reports
- Julian Dobrovolschi
- Wim Gille
CTAC N.V. : Soft set of results marked by slowdown in IT investments
>A difficult start of the year - CTAC reported its Q1 2024 results this morning which came on the soft side. Revenue was € 30.6m, which is 1.3% below our estimate and declining 7.0% YoY. EBITDA came in at € 2.0m, declining 20% YoY and leading to a profitability margin of only 6.5% (vs 7.6% in Q1 2023). Margin compression was a consequence of declining productivity, whereby CTAC faced difficulties last quarter managing its bench of staffers due to shortage of IT projec...
- Hela Zarrouk
- Johanna Jourdain
Voyageurs du monde : Résultats 2023 globalement en ligne- Bonne visibi...
>Résultats FY 2023 en forte progression, en ligne avec les attentes - Voyageurs du Monde a publié des résultats annuels 2023, globalement en ligne avec les attentes, qui se caractérisent par : 1/ un CA consolidé en progression de 39.5% à 693.6 M€ (ODDO BHF :696.2 M€e) bénéficiant d’un effet de base favorable (principalement sur le S1), d’une demande soutenue pour la réalisation de voyages ainsi que l’intégration des opérations de croissance externe réalisées en 2022. ...
- Emmanuel Matot
OVHcloud : Warning on the top line heavily sanctioned by the market
>Feedback on the key announcements from the H1 publication - Disappointment on business and welcome surprises on costs and investments - OVHcloud’s interim publication yesterday morning, above all highlighted an unexpected warning on the FY 2024 target for organic revenue growth (+9-10% vs +11-13% previously targeted - recap 2023 = +13.4%). This stems from the deterioration of market conditions in Europe (78% of H1 revenue) over the last quarter, with 1/ in private cl...
EQS-News: Nynomic AG: Bedeutender Auftrag im oberen einstelligen Milli...
EQS-News: Nynomic AG / Schlagwort(e): Auftragseingänge Nynomic AG: Bedeutender Auftrag im oberen einstelligen Millionenbetrag im Bereich der Gasmesstechnik 24.04.2024 / 10:42 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Nynomic AG: Bedeutender Auftrag im oberen einstelligen Millionenbetrag im Bereich der Gasmesstechnik Wedel (Holst.), 24.04.2024 Die in der Nynomic Gruppe integrierte Tochtergesellschaft m-u-t GmbH hat einen bedeutenden Auftrag im oberen einstelligen Millionenbereich abgeschlossen. Dieser Auftrag stammt von einem re...
- Jean-François Granjon
EXEL Industries : More contrasting environment and more cautious messa...
>H1 sales release close to our expectations - Exel Industries reported H1 2023-24 sales of € 492.7m (€ 505.6m estimated) vs € 483.1m in H1 2022-23, showing growth of 2% and 2.9% on an organic basis. After posting strong momentum in Q1 (+11% organic), sales in Q2 came to € 292.6m (vs € 297.9m in Q1 2022-23) down 1.8% and -2.1% on an organic basis. Our main takeaway for Q2 is the sharp fall in the beet harvesting business and still a good performance for agricultural sp...
- Fehmi Ben Naamane
Scandic Hotels : Q1 results impacted by timing of Easter, cautious com...
>Weak Q1 2024 results, below expectations - Scandic this morning reported weak Q1 2024 results, below expectations. Group revenues amounted to SEK 4,419m, down 2.4% y-o-y (ODDO BHFe at SEK 4,642m and css Visible Alpha at SEK 4,554m). Group RevPAR in Q1 showed a slight decrease of 1.1% with a positive increase in average prices (i.e., +2%) but an occupancy rate of just 51.9% (vs 53.5% in Q1 2023), impacted by the timing of Easter falling earlier this year (the company ...
- Hela Zarrouk
- Johanna Jourdain
Voyageurs du monde : 2023 results generally in line – Good visibility ...
