reports
- Anthony Dick
- Michael Foundoukidis
BMW : Decent in relative terms, but that may not be enough
>Q1 slightly below expectations for Autos, 2024 guidance confirmed - BMW reported yesterday morning a set of Q1 2024 results that came in line with expectations overall, but a shade below on the core Autos division (-6% vs css EBIT), see First Take. Whilst volumes were broadly stable over the quarter, the group, like most of its peers, posted lower earnings (EBIT -25% y-o-y, of which -28% for the Automotive division), penalised by falling prices (new and used vehicl...
e-therapeutics plc shares now trading on JP Jenkins
JP Jenkins Ltd e-therapeutics plc shares now trading on JP Jenkins 09-May-2024 / 07:30 GMT/BST The issuer is solely responsible for the content of this announcement. 9th May 2024 JPJ: ETX ISIN: GB00B2823H99 e-therapeutics plc ("e-therapeutics" or "ETX" or the "Company") Shares now trading on JP Jenkins London, UK, 9th May 2024 – e-therapeutics plc (AIM: ETX), a company integrating computational power and biological data to discover life-transforming RNAi medicines, today announces its shares (“ETX”) () have been admitted to trade on JP Jenkins share dealing plat...
AutoCanada Inc: 1 director
A director at AutoCanada Inc bought 224,977 shares at 21.000CAD and the significance rating of the trade was 75/100. 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...
- Jerôme Bodin
Ströer SE & Co. KGaA : Q1 driven by favourable momentum at OoH
>Neutral rating reiterated - Yesterday Ströer published Q1 results that were more or less fully in line with our forecasts with EBITDA of € 108.4m vs € 111m anticipated. Organic growth was 9% over the quarter. Q1 was particularly dynamic. The OoH activity posted growth of 17.4%, beating our forecasts and the group's guidance (+15%) illustrating the continued market share gains on this media (and specifically Ströer). The group held a conference call following the publ...
- Delphine Brault
- Quentin Borie
Siemens Energy AG : Le dynamisme de Grid Technologies booste les résul...
>T2 2023/24 : un très bon trimestre, grâce à Grid Technologies - Siemens Energy a publié hier matin des résultats T2 supérieurs aux attentes, principalement grâce à la division Grid Technologies. Les commandes s’établissent à 9.5 Md€, -22% en comparable (dont -76% pour Siemens Gamesa, -21% pour Gas Services, +27% pour Grid Technologies). Le CA atteint 8.3 Md€, +3.7% en comparable (-6% pour GS, +25% pour GT, -4.6% pour Siemens Gamesa). L’EBITA ajusté (avant SI – specia...
Nxera Pharma Operational Highlights and Consolidated Results for the F...
Nxera Pharma Operational Highlights and Consolidated Results for the First Quarter 2024 Tokyo, Japan and Cambridge, UK, 9 May 2024 – Nxera Pharma (“the Company” or “Nxera”; TSE: 4565) provides an update on operational activities and reports its consolidated results for the first quarter ended 31 March 2024. The full report can be found . Chris Cargill, President and CEO of Nxera, commented: “We entered 2024 with a clear vision to capitalize on a number of strategic opportunities and build on the strong foundations we have created, positioning the business for the next stage of its ...
News from INVL Technology managed companies: NRD Companies reports sig...
News from INVL Technology managed companies: NRD Companies reports significant growth in 2023 May 9th, 2024 – NRD Companies, a global IT and consulting group of companies specializing in governance, economic digital infrastructure development, and subject matter consultancy services, has released its 2023 annual report, showcasing remarkable growth and strategic achievements. In 2023, NRD Companies maintained its focus on developing dedicated products and solutions for the E-Government, Banking, and Retail sectors, alongside providing subject matter consultancy services tailored to its ...
„INVL Technology“ valdomų įmonių naujienos: „NRD Companies” praneša ap...
„INVL Technology“ valdomų įmonių naujienos: „NRD Companies” praneša apie reikšmingą augimą 2023 metais Gegužės 9 d., 2024 m. „NRD Companies“, Lietuvoje veiklą vykdanti tarptautinė įmonių grupė, kuri specializuojasi viešojo sektoriaus ir skaitmeninės infrastruktūros sprendimų kūrime kartu teikiant strategines konsultacijas, neseniai paskelbė 2023 m. metinę ataskaitą, kurioje demonstruojamas puikus augimas ir strateginiai pasiekimai. 2023 m. „NRD Companies“ toliau fokusavosi į viešajam, bankininkystės ir mažmeninės prekybos sektoriams skirtų IT produktų ir sprendimų kūrimą bei teikė konsult...
