Origin Energy Ltd: 1 director

A director at Origin Energy Ltd sold 211,000 shares at 9.600AUD 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 clear...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/19/2024

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Samsara Inc: 2 directors

Two Directors at Samsara Inc sold 192,000 shares at between 30.732USD and 30.732USD. The significance rating of the trade was 68/100. 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 las...

Sartorius Stedim - More Downside to Come (SELL, TP EUR150 [165], 9 pgs...

The capitulation may be upon us. The order book continues to show weakness & contrary to the befuddling Q423 sales strength, equipment sales look likely to stay weak as CDMO’s reduce CAPEX after 3yrs of turbo charged growth. We now question the trend growth rate as we believe that market share gains will be minimal, CDMO CAPEX will recover very slowly & M&A is unlikely to contribute as much as it did in the past. Moreover, we expect DIM to add significant capacity in the coming 24mths, which is ...

Danske Bank AS: 1 director

A director at Danske Bank AS sold 47,974 shares at 202.670DKK 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 clearl...

Enechange Ltd: 1 director

A director at Enechange Ltd bought/sold 795,900 shares at 0.000JPY and the significance rating of the trade was 69/100. 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 cl...

Heads-up for report 24 April

Morning Crédit 19/04/2024

Telecom Italia lance une offre d’échange sur ses obligations à échéance 2026 ou plusBoels et Carnival ont finalisé leurs émissions obligataires>...

ODDO BHF Small & MIDCAP MORNING NEWS - 04/19/2024 Date Performance sin...

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BankVic: Update following rating update

Our credit view of BankVic reflects its strong core capital levels and conservative funding profile, against asset risks from inflationary pressures and profit pressures from competition.

Moody’s Ratings affirms Peak Re’s Baa1 IFSR; changes outlook to stable...

Hong Kong , April 19, 2024 – Moody's Ratings (Moody's) has affirmed the Baa1 insurance financial strength rating (IFSR) of Peak Reinsurance Company Ltd. (Peak Re). Moody's has also affirmed the Baa3 (hyb) backed subordinated debt rating of the subordinated perpetual securities issued by Peak Re (BVI...

Japan’s still negative neutral rate points to a very slow exit from ul...

The Bank of Japan (BoJ)’s monetary policy has been an outlier among major global central banks. It was not only the last central bank to end the unconventional monetary policy tools but also the first one to actively use those tools from the 90s.With declining neural rate, the BoJ confronted the zero nominal lower bound, a belief that the policy rate cannot fall below 0%, when the economy suffered from a prolonged deflation. In fact, our latest Cross-Expertise* revealed that Japan’s neutral rate...

NFO Drives AB: 1 director

A director at NFO Drives AB bought 17,256 shares at 31.820SEK and the significance rating of the trade was 55/100. 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...

Costco Wholesale Corp: 1 director

A director at Costco Wholesale Corp sold 785 shares at 722.857USD and the significance rating of the trade was 63/100. 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 cle...

L'Oreal : Very robust Q1 wrong-foots recent caution

>Q1 set to go down well on two counts. Target price upgraded to € 416 – Neutral rating maintained on a very high-quality stock - We maintain our Neutral rating on a very high-quality stock, with a higher target price of € 416. The major surprise in Q1 in organic terms is likely to be well received on two counts; a cautious stance had been adopted over the last few weeks given the marked slowdown in the beauty market and L’Oréal’s Q1 clearly beat expectations, with org...

PulluP Entertainment : Full-year sales in line but one-offs set to imp...

>Q4 actually positive, solely due to the back catalogue - PulluP Entertainment (formerly Focus Entertainment) has reported Q4 revenue growth of 12% y-o-y to € 59m (vs € 56.8m est.). The catalogue (37% of Q4 revenue) posted a decline of 47% to € 21.6m (vs € 29.3m est.). For Banishers, despite a broadly decent rating, has not really been a great success. The release of Expeditions also contributed to the Q4 performance. Broadly, the performance of the catalogue was ther...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/04/2024

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