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ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland

Numbers spot on

Q1: largely in line report, no big surprises. Small estimate changes. P/NAV ~1.07x, but ~35% upside if mgmt. delivers on 2026 targets.

Moody's Ratings assigns Aaa to Waukesha County Area TCD, WI's GO notes

Moody's Ratings ("Moody's") has assigned a Aaa rating to Waukesha County Area Technical College District, WI's General Obligation Promissory Notes, Series 2024B, with a proposed par amount of approximately $3.8 million. Moody's maintains a Aaa rating on the district's outstanding general obligation ...

 PRESS RELEASE

EQS-News: STEICO SE: Preliminary figures confirmed by final financial ...

EQS-News: STEICO SE / Key word(s): Annual Report STEICO SE: Preliminary figures confirmed by final financial statements 2023 02.05.2024 / 20:30 CET/CEST The issuer is solely responsible for the content of this announcement. STEICO SE: Preliminary figures confirmed by final financial statements 2023 Feldkirchen near Munich, 2 May 2024 – Today the STEICO group (ISIN DE000A0LR936) released its Annual Report for the financial year 2023.  Business Development 2023 KPI 2023 2022 Revenue 365.3 €m 445.2 €m Total operating revenue (TOR) 356.8 €m 467.4 €m ...

 PRESS RELEASE

EQS-News: STEICO SE: Finaler Jahresabschluss 2023 bestätigt vorläufige...

EQS-News: STEICO SE / Schlagwort(e): Jahresbericht STEICO SE: Finaler Jahresabschluss 2023 bestätigt vorläufige Zahlen 02.05.2024 / 20:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. STEICO SE: Finaler Jahresabschluss 2023 bestätigt vorläufige Zahlen Feldkirchen bei München, 02. Mai 2024 – Der STEICO Konzern (ISIN DE000A0LR936) hat heute den Geschäftsbericht für das Jahr 2023 veröffentlicht. Geschäftsentwicklung 2023 Kennzahl 2023 2022 Umsatzerlöse 365,3 Mio. € 445,2 Mio. € Gesamtleistung (GL) 356,8 Mio. € ...

 PRESS RELEASE

Complete Solaria to be Self-Funded in Q2 2024

Complete Solaria to be Self-Funded in Q2 2024 FREMONT, Calif., May 02, 2024 (GLOBE NEWSWIRE) -- . (“Complete Solaria” or the “Company”) (Nasdaq: CSLR) today published its Q1’24 results, to be presented via webcast today, May 2, 2024 at 5:00 p.m. EDT. Interested parties may access the webcast by registering , or by visiting: . Q1’24 and Q2’24 forecast summary (based on non-GAAP results unless noted): Q1’24 revenue was $10.0 million, half of Q4’23, despite our $17.8 million backlogThe revenue drop is due to a shortage of working capital to buy panelsThe working capital crunch is due t...

 PRESS RELEASE

Rivian to Receive $827M in Illinois State Funding to Expand Normal, IL...

NORMAL, Ill.--(BUSINESS WIRE)-- Rivian Automotive, Inc. (NASDAQ: RIVN) announced today it has received an $827M incentive package from the State of Illinois Department of Commerce & Economic Opportunity, which will allow the company to expand operations at its plant in Normal, IL. The funds from the incentive package will go towards expansion of the plant, improvements in public infrastructure and job training programs for Rivian’s workforce, leading up to the company’s production of its midsized SUV, R2. Rivian will be participating in several city improvement projects to demonstrate its ongo...

Banks - Argentina: Banking System Profile

A detailed review of the Argentina's banking system including its structure, government support, operating environment, and regulatory environment.

Moody's Ratings assigns Aa1 to City of Leander, TX's GOs and COs

Moody's Ratings (Moody's) has assigned a Aa1 rating to the City of Leander, TX's General Obligation Refunding Bonds, Series 2024 in the anticipated par amount of $16.3 million, Combination Tax and Revenue Certificates of Obligation, Series 2024A in the anticipated part amount of $10 million, and Com...

ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland

One step back

Margin momentum softer in Q1. '24e EPS down 11% on higher near-term margin risk. Stock not cheap: '24e P/E ~42.9x, dropping to ~20..0x in '25e: HOLD.

ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani

Expect gradual improvements throughout '24e

Q1e: still some de-stocking weighing on Medical. Minor revisions, '25e-'26e EBITA up by 1% on FX. Strong recent performance, cons. f12m EV/EBITA 17x.

Cross-Sector: Market Data Highlights

Spreads, CDS Movers, and Issuance.

Trident TPI Holdings, Inc.: Update to credit analysis following outloo...

Our credit view of this issuer reflects its non-cyclical and stable end markets, constrained by its fragmented, competitive plastic packaging industry.

Kane County SD 129 (Aurora West Side), IL: Update to credit analysis f...

Moody's credit view of this issuer reflects its strengthened financial position, low leverage, declining enrollment, and potential for pension cost shift.

 PRESS RELEASE

Clearday Announces Board Resignation of Jeff Coleman with Warm Wishes ...

Clearday Announces Board Resignation of Jeff Coleman with Warm Wishes for His Future Success San Antonio, TX, May 02, 2024 (GLOBE NEWSWIRE) -- Clearday (OTCQX CLRD), a healthcare services company focused on bringing innovative products and services to the senior care industry, would like to thank Jeffrey Coleman for his services as a Board Member to Clearday since its merger back in September 2021. James Walesa, CEO and Founder of Clearday, said, “Jeff has been a staunch supporter of the cause of innovating Senior Care for years. He has brought wisdom and experience to our Board over...

Moody's Ratings changes the outlook for Lennar to positive

Moody's Ratings (Moody's) changed the outlook for Lennar Corporation (Lennar) to positive from stable. At the same time, Moody's also affirmed Lennar's Baa2 senior unsecured note ratings. The positive outlook reflects Lennar's impressive deleveraging capabilities and currently the lowest debt to b...

Miltonia Mortgage Finance S.r.l.: Pre-Sale - Barclays Bank Ireland PLC...

Our credit view of the transaction, including our analysis of the assets and the securitisation structure.

 PRESS RELEASE

WE.CONNECT : Achats effectués dans les conditions de l'article 5 du rè...

PARIS--(BUSINESS WIRE)-- Regulatory News: WE.CONNECT (Paris:ALWEC) : WE.CONNECT Achats effectués dans les conditions de l'article 5 du règlement abus de marché Nom de l'émetteur Code Identifiant de l'émetteur Jour de la transaction Code identifiant de l'instrument financier Volume total journalier (en nombre d'actions) Prix pondéré moyen journalier d'acquisition des actions Marché WE.CONNECT 969500ZL7TBNY6D1GH98 18/04/24 FR0013079092 314   ALXP WE.CONNECT 969500ZL7TBNY6D1GH98 19/...

 PRESS RELEASE

WE.CONNECT : Achats effectués dans les conditions de l'article 5 du rè...

PARIS--(BUSINESS WIRE)-- Regulatory News: WE.CONNECT (Paris:ALWEC) : Achats effectués dans les conditions de l'article 5 du règlement abus de marché Nom de l'émetteur Code Identifiant de l'émetteur Jour de la transaction Code identifiant de l'instrument financier Volume total journalier (en nombre d'actions) Prix pondéré moyen journalier d'acquisition des actions Marché WE.CONNECT 969500ZL7TBNY6D1GH98 22/04/24 FR0013079092 245 19,3000 ALXP WE.CONNECT 969500ZL7TBNY6D1GH98 23/04/24 ...

 PRESS RELEASE

Eagle Bancorp to Attend the 26th Annual D.A. Davidson Financial Instit...

Eagle Bancorp to Attend the 26th Annual D.A. Davidson Financial Institutions Conference BETHESDA, Md., May 02, 2024 (GLOBE NEWSWIRE) -- Eagle Bancorp, Inc., (the “Company”) (NASDAQ: EGBN), the parent company of EagleBank, today announced that Eric R. Newell, Executive Vice President and Chief Financial Officer of the Company, will attend the 26th Annual D.A. Davidson Financial Institutions Conference on May 8-10, 2024, at the Broadmoor in Colorado. Investor information can be accessed at Eagle Bancorp’s Investor Relations website at . About Eagle Bancorp: The Company is the holding com...

ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf

Major vacancy to hit in 2025

Rec. PTP 4% below ABGSCe. CEPS est. down by 3-4% for '25-'26e. Share trading at ~10% premium on '25e P/CEPS.

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