reports
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Carole Braudeau
- Carole Braudeau
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Anthony Dick
- Michael Foundoukidis
Continental : Q3 release likely not as bad as feared
>Q3 performance and FY outlook adjustments likely to be seen as reassuring - Continental Q3 sales came in at € 9.8bn, slightly below consensus expectations at € 10.0bn while adjusted EBIT reached € 873m (above consensus at € 787m but in line with our estimate at € 892m, with the consensus unlikely to have fully adjusted from the Vitesco € 125m positive one-off announced a few weeks ago). Looking in detail vs our assumptions, auto was in line (4.2% vs 4.3%e), tires be...
- Anthony Dick
- Michael Foundoukidis
Continental : Q3 release likely not as bad as feared
>Q3 performance and FY outlook adjustments likely to be seen as reassuring - Continental Q3 sales came in at € 9.8bn, slightly below consensus expectations at € 10.0bn while adjusted EBIT reached € 873m (above consensus at € 787m but in line with our estimate at € 892m, with the consensus unlikely to have fully adjusted from the Vitesco € 125m positive one-off announced a few weeks ago). Looking in detail vs our assumptions, auto was in line (4.2% vs 4.3%e), tires be...
EQS-News: Continental Further Increases Earnings
EQS-News: Continental AG / Key word(s): 9 Month figures/Quarter Results Continental Further Increases Earnings 11.11.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Consolidated sales of €9.8 billion (Q3 2023: €10.2 billion, -4.0 percent) Adjusted EBIT of €873 million (Q3 2023: €642 million, +36.0 percent) Adjusted EBIT margin of 8.9 percent (Q3 2023: 6.3 percent) Net income of €486 million (Q3 2023: €299 million, +62.8 percent) Adjusted free cash flow of €323 million (Q3 2023: €466 million, -30.6 percent) CEO Nikolai Se...
EQS-News: Continental legt im Ergebnis weiter zu
EQS-News: Continental AG / Schlagwort(e): 9-Monatszahlen/Quartalsergebnis Continental legt im Ergebnis weiter zu 11.11.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Konzernumsatz 9,8 Milliarden Euro (Q3 2023: 10,2 Milliarden Euro, -4,0 Prozent) Bereinigtes EBIT 873 Millionen Euro (Q3 2023: 642 Millionen Euro, +36,0 Prozent) Bereinigte EBIT-Marge 8,9 Prozent (Q3 2023: 6,3 Prozent) Nettoergebnis 486 Millionen Euro (Q3 2023: 299 Millionen Euro, +62,8 Prozent) Bereinigter Free Cashflow 323 Millionen Euro (Q3 2023: 466...
- Anthony Dick
- Emira Sagaama
- Michael Foundoukidis
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/10/2024
With the recall behind us we believe its time to look forward. Ignoring the noise from the recall over the last years, we believe Philips performance was good. Moreover the company’s positioning in IGT, Monitoring, Cardio Ultrasound and MRI has never been better. There is a credible self-help plan to lift Adj EBITA by 70% over the coming 5 years which should position margins and returns at industry average. The discount to the sector is no longer warranted. We upgrade to outperform. - ...
- Anthony Dick
- Emira Sagaama
- Michael Foundoukidis
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/15/2024
With the recall behind us we believe its time to look forward. Ignoring the noise from the recall over the last years, we believe Philips performance was good. Moreover the company’s positioning in IGT, Monitoring, Cardio Ultrasound and MRI has never been better. There is a credible self-help plan to lift Adj EBITA by 70% over the coming 5 years which should position margins and returns at industry average. The discount to the sector is no longer warranted. We upgrade to outperform. - ...
- Anthony Dick
- Michael Foundoukidis
Continental : Outlook still too uncertain to play a 2025 story
>Adjustments in the face of a more strained environment and one-offs - Following the pre-close call last week and in the run-up to Q3 2024 earnings release, we have adjusted our estimates for Continental, primarily to factor in : 1/ a more difficult LVP environment in H2 (negative), 2/ higher difficulties at ContiTech (negative), 3/ risk of higher provisions due to the BMW braking systems recall (negative), and 4/ exceptional items relating to Vitesco (positive). All ...
- Anthony Dick
- Michael Foundoukidis
Continental : Des perspectives encore trop incertaines pour jouer une ...
>Ajustements face à un environnement plus tendu et des exceptionnels - A la suite du pre-close call la semaine dernière et à l’approche des résultats T3 2024, nous ajustons nos estimations sur Continental, essentiellement afin de tenir compte 1/ d’un environnement de production automobile plus difficile sur le S2 (négatif) ; 2/ des difficultés de ContiTech (négatif) ; 3/ des risques de provisions accrues face au rappel freinage BMW (négatif) ; 4/ des éléments exceptio...
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
GET GETLINK SE
UBI UBISOFT ENTERTAINMENT SA
CO CASINO GUICHARD-PERRACHON SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
EO FAURECIA SA
CBK COMMERZBANK AG
SCR SCOR SE
TEP TELEPERFORMANCE SE
CGM CEGEDIM SA
ALTA ALTAREA SCA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
- Carole Braudeau
GET GETLINK SE
UBI UBISOFT ENTERTAINMENT SA
CO CASINO GUICHARD-PERRACHON SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
EO FAURECIA SA
CBK COMMERZBANK AG
SCR SCOR SE
TEP TELEPERFORMANCE SE
CGM CEGEDIM SA
ALTA ALTAREA SCA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
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.