reports
- Emmanuel Matot
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 18/11/2024
Comme prévu, les actions américaines ont salué la victoire de Donald Trump tandis que les bourses européennes accusaient le coup, également lestées deux jours plus tard par une nouvelle déception sur le plan de relance chinois. Nos stratégies sectorielles et paniers de valeurs Trump (long ou short) ont fonctionné, avec quelques exceptions qui peuvent être des opportunités d’investissement, à l’instar de Total Energies ou Repsol. En Europe, nous conservons notre opinion Sous-pondérer s...
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
ELE ENDESA S.A.
01913 PRADA S.P.A.
SOI SOITEC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ATRY ATRYS HEALTH
TMV TEAMVIEWER AG
VK VALLOUREC SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PLX PLUXEE NV
- Emmanuel Matot
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 11/18/2024
As expected, US equities welcomed Donald Trump's victory, while European stock markets reacted negatively, also weighed down two days later by a further disappointment on China's stimulus plan. Our sector strategies and baskets of Trump stocks (long or short) have paid off, with a few exceptions that may provide investment opportunities, like Total Energies or Repsol. In Europe, we are maintaining our Underweight recommendation on the Basic Resources, Chemicals, Luxury Goods and Autom...
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
ELE ENDESA S.A.
01913 PRADA S.P.A.
SOI SOITEC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ATRY ATRYS HEALTH
TMV TEAMVIEWER AG
VK VALLOUREC SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PLX PLUXEE NV
- Sinan Doganli
TeamViewer AG : TeamViewer’s shares continue to be undervalued
>Introduction of ARR is appreciated by the market - The market has welcomed the introduction of ARR, as it eliminates the volatile impact of multi-year deals on billings and provides a metric that allows for more accurate predictions of short-term revenue expectations. Following the Q3 results, which exceeded expectations by +5% in adj. EBITDA, the stock plummeted over 10% on the same day due to concerns about slowing billing growth. We maintain our view that TeamView...
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 06/11/2024
Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilities, ...
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 11/06/2024
Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spirits,...
- Sinan Doganli
TeamViewer AG : Marketing savings drive profitability at TeamViewer
>Adj. EBITDA +5.3% above consensus expectations - TeamViewer delivered strong Q3 results that beat consensus expectations by 5.3% on the bottom line. Revenue increased by 6.7% y-o-y to € 168.7m driven by both segments and is in line with expectations. The SMB segment saw revenue increase by 3.1% y-o-y to € 131.6m while the Enterprise segment continued to grow at double digits with a +21.6% increase y-o-y to € 37.1m. In terms of regions EMEA showed the strongest growth...
EQS-News: TeamViewer delivers Revenue growth of 8 % cc yoy and outstan...
EQS-News: TeamViewer SE / Key word(s): Quarterly / Interim Statement/9 Month figures TeamViewer delivers Revenue growth of 8 % cc yoy and outstanding profitability in Q3 2024 06.11.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. GOPPINGEN, Germany, 6 November 2024TeamViewer delivers Revenue growth of 8 % cc yoy and outstanding profitability in Q3 2024 Revenue up 7 % (+8 % cc) yoy to €168.7m; continued growth in cc across all regions Continued strong momentum in Enterprise; Revenue up 22 % (+23 % cc) yoy and sequentially advanc...
EQS-News: TeamViewer mit 8 % währungsbereinigtem Umsatzplus gegenüber ...
EQS-News: TeamViewer SE / Schlagwort(e): Quartals-/Zwischenmitteilung/9-Monatszahlen TeamViewer mit 8 % währungsbereinigtem Umsatzplus gegenüber Vorjahr und hervorragender Profitabilität im dritten Quartal 2024 06.11.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. GÖPPINGEN, 6. November 2024TeamViewer mit 8 % währungsbereinigtem Umsatzplus gegenüber Vorjahr und hervorragender Profitabilität im dritten Quartal 2024 Umsatz steigt um 7 % (+8 % währungsbereinigt) gg. VJ auf 168,7 Mio. EUR; weiterhin währungsbereinigtes Wachst...
- Emmanuel Matot
- Marc Lavaud
- Emmanuel Matot
- Marc Lavaud
- Sinan Doganli
TeamViewer AG : Q3 Preview: substantial margin improvement as ManU exi...
>Q3 estimates above consensus on the bottom line - We expect TeamViewer to grow revenue by 6.0% y-o-y to € 167.6m which is in line with consensus expectations of € 167.2m. We further expect to see substantial improvement in profitability driven by 1/ lower COGS due to the phase out of € 12.0m in PPA related D&A expenses in H2 which are included in COGS (€ 6m in Q3 and Q4 respectively) and 2/ by the exit from the Manchester United deal showing its effect on marketing e...
EQS-News: TeamViewer extends CFO contract with Michael Wilkens, CCO Pe...
EQS-News: TeamViewer SE / Key word(s): Personnel TeamViewer extends CFO contract with Michael Wilkens, CCO Peter Turner to leave the Management Board at the end of his term 04.09.2024 / 08:30 CET/CEST The issuer is solely responsible for the content of this announcement. TeamViewer extends CFO contract with Michael Wilkens, CCO Peter Turner to leave the Management Board at the end of his term Goppingen, 4 September 2024: The Supervisory Board of TeamViewer SE extended the contract of Michael Wilkens as the company’s Chief Financial Officer and Member of the Management ...
EQS-News: TeamViewer verlängert Vertrag mit CFO Michael Wilkens, CCO P...
