2025er Ausblick bestätigt – Q2 mit Licht und Schatten

TeamViewer hat den Ausblick für 2025 bestätigt, obwohl Q2 gegenüber Q1 eine weitere Abschwächung der Dynamik brachte und das wirtschaftliche Umfeld herausfordernd geblieben ist. Die Gründe für den Optimismus des Unternehmens liegen aber vor allem im Aufbau der Projektpipeline für H2. Dies ist zwar für Außenstehende schwer zu verifizieren, aber vor dem Hintergrund der Saisonalität und Upselling-Potenzialen mit der übernommenen 1E durchaus plausibel. Highlights in Q2 waren das weiterhin zweistellige Wachstum in ENT-Geschäft (bei Umsatz (+13%; +15% cc) und ARR (+13%)), Fortschritte bei der Integr...

Outlook 2025 confirmed – Q2 with light and shade

TeamViewer has confirmed its outlook for 2025, although Q2 saw a further slowdown in momentum compared to Q1 and the economic environment remained challenging. However, the company's optimism is primarily based on the development of its project pipeline for H2. Although this is difficult for outsiders to verify, it is entirely plausible given the seasonal nature of the business and the upselling potential offered by the acquired 1E. Highlights in Q2 included continued double-digit growth in the ENT business (revenue (+13%; +15% cc) and ARR (+13%)), progress in the integration of 1E, exceeding ...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/29/2025

AC ENERGY CORP increases its risk exposure and slightly lowers to Neutral

AC ENERGY CORP (PH), a company active in the Alternative Electricity industry, now shows a lower overall rating. The independent financial analyst theScreener confirms the fundamental rating of 4 out of 4 stars. However, the market behaviour deterioration triggered a risk requalification, which can be thus described as moderately risky. theScreener believes that increased risk justifies the general evaluation downgrade to Neutral. As of the analysis date April 8, 2022, the closing price was PHP 8.54 and its expected value was estimated at PHP 8.53.

With a more favourable environment, VUKILE PROPERTY improves to Positive

VUKILE PROPERTY (ZA), a company active in the Real Estate Holding & Development industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date April 5, 2022, the closing price was ZAR 13.72 and its potential was estimated at ZAR 15.16.

An unfavourable environment weighs on ROYAL BAFOKENG PLATINUM, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of ROYAL BAFOKENG PLATINUM (ZA), active in the Platinum & Precious Metals industry. As regards its fundamental valuation, the title still shows 0 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date April 5, 2022, the closing price was ZAR 159.78 and its target price was estimated at ZAR 127.50.