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Cor Kluis
  • Cor Kluis

Triodos bank : 2H23 earnings less by higher expenses, final divided hi...

>Conclusion: Earnings less by higher expenses, final divided higher than expected - The 2H23 Triodos Bank (TB) earnings were less than we expected mostly as a result of higher than expected expenses. As we believe the higher expenses are more structural we reduce our future earnings estimates. The final divided over 2023 was materially higher than expected resulting in a final dividend yield of about 10.3% to be paid out on 3 June (ex-div date 20 May). We keep our Ne...

 PRESS RELEASE

EQS-News: Semperit nach Transformationsjahr gestärkt für weiteres Wach...

EQS-News: Semperit AG Holding / Schlagwort(e): Jahresergebnis Semperit nach Transformationsjahr gestärkt für weiteres Wachstum – Ergebnis 2023 noch vom verkauften Medizingeschäft belastet 19.03.2024 / 07:34 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Semperit nach Transformationsjahr gestärkt für weiteres Wachstum – Ergebnis 2023 noch vom verkauften Medizingeschäft belastet   Fortgeführte Geschäftsbereiche mit Umsatz von 721,1 Mio. EUR (–7,5%), EBITDA von 71,8 Mio. EUR (–28,5%) und positivem Ergebnis nach Steuern von 24,9 Mio. E...

 PRESS RELEASE

EQS-News: Semperit strengthened for further growth after transformatio...

EQS-News: Semperit AG Holding / Key word(s): Annual Results Semperit strengthened for further growth after transformation year – earnings 2023 still burdened by sold medical business 19.03.2024 / 07:34 CET/CEST The issuer is solely responsible for the content of this announcement. Semperit strengthened for further growth after transformation year – earnings 2023 still burdened by sold medical business   Continued operations with revenue of EUR 721.1 million (–7.5%), EBITDA of EUR 71.8 million (–28.5%) and positive earnings after tax of EUR 24.9 million (–35.2%) Cost re...

Baptiste Lebacq ... (+2)
  • Baptiste Lebacq
  • Jean-François Granjon

ODDO : Shareholder returns gearing up

>Supercycle and shareholder returns in the oil & gas sector - After several challenging years in which a number of players were in survival mode, the start of a supercycle signals an acceleration in free cash flow generation for certain players and thus in shareholder returns. This is particularly justified as the groups boast strengthened financial situations as well as good visibility thanks to their backlogs. Sector companies are not yet facing a problem of ab...

Marvell Technology Inc: 3 directors

Three Directors at Marvell Technology Inc sold 36,000 shares at between 66.170USD and 67.790USD. 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 ...

 PRESS RELEASE

EQS-News: Instone Group achieves upper end of earnings guidance; outlo...

EQS-News: Instone Real Estate Group SE / Key word(s): Annual Results Instone Group achieves upper end of earnings guidance; outlook for 2024 assumes continued solid profitability in a year of transition 19.03.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Instone Group achieves upper end of earnings guidance; outlook for 2024 assumes continued solid profitability in a year of transition Adjusted revenues were nearly stable at EUR 616.0 million in 2023 (2022: EUR 621.0 million), mainly based on construction of sold units progr...

 PRESS RELEASE

EQS-News: Instone Group erreicht oberen Rand der Ergebnisprognose; Pro...

EQS-News: Instone Real Estate Group SE / Schlagwort(e): Jahresergebnis Instone Group erreicht oberen Rand der Ergebnisprognose; Prognose für 2024 geht von weiterhin solider Profitabilität in einem Übergangsjahr aus 19.03.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Instone Group erreicht oberen Rand der Ergebnisprognose; Prognose für 2024 geht von weiterhin solider Profitabilität in einem Übergangsjahr aus Bereinigte Umsatzerlöse in 2023 mit 616,0 Millionen Euro (2022: 621,0 Millionen Euro) nahezu stabil, vor allem in...

Sinan Doganli
  • Sinan Doganli

Bechtle AG : Bechtle manages to successfully navigate through a diffic...

>Full year results slightly above expectations - On Friday 15 March 15, Bechtle released its 2023 annual report. During 2023, Bechtle grew its business volume by +7.0% y-o-y to € 7.8bn and its revenue by +6.5% y-o-y (+3.7% organic) to € 6.4bn (cc +6.0%, ODDO BHF +5.2%). At the same time EBT increased by +6.8% y-o-y to € 374.5m (cc +5.1% ODDO BHF +8.0%) and the EBT expanded to 6.0% (cc 5.8% ODDO BHF 6.1%). Operating cash flow increased to a record high of € 459.0m (p...

Michael B. Schäfer ... (+2)
  • Michael B. Schäfer
  • Stephan Wulf

Bayer : Low valuation remains justified given ongoing uncertainties

>CMD did not deliver what many investors had hoped for - In recent months, many hopes were pinned on the CMD on 5 March, which was expected to provide more clarity on Bayer's strategic direction. In particular, how to tackle the high level of debt that currently limits financial flexibility, e.g. to invest in the weakening pharma pipeline. At the same time, hopes for a major strategic move, such as the separation of the Consumer Health (CH) division, had already faded...

Jean-François Granjon
  • Jean-François Granjon

Mersen : Un plan Capex 2024 « musclé » confirmant une très bonne dynam...

>Des performances au rendez-vous en 2023 - Sur la base d’une forte dynamique organique (+13%), le groupe affiche une hausse de 13% du ROC (+19% hors changes) soit un gain de 40 pb de la MopC à 11.3% (vs 10.9%). Le groupe a bénéficié d’un effet volume soutenu (+210 pb), a maîtrisé les coûts matières premières, énergétique (-350 pb) ainsi que l’inflation salariale (+6%, -170 pb) par des effets prix (+440 pb) et des gains de productivité (+110 pb) malgré des coûts accrus...