EQS-News: TeamViewer SE / Schlagwort(e): Personalie TeamViewer verlängert Vertrag mit CFO Michael Wilkens, CCO Peter Turner verlässt Vorstand zum Ende seiner Amtszeit 04.09.2024 / 08:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. TeamViewer verlängert Vertrag mit CFO Michael Wilkens, CCO Peter Turner verlässt Vorstand zum Ende seiner Amtszeit Göppingen, 4. September 2024: Der Aufsichtsrat der TeamViewer SE hat den Vertrag mit Michael Wilkens als Chief Financial Officer und Mitglied im Vorstand des Unternehmens um drei Jahre ver...
- Daniel Großjohann
TeamViewer remains on track, Enterprise business continues to be stron...
As in the previous quarter, TeamViewer achieved currency-adjusted growth of 9% in Q2. Nominally, H1 revenue increased to € 325.8 million (+7%), EBIT and adjusted EPS each improved by 6% to € 84.7 million and € 0.30. Growth was driven by all regions and segments, with the Enterprise business remaining the driving force with currency-adjusted revenue growth of 19%. Although growth is levelling off slightly overall, in the current uncertain environment - companies are reluctant to make major invest...
- Daniel Großjohann
TeamViewer bleibt auf Kurs, Enterprise Geschäft weiterhin stark - Wech...
In Q2 erreicht TeamViewer – wie im Vorquartal – ein währungsbereinigtes Wachstum von 9%. Nominal legte der H1-Umsatz auf € 325,8 Mio. (+7%) zu, EBIT und bereinigtes EPS verbesserten sich jeweils um 6% auf € 84,7 Mio. bzw. € 0,30. Getragen wurde das Wachstum von allen Regionen und Segmenten, wobei das Enterprise Geschäft mit einem währungsbereinigten Umsatzzuwachs von 19% das Zugpferd blieb. Zwar flacht das Wachstum insgesamt leicht ab, aber im derzeitigen von Unsicherheit geprägten Umfeld - Unte...
- Charlotte Vaisse
- Juan Ros-Padilla
NK IMERYS SA
NXI NEXITY SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
MRN MERSEN SA
MTU MANITOU BF SA
ALTA ALTAREA SCA
MBB MBB INDUSTRIES SE
BIG BIGBEN INTERACTIVE SA
FAE FAES FARMA S.A.
ECV ENCAVIS AG
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AED AEDIFICA SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
TLGO TALGO SA
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
CGG CGG
TKWY JUST EAT TAKEAWAY.COM N.V.
TMV TEAMVIEWER AG
VRLA VERALLIA SAS
NACON NACON SASU
ZEL PHARMA MAR SA
AG1 AUTO1 GROUP
EBUS EBUSCO HLDG NV
AELIS AELIS FARMA SA
EAPI EUROAPI
BRE BREMBO S.P.A.
- Charlotte Vaisse
- Juan Ros-Padilla
NK IMERYS SA
NXI NEXITY SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
MRN MERSEN SA
MTU MANITOU BF SA
ALTA ALTAREA SCA
ATE ALTEN SA
MBB MBB INDUSTRIES SE
BIG BIGBEN INTERACTIVE SA
FAE FAES FARMA S.A.
ECV ENCAVIS AG
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AED AEDIFICA SA
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
TLGO TALGO SA
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
CGG CGG
TKWY JUST EAT TAKEAWAY.COM N.V.
TMV TEAMVIEWER AG
VRLA VERALLIA SAS
NACON NACON SASU
ZEL PHARMA MAR SA
AG1 AUTO1 GROUP
EBUS EBUSCO HLDG NV
AELIS AELIS FARMA SA
EAPI EUROAPI
BRE BREMBO S.P.A.
- Sinan Doganli
TeamViewer AG : Continued growth in Q2 driven by strong demand from en...
>Revenue expectations slightly beat - Q2 results are overall in line with expectations, billings and the Enterprise segment are slightly above expectations. Total Billings (goods and services invoiced to customers) are increased by +5.1% y-o-y to € 158.3m, +2.8% above our and the consensus expectations. Revenue came in at € 164.1m, an increase of +6.4% (+9.0% cc) y-o-y which is in line with our and the consensus estimates of € 163.9m and € 163.1m respectively. Both s...
EQS-News: TeamViewer delivers strong second quarter with sustained Ent...
EQS-News: TeamViewer SE / Key word(s): Quarter Results/Half Year Results TeamViewer delivers strong second quarter with sustained Enterprise momentum; reiterates FY 2024 guidance 31.07.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. GOPPINGEN, Germany, 31 July 2024 TeamViewer delivers strong second quarter with sustained Enterprise momentum; reiterates FY 2024 guidance Revenue up 6% (9% cc) yoy to EUR 164.1m; continued growth across all regions Adjusted EBITDA increased to EUR 67.5m with Adjusted EBITDA margin of 41% Enterp...
EQS-News: TeamViewer mit starkem zweitem Quartal und anhaltender Enter...
EQS-News: TeamViewer SE / Schlagwort(e): Quartalsergebnis/Halbjahresergebnis TeamViewer mit starkem zweitem Quartal und anhaltender Enterprise-Dynamik; Prognose für 2024 bekräftigt 31.07.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. GÖPPINGEN, Deutschland, 31. Juli 2024 TeamViewer mit starkem zweitem Quartal und anhaltender Enterprise-Dynamik; Prognose für 2024 bekräftigt Umsatzwachstum von 6% (9% währungsbereinigt) gegenüber dem Vorjahr auf 164,1 Mio. EUR; anhaltendes Wachstum in allen Regionen Bereinigtes EBITDA st...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.