>Surperformance maintenue avec un OC inchangé à 125 € - Nous maintenons notre opinion Surperformance sur le titre avec un OC inchangé à 125 €. La publication des résultats FY 23/24 a clôt un chapitre de baisse très forte du CA (-19.2%). En outre, bien que la conf call de présentation du CA 23/24e n’ait pas donné davantage de visibilité sur la Chine et les US, le retour à la croissance du cognac au T4 23/24 (+15% en lfl) ainsi que la perspective d’une reprise à partir ...
>Global sales for March 2024 at +15.2% y-o-y (vs +16.4% in February), Q1 2024 at +15% - Worldwide semiconductor sales in March 2024 were published by the WSTS (World Semiconductor Trade Statistics), with the usual one-month lag. In terms of the three-month moving average, sales came to $ 50.8bn, falling short of our estimate of $ 52.2bn, pointing to y-o-y growth +15.2% (a slight sequential decline of -0.6%). This marks a slowdown vs February, which stood at +16.4%. Q1...
>Perspectives peu encourageantes sur le T2 - La publication T1 d’Aperam a été mal accueillie par le marché malgré un EBITDA de 55 M€ légèrement au-dessus du consensus. Le marché a sanctionné les perspectives mitigées avec un EBITDA T2 attendu en hausse vs T1 mais à un niveau inférieur au consensus actuel (93 M€ selon Visible Alpha). Ce discours prudent s’explique par les difficultés de mise en service du nouveau laminoir à chaud au Brésil et par une grève sur le site ...
>International destocking linked to rising interest rates or phasing effects - - Following a recent contact with the company’s CFO, we note the following points:MBWS did not reduce its international prices in Q1 and broadly maintained them in 2023. In some countries there have been some upward adjustments in line with changes in input prices, such as dry raw materials or neutral alcohol at the beginning of 2023. The group points out that its products are mainstre...
QUADIENT: 2024 Financial calendar - Update 2024 FINANCIAL CALENDAR - Update Paris, 6 May 2024 Q1 2024 sales: 27 May 2024* Quiet period: from 13 May to 27 May 2024 Annual General Meeting: 14 June 2024 New date – Capital Markets Day: 19 June 2024 Update – Half-year results and Q2 2024 sales: 23 September 2024* Update – Quiet period: from 9 to 23 September 2024 Q3 2024 sales: 27 November 2024* Quiet period: from 13 to 27 November 2024 * Publication after the closing of the Premier Marché of Euronext Paris About Quadient®Quadient is the driving force behind the most meaningful custo...
QUADIENT : Calendrier financier 2024 – Mise à jour CALENDRIER FINANCIER 2024 – Mise à jour Paris, le 12 janvier 2024 Chiffre d'affaires T1 2024 : 27 mai 2024* Période d’embargo : du 13 au 27 mai 2024 Assemblée Générale : 14 juin 2024 Nouvelle date – Capital Markets Day : 19 juin 2024 Mise à jour – Résultats semestriels et chiffre d'affaires T2 2024 : 23 septembre 2024* Mise à jour – Période d’embargo : du 9 au 23 septembre 2024 Chiffre d'affaires T3 2024 : 27 novembre 2024* Période d’embargo : du 13 au 27 novembre 2024 * Publication après la clôture du Premier Marché d'Euronext Pa...
Marimekko celebrates the 60th anniversary of the Unikko print in Helsinki and Tokyo with public open-air fashion shows Marimekko Corporation, Press release, 6 May 2024 at 9.30 a.m. Marimekko celebrates the 60th anniversary of the Unikko print in Helsinki and Tokyo with public open-air fashion shows The annual Marimekko Day is celebrated in mid-May with a public open-air fashion show in Helsinki and in Marimekko stores globally. To celebrate the 60-year-old iconic Unikko print, the fashion show will also be seen in Tokyo for the first time. Esplanade Park in the hear...
