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Jean-François Granjon
  • Jean-François Granjon

LISI : Envol de l’Aéronautique – OC révisé en hausse à 35 € (vs 30 €)

La dynamique de croissance reste solide et la publication du CA T1 est de bon augure (croissance organique de 12.5% dont 27% pour l’Aerospace). 2024 devrait voir un redressement des marges (+110 pb estimés) pour un ROC attendu en hausse de 33%. A l’appui d’une bonne visibilité pour l’aéronautique, d’un potentiel MT pour l’automobile et d’une croissance profitable pour le Médical, nous estimons le potentiel d’amélioration des marges à au moins 500 pb à MT. Nous relevons nos estima...

TAV Havalimanlari Holding A.S.: 1 director

A director at TAV Havalimanlari Holding A.S. sold 225,000 shares at 225.700TRY and 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 ...

Umicore S.A.: 1 director

A director at Umicore S.A. bought 5,100 shares at 19.820EUR and the significance rating of the trade was 60/100. 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...

ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath

PC refreshment cycle will come

Broad-based Q1 beat and good H2e-'25e outlook. We lift '24e-'26e EBIT by 34-16% on higher sales. '10/11-'23 sales CAGR of 24% at 8x '25e EV/EBIT – up to BUY (Hold).

 PRESS RELEASE

Implenia further improves score in EcoVadis Sustainability Rating and ...

Implenia AG / Key word(s): Sustainability/ESG Implenia further improves score in EcoVadis Sustainability Rating and maintains Gold status 17.05.2024 / 07:00 CET/CEST Implenia maintains its Gold status in the 2024 EcoVadis Sustainability Rating with 75 points | The construction and real estate service provider thus remains an industry leader | Particularly good improvements in “Sustainable Procurement” and “Labour and Human Rights” Glattpark (Opfikon), 17 May 2024 – Implenia has once again achieved Gold status in the EcoVadis Sustainability Rating for 2024. Scoring 75 points,...

 PRESS RELEASE

Notation de développement durable EcoVadis : Implenia gagne des points...

Implenia AG / Mot-clé(s) : Développement durable/RSE Notation de développement durable EcoVadis : Implenia gagne des points et conserve sa médaille d’or 17.05.2024 / 07:00 CET/CEST Avec 75 points, Implenia conserve sa médaille d’or du développement durable d’EcoVadis pour 2024 | Le prestataire de services de construction et d’immobilier reste ainsi le leader du secteur | Progression des scores notamment dans la catégorie « Achats responsables » et « Social & droits humains » Glattpark (Opfikon), le 17 mai 2024 – En 2024, Implenia a obtenu une nouvelle fois la médaille d’or d...

 PRESS RELEASE

Implenia steigert Punktezahl im Nachhaltigkeitsrating von EcoVadis wei...

Implenia AG / Schlagwort(e): Nachhaltigkeit/ESG Implenia steigert Punktezahl im Nachhaltigkeitsrating von EcoVadis weiter und hält Gold-Status 17.05.2024 / 07:00 CET/CEST Mit 75 Punkten hält Implenia im EcoVadis Sustainability Rating für 2024 weiter den Gold-Status | Der Bau- und Immobiliendienstleister bleibt damit Branchenleader | Verbesserung vor allem bei «Nachhaltige Beschaffung» sowie «Arbeits- und Menschenrechte» Glattpark (Opfikon), 17. Mai 2024 – Im Nachhaltigkeitsrating von EcoVadis erreicht Implenia 2024 wiederum den Gold-Status. Mit 75 Punkten (2023: 70 Punkte) i...

ABGSC Construct. & Real Estate Research ... (+2)
  • ABGSC Construct. & Real Estate Research
  • Peter Sehested

Estimates up, fundamentals prompt upgrade

EBIT forecasts raised by 7-11% for '24e-'26e. Valuing the share on mid-cycle multiples. TP raised to DKK 3,100 (2,700) - upgrading to BUY.

 PRESS RELEASE

Fabricio Bloisi Appointed CEO, Prosus and Naspers

AMSTERDAM--(BUSINESS WIRE)-- Prosus N.V. (AEX: PRX) today announced that the Boards of Prosus and Naspers (JSE:NPN) have unanimously approved the appointment of Fabricio Bloisi as Chief Executive Officer (CEO), Prosus and Naspers Group (“the Group”). The appointment is effective as of 1 July 2024. Fabricio Bloisi assumes the role of Group CEO from his role as CEO, iFood. Fabricio acquired iFood in 2013 when it was a 20-person start-up. He has since grown it rapidly and profitably to become Brazil’s leading food delivery company. Fabricio is a proven entrepreneur and innovator with deep roots...

