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Fehmi Ben Naamane
  • Fehmi Ben Naamane

Whitbread : Le self help en soutien ! Surperformance maintenue, OC aju...

>Le management mise sur le développement du réseau et l’efficience opérationnelle - A l’occasion de la publication annuelle, le groupe a annoncé plusieurs initiatives opérationnelles, dans un contexte de ralentissement de l’activité hôtelière au RU. L’essentiel concerne le développement du réseau Premier Inn (focus sur les conversions pour pallier la faiblesse du pipeline) et la rationalisation du portefeuille du F&B (soit l’épilogue d’une revue stratégique de l’activ...

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

EDP : Un T1 2024, hors éléments non récurrents, un peu en deçà des att...

>Opinion Surperformance et OC 6.0 € maintenus - Les résultats récurrents du T1 24 sont ressortis un peu en deçà de nos attentes. Sur une base publiée, le T1 24 est en ligne avec le consensus. L’activité du premier trimestre est certes portée par le retour à une situation plus normale en termes d’hydroélectricité sur la péninsule ibérique et la trajectoire positive des activités d’EDPR, mais compensée par des effets de prix défavorables et des marges de commercialisati...

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

Brembo : T1 correct, guidance 2024 légèrement ajustée à la baisse

>T1 conforme aux attentes ; guidance 2024 légèrement ajustée à la baisse - Brembo a publié hier en séance des résultats T1 globalement conformes aux attentes. Le groupe fait état d’une progression modeste de son CA (1 005 M€, +4% y-o-y, +5% à pcc, en ligne avec le consensus de 982 M€), avec une marge d’EBITDA stable (177 M€, +5% y-o-y vs css/ODDO BHF 175 M€), une légère progression de la marge d’EBIT (113 M€, +8% y-o-y vs css 110 M€, ODDO BHF 106 M€) mais un RNpg en ...

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

Gestamp Automocion : T1 2024 en demi-teinte mais conforme aux attentes

>T1 en demi-teinte mais conforme aux attentes, guidance 2024 réitérée - Gestamp a publié hier soir des résultats en demi-teinte mais conformes aux attentes. Le groupe fait état d’une légère baisse du CA (3,0 Md€, -3% y-o-y, mais +3% à pcc, en ligne avec les attentes) et de l’EBITDA (311 M€, -7% y-o-y vs css/ODDO BHF 320 M€), mais avec impact plus important sur l’EBIT (135 M€, -22% y-o-y, en ligne) et le RNpdg (55 M€, -38% y-o-y, en ligne), reflétant le levier opérati...

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

Enel : Un T1 24 un peu meilleur avec une trajectoire 2024 inchangée

>Opinion Surperformance et OC 9.20 € maintenus - Le groupe a publié des performances au T1 24 un peu au-dessus des attentes. Le premier trimestre est, comme attendu porté par les activités de génération et de commercialisation mais bénéficie également des investissements dans les réseaux et des révisions tarifaires. Le management a confirmé le respect de la trajectoire 2024-2026 délivrée en novembre dernier. Compte tenu de cette confirmation, nous maintenons inchangé...

Eagers Automotive Limited: 1 director

A director at Eagers Automotive Limited bought 50,000 shares at 12.021AUD 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 two y...

ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • John Olaisen

Positive outlook for merged entity

Q1 gave no reason for significant estimate changes. Merger with TGS will be good for PGS. A clear BUY, TP NOK of 12 (unch.)

ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • John Olaisen

Merger with PGS just around the corner

Only marginal changes after Q1. We are confident that the outlook is bright. Attractive valuation for combined entity: BUY, TP NOK of 180 (unch).

Lippo Malls Indonesia Retail Trust: Exchange offer constitutes a distr...

While the exchange offer addresses the trust's bond maturity in June, it is still exposed to a refinancing wall in 2026.

Elis: 1 director

A director at Elis sold 15,000 shares at 22.027EUR 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 clearly showing Cl...

ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye

The milkman delivers again

Better from both segments — capturing market share. MTM EBITDA EUR 175m — adj. EPS ~NOK 3.4. 30% discount to peers — targets point to NOK 55/sh.

 PRESS RELEASE

EQS-News: GESCO SE veröffentlicht 3-Monatsbericht 2024

EQS-News: GESCO SE / Schlagwort(e): Quartals-/Zwischenmitteilung/Quartalsergebnis GESCO SE veröffentlicht 3-Monatsbericht 2024 10.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Verhaltener Start ins Jahr 2024 wie erwartet Leichte Belebung beim Auftragseingang Prognose für das Geschäftsjahr 2024 bestätigt Die im Prime Standard notierte GESCO SE, eine Industriegruppe mittelständischer markt- und technologieführender Unternehmen, veröffentlichte heute ihren 3-Monatsbericht 2024. Die aktuelle Entwicklung der Geschäftsz...

