>Résultats T1 connus, le management confiant sur sa capacité à rebondir dès le T2 - Continental ayant déjà publié des résultats T1 2024 préliminaires, le focus d’hier était plus dans les explications du groupe quant à la contre-performance du début d’année et, surtout, sa capacité à progresser dans les trimestres à venir afin d’atteindre les objectifs annuels. L’amélioration attendue dès le T2 dans l’automobile (MOP positive possible si succès dans les négociations pr...
>Q2 2024 economic sales +1% y-o-y, in line with our forecast - Economic sales in Q2 (January-March 2024) were up 1% y-o-y to € 441m. This evolution is exclusively organic as the scope effect from recent acquisitions is now over and is broadly aligned with our estimate (-1pp) and the consensus (+1pp). Economic sales were solid in Iberia (+3% y-o-y) helped by a strong tobacco (+11% y-o-y), pharma (+8% y-o-y) and others contribution (+8%) that offset the soft transport ...
>Underlying EBIT beats consensus by 6.4% in Q1 2024 - Ahold Delhaize’s sales and underlying EBIT beat both our and consensus expectations in Q1 2024. We were surprised by the strong revenue and underlying EBIT reported in Europe, but noted that the US operations outperformed sales and EBIT expectations as well in Q1 2024. Also, Global Support Office costs came in lower than we (and consensus) had expected.US – Apart from Stop & Shop, all is fine - Com...
>Un bon T1 2024, au-dessus des attentes dans les deux divisions - Knorr-Bremse a publié hier matin des résultats T1 2024 meilleurs qu’attendu, malgré un consensus qui s’était ajusté à la hausse ces dernières semaines. Les prises de commandes étaient supérieures aux attentes dans les deux divisions à 2.11 Md€ au niveau consolidé (css à 1.95 Md€), soit 1.07x de book-to-bill.Le groupe a réalisé un chiffre d’affaires de 1 974 M€ (css à 1 962 M€), en hausse de 6....
>We reduce our target price from € 56.0 to € 54.0 - Considering the continued weak macroenvironment, weak demand from SMB businesses in Germany, and the lack of public client business due to delayed approval of government budgets, Q1 was decent at best. However, it was below Bechtle’s own ambitions. The company expects business to successively pick up in upcoming quarters, with a strong focus on H2. Bechtle is confirming its guidance but now targets the low to mid-ra...
CGG Launches AI Cloud Solution Powered by NVIDIA for Optimized AI and HPC Workloads Paris, France – May 9, 2024 CGG, a global technology and HPC leader, has announced the launch of its solution, designed to meet the needs of data-intensive industries, including life sciences, digital media, manufacturing and geoscience, that seek to optimize and accelerate their demanding and resource-heavy AI workloads. CGG’s new AI Cloud solution combines the latest high-performance architecture, including cutting-edge GPUs fully configured and optimized for AI fine-tuning and inference, wit...
BGHL (EUR): NAV(s) BOUSSARD & GAVAUDAN HOLDING LIMITED Ordinary Shares The Directors of Boussard & Gavaudan Holding Limited would like to announce the following information for the Company. Close of business 08 May 2024. Estimated NAV Euro Shares Sterling Shares Estimated NAV € 27.7683 £ 24.8795 Estimated MTD return 0.40 % 0.42 % Estimated YTD return 0.80 % 1.26 % Estimated ITD return 177.68 % 148.80 % NAV and returns are calculated net of management and performance fees Ma...
BGHL (GBP): NAV(s) BOUSSARD & GAVAUDAN HOLDING LIMITED Ordinary Shares The Directors of Boussard & Gavaudan Holding Limited would like to announce the following information for the Company. Close of business 08 May 2024. Estimated NAV Euro SharesSterling SharesEstimated NAV€ 27.7683£ 24.8795Estimated MTD return 0.40 % 0.42 %Estimated YTD return 0.80 % 1.26 %Estimated ITD return 177.68 % 148.80 % NAV and returns are calculated net of management and performance fees Market information Euro SharesAmsterdam (AEX)London (LSE)...
CGG Lance sa Solution AI Cloud pour Optimiser les Flux de Travail d’IA et d’HPC Paris, France – le 9 mai 2024 CGG, un leader mondial en technologies et calcul scientifique de Haute Performance (HPC), annonce ce jour le lancement de sa solution , conçue pour répondre aux besoins des entreprises les plus consommatrices de données, telles celles présentes sur les marchés des sciences de la vie, des médias numériques, de l’industrie automobile et aéronautique et des géosciences, qui cherchent à optimiser et à accélérer leurs flux de production exigeants et consommateurs en ressources utilisa...
