‘Soft landing’... the term is in vogue and we think it aptly describes the current situation in the energy market. After a period of “excess profits”, the fundamentals are back in favour and prompt us to revise down our estimates for energy prices. - Alongside renewable energies, pockets of sustainable value creation are emerging for players capable of capitalising on the structural growth in volatility on the electricity markets but which are nonetheless trading at a discount In the U...
tonies is a pioneer in the children’s audio entertainment and educational industry, offering a screen-free and interactive listening experience (stories and music) through its Toniebox and Tonies figurines. With a proven track record of rapid international growth, portfolio expansion and strong brand recognition mainly in the DACH region (Germany, Austria and Switzerland) and North America, we see in the coming years: 1/ further strong revenue increases (CAGR 2024-2026e of 25%) with a...
“Soft landing”… le terme est à la mode et nous pensons qu’il caractérise bien la situation du marché de l’énergie aujourd’hui. Après une parenthèse de « surprofits », les fondamentaux reprennent leur droit et nous conduisent à réviser en baisse nos hypothèses de prix de l’énergie. A côté du renouvelable, des poches pérennes de création de valeur apparaissent pour les acteurs capables de profiter de la croissance structurelle de la volatilité des marchés électriques et qui souffrent ma...
tonies is a pioneer in the children’s audio entertainment and educational industry, offering a screen-free and interactive listening experience (stories and music) through its Toniebox and Tonies figurines. With a proven track record of rapid international growth, portfolio expansion and strong brand recognition mainly in the DACH region (Germany, Austria and Switzerland) and North America, we see in the coming years: 1/ further strong revenue increases (CAGR 2024-2026e of 25%) with a...
>Bloomberg mentioning a potential interest of Sodexo in Aramark - Bloomberg has mentioned an interest from Sodexo in Aramark, which is the global number 3 in catering, just after Sodexo (number 2). Aramark is US-based and mostly operates in the US (which represents around 75% of its revenue). It provides catering services and facilities management to schools, hospitals, corporates and leisure facilities.Aramark is now a pure player in the catering business since ...
>Bloomberg mentioning a potential interest of Sodexo in Aramark - Bloomberg has mentioned an interest from Sodexo in Aramark, which is the global number 3 in catering, just after Sodexo (number 2). Aramark is US-based and mostly operates in the US (which represents around 75% of its revenue). It provides catering services and facilities management to schools, hospitals, corporates and leisure facilities.Aramark is now a pure player in the catering business since ...
>Disappointment for Star Wars Outlaws and postponement of Assassin's Creed Shadows - Ubisoft flagged a profit warning yesterday evening. Fears of a disappointing launch for Star Wars Outlaws at the end of August were confirmed, prompting executives to postpone the launch of Assassin's Creed Shadows from November to February 2025. The new free-to-play game XDefiant also underperformed.This has a major impact on the financial targets for the current financial year ...
>More consumers are looking to change provider in France, Italy and UK - The Oliver Wyman consultancy published yesterday a survey with 7,000 consumers in five countries (see page 2). These studies are not indisputable but offer additional indicators.Mobile market: according to the survey, the desire to switch operator within 24 months is up sharply in Italy (27%, +9pp), the UK (31%, +6pp) and France (27%, +4pp). No major shifts in Germany (26%, +2pp) or Spain (2...
>Déception pour Star Wars Outlaws et report d’Assassin’s Creed Shadows - Ubisoft a lancé hier soir un profit warning. Les craintes sur un lancement décevant de Star Wars Outlaws fin août sont confirmées, incitant les dirigeants à reporter le lancement d’Assassin’s Creed Shadows de novembre à février 2025. Le nouveau jeu free-to-play XDefiant a également sous-performé.L’impact est lourd sur les objectifs financiers de l’exercice en cours FY 25 (clôture à fin mars)...
