reports
Spinnova Oyj: 2 directors
Two Directors at Spinnova Oyj bought/maiden bought 12,300 shares at between 1.600EUR and 1.634EUR. The significance rating of the trade was 51/100. 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 director...
Sylogist Ltd: 1 director
A director at Sylogist Ltd maiden bought 3,222 shares at 9.310CAD 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...
- Ahmed Ben Salem
- Thijs Berkelder
Aker BP : Q1 2024 results slightly ahead of expectations but weaker FC...
>Q1 2024 results beat expectations by 4% at the operating level and by 13% at the NI with lower taxes - AkerBP just released its Q1 2024 results with 1/ revenues of $ 3,078m, down 13.4% q-o-q and 1% ahead of the consensus. 2/ EBITDA totalled $ 2,787m, down 12.2%, 1.3% below our expectations and 4% ahead of estimates. EBIT came in at $ 2,194m, in line with our expectations and 4% ahead of the consensus. Adjusted net income was robust at $ 531m, up 223% q-o-q and 13% ah...
- Jeremy Garnier
ID Logistics : Début d’année solide, le momentum va rester bon sur 202...
>CA T1 en hausse de 17.6% (+12.4% lfl) à 736.3 M€ (vs 704.8 M€e) - ID Logistics a publié hier soir son CA T1 qui ressort à 736.3 M€ légèrement supérieur à notre attente de 704.8 M€e. La hausse de 17.6% est composée de i/ un effet devises globalement favorable (+0.4%), ii/ un effet périmètre (+4.7%) lié à la contribution de Spedimex et iii/ une croissance organique de 12.4%. L’écart avec nos estimations vient de l’international dont la croissance organique est plus imp...
- Cor Kluis
ING Group : Good Q1 net profit, material SBB expected, stable NII and ...
>Conclusion: Good Q1 net profit, material SBB, stable NII and costs - For 1Q24, we expect a net profit of € 1.52bn with assumed 10bp of loans in loan losses. For 1Q24 we expect a relatively stable net interest income (NII) and expenses. We expect a front loaded SBB announcement of € 3.5bn. For the coming two years we expect continuing wage increases even with a possible slowdown of inflation. The RWA/loan ratio is at an all-time low. Going forward we expect more wage ...
- Martin Marandon-Carlhian
- Stephane Houri
ASM International N.V : A very good Q1, outlook strengthened with GAA ...
>Q1 2024 results beat forecasts, due to a record gross margin link to a record contribution from China - Q1 2024 revenue was € 639m, up +2% q-o-q, but -8% y-o-y, above the consensus at € 628m. The gross margin was 52.9% well above the consensus at 48.4%. This improvement (vs Q4 2023 to 47.9%) principally stems from the mix and notably the contribution from China (a record level but not quantified). EBIT was € 192m (operating margin of 29.3%), i.e. 27% above the conse...
EXEL Industries : Second quarter 2023–2024 sales: up 1.8%
EXEL Industries : Second quarter 2023–2024 sales: up 1.8% Second quarter 2023-2024 sales: down 1.8% Varying sales performance across activities Q2 sales(January 2024–March 2024) 2022-2023 2023-2024 Change (reported) Change (LFL*) Reported Reported €m % €m % AGRICULTURAL SPRAYING 147.7 157.4 +9.7 +6.5% +12.0 +8.1% SUGAR BEET HARVESTERS 34.3 17.1 -17.2 -50.1% -17.1 -49.9% LEISURE 48.4 47.4 -1.0 -2.0% -4.4 -9.0% INDUSTRY 67.6 70.7 +3.1 +4.7% +3.3 +4.9% EXEL Industries Group 297.9 292.6 -5.3 ...
EXEL Industries : Chiffre d’affaires 1er trimestre 2023–2024 + 1,8 %
EXEL Industries : Chiffre d’affaires 1er trimestre 2023–2024 + 1,8 % Chiffre d’affaires 2e trimestre 2023–2024 : - 1,8 % Des ventes contrastées selon les activités Chiffre d'affaires T2(janvier 2024–mars 2024) 2022–2023 2023–2024 Variation à données publiées Variation à tcpc* Publié Publié Millions € % Millions € % PULVÉRISATION AGRICOLE 147,7 157,4 + 9,7 + 6,5 % + 12,0 + 8,1 % ARRACHAGE DE BETTERAVES 34,3 17,1 - 17,2 - 50,1 % - 17,1 - 49,9 % LOISIRS 48,4 47,4 - 1,0 - 2,0 % - 4,4 - 9,0 % INDUSTRIE 67,6 70,7 + 3,1 +...
- Wim Gille
CM.com : Buckle up, CM.com is restarting its growth engines
>We cut our gross profit forecast by 10%, but increase EBITDA by 7% - FY 2023 revenues fell materially below our forecast as the shift from growth to value had a bigger impact on revenues than anticipated. This was partially mitigated by slightly higher gross margins and much better cost control. In this report we lower our revenue forecast by 15% and our gross profit forecast by 10%. Our EBITDA forecast for FY 2024-25 increases by 7%.Restarting the growt...
- Roland Pfaender
- MBA
- CFA
- CCRA
Deutsche Borse : Strong start to the year with EBITDA growth ahead of ...
>Q1 2024 results ahead of expectations with EBITDA growth of 13.4% y-o-y - Deutsche Börse reported a strong start to the year. Slightly higher-than-expected net revenues and lower-than-expected costs led to an EBITDA growth of 13.4% y-o-y (compared to >10% targeted EBITDA growth for 2024). Reported EBITDA came in at € 875m which compares to € 842m consensus estimate and our € 849m estimate. Group deleveraging continued as Deutsche Börse fully redeemed outstanding co...
