ODDO BHF = +13% and FactSet...

Damien Choplain ... (+2)
  • Damien Choplain
  • Martial Descoutures

OSE Immunotherapeutics : FY 2023 results contained no surprises - deci...

>Financial visibility out to 2026 - OSE reported its FY 2023 results yesterday after market close The operating loss will be € 23.0m, compared with € 18.4m in 2022, impacted in particular by a fall in sales to € 2.2m in 2023 from €1 8.3m in 2022. R&D costs are down to €17.2m (vs € 26.9m in 2022), followed by G&A at € 6.0m (vs € 6.7m in 2022). On the balance sheet, cash and cash equivalents at end-December 2023 were € 18.7m (vs € 25.6m in 2022). Including the $ 4...

Geoffroy Michalet
  • Geoffroy Michalet

Cegedim : 2023 guidance met… but negative one-offs… and sluggish cash ...

>In line with the guidance, admittedly… but otherwise not great - Cegedim’s 2023 results came out in line. For the record, it had already released its revenue figures back in January (+11%).The aim was merely to achieve growth in recurring operating income. This it achieved, with reported recurring operating income increasing by +23% to € 31.7m and bringing the margin to 5.1% (+50bp), even though we had expected more.However, there are other factors that und...

Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet

LNA Santé : RN FY 2023: les chiffres sont assez conformes – Focus sur ...

>ROC – RNpg : en ligne avec le consensus - Le CA 2023 ressort à 736,1 M€ (+1,1% vs. +5,8% pour le CA hors immobilier), l’EBITDA 2023 atteint 148,8 M€ (+4,2% - css : 142,7 M€), le ROC 65 M€ (+1%) et le RNpg 23,4 M€ (-9,3%). Le parc en activité (incluant les lits en restructuration) représente 9 390 lits à fin 2023 (vs 9 335 en 2022) sur 85 établissements dont 8 376 lits en « régime de croisière ».LNA Santé guide sur une croissance organique de 4,5% en 2024 (CA d’e...

Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir

Moderna : An increasingly structured vaccine franchise

>Acceleration of all programmes against latent viruses - Moderna's Vaccines Day highlighted a coherent and ambitious mRNA portfolio against infectious diseases (28 vaccine candidates in development). In addition to its COVID-19 vaccine, we are particularly impressed by the progress of its vaccine against congenital CytoMegaloVirus (phase III, fully recruited; n=7300), the probability of success of which is improving over time (justifying extensions of indications to a...

 PRESS RELEASE

EQS-News: BayWa AG rechnet im Geschäftsjahr 2024 mit Ergebnisverbesser...

EQS-News: BayWa AG / Schlagwort(e): Jahresergebnis BayWa AG rechnet im Geschäftsjahr 2024 mit Ergebnisverbesserung (News mit Zusatzmaterial) 28.03.2024 / 10:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Nummer: 01224-PIU05 | Datum 28.03.2024 BayWa AG rechnet im Geschäftsjahr 2024 mit Ergebnisverbesserung Die BayWa AG schließt das Geschäftsjahr 2023 mit einem operativen Ergebnis von 304,0 Mio. Euro knapp unter der Jahresprognose ab. Der rasante Zinsanstieg belastet das Ergebnis über alle Geschäftsbereiche hinweg. Nach Zinsen un...

 PRESS RELEASE

RM plc: Publication of 2023 Annual Report and Financial Statements

RM plc (RM.) RM plc: Publication of 2023 Annual Report and Financial Statements 28-March-2024 / 09:36 GMT/BST   28 March 2024     RM plc (“RM” or the “Company”)   Publication of 2023 Annual Report and Financial Statements   RM announces, in accordance with Listing Rules 9.6.1 and 9.6.3, that the Annual Report and Financial Statements for the year ended 30 November 2023 (the "Annual Report and Financial Statements 2023") have today been submitted to the Financial Conduct Authority via the National Storage Mechanism ("NSM"), where they will shortly be available for viewing at...

 PRESS RELEASE

EQS-News: BayWa AG expects earnings to improve in the financial year 2...

EQS-News: BayWa AG / Key word(s): Annual Results BayWa AG expects earnings to improve in the financial year 2024 (news with additional features) 28.03.2024 / 10:30 CET/CEST The issuer is solely responsible for the content of this announcement. Number: 01224-PIU05 | Date 28 March 2024 BayWa AG expects earnings to improve in the financial year 2024 BayWa AG closes the financial year 2023 with operating earnings of €304.0 million, just below the forecast for the year. The rapid rise in interest rates is having a negative effect on earnings across all business divisions. A...

