reports
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Oliver Metzger
Sonova Holding AG : H1 review – Hearing aids strong but bottom-line mi...
>H1 review – Slight beat on top line, bottom-line miss - Sonova’s H1 revenues of CHF 1,833m (+4.6% y-o-y , 1% ahead of ODDO BHF/consensus) were driven by solid organic growth of 4.5% (vs 4.6%/3.8%% expected). Forex created a headwind of 130bp. Group adj. EBITA of CHF 325m (-7.1% y-o-y, margin 17.7%) was -4%/-5% compared to ODDO BHF/consensus. EPS reached CHF 3.74, which is -7%/-4% vs expectations.Hearing instruments segment – hearing instruments with str...
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Oliver Metzger
Sonova Holding AG : Reflecting Costco and forex headwind ahead of H1 r...
>H1 impacted by slow hearing aid market – Infinio launch becomes effective for H2 - We have observed a slowdown of the hearing aid market on a global scale over the last quarters,which we regard as more profound given a lower positive growth contribution from the ageingbaby boomer generation. We estimate a market growth in Sonova’s first half (April-September) only in the low single-digit territory. In August the company launched its Infinio hearing aid pla...
Sonova Holding AG: 1 director
A director at Sonova Holding AG bought 170 shares at 289.732CHF and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
Sonova announces two new hearing aid platforms, including the first he...
Sonova Holding AG / Key word(s): Market launch/Product Launch Sonova announces two new hearing aid platforms, including the first hearing aid with real-time AI to address most pressing need in hearing loss 06.08.2024 / 06:55 CET/CEST Media Release Understanding speech in background noise (‘speech-in-noise’ problem) is the most pressing need to solve for people with hearing loss. Sonova is now addressing this challenge with the launch of Phonak Audéo Sphere™ Infinio, a unique hearing aid using real-time Artificial Intelligence (AI)1. Its proprietary AI chip instantly separate...
Sonova kündigt zwei neue Hörgeräte-Plattformen an, einschliesslich des...
Sonova Holding AG / Schlagwort(e): Markteinführung/Produkteinführung Sonova kündigt zwei neue Hörgeräte-Plattformen an, einschliesslich des ersten Hörgeräts mit Echtzeit-KI, um das schwerwiegendste Bedürfnis bei Hörverlust abzudecken 06.08.2024 / 06:55 CET/CEST Medienmitteilung Das Sprachverstehen im Lärm (Speech-in-Noise) ist das grösste Bedürfnis von Menschen mit Hörverlust. Sonova stellt sich dieser Herausforderung mit Phonak Audéo Sphere™ Infinio – einem einzigartigen Hörgerät, das Künstliche Intelligenz (KI) in Echtzeit1 nutzt. Der firmeneigene KI-Chip trennt klar Sprac...
Ordentliche Generalversammlung 2024: Sonova Aktionäre stimmen allen An...
Sonova Holding AG / Schlagwort(e): Generalversammlung Ordentliche Generalversammlung 2024: Sonova Aktionäre stimmen allen Anträgen des Verwaltungsrates zu 11.06.2024 / 18:04 CET/CEST Medienmitteilung Stäfa (Schweiz), 11. Juni 2024 – Sonova Holding AG, ein führender Anbieter von Hörlösungen, teilt das Ergebnis der Abstimmungen an der 39. Generalversammlung (GV) von heute mit. Die Aktionäre haben allen Anträgen des Verwaltungsrates zugestimmt. 385 Aktionäre waren an der GV in Zürich persönlich anwesend. Insgesamt waren 68% des gesamten Aktienkapitals vertreten. Die Aktionäre g...
Annual General Shareholders’ Meeting 2024: Sonova shareholders approve...
Sonova Holding AG / Key word(s): AGMEGM Annual General Shareholders’ Meeting 2024: Sonova shareholders approve all motions of the Board of Directors 11.06.2024 / 18:04 CET/CEST Media Release Stäfa (Switzerland), June 11, 2024 – Sonova Holding AG, a leading provider of hearing care solutions, announces the results of the 39th Annual General Meeting (AGM) held today. The shareholders approved all the proposals submitted by the Board of Directors. 385 shareholders personally attended the AGM in Zurich. In total, 68% of the share capital was represented. The shareholders approve...
- Stephane Beyazian
- Stephane Beyazian
- Oliver Metzger
Sonova Holding AG : FY review – results in line, outlook a notch bette...
