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Lonza gibt Ergebnisse der Generalversammlung 2024 bekannt – Alle Anträ...
Lonza Group AG / Schlagwort(e): Generalversammlung Lonza gibt Ergebnisse der Generalversammlung 2024 bekannt – Alle Anträge des Verwaltungsrats wurden genehmigt 08.05.2024 / 15:00 CET/CEST Jean-Marc Huët wurde als Präsident des Verwaltungsrats gewählt Die Aktionäre wählten alle zur Wiederwahl stehenden Verwaltungsratsmitglieder wieder Eine Dividende von CHF 4.00 pro Aktie wird ab dem 15. Mai 2024 ausgeschüttet Die anwesenden und vertretenen Aktionäre hielten insgesamt 29'994'055 Aktien, was 40.28% des Aktienkapitals entspricht Deloitte wurde als Revisionsstelle für das Geschäft...
Lonza Announces Results of the 2024 Annual General Meeting – All Motio...
Lonza Group AG / Key word(s): AGMEGM Lonza Announces Results of the 2024 Annual General Meeting – All Motions Proposed by Board of Directors Approved 08.05.2024 / 15:00 CET/CEST Jean-Marc Huët was elected as Chairman of the Board of Directors Shareholders re-elected all members of the Board of Directors standing for re-election A dividend of CHF 4.00 per share will be paid out starting from 15 May 2024 Attending and represented shareholders collectively held a total of 29,994,055 shares, representing 40.28% of the share capital Deloitte has been re-elected as auditor for finan...
- Martin Marandon-Carlhian
- Stephane Houri
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- Martin Marandon-Carlhian
- Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG & CO. KGAA
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
SCR SCOR SE
ZAL ZALANDO SE
GEBN GEBERIT AG
HEI HEIDELBERGCEMENT AG
SOLB SOLVAY SA
COLO B COLOPLAST A/S CLASS B
BP. BP P.L.C.
SHL SIEMENS HEALTHINEERS AG
UN0 UNIPER SE
- Oliver Metzger
- Stephan Wulf
Lonza : Lonza has improved its strategic position in biologics and is ...
>Lonza’s equity story has become more attractive since our initiation - Since we initiated the coverage of Lonza on 5 March 2024, several aspects of the equity story have further improved. The appointment of Wolfgang Wienand as CEO in April has ended a period of uncertainty regarding the company's future leadership. Even more importantly, Lonza's strategic position has improved with the acquisition of Genentech in the US. This is particularly true regarding the expect...
- Dominic Rose
- Naresh Chouhan
Sartorius Stedim - More Downside to Come (SELL, TP EUR150 [165], 9 pgs...
The capitulation may be upon us. The order book continues to show weakness & contrary to the befuddling Q423 sales strength, equipment sales look likely to stay weak as CDMO’s reduce CAPEX after 3yrs of turbo charged growth. We now question the trend growth rate as we believe that market share gains will be minimal, CDMO CAPEX will recover very slowly & M&A is unlikely to contribute as much as it did in the past. Moreover, we expect DIM to add significant capacity in the coming 24mths, which is ...
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Oliver Metzger
Sartorius Stedim Biotech : Q1 review -Some stabilisation, but sales an...
>Q1 with some stabilisation – sales and order intake weaker than expected - Q1 2024 revenues of € 667m (-8.1% y-o-y,-2%/-4% vs ODDO BHF/consensus) were impacted by an organic decline of 9.4%. The decline in constant currencies was at -6.7%. Sartorius Stedim Biotech was impacted by mixed dynamics across its portfolio and regions. Demand continued to normalise the consumables business with positive order momentum, which indicates further progress in destocking. Simultan...
Sartorius Stedim Biotech publishes unaudited first quarter results for...
Sartorius Stedim Biotech SA / Key word(s): Quarter Results Sartorius Stedim Biotech publishes unaudited first quarter results for 2024 18-Apr-2024 / 07:02 CET/CEST Aubagne, France | April 18, 2024 Sartorius Stedim Biotech publishes unaudited first quarter results for 2024 Sales revenue of 667 million euros, in constant currencies1 - 9.4 percent organically1and - 6.7 percent including acquisitions2(reported: - 8.2 percent) Order intake up 13.9 percent to 676 million euros (reported: 12.5 percent) with significant growth in recurring business, while demand from China remains we...
Sartorius Stedim Biotech publie ses résultats non audités pour le prem...
Sartorius Stedim Biotech SA / Mot-clé(s) : Résultat trimestriel Sartorius Stedim Biotech publie ses résultats non audités pour le premier trimestre 2024 18-Avr-2024 / 07:02 CET/CEST Aubagne, France | 18 avril 2024 Sartorius Stedim Biotech publie ses résultats non audités pour le premier trimestre 2024 Chiffre d’affaires à 667 millions d’euros, soit une baisse organique de 9,4 % à taux de change constant1 et une baisse de 6,7 % à taux de change constant en tenant compte des acquisitions2(baisse déclarée : - 8,2 %) Augmentation des prises de commandes de 13,9 % à 676 millions d...
Lonza Prices EUR 1 Billion Straight Bond with a 3.875% Coupon
Lonza Group AG / Key word(s): Bond/Financing Lonza Prices EUR 1 Billion Straight Bond with a 3.875% Coupon 17.04.2024 / 19:00 CET/CEST Basel, Switzerland, 17 April 2024 – Lonza Finance International NV, a wholly owned company of Lonza Group Ltd, Basel (“Lonza”), announced today the pricing of a EUR 1 billion straight bond. The Eurobond marks Lonza’s second drawdown under its EMTN program. The bond has a maturity of 12 years and an annual coupon of 3.875%. The issuer is Lonza Finance International NV and the bonds will be guaranteed by Lonza. Lonza will apply for the listing of the...
