>Announcement of share buyback programme - According to the press release from 2 May 2024, the board of management of Leifheit resolved with the approval of the supervisory board a share buyback programme with a total volume of up to € 8.5m (excl. transaction costs) and with an expected term from 13 May 2024 until 11 December 2024. The board of management is making use of the authorisation granted by the AGM on 30 September 2020, to acquire treasury shares of the comp...
>Outperform rating maintained - Target price raised to € 5.5 (vs € 5.4) - Santander’s Q1 2024 results underpin our Outperform rating and lead us to increase our net profit estimates (+2% on average over the period 2024-2026e), due to a slightly more favourable stance on the top line trend. Our target price has thus been lifted to € 5.5 (vs € 5.4). The trend in the group’s operating performances remains broadly solid with the validation of the main financial targets se...
>Lowering 2024 estimates, 2025-2026 unchanged, investment case stands - We maintain our Outperform rating and price target after the mixed/disappointing Q1 2024 results. We lower our 2024 adj. EBITDA by 6% (adj. EBITDA margin 4.6% instead of 4.8%) but keep our 2025 and 2026 largely unchanged. Despite the disappointment over the Q1 profitability levels, our investment case stands with slowly but surely improving operational and financial performance as the old lower ma...
>We are forecasting Q1 2024 operating profit of € 3.9bn - Allianz is due to report its Q1 2024 results on 15 May. We are forecasting operating profit of € 3,886m (+4.2%), in line with the consensus (€ 3,897m, +4.4%e). Q1 operating profit should, in our view, confirm the fact that Allianz should report a full-year operating profit at the upper end of the guidance range (€ 14.8bn, +/- € 1bn, bearing in mind that 1/4 of the average point of the target range is equivalent...
>A reasonably optimistic tone on Medidata - As expected, a significant part of the discussions with the CFO during this roadshow focused on the difficulties of Medidata (15% of Group sales). In Q2, the Medidata growth trend should be in line with Q1 (-2.5% cc). That said, Dassault Systèmes’ management sees signs of improvement on the commercial front: i/ bookings linked to the volume of clinical trials are up slightly; ii/ demand at mid-sized clients is stabilising an...
>Q1 adj. EPS & adj. EBIT were 2% ahead of consensus, volumes down 1% y-o-y - Linde reported Q1 2024 adj. EPS increase of 10% y-o-y to $ 3.75 (+4% q-o-q), exceeding the upper end of previously provided Q1 2024 company guidance ($ 3.58-$ 3.68). Sales decreased by 1% y-o-y to $ 8.1bn in Q1 2024 in the wake of lower volumes (-1% y-o-y), while price/mix (+2% y-o-y) only offset the headwind from energy price pass-through (-2%). Food & Beverage (+6% y-o-y sales growth) and C...
EQS-News: Deutsche Wohnen SE / Key word(s): Quarterly / Interim Statement Deutsche Wohnen: Stable Performance in the first three months of 2024 03.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Interim Results January to March 2024 Deutsche Wohnen: Stable Performance in the first three months of 2024 Adj. EBT of €141.3 million (€0.36 per share) NAV at €17,010.4 million (€42.85 per share) Vacancy rate remains at very low level Berlin, May 3, 2024. In a challenging environment for the real estate industry, Deutsche Wohn...
EQS-News: Deutsche Wohnen SE / Schlagwort(e): Quartals-/Zwischenmitteilung Deutsche Wohnen mit solider Geschäftsentwicklung in den ersten drei Monaten 2024 03.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Zwischenergebnis zum 31. März 2024 Deutsche Wohnen mit solider Geschäftsentwicklung in den ersten drei Monaten 2024 Adj. EBT (fortgeführte Geschäftsbereiche) in Höhe von 141,3 Mio. € bzw. 0,36 € je Aktie NAV bei 17.010,4 Mio. € bzw. 42,85 € je Aktie Leerstand weiterhin auf sehr niedrigem Niveau Berlin, 3. Mai 2...
Netcompany - Launch of share buyback programme Company announcement No. 19/2024 3 May 2024 Launch of share buyback programmeToday, Netcompany Group A/S (“Netcompany”) announces that the Board of Directors has decided to initiate a share buyback programme of up to DKK 250m for the purpose of meeting the future commitments under its LTIP programmes (RSU). The share buyback programme is launched with reference to the authorisation to acquire treasury shares granted by the general meeting on 2 March 2023. The authorisation is valid unti...
For Apr 24, our Alpha Picks portfolio rose 0.4% mom on an equal-weighted basis, underperforming the STI slightly by 1.7ppt. It was a mixed performance from our portfolio with the top performers being MPM, BAL and CD while FRKN, LREIT and ST underperformed. Our Alpha Picks portfolio has outperformed the STI in three out of the past four months. For May 24, we add FEHT, MPACT, GENS; remove BAL, LREIT and CLAS.
Netcompany – Interim report for the three months ended 31 March 2024 Company announcement No. 18/2024 3 May 2024 Results in line with expectations and underlying margin improvements Summary In Q1 2024, Netcompany grew revenue by 3.8% (constant 3.6%) to DKK 1,598.1m.Adjusted EBITDA increased by 2.1% (constant 3.4%) to DKK 247.1m in Q1 2024. Adjusted EBITDA margin was 15.5% in Q1 2024 (constant 15.7%) compared to 15.7% in Q1 2023.Average number of full-time employees increased by 295 FTEs from 7,513 in Q1 2023 to 7,808 in Q1 2024....
A director at Skyworks Solutions Inc bought 11,142 shares at 90.000USD 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 year...
A director at Umb Financial Corp sold 16,200 shares at 80.223USD 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 two years clea...
A director at SY Co Ltd sold 22,000 shares at 4,655.000KRW 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 years clearly sh...
Seven Directors at Tejas Networks Ltd sold 48,700 shares at between 1,025.241INR and 1,082.947INR. The significance rating of the trade was 50/100. 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 director...
A director at Valeo bought 6,150 shares at 12.054EUR 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 showing ...
>Ton raisonnablement optimiste concernant Medidata - Comme attendu, une part importante des discussions avec le CFO lors de ce roadshow a porté sur les difficultés de Medidata (15% CA groupe). La croissance T2 de Medidata devrait s’inscrire dans la lignée du T1 (-2.5% cc). Néanmoins, le management de DSY voit quelques signes d’amélioration sur le plan commercial : 1/ les bookings liés aux volumes d’essais cliniques sont en légère croissance ; 2/ la demande auprès des ...
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