Florent Laroche-Joubert ... (+2)
  • Florent Laroche-Joubert
  • Gerardo Ibanez

Shurgard : De bons atouts pour continuer à alimenter la croissance des...

>La visibilité est bonne sur le potentiel de croissance « same stores » - Nous avons accompagné M. Oursin (CEO), J. Kreush (CFO), C. Swaab (Transformation Director) ainsi que C. Thirifay (HIR) lors de leurs derniers roadshows à Paris et Amsterdam.La société se montre confiante pour stabiliser et continuer à alimenter la croissance de ses revenus (+7.5% visé en 2024 puis +6% au-delà). En particulier, elle dispose d’une bonne visibilité croissance sur le périmètre ...

Juan Ros-Padilla
  • Juan Ros-Padilla

Prosegur : Gubel’s partial bid accepted by 13.2% of share capital

>Gubel’s partial takeover bid for Prosegur ends with a13.2% acceptance - The Spanish market watchdog (CNMV) has announced that the voluntary partial takeover bid launched by Gubel for a maximum of 81.8m Prosegur shares representing 15% of its share capital has been accepted for 72.1m shares, representing 13.2% of the share capital. The resulting free float of the company after the bid is 20.6% .We update our rating to Neutral - Inflation is playing a ...

Baptiste Lebacq ... (+2)
  • Baptiste Lebacq
  • Jean-François Granjon

ODDO : Des retours aux actionnaires qui s’enclenchent

>Supercycle et retours à l’actionnaire dans le secteur du Oil&Gas - Après plusieurs années difficiles dans un mode « survival » pour de nombreux acteurs, l’entrée dans un mouvement de supercycle est pour certains acteurs synonymes d’accélération de la génération de free cash-flow et in-extenso du retour aux actionnaires. Ceci est d’autant plus justifié que les groupes disposent d’une situation financière renforcée ainsi que d’une bonne visibilité via leurs carnets d...

 PRESS RELEASE

Number of Shares in eQ Plc has Increased through Subscription with Sto...

Number of Shares in eQ Plc has Increased through Subscription with Stock Options eQ Plc Total Number of Voting Rights and Capital19 March 2024, at 8.30 a.m. A total number of 354,000 new shares in eQ Plc have been subscribed for with stock options of eQ Plc’s option scheme 2018. The entire subscription price of EUR 1,423,080 will be credited to the reserve for invested non-restricted equity. This means that eQ Plc's share capital remains unchanged. The total number of shares after the subscription is 41,224,698. The corresponding increase in the number of eQ Plc's shares has been entered ...

 PRESS RELEASE

Transaction in Own Shares

Transaction in Own Shares ENDEAVOUR ANNOUNCES TRANSACTION IN OWN SHARES London, 19 March 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:18 March 2024Aggregate number of ordinary shares of USD 0.01 each purchased:5,031Lowest price paid per share (GBp):                1,458.00Highest price paid per share (GBp):        1,463.00Volume weighted average price paid per share (GBp):        1,461.01 Following the cance...

 PRESS RELEASE

eQ Oyj:n osakemäärä on lisääntynyt optio-oikeuksilla merkityillä osakk...

eQ Oyj:n osakemäärä on lisääntynyt optio-oikeuksilla merkityillä osakkeilla eQ Oyj Osakkeiden kokonaismäärä ja äänimäärä 19.3.2024, klo 8:30 eQ Oyj:n optio-ohjelman 2018 mukaisilla optio-oikeuksilla on merkitty yhteensä 354 000 uutta yhtiön osaketta. Merkintähinta 1 423 080 euroa kirjataan kokonaisuudessaan sijoitetun vapaan oman pääoman rahastoon, joten eQ Oyj:n osakepääoma säilyy ennallaan. Yhtiön osakkeiden lukumäärä merkinnän jälkeen on 41 224 698. Merkintöjä vastaava osakemäärän lisäys on rekisteröity kaupparekisteriin tänään 19.3.2024. Uudet osakkeet tuottavat omistajilleen osakkeen...

 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 18 Mar 2024. Estimated NAV  Euro SharesSterling SharesEstimated NAV€    27.7812£    24.8426Estimated MTD return     0.65 %     0.71 %Estimated YTD return     0.85 %     1.11 %Estimated ITD return   177.81 %   148.43 % NAV and returns are calculated net of management and performance fees Market information Euro SharesAmsterdam (AEX)London (LSE)...

 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 18 Mar 2024. Estimated NAV  Euro SharesSterling SharesEstimated NAV€    27.7812£    24.8426Estimated MTD return     0.65 %     0.71 %Estimated YTD return     0.85 %     1.11 %Estimated ITD return   177.81 %   148.43 % NAV and returns are calculated net of management and performance fees Market information Euro SharesAmsterdam (AEX)London (LSE)...

Lukasz Wachelko ... (+2)
  • Lukasz Wachelko
  • CFA

WOOD Flash – LPP: key takeaways from the conference call on the exit f...

On 18 March, LPP organised a conference call to: address points made by Hindenburg Research; present details of the structure of its exit from the Russian market; provide the preliminary results for 4Q23; and maintain its FY24E guidance. The call had over a thousand participants. LPP’s CEO stated that the company has no operating or trading activities in Russia and has no intention of returning to that market. On the basis of the agreement with the former manager of its Russian operation and a C...

Barclays: 1 director

A director at Barclays sold after exercising options/sold 750,000 shares at 177p 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 las...

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