Swedish food retail market: strong volumes in March

Shandong Dongyue Organosilicon Materials Co Ltd: 1 director

A director at Shandong Dongyue Organosilicon Materials Co Ltd maiden bought 34,000 shares at 7.480CNY 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 d...

Egyptian For Tourism Resorts: 1 director

A director at Egyptian For Tourism Resorts sold/bought 2,000,000 shares at 0.000EGP and the significance rating of the trade was 59/100. 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 ...

Nauticus Robotics Inc: 1 director

A director at Nauticus Robotics Inc maiden bought 100,000 shares at 0.227USD and the significance rating of the trade was 52/100. 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...

Rowad Tourism (Al Rowad): 1 director

A director at Rowad Tourism (Al Rowad) bought/sold 831,931 shares at 0.000EGP and the significance rating of the trade was 87/100. 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 t...

Enagas : Q1 2024 earnings preview: operating calm, strategic dynamism

>Regulatory framework weighing on results - Enagas will release Q1 2024 results on April 23rd. Our estimates consider the continued decline in regulatory revenues given the 2021-2026 framework (continuity of supply), partially offset by the increase in other regulated revenues, strong activity at the regasification plants, El Musel plant start-up and COPEX adjustments. We expect flattish adjusted EBITDA level considering more stability in recurring costs (after last y...

Berentzen–Gruppe Aktiengesellschaft : First intermediate steps towards...

>Top line and earnings growth in 2024 - Considering the positive development of individual segments, Berentzen projects higher revenue (range: € 190.0m to € 200.0m) for the 2024. It assumes that the spirits segment will experience modest growth, the non-alcoholic beverages and other segments considerable growth, and the fresh juice systems segment substantial growth. The group also expects a positive development for EBITDA (range: € 17.2m to € 19.2m) and EBIT (range: ...

Braze Inc: 1 director

A director at Braze Inc sold after exercising options/sold 28,383 shares at 42.281USD 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 th...

El Ahli Investment & Development: 1 director

A director at El Ahli Investment & Development bought 80,853 shares at 0.000EGP and the significance rating of the trade was 54/100. 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...

Egyptian Real Estate Group: 1 director

A director at Egyptian Real Estate Group bought 2,292,579 shares at 0.000EGP and the significance rating of the trade was 54/100. 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...

Palm Hills Developments Company: 1 director

A director at Palm Hills Developments Company bought 1,000,000 shares at 0.000EGP and the significance rating of the trade was 57/100. 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 la...

Naeem Holding Company: 1 director

A director at Naeem Holding Company sold/bought 361,933 shares at 0.000USD and the significance rating of the trade was 53/100. 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 ...

Evotec SE : Strong earnings growth should come into focus again

>Strong slump in share price unjustified - Despite the reduction in our earnings estimates and the associated reduction in our TP to € 26, we still see an attractive buying opportunity. The substantial share price loss since the resignation of CEO Werner Lanthaler in no way reflects the company's operational potential. We do not see any danger of legal risks for the company from Mr Lanthaler's compliance violations, nor do we see that the operating business is impaire...

Wolters Kluwer : Build to benefit from AI

In this report we examine the AI opportunities for Wolters Kluwer. More than half of the 82% of group revenues that is digital has some form of AI embedded already. On average, we see fees of +20% to +50% for AI applications, which lifts its growth rate, margins and creates efficiency gains. - >Structurally higher growth fuelled by Expert Solutions and Cloud services - Expert Solutions already generates 58% of group revenues and grows at 8% organically, and 17% of gro...

A low bar to clear

Q1e: We expect a flattening, but not an improving, q-o-q trend. Should be enough to trade up the share. We reiterate BUY with a TP of SEK 50.

Lack of bright signals

Unchanged market conditions from Q4. We forecast adj. EBIT of SEK -0.8bn. Reiterate HOLD, TP raised to SEK 98 (95).