- Franc Gregori
- Lala Gregorek
- Philippa Gardner
Trinity Delta Lighthouse: Arecor Therapeutics
Trinity Delta view: A deal with a major insulin device player such as Medtronic is undoubtedly a coup for Arecor, providing the opportunity to develop a closer relationship as well as broadening its existing diabetes franchise. This expanding franchise, centred on AT278 and AT247, now includes this novel implantable insulin-pump device combination with Medtronic (addressing an underserved niche patient population), an earlier co-development deal with TRx Biosciences to develop an oral GLP-1 (Mar...
Travis Perkins: TR1 Notification of Major Share Interest
Travis Perkins (TPK) Travis Perkins: TR1 Notification of Major Share Interest 09-May-2024 / 07:15 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00BK9RKT01 Issuer Name TRAVIS PERKINS PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights; An acquisition or disposal of financial instruments 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registe...
Allgeier SE: 1 director
A director at Allgeier SE bought 10,000 shares at 18.570EUR 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 clearly s...
Schwab Charles Corp: 2 directors
Two Directors at Schwab Charles Corp sold 145,128 shares at between 75.953USD and 76.385USD. The significance rating of the trade was 67/100. 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...
Kraft Heinz Co: 1 director
A director at Kraft Heinz Co sold 10,140 shares at 35.952USD 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 two years clearly ...
Donnelley Financial Solutions Inc: 1 director
A director at Donnelley Financial Solutions Inc sold 565,012 shares at 63.184USD and the significance rating of the trade was 75/100. 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...
EverQuote Inc: 1 director
A director at EverQuote Inc sold 453,884 shares at 24.354USD and the significance rating of the trade was 72/100. 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 ...
Cloudflare Inc: 1 director
A director at Cloudflare Inc sold 157,152 shares at 73.776USD and the significance rating of the trade was 80/100. 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...
API Group Corp: 2 directors
Two Directors at API Group Corp sold 275,000 shares at 37.210USD. The significance rating of the trade was 67/100. 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...
- Nicolas David
- Yan Derocles
Amadeus IT Group : Q1 performance heading in right direction pending C...
>Good Q1 performance despite adverse calendar effect - Bookings growth in Q1 (+2.8% y-o-y for bookings still 23% below Q1, stable relative to Q4) was impacted by the unfavourable positioning of the Easter vacation, for an impact of c. -1.5 pt by our calculations. This calendar effect, coupled with the loss of some local bookings in the US migrated to direct connect (stable impact vs Q4), had an impact of -5 pt on bookings growth in Q1. This factor was largely offset b...
- Anthony Dick
- Michael Foundoukidis
CIE Automotive : Still best-in-class yet still under appreciated
>Very solid Q1 2024 results, scenario confirmed - CIE’s Q1 results, reported yesterday during trading hours, came in strong and ahead of expectations (+7% vs css EBIT, +15% at net income level). The group posted solid growth in revenues (€ 1.0bn, +3% y-o-y, +4% org.), but also, importantly, further margin expansion (EBIT € 146m, +9% y-o-y, i.e. margin of 14.0%, +70bp y-o-y) and solid FCF (€ 79m, 8% of revenues). The group still has not given detailed financial guida...
- Gerardo Ibanez
- Steven Boumans
CTP NV : Q1 2024 results: Strong, but inline results with reiterated g...
>Guidance reiterated, solid underlying performance, developments as expected - CTP confirms its €0.80 - €0.82 guidance for FY2024.Like for like rental growth of 5.0% (FY 2023 7.4%) LTV 45.9% (YE 2023: 46.0% and 40-45% target), with a cost of debt of 2.13% (FY2023: 1.95%), with 99.6% of the debt fixed/hedged and debt maturity of 5.2yrs.New leases continued to be signed ahead of ERV with the rent reversionary potential unchanged versus YE2023 at 14.5%, wi...
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