 PRESS RELEASE

EQS-News: GESCO SE publishes 3-month report 2024

EQS-News: GESCO SE / Key word(s): Quarterly / Interim Statement/Quarter Results GESCO SE publishes 3-month report 2024 10.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Cautious start to 2024 as expected Slight upturn in incoming orders Forecast for the 2024 financial year confirmed Prime Standard-listed GESCO SE, an industrial group of medium-sized market and technology leaders, today published its 3-month report 2024. The current development of business figures is characterised by the recessionary trends in Germany and...

Mesoblast Ltd: 1 director

A director at Mesoblast Ltd bought 197,340 shares at 0.766USD 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 clearly...

Silicon Motion Technology Corp: 1 director

A director at Silicon Motion Technology Corp sold 3,000 shares at 78.580USD 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...

 PRESS RELEASE

Change in Vaisala Corporation’s number of series A and K shares

Change in Vaisala Corporation’s number of series A and K shares Vaisala CorporationStock exchange releaseMay 10, 2024, at 8:30 a.m. EEST Change in Vaisala Corporation’s number of series A and K shares Vaisala Corporation’s Board of Directors decided in its meeting on May 2, 2024, that 3,089,416 series K shares will be converted into series A shares. This conversion was registered into the Trade Register today, on May 10, 2024. Consequently, Vaisala has 36,436,728 shares, of which 3,641,676 are series K shares and 32,795,052 are series A shares. Total votes attached to all shares is 105,62...

 PRESS RELEASE

VIEL & Cie : 1er trimestre 2024 : Croissance du chiffre d’affaires de ...

VIEL & Cie : 1er trimestre 2024 : Croissance du chiffre d’affaires de 5,2% à 299,0 millions d’euros 1er trimestre 2024 : Croissance du chiffre d’affaires de 5,2%* à 299,0 millions d’euros ‘*cours de change constants VIEL & Cie poursuit sa croissance en 2024 dans la continuité de l’activité de l’année 2023. Le chiffre d’affaires consolidé enregistre une croissance 5,2% à cours de change constant et de 3,0% à cours de change variable pour s’établir à 299,0 millions d’euros. Sur le mois d’avril 2024 les activités de Compagnie Financière Tradition enregistre une forte croissance à cours de c...

 PRESS RELEASE

Transaction in Own Shares

Transaction in Own Shares ENDEAVOUR ANNOUNCES TRANSACTION IN OWN SHARES London, 10 May 2024 – Endeavour Mining plc (LSE:EDV, TSX:EDV) (“the Company”) announces it has purchased the following number of its ordinary shares of USD 0.01 each from Stifel Nicolaus Europe Limited. Aggregated information Dates of purchase:09 May 2024Aggregate number of ordinary shares of USD 0.01 each purchased:10,876Lowest price paid per share (GBp):                1,653.11Highest price paid per share (GBp):        1,668.00Volume weighted average price paid per share (GBp):        1,656.27 Following the cancella...

 PRESS RELEASE

BGHL (EUR): NAV(s)

BGHL (EUR): NAV(s)                                       BOUSSARD & GAVAUDAN HOLDING LIMITED Ordinary Shares The Directors of Boussard & Gavaudan Holding Limited would like to announce the following information for the Company. Close of business 09 May 2024. Estimated NAV   Euro Shares Sterling Shares Estimated NAV €    27.8511 £    24.9551 Estimated MTD return      0.70 %      0.73 % Estimated YTD return      1.10 %      1.57 % Estimated ITD return    178.51 %    149.55 % NAV and returns are calculated net of management and performance fees Ma...

 PRESS RELEASE

BGHL (GBP): NAV(s)

BGHL (GBP): NAV(s)                                       BOUSSARD & GAVAUDAN HOLDING LIMITED Ordinary Shares The Directors of Boussard & Gavaudan Holding Limited would like to announce the following information for the Company. Close of business 09 May 2024. Estimated NAV  Euro SharesSterling SharesEstimated NAV€    27.8511£    24.9551Estimated MTD return     0.70 %     0.73 %Estimated YTD return     1.10 %     1.57 %Estimated ITD return   178.51 %   149.55 % NAV and returns are calculated net of management and performance fees Market information Euro SharesAmsterdam (AEX)London (LSE)...

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