reports
- Cosmin Filker
Investment im Fokus - CENIT AG - 17.05.2024
CENIT ist als führender Beratungs- und Softwarespezialist für die Optimierung von Geschäftsprozessen in den Feldern Digital Factory, Product Lifecycle Management (PLM), SAP PLM, Enterprise Information Management (EIM) und Application Management Services (AMS) seit über 33 Jahren erfolgreich aktiv. Standardlösungen von strategischen Partnern wie DASSAULT SYSTEMES, SAP und IBM ergänzt CENIT um etablierte, eigene Softwareentwicklungen. Hierzu gehören u.a. die FASTSUITE Produktfamilie für Softwarelö...
Finning International Inc: 4 directors
Four Directors at Finning International Inc sold/sold after exercising options 66,264 shares at between 42.618CAD and 43.834CAD. 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 trade...
360 One Wam Ltd: 3 directors
Three Directors at 360 One Wam Ltd sold 156,735 shares at between 743.500INR and 759.922INR. The significance rating of the trade was 71/100. 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...
- Maissa Keskes
- Stephane Houri
PVA Tepla : De multiples leviers de croissance qui soutiennent les obj...
>Opinion Surperformance et OC à 35 € maintenus - PVA Tepla a organisé hier son premier CMD dans son siège à Wettenberg. Ce CMD vient conforter le statut de croissance structurelle du groupe exposé à des multiples marchés en croissance. Il nous a également permis de mieux appréhender la stratégie et la vision jusqu’à 2028. Le groupe dispose, selon nous, d’une histoire de croissance solide sur plusieurs fronts, avec notamment le SiC comme moteur (20-25% des commandes du...
ARS Pharmaceuticals Inc: 2 directors
A director at ARS Pharmaceuticals Inc sold 50,000 shares at 9.055USD and the significance rating of the trade was 55/100. 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 ...
GigaCloud Technology Inc: 1 director
A director at GigaCloud Technology Inc sold 234,824 shares at 36.803USD 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 yea...
Freehold Royalties Ltd: 1 director
A director at Freehold Royalties Ltd bought 20,000 shares at 13.800CAD and 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 directors over the last two year...
Mullen Group Ltd: 1 director
A director at Mullen Group Ltd bought 25,000 shares at 12.900CAD and the significance rating of the trade was 56/100. 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...
- Luis de Toledo Heras
Navigator : Volume growth sustains operating results at historical ave...
>Resilient margins as volume increase offsets lower average prices - Navigator’s results came in line with estimates (EBITDA margin of c.25%) with sales growth (+7% y-o-y, +9% q-o-q) supported by strong volumes (+29% in paper and packaging products y-o-y and +10% q-o-q and c.+20% at pulp on both an annual and quarterly basis) as demand restocking in the uncoated wood free segment continued in Q1 2024 (+1.5% y-o-y apparent demand growth and +10.4% in Europe due to the ...
- Benjamin Schroeder
- Michiel Tukker
- Padhraic Garvey
- CFA
Rates Spark: Patience needed for next data guidance
Some upward drift in 10y UST yields was observed on Thursday but at 4.37% it remains still well below the 4.5% handle. The market focus is already on the next inflation readings, but first, PMI data next week will guide sentiment about US and eurozone growth. Diverging PMI directions of the two regions could narrow UST-Bund spreads
- Roelof-Jan van den Akker
Technical Analysis/Bund future
The weekly chart improved further, with last week the second week in a row that we saw a higher low and high. Prices closed 14bp lower at 130.88 almost at the low of the week and off the highs at 131.86, which was somewhat weak. Nevertheless, we still believe that prices have bottomed and let's see what should be the upside within the rally for the coming weeks. First, we still like to see confirmation that prices have definitely bottomed. This means that a weekly close above the topping EMA-40 ...
Schwab Charles Corp: 1 director
A director at Schwab Charles Corp sold 123,425 shares at 77.451USD 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 cl...
Next 15 Group Plc: 1 director
A director at Next 15 Group Plc sold 76,944 shares at 954p 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 clearly sh...
