reports
- ABGSC Credit Research
- Andreas Johannessen
- Bendik Fougner Engebretsen
- Glenn Kringhaug
- Haakon Amundsen
- Patrik Brattelius
- Son Thanh Luu
- Emna Ben Bdira
- Maxime Kogge
Outokumpu : Q1 post-view: several encouraging signs but still a subdue...
>Q1 below forecasts due above all to the Americas - Like Acerinox and Aperam previously, Outokumpu disappointed the market with Q1 earnings below expectations and a subdued Q2 guidance. Like for the two competitors, this situation partly reflects the operating issues (strike in Finland, maintenance break in the US) and a lacklustre market environment, above all in Europe. Q1 adjusted EBITDA came to just € 38m, while we had forecast € 56m. By business area, Europe was ...
- Martijn Den Drijver
Bekaert : Material miss on Q1 2024 sales, 2024 EBIT margin guidance re...
>Material misses on Q1 sales for all divisions - Bekaert’s Q1 2024 sales update disappointed with all divisions reporting mid to high single digit misses versus consensus (BBRG even a 14% miss) and total sales missing consensus by 7%. Despite the misses, Bekaert says it has started the year well and in line with expectations. The company says it expects moderate sales growth in the remainder of the year and reiterates its 2024 guidance which calls for an EBITu margin ...
- Delphine Brault
- Quentin Borie
Alstom : € 1bn capital increase and € 750m of hybrid debt to bolster t...
>FCF of € 562m in H2, in line with targets - This morning, Alstom published its FY 2023-24 results (year to end-March). Order intake was € 19bn (book-to-bill of 1.08x), enabling backlog of € 91.9bn. Sales were up 9.4% l-f-l, at € 17.6bn and the adjusted EBIT was 5.7% (+50bp). The figures were broadly in line with forecasts. Net profit includes €147m restructuring charges and € 142m of integration costs, as well as € 118m in provisions to cover risk on two project...
- Christophe Chaput
Knaus Tabbert AG : Excellent profitability in Q1 and 2024 outlook unch...
>Q1 EBITDA higher than expected: € 38.8m vs € 38.1m est. - Knaus Tabbert delivered a quality set of Q1 results, although revenue grew more slowly than we expected by +2.2% to € 376.7m whereas we were looking for € 400.6m. The consensus, meanwhile, had forecast € 384.6m (difference -2%). Revenue growth was driven mainly by a mix effect (motor homes and camper vans accounted for 61% of volumes vs 53% a year previously) while total output dipped slightly by 8.6% to 7,588...
SRH Total Return Fund, Inc.: 1 director
A director at SRH Total Return Fund, Inc. bought 1,426 shares at 0.000USD and the significance rating of the trade was 66/100. 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 y...
Mullen Group Ltd: 1 director
A director at Mullen Group Ltd bought 100,000 shares at 12.844CAD 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 cle...
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : Q1 2024 almost in line and 2024 guidance reiterated
>Q1 24 figures almost in line vs expectations - The company just released its Q1 2024 figures which are in line than our expectations and the consensus. On a recurring base (EBITDA € 1.08bn or -26%), figures are almost in line with our forecasts. Operating performance has been affected by the generation and supply business suffering from lower margins due to a tough basis of comparison vs 2023 despite better hydro conditions. Network still continues to deliver resilie...
- Klaus Breitenbach
Leifheit AG : Q1 2024 – A solid start to the year
>Significant improvement in profitability - Leifheit reported Q1 2024 turnover of € 65.9m (ODDO BHFe € 67.9m) which was down by 6.2% compared to the same period of last year. The turnover decline was already highlighted during the company’s FY 2023 results release on 27 March 2024 and is primarily due to a base effect in the same period of 2023, in which promotions at discounters made a significant contribution to turnover. The expansion of distribution in key Europea...
- Thijs Berkelder
Euronav : Still full in transition
>Ex disposals, Q1 results roughly in-line with expectations - Revenues in 24Q1 have fallen to $ 240.4m, down from $ 340m in 23Q1. Net revenues (after voyage expense) in 24Q1 have fallen to $ 203.5m (AAOB $ 197.9m) from $ 305.1m in 23Q1.EBITDA is reported at $ 550.5m but excluding disposal gain of $ 407.6m amounts to $ 142.9m (BB consensus $ 150m), down from $ 258.5m in 23Q1Net profit in 24Q1 has jumped to $ 495.0m (AAOB $ 492.6m) primarily thanks to the $ 40...
- Fabian Semon
GEA Group AG : Q1 adj. EBITDA slightly above, LPT with organic order i...
>Q1 organic sales growth is falling short expectations, other KPIs are slightly above, LPT = problem child? - Q1 2024 order intake declined 14% y-o-y to € 1,365m, which is 2% above the consensus estimate of € 1,334m. Order intake momentum in LPT remains depressed (-22% y-o-y organic order intake growth) with only one large order (€ 31m) received in Q1 (vs four/ € 102m in Q1 23) and even SFT reported a 5% y-o-y organic order intake decline. Sales declined by 2% y-o-y t...