Marimekko-päivä 17.5. Esplanadin puistossa – Unikko-kuvion juhlavuoden kunniaksi näytös myös Tokiossa Marimekko Oyj, Lehdistötiedote 6.5.2024 klo 9.30 Marimekko-päivä 17.5. Esplanadin puistossa – Unikko-kuvion juhlavuoden kunniaksi näytös myös Tokiossa Perinteistä Marimekko-päivää vietetään jälleen toukokuun puolessa välissä Esplanadin puistonäytöksessä ja myymälöissä ympäri Suomen. Tänä vuonna Unikko 60 vuotta -näytös näkyy Esplanadin lisäksi myös Tokiossa. Marimekko-päivänä 17.5. Esplanadi puhkeaa kukkaan, kun Marimekko kutsuu yhteisönsä katsomaan värikästä ja inspiroiva...
>Guidance came as huge disappointment - The extremely disappointing guidance for FY 2024 and the withdrawal of the mid-term outlook 2025 came as the result of a deteriorating environment in some business areas, limited visibility regarding the success of countermeasures and the change in the CEO, who certainly did not want to be confronted with an overly ambitious guidance. This new situation requires a substantial update of our valuation model, which we only revised ...
>Revenue growth of 11% - Crédit Agricole SA released higher than expected Q1 2024 earnings on Friday. Revenues came to € 6,806m (+11.2% reported, +10.5% underlying), 5.2% above the consensus and 5.7% above our estimates, with revenues that were better than expected in large customers, international retail banking and insurance, but slightly weaker than anticipated in SFS and retail banking in France. In French retail banking, revenues were 3% below the consensus, with...
>microLED restructuring means lower revenue growth prospects, but also improved mid-term cash flow and potential transfer of a lease - In late February 2024, ams OSRAM announced the unexpected cancellation of a key project underpinning its microLED strategy. On one hand, the group lost a major revenue growth driver and it now expects a revenue CAGR of 6-8% for the period 2023-2026 compared with 6-10% previously. On the other hand, the exit from microLED will remove ...
>microLED restructuring means lower revenue growth prospects, but also improved mid-term cash flow and potential transfer of a lease - In late February 2024, ams OSRAM announced the unexpected cancellation of a key project underpinning its microLED strategy. On one hand, the group lost a major revenue growth driver and it now expects a revenue CAGR of 6-8% for the period 2023-2026 compared with 6-10% previously. On the other hand, the exit from microLED will remove ...
A director at XRF Scientific Limited sold 1,000,000 shares at 1.340AUD and 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 company's directors over the last two year...
Moody's Ratings (Moody's) has assigned provisional ratings to the notes to be issued by Perpetual Corporate Trust Limited in its capacity as trustee of the NOW Trust 2024-1. IMPORTANT NOTICE: MOODY'S RATINGS AND PUBLICATIONS ARE NOT INTENDED FOR USE BY RETAIL INVESTORS. SUCH USE WOULD BE RECKLESS ...
Moody's Ratings (Moody's) has assigned provisional ratings to the notes to be issued by Perpetual Corporate Trust Limited in its capacity as trustee of the NOW Trust 2024-1. IMPORTANT NOTICE: MOODY'S RATINGS AND PUBLICATIONS ARE NOT INTENDED FOR USE BY RETAIL INVESTORS. SUCH USE WOULD BE RECKLESS ...
>Ventes mondiales de mars 2024 à +15.2% yoy (vs +16.4% en février), un T1 24 à +15% - Les ventes mondiales de semiconducteurs de mars 2024 ont été publiées par la WSTS (World Semiconductor Trade Statistics), avec comme toujours, un mois de décalage. En données lissées (moyenne 3 mois), elles ressortent à 50.8 Md$, inférieures à notre prévision à 52.2 Md$, en croissance annuelle de 15.2% (légère baisse en séquentiel de -0.6%). Il s’agit d’un ralentissement par rapport ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, ROVI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. La periferia europea se desinfla en bolsa Comportamiento mixto en las bolsas a ambos lados del Atlántico, con buena evolución en América, pero algo más pobre en Eurozona, lastrad...
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