>Strong growth in FY 2023, in line with expectations - Voyageurs du Monde has reported 2023 full-year results generally in line with expectations, including: 1/ consolidated sales growth of 39.5% to € 693.6m (vs. ODDO BHF estimate of € 696.2m), benefiting from a favourable base effect (mainly in H1), high demand for travel and the integration of acquisitions carried out in 2022. On a like-for-like basis, 2023 sales rose by 16.5% relative to the benchmark year of 2019....
- Gautier Le Bihan
- Nicolas Thorez
Kalray : Several projects planned for 2024 to fuel growth, after 2023 ...
>2023 EBITDA at -€ 1.1m thanks to control over operating costs - Kalray published this morning its FY 2023 earnings. As a reminder, 2023 revenues stood at € 25.8m, up 57% vs the 2022 figure at € 16.4m. Gross margin came in at 67%, up from 56% in 2022. EBITDA rose by € 1.6m to -€ 1.1m (vs. -€ 2.7m in 2022), slightly ahead of our expectations (ODDO BHF - € 1.8m est.) and ahead of the company's January 2024 estimates (halving the EBITDA loss compared with 2022). This i...
- Geoffroy Michalet
Tikehau Capital : Good inflow in Q1, but the group is further atrophyi...
>Net inflows at € 1.5bn, AUM sharply up - Tikehau Capital posted AuM for Q1 2024 in AM at € 44.4bn, up 3% (+€ 1.2bn) vs end of 2023 and overall AuM (including balance sheet) up 3% (+€ 1.3bn). This increase in Q1 is the result of four factors impacting AuM: +€ 1.5bn in net inflows (vs € 1.2bn in Q1 2023), i.e. +€ 6.8bn over 12 months. -€ 0.5bn in distributions. +€ 0.4bn in market effect and -€ 0.1bn scope effect.Over the quarter, numerous stra...
Nova Klúbburinn hf. - Leiðrétting - Tilkynning um framkvæmd endurkaupa...
Nova Klúbburinn hf. - Leiðrétting - Tilkynning um framkvæmd endurkaupaáætlunar Framkvæmd áætlunarinnar hefst í dag, miðvikudaginn 24. apríl. Léðrétt tilkynning er hér að neðan. Á aðalfundi Nova Klúbbsins hf. þann 21. mars 2024 var stjórn félagsins veitt heimild til að kaupa allt að 10% af eigin bréfum fyrir félagsins hönd í því skyni að setja upp formlega endurkaupaáætlun eða til að gera hluthöfum almennt tilboð um kaup félagsins á eigin bréfum, t.d. með útboðsfyrirkomulagi, enda sé jafnræðis hluthafa gætt við boð um þátttöku í slíkum viðskiptum. Stjórn Nova Klúbbsins hefur á grundvel...
Festi hf.: Fjárfestakynning 1. ársfjórðungs 2024
Festi hf.: Fjárfestakynning 1. ársfjórðungs 2024 Festi hf. birti uppgjör fyrir fyrsta ársfjórðung 2024 eftir lokun markaða þann 23. apríl 2024. Meðfylgjandi má finna fjárfestakynningu 1F 2024 sem farið verður yfir á afkomufundi með markaðsaðilum í dag, miðvikudaginn 24. apríl 2024, kl. 8:30. Viðhengi
NGS Group AB: NGS Group AB (publ) offentliggör tillägg till prospektet...
NGS Group AB: NGS Group AB (publ) offentliggör tillägg till prospektet avseende företrädesemissionen. NGS Group AB (publ) ("NGS Group" eller "Bolaget"), har upprättat och offentliggör idag ett tillägg (”Tilläggsprospektet”) till prospektet avseende pågående företrädesemission som godkändes och registrerades av Finansinspektionen den 28 mars 2024 och som offentliggjordes av Bolaget samma dag (”Prospektet”). Tilläggsprospektet har idag, den 24 april 2024, godkänts och registrerats av Finansinspektionen. Tilläggsprospektet har upprättats med anledning av att NGS Group den 18 april 2024 geno...