>T1 légèrement inférieur sur l’Auto, guidance 2024 confirmée - BMW a publié hier matin des résultats T1 conformes aux attentes au global, mais légèrement inférieurs sur la partie Auto (-6% vs css d’EBIT), voir First Take. Alors que les volumes sont ressortis globalement stables sur le trimestre, le groupe affiche, comme la plupart de ses pairs, une baisse de ses résultats (EBIT -25% y-o-y dont -28% dans l’Auto), pénalisés par la baisse des prix (véhicules neufs + occ...
>Q1 growth at 2%, EBITDA negative margin flat y-o-y: a subdued start of the year with prescription revenues more or less flat - Mister Spex recorded slow growth over Q1 at +2% y-o-y with revenues amounting to € 51.1m (Germany - standing for a little bit more than 77% of the total - was up 5% while international was down 8%) and the adj. EBITDA stayed negative at -€ 1.64 m reflecting a -3.2% margin (for Q1 23, the margin was -3.3%). This is very close to our expectati...
>Indications positives sur le S2 grâce aux cours des métaux et au recyclage - Aurubis a publié hier des résultats T2 2023/24 (clos au 31 mars) plutôt bons et en ligne avec les attentes (cf. notre first take publié hier). La réaction du marché a toutefois été mitigée, l’action perdant jusqu’à 3,5% pour finir en recul de 0,9%. Aurubis a pourtant légèrement relevé ses prévisions puisque le CEO Roland Harings a indiqué lors du call s’attendre désormais à se situer au mi...
>T1 : CA à -7.5% en organique et EBIT ajusté en légère progression (MOP de 1.7%) - Le T1 2024 publié, hier, par Vitesco a, notamment, confirmé le ralentissement du momentum sur l’électrification, également visible chez les pairs (et encore davantage chez Valeo par exemple). Face à cela, l’équipementier a, néanmoins, pleinement confirmé ses objectifs annuels, suggérant à nouveau une forte saisonnalité entre S1 et S2, d’autant plus que le message est resté prudent sur l...
A director at BGC Group Inc sold 158,449 shares at 8.745USD 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 last two years clearly s...
>Q1 growth at 2%, EBITDA negative margin flat y-o-y: a subdued start of the year with prescription revenues more or less flat - Mister Spex recorded slow growth over Q1 at +2% y-o-y with revenues amounting to € 51.1m (Germany - standing for a little bit more than 77% of the total - was up 5% while international was down 8%) and the adj. EBITDA stayed negative at -€ 1.64 m reflecting a -3.2% margin (for Q1 23, the margin was -3.3%). This is very close to our expectati...
Teekay Corporation Reports First Quarter 2024 Results HAMILTON, Bermuda, May 09, 2024 (GLOBE NEWSWIRE) -- Teekay Corporation (Teekay or the Company) (NYSE:TK) today reported results for the three months ended March 31, 2024. The full earnings release is available on the Company’s website . About Teekay Teekay is a leading provider of international crude oil marine transportation and other marine services. Teekay provides these services directly and through its controlling ownership interest in Teekay Tankers Ltd. (NYSE: TNK), one of the world’s leading owners and operators of mid-sized...
Fiverr Announces First Quarter 2024 Results Strong start to the year with Q1 results ahead of expectations. We executed on our key strategic priorities, delivering revenue at the top end of our guidance, and Adjusted EBITDA ahead of our guidance range.GMV acceleration led by SPB expansion. Strong execution on Fiverr Business Solutions and our push into complex services enabled us to drive GMV acceleration amid a continued challenging hiring environment. SPB grew 8% y/y, the strongest growth in more than a year.Announced authorization of share repurchase program of up to $100M. We recently a...
Three Directors at Benchmark Electronics Inc sold/sold after exercising options 17,560 shares at between 38.380USD and 39.490USD. The significance rating of the trade was 58/100. 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 trade...
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Teekay Tankers Ltd. Reports First Quarter 2024 Results and Declares Dividends HAMILTON, Bermuda, May 09, 2024 (GLOBE NEWSWIRE) -- Teekay Tankers Ltd. (Teekay Tankers or the Company) (NYSE: TNK) today reported the Company's results for the quarter ended March 31, 2024 and announced that its Board of Directors has declared a cash dividend of $0.25 per share for the quarter ended March 31, 2024. In addition, the Board of Directors has declared a special cash dividend of $2.00 per share. These cash dividends are payable on May 31, 2024 to all shareholders of record as at May 21, 2024. The fu...
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