INVEST SECURITIES - CAPGEMINI : Rassurant, mais pas d'inflexion du mom...

Henan Shijia Photons Technology Co Ltd: 1 director

A director at Henan Shijia Photons Technology Co Ltd sold 140,327 shares at 25.190CNY and the significance rating of the trade was 64/100. 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 th...

Lhyfe: EUR53m debt financing

Lhyfe yesterday announced that it has secured EUR53m debt financing for a portfolio of four green hydrogen projects. This transaction allows Lhyfe to complete the financing and refinance part of the investment already made in four units in France and Germany, with already operating and under develo

EBITDA up +46% y-o-y and 4% above cons

Big sales miss, concerning growth numbers

SSAB : Solid Q1 performance expected to gather pace in Q2 and Q3, defe...

Atlas Copco : After a mixed first quarter, the group is stepping up it...

Robinhood Markets Inc: 1 director

A director at Robinhood Markets Inc sold 5,853 shares at 49.272USD and the significance rating of the trade was 79/100. 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 cl...

Nel: poor Q1 results

This morning, Nel has reported Q1 2025 revenue at NOK155m (-63% QoQ, -44% YoY), 37% below cons. at NOK245m. The quarter was impacted by temporary production halts, with a significant slowdown in the alkaline division negatively impacting (-69% YoY) the scale and the revenue mix. EBITDA loss stood a

Stabilising demand in April, share up 3-5%

Rexel : Guidance confirmed, despite a highly uncertain environment

Aedifica Solid 1Q25, close to fair value

Aedifica reports 1Q25 results in line with our expectations and consensus forecasts. Negative headlines around the operators slightly overshadow the positive 1Q25 update. However, the news was already communicated to the market 2 weeks ago with a limited impact on the share price performance. YTD the stock has rallied 22.0% and sits at the top of the EPRA index. The rally comes after two years of undervaluation and is driven by a flight to safety amidst tariff concerns.  It is now in a 2.1% rang...

Capitalonline Data Service Co Ltd: 1 director

A director at Capitalonline Data Service Co Ltd sold 378,000 shares at 18.340CNY 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...

Munters Group AB: 5 directors

A director at Munters Group AB bought 3,667 shares at 119.500SEK and 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 directors over the last two years clea...

Eyes on Q2 for higher organic growth q-o-q

Egetis: US trial tracking slowly, Emcitate to be launched in Germany M...

Egetis reported Q1 with an operating loss of SEK 62.9m and a cash position of SEK273m. Regarding the US phase 3 trial, it is tracking slowly where 12 patients have now completed the randomization phase (vs 11 previously), 1 is currently in the randomization phase and 1 which is in the run-in period

SES: Q1 above expectations, but uneventful quarter

Solid Q1 relative to expectations, with revenues of EUR509m (+3.5% vs css, in line with BGe) and an EBITDA margin of 55.0%, 500bps ahead of consensus (BGe: 50.0%), driving a 14% beat on adj. EBITDA at EUR280m. Nonetheless, the print is relatively uneventful, with Networks revenues broadly flat qoq

Abivax: ABTECT enrollment complete, induction topline data expected in...

Abivax's phase 3 ABTECT trials, evaluating obefazimod in patients with moderate-to-severe UC, has completed the enrolment of a total of 1,275 patients (exceeding the target enrollment by 4%). Baseline patient characteristics of the phase 3 closely aligns with the previous phase 2b in terms of %prio

Median Technologies: FY24 wrap-up signals cost discipline, outlook rei...

Median Technologies released its audited FY 2024 results, which contain no surprises versus the unaudited data already disclosed in prior updates (see Q4 2024 and Q1 2025 notes). Revenue for the year came in at EUR22.9m (+3.3% YoY), fully driven by iCRO services, and the order backlog stood at EUR7

Q1 EBITDA +2%, but Q2 will be weak