Delivery Hero: Q1 sales beat, FY sales guidance upgrade.

Q1 proved to be strong, beating consensus figures, with re-accelerating GMV and sales growth. The upgrade to FY 2024 sales guidance (with rising debate over the prospect of an EBITDA upgrade as well this year) strengthens our view that Delivery Hero deserves to rerate further beyond 0.9x EV/Sales g

BONESUPPORT: debuts 2024 with strong financial results

Q1 2024 sales climbed by 54% (54% at CER) YoY and 7% QoQ, totalling SEK 184.4m. The US market, owing 77% of overall sales, was boosted by a 65% growth (65% at CER), with CERAMENT G being the major driver bringing SEK 92m sales (SEK 34.8m). EU showed a 27% YoY growth in sales, delivered by both prod

INVEST SECURITIES - ARGAN : Une opération pertinente en termes bilanci...

Discontinues banking spin-off

Weather weighs on underwriting; life beat (corrected)

Adj. PTP -7% vs IR cons, -3% vs ABGSCe, as reported CR 92.6%. High premium growth of 11%, in line with us and cons. Cons. est. -1% to -3% amid UW, life mute; stock -1% to -4%

Stronger growth and better costs

Adj. PTP beat of 10% vs. ABGSCe, 2% vs cons. driven by lower loan losses and better costs as income just soft. Cons. EPS chg. likely down 1-3%, stock likely flat to -2% today

Holcim : Un début d’année honorable

>EBIT T1 >3% au consensus - L’EBIT ressort à 532 MCHF (+16.3% à pcc et -8.3% en réel), au-dessus du consensus (515 MCHF) et de nos attentes (491 MCHFe). Le niveau de croissance en monnaie locale ressort à 17.1%, soit globalement en ligne avec le T4 (18.3%,) tiré par une contribution des acquisitions de 3.4% au T1. Par rapport à nos estimations, l’EBIT est supérieur à nos attentes dans toutes les divisions à l’exception de la branche Solution & Products (-4% vs nos est...

Autobio Diagnostics Co Ltd: 1 director

A director at Autobio Diagnostics Co Ltd maiden bought 901,200 shares at 55.820CNY 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 ...

Svenska Handelsbanken AB (publ): 1 director

A director at Svenska Handelsbanken AB (publ) bought 5,000 shares at 100.850SEK and the significance rating of the trade was 54/100. 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...

Weak Q1 driven by elevated loan losses

Deliveries fall short, margins hold up

Better than expected, '24e EBIT up ~25%

Believe : T1 2024 toujours en forte croissance mais inférieure à nos a...

>Opinion Neutre réitérée, objectif de cours calé sur l’offre du consortium - Believe a publié hier soir son CA T1 ressorti légèrement inférieur à notre attente avec une croissance organique ajustée de 16% alors que nous tablions sur 20%. Le 1er trimestre a donc été un peu plus mou qu’attendu. Le groupe a tenu sa conférence téléphonique dans la foulée durant laquelle il a indiqué tabler sur une accélération de la croissance organique sur le reste de l’année. Il confir...

8% EBIT on beat

Q1'24: Better than feared

Strong start in Q1

Beat on sales and EBITDA

Tough quarter, but Q1 is seasonally small

A tad softer growth and profitability in Q1

10% adj. EBITA beat, good organic growth