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Kuehne + Nagel International AG: 1 director

A director at Kuehne + Nagel International AG bought 50,000 shares at 242.501CHF and the significance rating of the trade was 100/100. 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 la...

Glarner Kantonalbank: 1 director

A director at Glarner Kantonalbank bought 800 shares at 22.250CHF 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 cle...

Cytokinetics Inc: 1 director

A director at Cytokinetics Inc sold 10,562 shares at 64.540USD and the significance rating of the trade was 74/100. 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 clearl...

ABGSC Retail Research ... (+2)
  • ABGSC Retail Research
  • Fredrik Ivarsson

Brighter beyond Q2

Q1'24 EBIT 6% below our expectations, driven by BTT. Soft short-term outlook but brighter beyond Q2'24e. '24e-'26e down 4-3%, TP cut to EUR 17.5 (18.5), HOLD.

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Johanna Jourdain

Accor : Solide démarrage offrant un niveau de confort élevé pour 2024

>T1 24 légèrement au-dessus des attentes, accélération séquentielle du NUG - Accor a publié un CA T1 2024 à 1 236 M€ (+8% en publié), 2% au-dessus des attentes à 1 216 M€ (ODDO BHF 1 197 M€). La performance au T1 a été soutenue par toutes les régions, en particulier le Moyen-Orient et l’Asie-Pacifique, un bon niveau de prix (+5.5%) et des taux d’occupation (TO) qui progressent (+1.2 pt). Par division, le CA Management & Franchise (M&F) atteint 294 M€ (+10% y-o-y), sou...

Jeremy Garnier
  • Jeremy Garnier

Showroomprive : T1 en ligne avec nos attentes, 2024 sera une année de ...

>CA T1 en légère baisse de 1.9% à 152.6 M€ (vs 153 M€e) - SRP groupe a publié hier soir un CA T1, en ligne avec notre attente, à 152.6 M€ (vs 153 M€e), en léger retrait de -1.9% (vs -2%e) dont -3% de croissance organique (encore un petit effet périmètre lié à The Bradery). Des disparités selon les segments – Bonne dynamique de l’international et de The Bradery - Au titre du T1, l’activité est ressortie en légère baisse, pénalisée par un effet de base ...

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

Riding on price tailwinds from Q2e

Solid Q1, but with adj. EBIT 3% below due to net recruitments. Fine-tuned sales, but '24e-'26e EBIT down 4-3% on higher opex. Share to benefit from improved organic growth: up to BUY (Hold).

Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis

Valeo : Une publication sans grande surprise

>T1 en ligne malgré la faiblesse de l’électrique, le S1 attendu plus faible que le S2 - Valeo a publié, hier soir, un CA T1 2024 de 5 427 M€, en baisse de 1% en publié (+2% en organique), en ligne avec les attentes (5 410 M€). En première monte, la surperformance n’est ressortie qu’à +2 pts (vs ~4 pts pour Forvia et OPM), essentiellement en raison de la faiblesse de l’activité Electrification Haute Tension (CA divisé par deux). Au-delà, les objectifs annuels ont bien ...

Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles

Airbus Group : Le démarrage poussif de l’année masque une visibilité i...

>Un début d’année poussif… - Avec un EBIT Ajusté de 577 M€ (-26.9% yoy et marge en recul de 160 pb), le T1 ressort largement en-deçà des attentes (ODDO BHF : 715 M€, css : 789 M€) et ce, sur l’ensemble des divisions. Par rapport à nos estimations l’écart provient notamment i/ d’un succès plus important du plan d’actionnariat salarié (ESOP) avec une augmentation du coût de plus de 0.1 Md€ par rapport au T1 2023, ii/ d’un effet recrutements encore plus fort qu...

Usama Rauf
  • Usama Rauf

CHCC_3QFY24 Result Review —Gross margin contraction leads to earnings ...

AKD, Off the Analyst's Desk CHCC_3QFY24 Result Review —Gross margin contraction leads to earnings decline   Cherat Cement Company Limited (CHCC) announced its 3QFY24 results, where the company posted earnings of PkR1.2bn (EPS: PkR6.4) vs. PAT of PkR1.9bn (EPS: PkR9.6) in the quarter before, down 33%QoQ (in line with our expectations of PkR6.4/sh). The said quarterly earnings drop is majorly attributable to the gross margins contraction and lower sales volume.   Net Sales were reported at...

ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

Racing a tough market (and winning?)