>FY review – in line on top and bottom line - Sonova’s FY 2023-24 revenues of CHF 3,626.9m (-3.0% y-o-y, in line vs ODDO BHF/consensus) were driven by weak organic growth of 1.6% (vs 2.1%/2.1%% expected). External growth was 1.6% supported by the expansion of the acoustic care network. Forex created a headwind of 620bp. Group adj. EBITA of CHF 771.4m (-8.2% y-o-y, margin 21.3%) was 1%/0% compared with expectations. EPS reached CHF 10.06, which is3%/11% ahead of expect...
Sonova kündigt Nachfolge für Geschäftsleitung an
Sonova Holding AG / Schlagwort(e): Personalie Sonova kündigt Nachfolge für Geschäftsleitung an 07.05.2024 / 07:00 CET/CEST Medienmitteilung Stäfa (Schweiz), 7. Mai, 2024 – Sonova Holding AG, ein führender Anbieter von Hörlösungen, gibt heute bevorstehende Ernennungen in die Geschäftsleitung bekannt. Lilika Beck, aktuell Managing Director Connect Hearing Kanada im Geschäftsbereich Audiological Care, wird die Nachfolge von Martin Grieder als GVP Consumer Hearing antreten, nachdem dieser bei einem tragischen Unfall Anfang April 2024 verstorben war. Oliver Lux, derzeit Managing ...
Sonova announces Management Board succession
Sonova Holding AG / Key word(s): Personnel Sonova announces Management Board succession 07.05.2024 / 07:00 CET/CEST Media Release Stäfa (Switzerland), May 7, 2024 – Sonova Holding AG, a leading provider of hearing care solutions, today announces upcoming appointments to its Management Board. Lilika Beck, currently Managing Director Connect Hearing Canada in the Audiological Care business, will succeed Martin Grieder as GVP Consumer Hearing, after he passed away in a tragic accident at the beginning of April 2024. Oliver Lux, currently Managing Director Audiological Care Germ...
- Fabian Semon
- Jean-Baptiste Rouphael
- Jean-François Granjon
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/22/2023
Prysmian, the unrivalled global leader with an around 8% market share, is a key player in all cable segments. With a significant footprint in Europe and North America, it is seeing its project backlog (€ 10bn) accelerate. Yet we expect modest growth in view of the prevailing macroeconomic environment, corresponding to the lower end of the range for the Connect to Lead plan for 2027 (2022-2027e EBITDA CAGR of +5.0%, +6.1% based on the midpoint). We calculate a target price of € 40 and ...
- Fabian Semon
- Jean-Baptiste Rouphael
- Jean-François Granjon
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 22/11/2023
Leader mondial (8% de PdM), Prysmian est incontournable sur tous les segments de marché du câble. Fortement implanté en Europe et Amérique du Nord, le groupe bénéficie d’un backlog Projets (10 Md€) en accélération. Pour autant, nous avons retenu une croissance modérée compte tenu du contexte macroéconomique actuel, correspondant au bas de fourchette du Plan 2027 « Connect to lead » (TMVA 2022/27e de 5.0% pour l’EBITDA, +6.1% sur la base du milieu de fourchette). Nous calculons un obje...
- Oliver Metzger
Sonova Holding AG : H1 review – Leaving some headwinds behind
>Hearing instruments to leave headwinds behind - Over recent quarters, Sonova’s hearing instrument business was impacted by the non-renewal of Costco supply as well as by supply constraints, which have impacted organic growth (-4.3% in H1 2023-24 vs around 6-7% for the global hearing aid market in unit terms. While we expect ongoing competitive dynamics to persist, we expect structurally a return to market growth and factor in that some accounts, which could not be se...
- Emmanuel Matot
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/21/2023
TotalEnergies remains one of our Top Picks in the sector. The new 2024-2028 plan presented at end-September is ambitious. It is based on selective growth in upstream production (+2/3% per year) and significant development in renewables. Its lead in this domain is undeniable, and has enabled it to raise its profitability target for iPower, which will be a source of re-rating over time. This plan should facilitate cash returns to shareholders of >40% of CFFO, while the share's valuation...
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
FORTUM FORTUM OYJ
CPG COMPASS GROUP PLC
ELE ENDESA S.A.
RWE RWE AG
BAYN BAYER AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
SOI SOITEC SA
GAS NATURGY ENERGY GROUP S.A.
IBE IBERDROLA SA
UN01 UNIPER SE
EVD CTS EVENTIM AG & CO. KGAA
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