>Les consommateurs veulent plus bouger en France, Italie et Royaume-Uni - La cabinet Oliver Wyman a publié hier un sondage auprès de 7 000 consommateurs dans 5 pays (Cf. page 2). Ces études ne sont pas incontestables mais offrent des indicateurs de plus.Marché mobile : selon l’étude, la volonté de changer d’opérateur d’ici 24 mois est en nette hausse en Italie (27%, +9pp), au R-U (31%, +6pp) et en France (27%, +4pp). Pas de grand changement en Allemagne (26%, +2p...
NEWS SUMMARY: ECOENER, GREENING, GRIFOLS, TELEFÓNICA. Optimism wanes It was a negative session on European stock markets after the gains from the past few days that had brought the IBEX above 11,800 points and a high since 2015. In the STOXX 600, the best-performing sectors were Consumer Goods and Household Goods, with Energy and Autos suffering the biggest losses. On the macro side, in the US, new home sales fell less than expected. The Congress approved a measure to a avoid the shutdown until...
JCDecaux awarded Greater Stockholm Public Transport Authority (SL) advertising concessions for both the bus shelters and the largest central subway stations JCDecaux awarded Greater Stockholm Public Transport Authority (SL) advertising concessions for both the bus shelters and the largest central subway stations Paris, September 25th, 2024 – JCDecaux SE (Euronext Paris: DEC), the number one outdoor advertising company worldwide, announces that following a competitive tender, its Swedish company JCDecaux Sweden AB has been awarded both the Stockholm bus shelter and the larg...
JCDecaux remporte les concessions publicitaires des Abribus et des principales stations de métro de l'Autorité des transports publics du Grand Stockholm (SL) JCDecaux remporte les concessions publicitaires des Abribus et des principales stations de métro de l'Autorité des transports publics du Grand Stockholm (SL) Paris, le 25 septembre 2024 – JCDecaux SE (Euronext Paris : DEC), numéro un mondial de la communication extérieure, annonce que sa filiale suédoise JCDecaux Sweden AB a remporté les contrats publicitaires des Abribus de Stockholm et des plus grandes stations de métro à l...
Ubisoft updates its financial targets for FY2024-25 Ubisoft updates its financial targets for FY2024-25 Paris, September 25, 2024 – Following a meeting of its Board of Directors, Ubisoft updates its financial targets for FY2024-25. The Company now expects net bookings of around €1.95bn, and around break-even non-IFRS operating income and free cash flow. The company now targets FY2024-25 Net bookings for the second quarter FY2024-25 to stand at around €350-370m million. The revised targets are mainly a reflection of decisions taken for Assassin’s Creed Shadows and the softer than expected ...
Ubisoft révise ses objectifs financiers pour l’exercice 2024-25 Ubisoft révise ses objectifs financiers pour l’exercice 2024-25 Paris, le 25 septembre 2024 – Suite à une réunion de son Conseil d'administration, Ubisoft révise ses objectifs financiers pour l'exercice 2024-25. Le Groupe prévoit désormais un net bookings d'environ 1,95 milliard d'euros, ainsi qu'un résultat opérationnel non-IFRS et un flux de trésorerie libre proches de l'équilibre. Le net bookings pour le deuxième trimestre de l'exercice 2024-25 devrait s'élever à environ 350-370 millions d'euros. Les objectifs révisés sont...
PARIS--(BUSINESS WIRE)-- Regulatory News: Eutelsat Group (ISIN: FR0010221234 - Euronext Paris / London Stock Exchange: ETL) vient d'annoncer le choix porté par la société Inmarsat Maritime, filiale de Viasat, sur le réseau en orbite terrestre basse (LEO) opéré par Eutelsat OneWeb, en vue de son intégration à sa solution de connectivité entièrement gérée, baptisée NexusWave. En associant les capacités LEO d'Eutelsat OneWeb au puissant réseau maritime d'Inmarsat dont l'expertise dans ce domaine n'est plus à démontrer, les deux sociétés mettent en évidence leur ambition commune de proposer des ...
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.