Continued market softness, Q1 org. growth -14% y-o-y. Significant 260bp EBITA margin improvement y-o-y. We reiterate BUY, covenant relief until '26 gives leverage headroom.

ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Oscar Rönnkvist
  • Simon Jönsson

Good value, but lacking positive triggers

Near-term outlook still muted (tough comps high cons.) but long-term sector winner with 25% EPS CAGR '23-'26e. Reiterate BUY, TP of SEK 200 (210); 13-11x EV/EBITDAC '25e-'26e.

Lifeway Foods Inc: 1 director

A director at Lifeway Foods Inc sold 35,588 shares at 20.823USD 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 clear...

Essity AB: 1 director

A director at Essity AB maiden bought 1,607 shares at 263.750SEK 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 clea...

ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf

Enough is enough

The FABG share is down 25% YTD vs. the sector at -7%. Valuation support from both NAV and CEPS. Up to HOLD (Sell), TP of SEK 90 reiterated.

Lynn Hautekeete
  • Lynn Hautekeete

Qrf City Retail Catalysts not translated in share price reaction

We update our model after the 1Q24 results and take into account the exit from the Dutch market, JV closing and non-strategic asset sales announced in 1Q24. We believe the stock price did not react enough to the positive catalyst of the Dutch sales and JV closing at 15.13% IRR. Hence, we repeat our BUY recommendation and EUR 13.0 TP. Standing asset valuations increased with 1.3% in 1Q24 signalling the revival of retail real estate. This is also reflected in the record high occupancy rate at 99....

 PRESS RELEASE

Schneider Electric Launches All-In-One Battery Energy Storage System (...

Schneider Electric Launches All-In-One Battery Energy Storage System (BESS) for Microgrids - Upholding the highest and strictest safety standards, BESS will be available in various markets around the world. , the global leader in digital transformation of energy management and automation, today announced the launch of its latest (BESS) designed and engineered to be a part of a flexible and scalable, architecture. BESS is the foundation for a fully integrated microgrid solution that is driven by Schneider Electric’s controls, optimization, electrical distribution, and world-renowned digit...

 PRESS RELEASE

EINLADUNG ZUR AUSSERORDENTLICHEN GENERALVERSAMMLUNG 2024 DER AKTIONÄRE...

Novavest Real Estate AG / Schlagwort(e): Generalversammlung EINLADUNG ZUR AUSSERORDENTLICHEN GENERALVERSAMMLUNG 2024 DER AKTIONÄRE DER NOVAVEST REAL ESTATE AG 26.04.2024 / 07:00 CET/CEST Sehr geehrte Damen und Herren   Im Anhang finden Sie zu Ihrer Information eine Kopie der Einladung zur ausserordentlichen Generalversammlung der Novavest Real Estate AG vom 29. Mai 2024.   Kontaktperson:  Peter Mettler Chief Executive Officer NOVAVEST Real Estate AG Feldeggstrasse 26 8008 Zürich +41 (0)44 276 40 40 NOVAVEST Real Estate AG   Die NOVAVEST Real Estate AG ist eine Schweizer Immobili...

 PRESS RELEASE

EQS-News: BB Biotech presents solid first-quarter results; biotech sto...

EQS-News: BB BIOTECH AG / Key word(s): Interim Report BB Biotech presents solid first-quarter results; biotech stock market impacted by shifting views on interest rates 26.04.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Media release as at April 26, 2024 Portfolio of BB Biotech AG as at March 31, 2024 BB Biotech presents solid first-quarter results; biotech stock market impacted by shifting views on interest rates Investor sentiment in the biotech space continues to be shaped by the general interest rate environment. Biot...

 PRESS RELEASE

EQS-News: BB Biotech mit solidem Quartalsergebnis, Biotechkapitalmarkt...

EQS-News: BB BIOTECH AG / Schlagwort(e): Zwischenbericht BB Biotech mit solidem Quartalsergebnis, Biotechkapitalmarkt von Zinserwartungen geprägt 26.04.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Medienmitteilung vom 26. April 2024 Portfolio der BB Biotech AG per 31. März 2024 BB Biotech mit solidem Quartalsergebnis, Biotechkapitalmarkt von Zinserwartungen geprägt Das Zinsumfeld bestimmt weiterhin massgeblich die Stimmung der Biotechinvestoren. Die Aktienkurse entwickelten sich zu Beginn des Jahres vielversprechend...

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