Barco NV: 2 directors

Two Directors at Barco NV bought 136,190 shares at 13.000EUR. 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 clearly sho...

Castellum AB: 2 directors

A director at Castellum AB bought 3,633 shares at 126.950SEK and the significance rating of the trade was 42/100. 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 ...

Thomson Reuters Corp: 4 directors

Four Directors at Thomson Reuters Corp sold 7,686 shares at between 164.400USD and 168.120USD. 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 ov...

Nick Scali: 1 director

A director at Nick Scali bought 25,000 shares at 14.693AUD 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 the last two years clearly sh...

Scandi Standard AB: 3 directors

A director at Scandi Standard AB bought 100,000 shares at 72.250SEK and the significance rating of the trade was 81/100. 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 c...

Berentzen–Gruppe Aktiengesellschaft : Q1 2024 – Earnings and profitabi...

>Group revenue in line, EBIT margins above estimate - Berentzen reported Q1 2024 revenue of € 40.9m (in line with ODDO BHF) but slightly down y-o-y. The reason for the decline was that 1) the cooperation business with prominent artists in the Non-alcoholic Beverages segment was terminated last year and 2) several high-revenue marketing campaigns were not conducted in the first three months of 2024 due to difficult price negotiations with some key retail partners. The...

Trivago NV: 1 director

A director at Trivago NV sold 10,374 shares at 2.419USD and the significance rating of the trade was 52/100. 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 showi...

Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated

>Strong Q1 2024 results - This morning, Elmos reported Q1 2024 results that beat expectations. Revenues were € 136.8m, above the consensus at € 135.4m. They were up 4.5% y-o-y but down 13% q-o-q. EBIT came in at € 33.8m, giving an EBIT margin of 24.7% above the consensus at € 31.7m and 23.4%. EPS was € 1.44 above consensus at € 1.27. Adjusted free cash flow stood at -€ 48.9m (vs € 35m in Q4 2023) impacted by year-end effects on working capital. Capex came in at € 20.3...

Elmos Semiconductor SE : Solid Q1 2024 results, FY 2024 reiterated

>Strong Q1 2024 results - This morning, Elmos reported Q1 2024 results that beat expectations. Revenues were € 136.8m, above the consensus at € 135.4m. They were up 4.5% y-o-y but down 13% q-o-q. EBIT came in at € 33.8m, giving an EBIT margin of 24.7% above the consensus at € 31.7m and 23.4%. EPS was € 1.44 above consensus at € 1.27. Adjusted free cash flow stood at -€ 48.9m (vs € 35m in Q4 2023) impacted by year-end effects on working capital. Capex came in at € 20.3...

Medios: EBITDA hit by price regulations, reiterates outlook

Medios reported Q1 2024 results with revenue increasing 5.8% to EUR 456.2m led by 8.9% growth coming from the Pharmaceutical Supply (PS) segment, of which sales amounted to EUR 401m (EUR 368.1m), while the Patient-Specific Therapies (PTS) segment suffered from the 12.4% decline due to the divestmen

BICO: profitability impacted by mixed sales in Q1 2024; CMD in Septemb...

BICO has reported Q1 2024 net sales amounting to SEK 510.3m (+2% vs. css) implying 4.4% YoY growth and organic growth of 4.7% (-1.1%). The Biosciences segment outperformed with net sales showing 36.3% organic growth to SEK 310m (SEK 230m), while Bioprinting and Bioautomation fell short of expectati

Coloplast : Q2 review – Top and bottom line a slight miss, focus on LC...

>Q2 review – Miss on top and bottom line - Coloplast’s Q2 2024 revenues of DKK 6,586m (+8.7% y-o-y) were -1%/-2% vs ODDO BHF/consensus, driven by organic growth of 8% (7.3%/7.6% ODDO BHF/consensus). External growth contributed to the tune of 4% and forex created a headwind of 300bp. Coloplast achieved an EBIT of DKK 1,772m (+7.3% y-o-y, margin 26.9%), which was -3%/-4% vs expectations. Profitability was supported by operating leverage and efficiency savings but impact...

Moody's assigns (P)A2 to Daikin's domestic shelf registration (Japanes...

1/4NEWSContact:東京 東京円城 ディーン セメトコ 真理子主任格付アナリスト／VPシニア・アナリスト 格付責任者／ｱｿｼｴｲﾄ･ﾏﾈｰｼﾞﾝｸﾞ･ﾃﾞｨﾚｸﾀｰコーポレート・ファイナンス・グループ コーポレート・ファイナンス・グループムーディーズ・ジャパン株式会社 ムーディーズ・ジャパン株式会社お客様専用電話番号：03-5408-4100報道関係者電話番号：03-5408-4110お客様専用電話番号：03-5408-4100報道関係者電話番号：03-5408-4110[MJKK]ダイキンの国内発行登録枠に(P)A2の予備格付を付与  2024年5月7日、東京、ムーディーズ・ジャパ...

Morning Notes : GBLB BB, SOLB BB

: GBLB BB, SOLB BB

HydrogenPro: Awaiting deliveries to Salzgitter and additional orders

Today, HydrogenPro reported Q1 2024 results which reflect slower activity than in previous quarters, with revenue of just NOK4m in Q1 2024 vs NOK83m in Q1 2023, NOK127m in Q4 2023 and cons. at NOK11m. As expected, revenues were impacted by the transition from the completion of ACES (US) and prepara

INVEST SECURITIES - KLEPIERRE : Un T1 de bonne facture, la guidance es...

Delivering in a difficult market

Q1 numbers basically spot-on estimates. Targets maintained and supported by solid visibility bridge. Stick to BUY, TP of NOK 11 (10).