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Christophe Chaput
  • Christophe Chaput
MDM Maisons du Mond... (Personal & Household Goods)

Maisons du Monde : A reassuring publication and 2021 targets increased...

>Q3 sales close to forecasts: € 317.3m vs € 311.7m estimated - Maisons du Monde reported Q3 sales close to expectations. Sales were down a slight 1% to € 317.3m (-3% at comparable scope) whereas we looked for € 311.7m. This is to be seen in the context of a demanding base of comparison, with Q3 2020 having benefited from a recovery in consumer spending following the end of the lockdowns (Q3 2020: +13.3% with +9.8% at comparable scope). By geographical region, the grou...

MDM MAISONS DU MONDE (Personal & Household Goods)
 PRESS RELEASE
300422 Guangxi Bossco ... (Industrial Goods & Services)

DGAP-News: Mandela Remembrance Walk & Run Open to the World Again this...

DGAP-News: Nelson Mandela Foundation / Key word(s): Miscellaneous Mandela Remembrance Walk & Run Open to the World Again this Year 26.10.2021 / 09:35 The issuer is solely responsible for the content of this announcement. Media Statement MANDELA REMEMBRANCE WALK & RUN OPEN TO THE WORLD AGAIN THIS YEAR JOHANNESBURG - As an increasingly vaccinated world starts fighting its way back to a semblance of normality, it's almost time again for the eagerly-anticipated annual Mandela Remembrance Walk and Run (MRWR) (), taking place this year on Sunday 5 December 2021. The event,...

Hela Zarrouk
  • Hela Zarrouk
RAA RATIONAL AG (Industrial Goods & Services)

RATIONAL AG : Q3 set to be hit by slowdown, margin to be under pressur...

>Slowdown expected in Q3 against a challenging backdrop - RATIONAL is due to publish its Q3 2021 results on 3 November. Our estimates are based on € 191.7m in Q3 sales, up 14%, with EBIT at € 39.3m (+6.8% YoY), implying a margin estimated at 20.5% (vs 21.9% in Q3 2020). We believe the strong sales momentum seen in H1 (with sales up 27.3% YoY) should continue, albeit at a slower pace, benefiting from a pick-up in demand during the summer season among certain customers...

Yan Derocles ... (+2)
  • Yan Derocles
  • Olfa Taamallah
HO THALES S.A. (Industrial Goods & Services)

Thales : Q3 sales -1.4% l-f-l, cyclical slowdown anticipated

>A temporary organic decline of 1.4% in sales in Q3 - Solid order intake - Thales has published Q3 sales 1.4%, below the consensus, at € 3,555m (ODDO BHF Securities: € 3,589m, consensus: € 3,604m) representing an organic decline of 1.4% essentially due to the defence & security division (-5.3% l-f-l). We had anticipated a cyclical slowdown at this division which in Q3 2020 benefited from a marked catch-up effect stemming from the reduction in the traditional August ho...

Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Matthias Desmarais
WTB WHITBREAD PLC (Travel & Leisure)

Whitbread : Very good surprises in Q2 2021-22, Outperform rating reite...

>A strong upturn in Q2 - Whitbread this morning published its H1 2021-22 results to end-August. Group revenues stood at £ 662m vs our estimate of £ 628m and the consensus of £ 682m. This highlights a spectacular recovery in Q2, with revenues down just 9.6% for the hotel sector in the UK compared to 2019 vs -61% in Q1. This marks a ramp-up, as we expected, driven by the domestic leisure demand and echoing the RevPAR figures posted in the summer in the UK due to restri...

HDFC Bank Ltd: 8 directors

Eight Directors at HDFC Bank Ltd sold 31,600 shares at between 1,669.750INR and 1,697.500INR. The significance rating of the trade was 63/100. 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 ove...

 PRESS RELEASE
POLY Polymetal Inter... (Basic Resources)

Polymetal: CORRECTION Q3 2021 production results

Polymetal International plc (POLY) Polymetal: CORRECTION Q3 2021 production results 26-Oct-2021 / 10:24 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement.     Release time   IMMEDIATE                                                          LSE, MOEX, AIX: POLY / ADR: AUCOY Date 26 October 2021   Polymetal International plc CORRECTION: Q3 2021 production results PLEASE SEE BELOW THE CORRECTED PRESS-RELEASE. THE TOTAL CASH COST AND ALL...

 PRESS RELEASE
300422 Guangxi Bossco ... (Industrial Goods & Services)

DGAP-News: Wallrich Asset Management AG: Mit dem Müsli-Kongress im Her...

