In our preview, we highlighted MONC's difficult equilibrium between a brisk Q1 performance and market expectations for the remainder of the year. Indeed, despite a 4% beat unveiled yesterday, management maintained its scenario of a normalisation phase for the rest of the year on the back of tough c
A director at CNNC Hua Yuan Titanium Dioxide Co Ltd bought 13,999,900 shares at 4.340CNY and the significance rating of the trade was 82/100. 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...
>Outperform rating and target price of € 14.4 maintained - Q1 2024 results came in a shade above our forecasts but were broadly in line with the consensus. As expected, the group's resilience strategy enabled it to benefit over the quarter from an increase in regulated activities thanks to the growth of the asset base, and largely offset the generation activity that benefits from a good level of hydrometry on the Iberian Peninsula and new offshore wind capacity but is...
>Outperform opinion and target price of € 105 maintained - The stock rallied by 17% yesterday following: 1/ better results than expected (EBIT 5% above forecasts); 2/ confirmation that the bottom was reached in Q1 (quarter-on-quarter growth of ~1% forecast in Q2); and 3/ a similar message conveyed by Texas Instrument (quarter-on-quarter growth in Q2 vs Q1) in an environment where sentiment was negative ahead of the reporting season for groups exposed to the automotive...
>Operating profit 9% ahead of expectations, net profit in line - ENI has reported its Q1 2024 results, with adjusted operating profit of € 3bn, up 9% QoQ and 9% above the consensus. Adjusted net profit was € 1.58bn, 1% above the consensus. The group has made a number of changes to its reporting to include joint ventures in operating profit.Solid production in E&P, GGP could surprise favourably once again - In E&P, adjusted EBIT came in 2% below consen...
>Le Parlement européen vote en faveur de la directive sur le devoir de vigilance - Après plusieurs retournements politiques, les députés européens ont finalement validé, en session plénière, la proposition d’une directive sur le devoir de vigilance (CS3D).Si le texte final a été fortement amoindri par rapport à la proposition initiale de la commission (périmètre des sociétés couvertes réduit, champ d’application de la chaîne d’activité restreint pour une concentr...
Emittent / Herausgeber: GBI Group / Schlagwort(e): Immobilien/Expansion GBI Group startet die Hochbauarbeiten für neues SMARTments connect in Bielefeld - Innovatives Beherbergungsangebot mit 223 Einheiten in bester Lage direkt am Hauptbahnhof 25.04.2024 / 07:50 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Bielefeld/Berlin, 25.04.2024. Mit der Grundsteinlegung startet der Projektentwickler GBI Group in Bielefeld offiziell die Hochbauarbeiten für sein neues Serviced Apartment-Projekt direkt am Hauptbahnhof. Dort entstehen bis Ende k...
Issuer: GBI Group / Key word(s): Real Estate/Expansion GBI Group starts building construction work for new SMARTments connect in Bielefeld - Innovative accommodation offer with 223 units in a prime location directly at the central railway station 25.04.2024 / 07:50 CET/CEST The issuer is solely responsible for the content of this announcement. Bielefeld/Berlin, 25.04.2024.With the laying of the foundation stone, project developer GBI Group is officially starting in Bielefeld the building construction work for its new serviced apartment project directly at the central rail...
A director at Kinder Morgan Inc sold 230,000 shares at 18.820USD and the significance rating of the trade was 69/100. 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...
>Updating estimates on strategic realignment - We are updating our estimates (-10% in average EBITDA 2024-25e) and valuation (-26%) of Soltec following the reclassification of 2023 results and its strategic realignment (stricter focus on the tracker segment with a reduction in the construction service activity and more selective approach in Energy projects). The company will update its financial guidance for 2024 when releasing Q1 2024 results and could update its lon...
>Opinion Surperformance et OC 14.4 € maintenus - Les résultats du T1 24 sont ressortis un peu au-dessus de nos attentes mais globalement en ligne avec le consensus. Comme attendu, la stratégie de résilience du groupe lui permet de bénéficier, sur ce trimestre, de la progression des activités régulées grâce à la croissance de la base d’actifs. Cela a permis de largement compenser une activité de génération bénéficiant certes d’un bon niveau d’hydrométrie sur la péninsu...
>T1 2024 : prises de commandes supérieures de 9% aux attentes - Atlas Copco a publié hier, en journée, ses résultats T1 2024 (voir tableau en page 2).Les prises de commandes étaient en recul organique de 4% yoy (css à -12,7%) mais 9% au-dessus des attentes du consensus (Compressor Technique en recul de -1% en organique vs -12.9% attendus par le css).Le CA a progressé de 7% en organique (css à 5.6%), dont notamment 8% pour Compressor Technique, 9% pour Power ...
>Organic growth still very robust in Q1 at +16.5%, upside undermined by a forex impact of 5 pt - The group’s Q1 2024 revenues reached € 1,187.2m, i.e. +11.5% y-o-y and +16.5% y-o-y at cc (Q4 2023: +18.1% cc), with retail sales at € 1,071.4m, i.e. 17.9% y-o-y at cc (Q4 2023: +17.4%). The Visible Alpha consensus had pointed to revenues in the region of € 1,164m, with organic growth at 13.6% (and retail sales of around € 1,047m, +13.7%), while our revenue forecast was ...
EQS-News: Marinomed Biotech AG / Key word(s): Alliance Marinomed Biotech AG enters Solv4U R&D collaboration with Brazilian pharmaceutical company Aché Laboratórios 25.04.2024 / 07:45 CET/CEST The issuer is solely responsible for the content of this announcement. Marinomed Biotech AG enters Solv4U R&D collaboration with Brazilian pharmaceutical company Aché Laboratórios Marinomed will apply the Marinosolv solubilization technology to improve target compounds with the goal of developing products with differentiated pharmacological profiles The project covers the proof-of-...
EQS-News: Marinomed Biotech AG / Schlagwort(e): Kooperation Marinomed Biotech AG schließt Solv4U Forschungs- und Entwicklungskooperation mit brasilianischem Pharmaunternehmen Aché Laboratórios 25.04.2024 / 07:45 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Marinomed Biotech AG schließt Solv4U Forschungs- und Entwicklungskooperation mit brasilianischem Pharmaunternehmen Aché Laboratórios Marinomed soll durch Anwendung der Marinosolv-Technologie ausgewählte Wirkstoffe verbessern, um Produkte zu entwickeln, die sich pharmakologisch ...
A director at Old Second Bancorp Inc sold 40,267 shares at 14.556USD 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 years ...
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