- Chaima Ferrandon
- Sven Edelfelt
Eiffage : Trafic T1 pénalisé par les mouvements sociaux – CA d’Eiffage...
>Trafic VL stable et les PL en baisse de -3.9% au T1 2024 - APRR a publié hier soir un trafic en baisse de 0.6% au T1 2024 (dont VL à +0.1% et PL à -3.9%), en ligne avec nos attentes (-1%e) et à la tendance observée chez Sanef (-0.5% sur le T1). Le T1 a été marqué par le blocage des agriculteurs en janvier (trafic à -4.5%) et par la baisse de la fréquentation des stations de basse altitude en février (-2%). La tendance de trafic chez Eiffage est similaire à celle...
- Baptiste Lebacq
Saipem : Le redressement semble se confirmer dans un environnement por...
>Opinion Neutre maintenue et OC relevé à 2 € - Post conférence call (pour de plus amples détails sur les résultats du T1 24 voir notre First Take du 23/04/2024), nous maintenons notre séquence d’EBITDA inchangée, l’ajustement au niveau des BPA sur 2024 provient uniquement de charges d’intérêt plus élevées qu’escompté (200 M€ vs 150 M€ auparavant). Nous relevons notre OC à 2 € afin d’intégrer : La hausse des comparables observée depuis notre dernière mise à ...
kevin. triumphiert mit der ersten NFC-Transaktion von Konto zu Konto a...
kevin. kevin. triumphiert mit der ersten NFC-Transaktion von Konto zu Konto auf dem iPhone 24.04.2024 / 07:45 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. kevin. triumphiert mit der ersten NFC-Transaktion von Konto zu Konto auf dem iPhone kevin. triumphiert mit der ersten NFC-Transaktion von Konto zu Konto auf dem iPhone Apr 11, 2024 7:53 AM - 928 words --News Direct-- In einem bahnbrechenden Ereignis, das die Zahlungslandschaft in Geschäften durcheinanderbringen wird, hat kevin., ein Pionier in der Zahlungstechnologie, die erste jemal...
kevin. Triumphs with First Account-to-Account NFC iPhone Transaction
kevin. kevin. Triumphs with First Account-to-Account NFC iPhone Transaction 24-Apr-2024 / 07:45 CET/CEST The issuer is solely responsible for the content of this announcement. kevin. Triumphs with First Account-to-Account NFC iPhone Transaction kevin. Triumphs with First Account-to-Account NFC iPhone Transaction Apr 11, 2024 7:53 AM - 814 words --News Direct-- In a ground-breaking event set to disrupt the in-store payment landscape, kevin., a pioneer in payment technology, has successfully conducted the first-ever account-to-account NFC transaction on an iPhone. Video of tra...
- Delphine Brault
- Quentin Borie
Epiroc : Le recul de la marge inquiète avant l’intégration de Stanley ...
>T1 2024 : marge d’EBIT ajusté en recul de 260pb à 20.4% - Epiroc a publié hier matin ses résultats T1 2024 (voir first take) qui étaient en dessous des attentes sur les prises de commandes (-5%) et sur l’EBIT ajusté (-4%).Les prises de commandes étaient en recul de 3% en organique (css à -1.2%), impactées notamment par moins de large orders (400 MSEK vs 900 MSEK au T1 2023). Le chiffre d’affaires était en hausse de 3% en organique (css à 2.7%).La marge...
- Delphine Brault
- Quentin Borie
Epiroc : Margin decline causes concern ahead of Stanley Infrastructure...
>Q1 2024: adjusted EBIT margin down 260bp to 20.4% - Yesterday morning Epiroc reported Q1 2024 results (see our First Take) that fell short of expectations on the order intake (-5%) and on adjusted EBIT (-4%).New orders were down -3% on an organic basis (consensus at -1.2%), affected notably by fewer large orders (SEK 400m vs SEK 900m in Q1 2023). Sales grew 3% in organic terms (consensus at 2.7%).The adjusted EBIT margin was down 260bp to 20.4% (consen...
- Klaus Breitenbach
Borussia Dortmund GmbH & Co KGaA : BVB extends management board to fou...
>Lars Ricken appointed as additional managing director - On Monday (22 April 2024), BVB issued an ad-hoc release that Lars Ricken is appointed as an additional managing director with effect from 1 May 2024. His employment contract as managing director runs until 30 June 2027. Lars Ricken will have joint power of representation and will be responsible for the company’s “Sport” business division.New management board with four members - From 1 May 2024, ...
- Hela Zarrouk
- Johanna Jourdain
Pierre & Vacances : Croissance dynamique du CA Tourisme sur le T2 – Bo...
>CA S1 Tourisme : +8.9% dont 11.8% sur le T2 tiré par Center Parcs - P&V a publié un CA S1 22/23 globalement en ligne avec les attentes, à 822.2 M€, en hausse de 1.7% y-o-y (ODDO BHF : 826.9 M€e), dont un CA Tourisme (93% CA S1) en progression de 8.9%, avec une accélération sur le T2 (+11.8%). Le CA S1 hébergement ressort à 597.4 M€, +8.6% y-o-y (dont +11.7% au T2), avec par division : 1/ poursuite d’une activité dynamique chez Center Parcs : +9.3% y-o-y (13.1% sur le...
Engage XR Holdings: 3 directors
Three Directors at Engage XR Holdings bought 1,572,500 shares at 1.90p. 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 c...
GigaCloud Technology Inc: 1 director
A director at GigaCloud Technology Inc sold 29,823 shares at 34.547USD 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 year...
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