DGAP-News: Wallrich Asset Management AG / Schlagwort(e): Fonds/Konferenz Wallrich Asset Management AG: Mit dem Müsli-Kongress im Herbst 2021 endlich wieder persönlich vor Ort! 26.10.2021 / 09:20 Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Müsli ist nicht gleich Müsli. Vielfältige und ausbalancierte Zutaten, hohe Qualität und eine ansprechende Präsentation machen aus irgendeinem Müsli ein herausragendes Müsli. Ähnlich ist es mit der Vermögensanlage: Die Mischung macht's! Nach dem Erfolg der Müsli-Kongresse in Webinarform lädt die Fondsbout...

Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir
NOVN NOVARTIS AG (Health Care)

Novartis : Solid performance in Q3. Sandoz enters strategic review

>Good work at the operating level. All options open for Sandoz - The company's Q3 2021 figures were in line with expectations for sales but 3.6% higher at the core EPS level. Sales were up 5% cc and benefited from a favourable currency effect of +1% over the period. More specifically, pharma sales grew by 7% cc. Cosentyx and Entresto reached $ 1,247m and $ 1,174m respectively, +6% and 3% above expectations. Sales of the two products were driven by both China and ...

Antonio Martos
  • Antonio Martos
ENG ENAGAS S.A. (Oil & Gas)

ENAGÁS: 3Q’21 RESULTS AND T.P. CUT (ANÁLISIS BANCO SABADELL)

3Q’21 vs. 3Q’20 Results EBITDA: € 219.0 M (-11.6% vs. -9.9% BS(e) and -12.8% consensus); Net Profit: € 94.3 M (-16.3% vs. -14.7% BS(e) and -14.7% consensus); 9M’21 vs. 9M’20 Results EBITDA: € 670.0 M (-7.9% vs. -7.3% BS(e) and -8.3% consensus); Net Profit: € 307.3 M (-11.9% vs. -11.4% BS(e) and -11.4% consensus);

ING Helpdesk
  • ING Helpdesk
KPN ROYAL KPN N.V. (Industrial Goods & Services)
TNET Telenet Group H... (Media) ... (+9)

Benelux Morning Notes

Aedifica: Small acquisition in the UK. BE Semiconductor Industries: Very healthy order momentum. DWS: NNM expected to trump market performance. Flow Traders: September Save. Fugro: Preview 3Q21. Heijmans: Preview - 3Q21 should be solid. Kendrion: 3Q21 preview - mix should mitigate some supply chain issues. KPN: Nice if small beat on revenues, EBITDAal in line, guidance confirmed. PostNL: Consensus released; slightly slower Q3 parcel volumes; reiteration of guidance. Telenet G...

KPN ROYAL KPN N.V. (Industrial Goods & Services)
TNET TELENET GROUP HOLDING NV (Media)
FUR FUGRO N.V. (Telecommunications)
A14V70 FLOW TRADERS (Real Estate)
XIOR XIOR STUDENT HOUSING NV (Financial Services)
AED AEDIFICA (Technology)
KENDR KENDRION NV
DWS DWS GROUP
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
Jeremy Garnier
  • Jeremy Garnier
IDL Id Logistics SA... (Industrial Goods & Services)

ID Logistics : Excellent Q3 ahead of our expectations and visibility s...

>Q3 2021 sales up 13.6% to € 468.2m (vs +7.7%e to € 444m est.) - Despite the less favourable base effects in the second half of the year (Q3 2020 sales: +7.3%), ID Logistics reports excellent Q3 2021 sales up 13.6% to € 468.2m, exceeding our expectation of € 444.0m est. (+7.7%e). 9M sales are up 14.5% (+16.3% l-f-l) to € 1,361.3m (vs € 1,337.0m est.). Continued very brisk momentum notably for international activities - Over the quarter, France (42% of...

IDL ID LOGISTICS SAS (Industrial Goods & Services)

Construction Guarantee Cooperative: Update to credit analysis

Our credit view of Construction Guarantee Cooperative reflects its strong capitalization, constrained by its shareholders' equity, which renders it vulnerable to member-specific shocks.

Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
ITP INTERPARFUMS SA (Personal & Household Goods)

Interparfums : Very robust Q3 2021 sales – Guidance revised up – Outpe...

>Q3: +58% and well above expectations - Interparfums reported growth of 58%, i.e. € 174.8m, for Q3 2021.This level of growth is notably driven by the Jimmy Choo I Want Choo and Montblanc Explorer Ultra Blue lines. 9M 2021 sales totalled € 441m, up 76%.On this basis, management has raised its guidance and now anticipates sales of € 520m for full-year 2021, for an operating margin of between 15% and 16%.Estimates (again) revised up: 2021e sales: +...