Resolutions of the Annual Shareholders’ Meeting of Sartorius Stedim B...
Sartorius Stedim Biotech SA / Key word(s): AGM/EGM Resolutions of the Annual Shareholders’ Meeting of Sartorius Stedim Biotech S.A. 26-March-2024 / 16:18 CET/CEST Aubagne, France, March 26, 2024 Resolutions of the Annual Shareholders’ Meeting of Sartorius Stedim Biotech S.A.At today’s combined Annual Shareholders’ Meeting of Sartorius Stedim Biotech S.A., shareholders have granted discharge to all directors by a large majority and approved the renewal of the appointments as Directors of Susan Dexter and Anne-Marie Graffin for a three-year term of office.From March 26, 2024, onward...
Résolutions de l’Assemblée générale annuelle mixte de Sartorius Stedim...
Sartorius Stedim Biotech SA / Mot-clé(s) : Assemblée générale Résolutions de l’Assemblée générale annuelle mixte de Sartorius Stedim Biotech S.A. 26-Mars-2024 / 16:18 CET/CEST Aubagne, le 26 mars 2024Résolutions de l’Assemblée générale annuelle mixte de Sartorius Stedim Biotech S.A.Lors de l’Assemblée générale annuelle mixte des actionnaires de Sartorius Stedim Biotech S.A. les actionnaires a donné aujourd'hui quitus à tous les directeurs, décision prise à une large majorité, et a approuvé la nomination renouvelée de Mme. Susan Dexter et Mme. Anne-Marie Graffin pour un mandat de tr...
- Dominic Rose
- Naresh Chouhan
Lonza - Upside from Market Disruption (BUY, TP CHF610 [500], 13 pgs)
New analysis of the upcoming disruptions to the biologic CDMO market lead us to upgrade our 2027 Lonza revenues by 10% & our PT to CHF610 (28% upside). We show that recent disruptions to Wuxi & Catalent’s ability to supply the market could mean that 20% of global market CDMO share could be up for grabs. We also show that Lonza inventories have normalised, suggesting a return to normal ordering in 2024. Our AI-derived biologic demand model shows that volume growth should be 12% in 2024 & 2025 and...
- Charlotte Vaisse
- Oliver Metzger
- Stephan Wulf
Lonza : Benefiting from the ongoing outsourcing trend in the healthcar...
We are initiating coverage of Lonza with a target price of CHF 535 and an Outperform rating. As one of the world's leading contract development and manufacturing organisations (CDMO), Lonza is predestined to benefit from the sustainable drivers of this industry. The group's global presence and strong market positions in the growth areas of biologics and cell and gene therapy (CGT) will fuel double-digit sales growth and >30% EBITDA margins in the medium term. Despite significant ...
Sartorius Stedim Biotech releases Universal Registration Document 2023
Sartorius Stedim Biotech SA / Key word(s): Annual Results Sartorius Stedim Biotech releases Universal Registration Document 2023 16-Feb-2024 / 10:00 CET/CEST Aubagne, February 16, 2024Sartorius Stedim Biotech releases Universal Registration Document 2023 Sartorius Stedim Biotech, a leading partner of the biopharma industry, has released its Universal Registration Document 2023 including the Annual Financial Report today. The document is available under the following link: . Financial calendar March 26, 2024 Annual General Meeting April 18, 2024 Publication of the quar...
Sartorius Stedim Biotech publie son Document d’Enregistrement Universe...
Sartorius Stedim Biotech SA / Mot-clé(s) : Résultat annuel Sartorius Stedim Biotech publie son Document d’Enregistrement Universel 2023 16-Fév-2024 / 10:00 CET/CEST Aubagne, le 16 février 2024Sartorius Stedim Biotech publie son Document d’Enregistrement Universel 2023 Sartorius Stedim Biotech, partenaire de premier plan de l’industrie biopharmaceutique, a publié aujourd’hui son Document d‘Enregistrement Universel 2023 incluant le rapport financier annuel. Le document est disponible à l’adresse suivante : . Agenda financier 26 mars 2024 Assemblée générale annuelle 18 avril...
- Thomas J. Schiessle
Frisches Kapital zur Schuldenreduktion – „Sartorius 2028“ braucht Zukä...
Das verbesserte Investorenvertrauen und die gestiegene Peerbewertung wurde umgehend zur – angekündigten - Kapitalerhöhung und Schuldenreduktion genutzt. Sartorius Stedim Bio S.A. (SSB) platzierte 02/24 eine € 1,2 Mrd. schwere Kapitalerhöhung (zum Preis von € 233/SSB-Aktien) bei großen Investoren, ein Drittel der 5,15 Mio. neuen Aktien zeichnete Sartorius (SAG) für ca. 396 Mio., womit ihr Anteil an SSB von 73,6 % auf 71,5 % sinkt. Zeitgleich verkaufte SAG 0,6135 Mio. SAG-Vorzugsaktien (90 Tage l...
- Thomas J. Schiessle
Fresh capital for debt reduction - "Sartorius 2028" needs acquisitions...
The improved investor confidence and the increased peer valuation were immediately used for the - announced - capital increase and debt reduction. Sartorius Stedim Bio S.A. (SSB) placed a € 1.2 bn capital increase (at a price of € 233/SSB share) with large investors in 02/24; Sartorius (SAG) subscribed to one third of the 5.15 m new shares for approx. 396m, reducing its stake in SSB from 73.6 % to 71.5 %. At the same time, SAG sold 0.6135 million SAG preference shares (90-day lockup) from its o...
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