High Yield Bonds Daily

LINK Mobility, Lime, HL18, Infront, Advanzia Bank

Bahrain Cinema Company B S C: 1 director

A director at Bahrain Cinema Company B S C bought 153,595 shares at 0.207BHD and the significance rating of the trade was 58/100. 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...

Generali : RN solide attendu au T1

>Forte croissance de l’activité - Generali publiera son RN du T1 2024 le 21 mai prochain. Rappelons que le groupe consolidera pour la 1ère fois Liberty Seguros, dont l’acquisition a été finalisée fin janvier. Nous prévoyons des primes de 23.5 Md€ (+5.8%) légèrement supérieures au consensus (23.0 Md€), avec : 1/ une croissance de 3% des primes en assurance vie, dans un contexte de reprise du marché de l’assurance vie dans certains pays (et notamment en France et en It...

Iveco : Solid Q1 2024 numbers, but showing signs of peaking

>A solid Q1, 2024 guidance confirmed - On Friday morning, Iveco reported solid results that beat forecasts (+22% vs EBIT consensus, +14% vs ODDO BHF). The group posted stable sales (€ 3.37bn, cons. € 3.35bn, ODDO BHF € 3.49bn), supported by volume growth (+8% y-o-y), offset by a negative price/mix (decline in buses and trucks). With regards to profitability, the performance was solid with adjusted EBIT of € 233m, +34% y-o-y (a favourable comparison base + pricing), i....

Eramet : The planets have finally aligned; target price lifted to € 15...

>The surge in manganese prices is well underway - Following a tough year in 2023, the planets have finally aligned for Eramet, with the combination of prices and costs on a positive trend, improved production and well controlled costs. The recent highlight is the surge in manganese prices following the March production shutdown of GEMCO, South32’s Australian entity. The rally accelerated with South32’s announcement in April that it would not be able to return to a nor...

Salzgitter : Q1 results reveal weak underlying performance from steel ...

>Strong performance from non-Steel offset by Steel activities - Salzgitter just released its final Q1 2024 results that were in line with the preliminary results released on 7 May. EBITDA was confirmed at € 126m, up 25% q-o-q, 4% ahead of Visible Alpha consensus at € 121m and 18% above our estimates at € 107m. Overall, the performance remained subdued harmed by weak demand and margin squeeze. Steel Production was up 58% q-q-o-q with EBITDA at € 43m, 5% above market e...

New season price for Nitrates

Ceconomy: Clarified EBIT guidance 6-14% above expectations

Ahead of its full Q2 publication on Wednesday, Ceconomy has pre-released its Q2 and clarified its FY EBIT guidance from "clear increase YoY" to EUR290-310m, coming out 6-14% above consensus with Spain and Italy fuelling the performance. Within our specialised retail segment, Ceconomy (Buy) remains

FX Daily: Close call on a Romania rate cut today

FX markets are waiting on the big next chapter of the 2024 Fed easing story. Details should emerge this week when April US PPI and CPI data are released. A hot topic will also be US-China relations should the White House tomorrow raise tariffs on China's green export industries. On a quiet Monday, we will also be looking at a close call on a rate cut in Romania

Arctic Fish Holding AS: 1 director

A director at Arctic Fish Holding AS bought 4,166 shares at 60.000NOK 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...

Nordnet AB (publ): 1 director

A director at Nordnet AB (publ) sold 40,000 shares at 199.780SEK 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 clea...