Vodafone Group: 1 director

A director at Vodafone Group bought 823,500 shares at 69p and the significance rating of the trade was 100/100. 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...

ImmunoPrecise Antibodies Ltd: 2 directors

A director at ImmunoPrecise Antibodies Ltd bought 9,000 shares at 1.544USD and the significance rating of the trade was 35/100. 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 ...

Jean-François Granjon
  • Jean-François Granjon

Quadient : Real growth drivers… for the next road map

>Targets broadly reached for the 2021-2023 road map - During the roadshow, the management (CEO, CFO, HIR) first of all gave a recap on the performances and the achievement of the targets in the 2021-2023 plan (phase II “Drive Sustainable Value”, which followed on from the “Transform” plan in 2019-2020) even though the mix is a little different from what was expected. We would point out the remarkable performances in the historical MRS business with a 2021-2023 CAGR of...

Glencove Funding DAC/Glencove Funding LLC: Program Review

This report explores the credit quality of the program, including both credit strengths and challenges, and addresses the program’s assets and structure.

Moody's downgrades Agile's ratings; outlook remains negative

Moody's Ratings has downgraded Agile Group Holdings Limited's corporate family rating (CFR) to Caa2 from Caa1. At the same time, Moody's has downgraded the following ratings: • The senior unsecured rating on Agile's senior unsecured notes maturing in 2025 to Caa3 from Caa2; and • The senior unsecure...

D''Amico International Shipping: 1 director

A director at D'Amico International Shipping sold 80,000 shares at 6.580EUR and the significance rating of the trade was 90/100. 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...

Christophe Chaput
  • Christophe Chaput

Knaus Tabbert AG : 2023 results and 2024 targets broadly in line with ...

>2023 results in line with forecasts: EBITDA of € 123.8m vs € 123m estimated - For 2023, Knaus Tabbert has published results that were broadly in line with estimates. The publication was characterised by: 1/ sales growth of 37.3% to € 1,441m (already published), EBITDA of € 123.8m (vs our forecast of € 123m) i.e. an increase of 76.4%. The EBITDA margin was therefore 8.6%, which is in line with the group’s forecasts (EBITDA margin of 8.5% and 9%). Over and above volume...

Moody's assigns first-time Baa1 issuer rating to Hyundai Card; outlook...

Moody's Ratings has assigned a first-time Baa1 foreign currency issuer rating to Hyundai Card Co., Ltd. (HCC). The outlook is stable. RATINGS RATIONALE HCC's Baa1 issuer rating incorporates the company's assigned standalone assessment of baa3 and a two-notch affiliate uplift due to support fro...

Moody's assigns first-time Baa1 issuer rating to Hyundai Card; outlook...

MOODY'S INVESTORS SERVICE 1무디스, 현대카드에 ‘Baa1’ 기업신용등급 신규 부여; 전망 ‘안정적’ 2024 년 3 월 28 일、 홍콩 、 한국어 보도자료는 영문 보도자료의 번역본입니다. 한국어와 영문 보도자료 간에 상이한 점이 있을 경우 영어 원문이 우선합니다.Moody’s Ratings(이하 ‘무디스’)는 현대카드에 ‘Baa1’ 외화표시 기업신용등급(issuer rating)을 신규 부여하였다.전망은 ‘안정적’이다.신용등급 결정근거현대카드의 ‘Baa1’ 기업신용등급은 동사의 ‘baa3’ 독자신용도와 동사에 ...

Emmanuel Matot
  • Emmanuel Matot

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/03/2024

Hormis les Etats-Unis, les marchés de la construction devraient continuer à reculer en 2024 (-2% en Europe) avant de rebondir à la faveur d’une baisse des taux. Dans ce contexte, la différenciation entre les groupes se fera essentiellement sur leur capacité de résistance (mix géographique et prix/ coûts), l’allocation du capital (et situations spéciales) et leur valorisation. Face à cet environnement, nous relevons nos recommandations sur KONE (la modernisation comme relais de la Chin...

 PRESS RELEASE

EQS-News: Invitation to the 11th International Investment Forum (IIF) ...

EQS-News: GBC AG / Key word(s): Conference/Miscellaneous Invitation to the 11th International Investment Forum (IIF) - [ONLINE] on April 17, 2024 28.03.2024 / 10:30 CET/CEST The issuer is solely responsible for the content of this announcement. Dear Ladies and Gentlemen, we are pleased to invite you to participate online in the 11th International Investment Forum (IIF) on April 17, 2024 from 09:55 am (CET). The IIF is taking place for the eleventh time since its launch in 2021 and, as an online investor conference, offers the perfect platform for investors to get in tou...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch