reports
- Louis Boujard
- CFA
- Philippe Ourpatian
Verbund : Positive points in the short term but uncertainties linger o...
>A publication in line with our forecasts - Yesterday morning, Verbund published Q1 2024 results in line with forecasts. EBITDA was € 883m (-9%) vs € 880m expected. Reported EBIT was also down to € 745m (-11.5%), in line with our estimate and attributable net profit was down to € 506m (-4%) vs € 513m forecast (ODDO BHF). The group experienced a far less favourable market price environment than last year with an average captured price on hydro of € 129.5/MWh (-31% y-o-...
- Louis Boujard
- CFA
- Philippe Ourpatian
Verbund : Du bon sur le court terme mais toujours des incertitudes sur...
>Une publication conforme à nos attentes - Verbund a publié hier matin des résultats T1 24 conformes aux prévisions. L'EBITDA ressort à 883 M€ (-9%) vs 880 M€ attendus. L'EBIT publié a également diminué à 745 M€ (-11.5%), en ligne avec nos estimations et le RNpg est en baisse à 506 M€ (-4%) contre 513 M€ attendus (ODDO BHF). Le groupe a connu un environnement de prix de marché beaucoup moins favorable que l'année dernière avec un prix capturé moyen sur l'hydroélectric...
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- Louis Boujard
- CFA
- Philippe Ourpatian
Verbund : Results in line with expectation in all divisions
>Good set of result in all divisions - Verbund released its Q1 results this morning in line with forecast. EBITDA decreased by -9% to € 883m vs € 880m expected. The reported EBIT declined as well by -11.5% to € 745m bang in line with our forecast and the group net income was down 4% to € 506m vs € 513m expected (ODDO BHF). The group saw a much less favourable market price environment than last year with an average capture price on hydro of € 129.5/MWh (-31% y-o-y) bu...
- Louis Boujard
- CFA
- Philippe Ourpatian
Verbund : Results in line with expectation in all divisions
>Good set of result in all divisions - Verbund released its Q1 results this morning in line with forecast. EBITDA decreased by -9% to € 883m vs € 880m expected. The reported EBIT declined as well by -11.5% to € 745m bang in line with our forecast and the group net income was down 4% to € 506m vs € 513m expected (ODDO BHF). The group saw a much less favourable market price environment than last year with an average capture price on hydro of € 129.5/MWh (-31% y-o-y) bu...
- Oliver Metzger
Carl Zeiss Meditec : Q2 review – Miss on top line and adj. EBIT
>Q2 review – miss on top line and adj. EBIT - Q2 2024 revenues € 472.1m (-6.4% y-o-y) were driven by a constant currency decline of c. 0.7% and a forex headwind of 570bp, or -7%/-7% vs ODDO BHF/consensus. EBIT of € 64.7m (-22.7% y-o-y, margin 13.7%) was 11%/17% ahead of expectations pushed by Topcon settlement. Adj. EBIT reached € 49.0m (-43.2% y-o-y, margin 10.4%) and was -3%/-13% vs consensus. EPS of € 0.52 compares to expectations of € 0.49 and € 0.46 for the conse...
EQS-News: VERBUND AG: Ergebnis Quartal 1/2024: Leicht rückläufige Erge...
EQS-News: VERBUND AG / Schlagwort(e): Quartalsergebnis VERBUND AG: Ergebnis Quartal 1/2024: Leicht rückläufige Ergebnisentwicklung trotz guter Wasserführung 08.05.2024 / 07:58 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. VERBUND blickt auf ein überaus erfolgreiches Jahr 2023 mit dem besten Ergebnis in der Unternehmensgeschichte zurück und startet als starkes, resilientes und gut positioniertes Unternehmen in das Jahr 2024. Die für das VERBUND-Ergebnis maßgeblichen energiewirtschaftlichen Werttreiber haben sich im Vergleich zu den H...
EQS-News: VERBUND AG: Results for quarter 1/2024: slightly lower earni...
EQS-News: VERBUND AG / Key word(s): Quarter Results VERBUND AG: Results for quarter 1/2024: slightly lower earnings despite good water supply 08.05.2024 / 07:58 CET/CEST The issuer is solely responsible for the content of this announcement. Having posted the best result in its history last year, VERBUND can look back on an extremely successful 2023 and is starting 2024 strong, resilient and well-positioned. However, the energy market value drivers that are key to VERBUND’s earnings have deteriorated compared to the highs of 2022. The second half of 2023 saw another sharp ...
- ABGSC Healthcare Research
- Morten Larsen
EQS-News: Carl Zeiss Meditec closes first six months 2023/24 with a sl...
EQS-News: Carl Zeiss Meditec AG / Key word(s): Half Year Report/Half Year Results Carl Zeiss Meditec closes first six months 2023/24 with a slight decline in revenue due to currency effects 08.05.2024 / 06:26 CET/CEST The issuer is solely responsible for the content of this announcement. Carl Zeiss Meditec closes first six months 2023/24 with a slight decline in revenue due to currency effects Planned reduction of stocks of surgical consumables in the Chinese distribution channel successfully completed JENA, 8 May 2024 Carl Zeiss Meditec generated revenue of around ...
EQS-News: Carl Zeiss Meditec schließt das erste Halbjahr 2023/24 mit w...
EQS-News: Carl Zeiss Meditec AG / Schlagwort(e): Halbjahresbericht/Halbjahresergebnis Carl Zeiss Meditec schließt das erste Halbjahr 2023/24 mit währungsbedingt leicht rückläufigem Umsatz ab 08.05.2024 / 06:26 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Carl Zeiss Meditec schließt das erste Halbjahr 2023/24 mit währungsbedingt leicht rückläufigem Umsatz ab Planmäßiger Vorratsabbau von chirurgischen Verbrauchsmaterialien im chinesischen Vertriebskanal erfolgreich beendet JENA, 8. Mai 2024 Carl Zeiss Meditec erreichte in den e...
- Steffen Evjen
- Rune Majlund Dahl
Coloplast (Buy, TP: DKK1050.00) - Next up: ‘Meet the Management’
Q2 organic growth of 7.5% YOY was in line with our forecast and consensus, but the EBIT margin (b.s.i.) of 27.2% missed. Coloplast revised its 2023/24 reported revenue growth guidance to 10–11% (previously c11%) on FX, but kept its c8% organic growth and 27–28% EBIT margin (b.s.i.) guidance. At the upcoming ‘Meet the Management’ event, we expect an update on its clinical performance programme and a deep-dive into Kerecis. We reiterate our BUY and DKK1,050 target price.
- 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
- Wedbush Research
GEO GEO GROUP INC. (THE)
2454 MEDIATEK INC.
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
QRVO QORVO INC.
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MGPI MGP INGREDIENTS INC.
MFA MFA FINANCIAL INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FHN FIRST HORIZON CORPORATION
EPAM EPAM SYSTEMS INC.
DECK DECKERS OUTDOOR CORPORATION
CNK CINEMARK HOLDINGS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
CELH CELSIUS HOLDINGS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
TENB TENABLE HOLDINGS
GOSS GOSSAMER BIO
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
ORIC INC.
TVTX ORIC PHARMACEUTICALS
PLTR TRAVERE THERAPEUTICS INC
DAWN PALANTIR TECHNOLOGIES
TDUP DAY ONE BIOPHARMACEUTICALS INC
MRVL THREDUP INC.
STX MARVELL TECHNOLOGY INC
HOWL SEAGATE TECHNOLOGY HLDGS PLC
PAY WEREWOLF THERAPEUTICS INC
GFS PAYMENTUS HLDGS INC
BROS GLOBALFOUNDRIES INC
DUTCH BROS INC
- Kevin Merritt
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MGPI MGP INGREDIENTS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
EPAM EPAM SYSTEMS INC.
DECK DECKERS OUTDOOR CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OSTK OVERSTOCK.COM INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
BROS DUTCH BROS INC
- Oliver Metzger
Coloplast : Q2 review – Top and bottom line a slight miss, focus on LC...
>Q2 review – Miss on top and bottom line - Coloplast’s Q2 2024 revenues of DKK 6,586m (+8.7% y-o-y) were -1%/-2% vs ODDO BHF/consensus, driven by organic growth of 8% (7.3%/7.6% ODDO BHF/consensus). External growth contributed to the tune of 4% and forex created a headwind of 300bp. Coloplast achieved an EBIT of DKK 1,772m (+7.3% y-o-y, margin 26.9%), which was -3%/-4% vs expectations. Profitability was supported by operating leverage and efficiency savings but impact...
- ABGSC Healthcare Research
- Morten Larsen
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