Hana Maalej
  • Hana Maalej
BIG Bigben Interact... (Personal & Household Goods)

Bigben Interactive : Q2 2021-22 sales fall short of estimates but do n...

>Q2 sales down 16.5% to € 67.3m (vs -5.4% est. at € 76.2m est.) - Bigben Interactive reported its Q2 2021-22 sales (July-September) which saw a decline of 16.5% to € 67.3m) vs our estimate of -5.4% est. at € 76.2m est. Over H1, revenues were down 8.7% at € 124m (vs -2.1% est. at € 133m est.). Unfavourable base effects and logistic delays in the gaming division - a positive trend in H2 in prospect - Contrary to what we expected, the gaming division (...

BIG BIGBEN INTERACTIVE (Personal & Household Goods)
Fehmi Ben Naamane ... (+2)
  • Fehmi Ben Naamane
  • Matthias Desmarais
WTB WHITBREAD PLC (Travel & Leisure)

Whitbread : De très bonnes surprises au T2 ; surperformance réitérée

>Une forte reprise au T2 - Whitbread publie ce matin ses résultats semestriels 2021/22 à fin août. Les revenus groupe ressortent à 662 M£, contre notre estimation à 628 M£ et celle du consensus à 682 M£. Ceci fait ressortir une reprise spectaculaire au T2, avec des revenus de l’hôtellerie au Royaume-Uni en baisse de seulement 9.6% par rapport à 2019, contre -61% au T1. C’est donc une accélération, comme nous l’attendions, tirée par la demande domestique loisir et elle...

 PRESS RELEASE
11RW INVESTEC PLC (Banks)

Form 8.5 (EPT/RI)- Sumo Group Plc

Form 8.5 (EPT/RI)- Sumo Group Plc FORM 8.5 (EPT/RI)   PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITY   1.        KEY INFORMATION   (a)        Name of exempt principal trader: Investec Bank plc (b)        Name of offeror/offeree in relation to whose relevant securities this form relates:         Use a separate form for each offeror/offeree Sumo Group plc(c)        Name of the party to the offer with which exempt principal trader is connected: Investec is Joint Broker to Sumo Group plc d)        Date d...

Chris Turner ... (+2)
  • Chris Turner
  • Francesco Pesole

FX Daily: If it ain't broke, don't fix it

A winning strategy in FX markets this year has been to back commodity exporters in both the DM and EM spaces, with positions funded out of JPY or EUR. Heading into the last couple of months of the year there seems no reason to change that strategy now. For today, a quiet calendar suggests more consolidation before a more interesting Thursday/Friday.

 PRESS RELEASE
EVC/H DATAMETREX AI (Financial Services)

DGAP-News: Datametrex unterzeichnet KI-Verträge im Gegenwert von 950.0...

DGAP-News: Datametrex AI Limited / Schlagwort(e): Auftragseingänge Datametrex unterzeichnet KI-Verträge im Gegenwert von 950.000 CAD mit SAMSUNG, Shinhan Financial Group und Lotte 26.10.2021 / 09:04 Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Toronto, Ontario, den 26. Oktober 2021 - Datametrex AI Limited (das "Unternehmen" oder "Datametrex") (TSXV: DM, FWB: D4G, OTC: DTMXF) freut sich bekannt zu geben, dass es zusätzliche Aufträge ("Purchase Orders") in Höhe von rund 950.000 CAD von Lotte Data Communication Co., Ltd. ("Lotte"), Samsung E...

 PRESS RELEASE
EVC/H DATAMETREX AI (Financial Services)

DGAP-News: DATAMETREX SIGNS $950K CONTRACT WITH SAMSUNG, SHINHAN FINAN...

DGAP-News: Datametrex AI Limited / Key word(s): Incoming Orders DATAMETREX SIGNS $950K CONTRACT WITH SAMSUNG, SHINHAN FINANCIAL GROUP, AND LOTTE 26.10.2021 / 09:04 The issuer is solely responsible for the content of this announcement. Toronto, Canada, October 26, 2021 - Datametrex AI Limited (the "Company" or "Datametrex") (TSXV: DM, FSE: D4G, OTC: DTMXF) is pleased to announce that it has received additional Purchase Orders ("P.O.") for approximately $950,000 CAD from Lotte Data Communication Co., Ltd. ("Lotte"), Samsung Electronics Co., Ltd. ("SAMSUNG"), and the Shinha...

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