 PRESS RELEASE

Fabricio Bloisi Appointed CEO, Prosus and Naspers

AMSTERDAM, Netherlands--(BUSINESS WIRE)-- Prosus N.V. (AEX: PRX) today announced that the Boards of Prosus and Naspers have unanimously approved the appointment of Fabricio Bloisi as Chief Executive Officer (CEO), Prosus and Naspers Group (“the Group”). The appointment is effective as of 1 July 2024. Fabricio Bloisi assumes the role of Group CEO from his role as CEO, iFood. Fabricio acquired iFood in 2013 when it was a 20-person start-up. He has since grown it rapidly and profitably to become Brazil’s leading food delivery company. Fabricio is a proven entrepreneur and innovator with deep ro...

Belle Corporation: 1 director

A director at Belle Corporation bought 28,736,900 shares at 2.716PHP and the significance rating of the trade was 73/100. 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 ...

 PRESS RELEASE

CARMAT réalise avec succès une levée de fonds d’un montant de 16,0 M€

PARIS--(BUSINESS WIRE)-- Regulatory News: NE PAS DIFFUSER DIRECTEMENT OU INDIRECTEMENT AUX ETATS-UNIS D'AMERIQUE, EN AFRIQUE DU SUD, AU CANADA, EN AUSTRALIE OU AU JAPON CARMAT (FR0010907956, ALCAR, éligible PEA-PME), concepteur et développeur du cœur artificiel total le plus avancé au monde (la « Société » ou « CARMAT »), visant à offrir une alternative thérapeutique aux malades souffrant d’insuffisance cardiaque biventriculaire avancée, annonce aujourd’hui le succès de sa levée de fonds pour un montant total brut de 16,0 millions d'euros, dont 14,2 millions d'euros ont été souscrits par d...

Marc Zwartsenburg ... (+2)
  • Marc Zwartsenburg
  • CEFA

Brunel International/Comforting 1Q24/BUY

We reiterate our BUY rating and leave our TP of €15.50 unchanged. Brunel reported a comforting set of 1Q24 results with a beat of 5% on EBIT. Germany was a positive surprise being more resilient than feared while offshore wind perm also recovered sharply. We do leave our estimates unchanged given that we remain cautious with regard to some expected gross margin pressure when new contract terms kick in as from 1 April while Brunel sees some phasing of (large) projects into FY25F. We thus see limi...

Felix Fischer
  • Felix Fischer

Lucror Analytics - Convertibles Brief

Lucror Analytics Convertibles Briefs comprise fundamental credit analysis, opinions and trade recommendations on convertible bond issuers, based on key company-specific developments in the past 24 hours. The publication includes a section with a brief market commentary, key market indicators, and a corporate event calendar. To request full and unrestricted access to Lucror’s research and analytics platform, please visit

Moody's Ratings assigns A1 to Mizuho Markets Cayman LP's USD takedown ...

1/4NEWSContact:東京 東京牧本 聡一郎 関 雄介主任格付アナリスト/VPシニア・アナリスト 格付責任者金融機関グループ アソシエイト・マネージング・ディレクタームーディーズ・ジャパン株式会社 ムーディーズ・ジャパン株式会社お客様専用電話番号:03-5408-4100報道関係者電話番号:03-5408-4110お客様専用電話番号:03-5408-4100報道関係者電話番号:03-5408-4110[MJKK]Mizuho Markets Cayman LPが発行する米ドル建て債券にA1の格付を付与  2024年5月17日、東京、ムーディーズ・ジャパン株式会社は、以下の格付を付与した...

Arcosa Inc: 2 directors

Two Directors at Arcosa Inc sold/sold after exercising options 20,604 shares at between 88.708USD and 88.713USD. The significance rating of the trade was 70/100. 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 comp...

Felix Fischer
  • Felix Fischer

Lucror Analytics - Morning Views Europe

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar. To request full and unrestricted access to Lucror’s research and analytics platform, please visit

CAG Group AG: 1 director

A director at CAG Group AG bought 2,846 shares at 106.989SEK and 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 last two years clearly ...

Malaysia Airports Holdings Berhad: Takeover offer by Khazanah-led cons...

The proposed new shareholder mix of long-term investors have the capacity and commitment to support MAHB’s growth initiatives.

Metallus Inc: 2 directors

Two Directors at Metallus Inc sold 19,676 shares at 23.000USD. 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 sh...

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