E Best Investment & Securities Co Ltd: 6 directors
Six Directors at E Best Investment & Securities Co Ltd bought 21,600 shares at between 4,825.000KRW and 5,237.000KRW. 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...
- Florent Laroche-Joubert
Merlin Properties : Very satisfactory operating performance overall in...
>Very satisfactory operating performance (FFO / share at € 0.15) - Yesterday evening Merlin Properties reported a very satisfactory operating performance in Q1 2024 with FFO/share at € 0.15 (-4.4% y-o-y in line with expectations due to the launch of data centres and higher financial costs) which includes overall growth at constant scope (l-f-l) of +3.8% in gross rental income, an occupancy rate of 95.8% (+100bp y-o-y; -40bp q-o-q) and positive reversion in its three ...
- Florent Laroche-Joubert
Inmobiliaria Colonial : CriteriaCaixa, a fine opportunity to embark on...
>CriteriaCaixa to acquire a stake, with a cash transfer of € 350m and € 272m in assets - Colonial yesterday announced the signature of an agreement with CriteriaCaixa whereby the Spanish financial holding group will become a new shareholder with c. 17% of the capital through a dedicated capital increase of € 622m and with the issuance of 87 729 050 new shares at a unit price of € 7.1 per share (i.e. a premium of 15% to the price on 15 May). Criteria is to subscribe to...
- Carol Dou Xiao Qin
- Sunny Chen
Grand Pharmaceutical Group (512 HK): Nuclear anti-tumour medicines to ...
Established in 1939 and listed on HKEX in 2008, Grand Pharma has been expanding its business via a combination of organic growth and acquisitions. It has been growing steadily and has become a company integrating pharmaceutical technology, nuclear anti-tumour medicine, and cerebro-cardiovascular precision intervention products. With its extensive pipelines, nuclear anti-tumour medicines are expected to become a key growth driver of the company in the next few years.
- Julia Pan Mengyao
- Ming San Soong
JD.com (9618 HK): 1Q24: Solid earnings beat; high single-digit revenue...
JD’s 1Q24 revenue grew 7% yoy to Rmb260b, slightly better than our and consensus estimates. Gross profit margin improved 47bp yoy to 15.3% in 1Q24. Non-GAAP operating profit rose 11% yoy to Rmb9b, translating to non-GAAP operating profit margin of 3.5%. Non-GAAP net profit came in at Rmb8.9b, beating our and consensus expectations, as a result of streamlining of operations. Adjusted net margin was 3.4%. Maintain BUY with a higher target price of HK$151.00 (US$40.00).
- Julia Pan Mengyao
- Ming San Soong
Baidu Inc (9888 HK): 1Q24: Earnings beat; subdued ad revenue growth st...
Baidu’s 1Q24 results were within expectations. Revenue grew 1% yoy to Rmb31.5b, in line with consensus estimates. Gross margin remained flattish yoy at 51.5%, within consensus expectations. Non-GAAP operating profit was Rmb6.7b, up 4% yoy, while non-GAAP operating profit margin came in at 21%. Non-GAAP net profit improved by 22% yoy to Rmb7b on one-off gains, exceeding consensus estimates by 26%. Maintain BUY with a lower target price of HK$126.00 (US$140.00).
Scirocco Energy plc shares now trading on JP Jenkins
JP Jenkins Ltd Scirocco Energy plc shares now trading on JP Jenkins 17-May-2024 / 07:30 GMT/BST The issuer is solely responsible for the content of this announcement. 17th May 2024 JPJ: SCIR ISIN: GB00BF1BK408 Scirocco Energy plc ("Scirocco" or "SCIR" or the "Company") Shares now trading on JP Jenkins London, UK,17th May 2024 – Scirocco Energy Plc (JPJ:SCIR), announces its shares (“SCIR”) (/) have been admitted to trade on JP Jenkins share dealing platform. Scirocco Energy Plc is based at 1 Park Row, Leeds, LS1 5AB, United Kingdom and is registered as a company...
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