- Delphine Brault
- Quentin Borie
Assa Abloy : A rather weak start to the year, as expected
>Q1 organic revenue growth 0.4%, adjusted EBIT margin 15.5% (-20 bp) - Sales reached SEK 35.2bn, down 2.0% organically (price +2%, volume -4%) which is in line with our expectations (-1.9%) and slightly below the consensus (-1.4%). The group mentioned 3 fewer working days in March and a continued weak residential market.The Americas (thanks to the US non-residential market) and Entrance systems divisions were a bit more resilient, with revenues down 1% and stable...
- Fehmi Ben Naamane
Scandic Hotels : Q1 results impacted by timing of Easter, cautious com...
>Weak Q1 2024 results, below expectations - Scandic this morning reported weak Q1 2024 results, below expectations. Group revenues amounted to SEK 4,419m, down 2.4% y-o-y (ODDO BHFe at SEK 4,642m and css Visible Alpha at SEK 4,554m). Group RevPAR in Q1 showed a slight decrease of 1.1% with a positive increase in average prices (i.e., +2%) but an occupancy rate of just 51.9% (vs 53.5% in Q1 2023), impacted by the timing of Easter falling earlier this year (the company ...
Nova Klúbburinn hf. - Tilkynning um framkvæmd endurkaupaáætlunar
Nova Klúbburinn hf. - Tilkynning um framkvæmd endurkaupaáætlunar Á aðalfundi Nova Klúbbsins hf. þann 21. mars 2024 var stjórn félagsins veitt heimild til að kaupa allt að 10% af eigin bréfum fyrir félagsins hönd í því skyni að setja upp formlega endurkaupaáætlun eða til að gera hluthöfum almennt tilboð um kaup félagsins á eigin bréfum, t.d. með útboðsfyrirkomulagi, enda sé jafnræðis hluthafa gætt við boð um þátttöku í slíkum viðskiptum. Stjórn Nova Klúbbsins hefur á grundvelli framangreindrar heimildar tekið ákvörðun um framkvæmd endurkaupaáætlunar til kaupa á eigin bréfum. Útgefið hlut...
Net Asset Value(s)
Net Asset Value(s) WisdomTree Issuer plc – Daily Fund Prices 23-April-24 WisdomTree Artificial Intelligence UCITS ETF - USD Acc23/04/2024IE00BDVPNG1314054630USD831,352,132.4759.1515WisdomTree AT1 CoCo Bond UCITS ETF - EUR Hedged23/04/2024IE00BFNNN2361662036EUR136,143,772.1781.9139WisdomTree AT1 CoCo Bond UCITS ETF - GBP Hedged23/04/2024IE00BFNNN459171509GBP14,708,246.0385.7579WisdomTree AT1 CoCo Bond UCITS ETF - USD23/04/2024IE00BZ0XVF52703178USD57,675,844.6982.0217WisdomTree AT1 CoCo Bond UCITS ETF - USD Acc23/04/2024IE00BZ0XVG6950789USD5,716,015.38112.5444WisdomTre...
Moody's Ratings upgrades Class A notes in Italian NPL GROGU SPV S.r.l.
Moody's Ratings (Moody's), has today upgraded the rating of Class A notes in GROGU SPV S.r.l. The rating action reflects faster than anticipated cash-flows generated from the recovery process on the non-performing loans (NPLs) which translates into an increased credit enhancement for the Notes. .....
Saunum Group AS: 1 director
A director at Saunum Group AS sold 17,500 shares at 3.300EUR 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 two years clearly ...
- Stephane Beyazian
Orange : Les hausses de prix compensent la faiblesse commerciale au T1...
>Des résultats au T1 2024 très légèrement au-dessus du consensus (1%) - CA du T1 2024 ressort en hausse de 2,1% à 9 850 M€ (0,9% au-dessus du cons. de 9 758 M€), tiré par la croissance en Afrique. L’EBITDAaL du T1 2024 est en hausse de 2,3% à 2 440 M€ (0,4% au-dessus du consensus de 2 430 M€). Les objectifs 2024 sont confirmés : légère croissance de l’EBITDAaL (+2,4% au T1), investissements disciplinés (+3%), FCF > 3,3 Md€ (pas de publication au T1) et dividende de 0,...
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