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : Q1 2024 almost in line and 2024 guidance reiterated
>Q1 24 figures almost in line vs expectations - The company just released its Q1 2024 figures which are in line than our expectations and the consensus. On a recurring base (EBITDA € 1.08bn or -26%), figures are almost in line with our forecasts. Operating performance has been affected by the generation and supply business suffering from lower margins due to a tough basis of comparison vs 2023 despite better hydro conditions. Network still continues to deliver resilie...
AKVA group ASA: Mandatory notifications of trade
AKVA group ASA: Mandatory notifications of trade In connection with allocation of shares under AKVA group ASA's (the "Company") long term incentive program, the following primary insiders have on May 8, 2024 been distributed shares in the Company as set out below. The distributions are made on the basis of the Company's treasury shares. Following the distributions, the Company's holding of treasury shares amounts to 220,144 shares. - Knut Nesse (CEO), 23,418 shares - Ronny Meinkøhn (CFO), 11,709 shares - Kristian Botnen (COO Sea Based Nordic), 5,260 shares - Stig Førre (COO Sea ...
EQS-News: Sto SE & Co. KGaA: Consolidated turnover down by 5.9 % in th...
EQS-News: Sto SE & Co. KGaA / Key word(s): Quarterly / Interim Statement Sto SE & Co. KGaA: Consolidated turnover down by 5.9 % in the first quarter of 2024 compared to the same period of the previous year 08.05.2024 / 10:00 CET/CEST The issuer is solely responsible for the content of this announcement. P R E S S R E L E A S E Sto SE & Co. KGaA, Stühlingen/Germany Sto SE & Co. KGaA: Consolidated turnover down by 5.9 % in the first quarter of 2024 compared to the same period of the previous year Demand in Germany and outside of Germany curbed due to weather conditi...
EQS-News: Sto SE & Co. KGaA: Konzernumsatz verringert sich im ersten Q...
EQS-News: Sto SE & Co. KGaA / Schlagwort(e): Quartals-/Zwischenmitteilung Sto SE & Co. KGaA: Konzernumsatz verringert sich im ersten Quartal 2024 um 5,9 % gegenüber Vorjahreszeitraum 08.05.2024 / 10:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. P R E S S E I N F O R M A T I O N Sto SE & Co. KGaA, Stühlingen Sto SE & Co. KGaA: Konzernumsatz verringert sich im ersten Quartal 2024 um 5,9 % gegenüber Vorjahreszeitraum Witterungsverhältnisse und Investitionszurückhaltung im Baugewerbe bremsen Nachfrage im In- und Ausland Sais...
Jiangxi Fushine Pharmaceutical Co Ltd: 1 director
A director at Jiangxi Fushine Pharmaceutical Co Ltd bought 920,000 shares at 11.610CNY 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 t...
EQS-News: artec technologies AG veröffentlicht Jahresabschluss 2023 un...
EQS-News: artec technologies AG / Schlagwort(e): Jahresbericht artec technologies AG veröffentlicht Jahresabschluss 2023 und blickt optimistisch in die Zukunft 08.05.2024 / 09:55 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. artec technologies AG veröffentlicht Jahresabschluss 2023 und blickt optimistisch in die Zukunft Diepholz, 08. Mai 2024: Die artec technologies AG hat den testierten Jahresabschluss 2023 veröffentlicht und die vorläufigen Zahlen bestätigt. Als Spezialist für die Übertragung, Aufzeichnung und Auswertung von aud...
Shijiazhuang Kelin Electric Co Ltd: 2 directors
Two Directors at Shijiazhuang Kelin Electric Co Ltd bought 307,700 shares at between 27.502CNY and 27.537CNY. 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...
- Aurelien Sivignon
CompuGroup Medical SE : Slow start to 2024. Mid-term targets (2025) wi...
>Q1 2024 slightly below expectations - This morning, CompuGroup published its Q1 2024 results, which came in a slightly below expectations. Q1 revenues were down 2% y-o-y to € 285m (-1% vs css). Excluding the TI effect, organic growth was up 3%. By division, HIS continued to drive growth in Q1 with revenues up 7% y-o-y to € 78m (-2% vs the consensus) mainly thanks to the ramp-up of the Hospital Future Act programme in Germany. On the other hand, the performance by AIS...
AS Tallink Grupp: Managers’ Transactions
AS Tallink Grupp: Managers’ Transactions Person subject to the notification requirementName: AS Infortar Position: Closely associated person(X) Legal person Person Discharging Managerial Responsibilities in IssuerName: Hanschmidt, AinPosition: Member of the Supervisory BoardName: Pant, EvePosition: Member of the Supervisory Board Issuer: AS Tallink Grupp LEI: 529900QRMWAKKR3L9W75 Notification type: Initial Notification _____________________________________ Transaction date: 07.05.2024Venue: OTCInstrument type: ShareISIN: EE3100004466Nature of the transaction: Ac...
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