reports
- Bruno Cavalier
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
VIV VIVENDI SE
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
SAF SAFRAN S.A.
BOL BOLLORE SA
01913 PRADA S.P.A.
MONC MONCLER SPA
MAP MAPFRE SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LIVS AUTOLIV INC. SDR
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
TEN TENARIS S.A.
- Bruno Cavalier
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
VIV VIVENDI SE
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
SAF SAFRAN S.A.
BOL BOLLORE SA
01913 PRADA S.P.A.
MONC MONCLER SPA
MAP MAPFRE SA
SKF B SKF AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LIVS AUTOLIV INC. SDR
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
UMI UMICORE
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
TEN TENARIS S.A.
- Anthony Dick
- Michael Foundoukidis
TRATON : Very solid quarter providing a glimpse into the group’s poten...
>A very solid Q1 above expectations; high end of FY guidance targeted - On Friday morning, TRATON published very solid Q1 results, above expectations (EBIT +15% vs the consensus, +11% vs ODDO BHF). Despite the decline in volumes (-4% y-o-y, more resilient than some peers), the group managed to continue to grow its sales (€ 11.8bn, +6% y-o-y), results (EBIT € 1.1bn, +18% y-o-y), and margins (operating margin 9.4%, +100bp y-o-y), notably thanks to a still robust pricing...
- Anthony Dick
- Michael Foundoukidis
TRATON : Un T1 très solide qui confirme le potentiel du groupe
>T1 très solide et supérieur aux attentes ; haut de fourchette de guidance visé - TRATON a publié vendredi matin des résultats T1 très solides et supérieurs aux attentes (EBIT +15% vs css, + 11% vs ODDO BHF). Malgré la baisse (attendue) des volumes (-4% y-o-y, plus résilient que certains pairs), le groupe a réussi à continuer à faire progresser son CA (11.8 Md€, +6% y-o-y), ses résultats (EBIT 1.1 Md€, +18% y-o-y), et ses marges (MOP 9,4%, +100 pb y-o-y), grâce notamm...
EQS-News: TRATON GROUP reports successful start to 2024 with higher sa...
EQS-News: TRATON SE / Key word(s): Quarterly / Interim Statement TRATON GROUP reports successful start to 2024 with higher sales revenue, earnings, and profitability 26.04.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. IR release TRATON GROUP reports successful start to 2024 with higher sales revenue, earnings, and profitability TRATON GROUP sales revenue grew by 5% to €11.8 billion in the first quarter Adjusted operating result rose by €171 million to €1,106 million Adjusted operating return on sales came in 1 percenta...
EQS-News: TRATON GROUP startet erfolgreich ins Jahr 2024 und steigert ...
EQS-News: TRATON SE / Schlagwort(e): Quartals-/Zwischenmitteilung TRATON GROUP startet erfolgreich ins Jahr 2024 und steigert Umsatz, Ergebnis und Rendite 26.04.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. IR-Mitteilung TRATON GROUP startet erfolgreich ins Jahr 2024 und steigert Umsatz, Ergebnis und Rendite Umsatz der TRATON GROUP legt im ersten Quartal 2024 um 5 % auf 11,8 Mrd € zu Bereinigtes Operatives Ergebnis wächst um 171 Mio auf 1.106 Mio € Bereinigte Operative Rendite steigt um 1 Prozentpunkt auf 9,4 % ...
- Carole Braudeau
- Carole Braudeau
- Oliver Metzger
- Olfa Taamallah
- Yan Derocles
- Anthony Dick
- Michael Foundoukidis
TRATON : An attractive and clearly undervalued story
>Very solid results and justified confidence on the outlook - Yesterday morning, TRATON published solid results that beat forecasts (adjusted EBIT +8% vs the consensus, FCF 2.9x above, see First Take). The guidance given for 2024 is also confident, pointing to stable or slightly higher earnings, despite an expected downturn in the market. This confidence is credible, in our view, as it is based on a still robust backlog for the group (H2 2024), as well as the multipl...
- Anthony Dick
- Michael Foundoukidis
TRATON : Une histoire industrielle attractive et sous-valorisée
>Résultats très solides et une confiance sur les perspectives justifiée - TRATON a publié hier matin des résultats T4 solides et supérieurs aux attentes (EBIT ajusté +8% vs css, FCF 2.9x supérieur), cf. First Take. La guidance donnée pour 2024 est également confiante, pointant vers des résultats globalement stables ou en légère croissance malgré un marché attendu en baisse. Cette confiance nous semble crédible car elle repose sur un carnet de commandes toujours robus...
- Anthony Dick
- Michael Foundoukidis
TRATON : Strong Q4 results ahead of expectations and confident guidanc...
>Q4 results ahead of expectations, especially on FCF - TRATON reported this morning Q4 2023 results that came in solid and ahead of expectations (+8% vs css EBIT, 2.9x on FCF).In detail, the group reported Q4 revenues of € 12.7bn, +8% y-o-y, +12% q-o-q, ahead of expectations (css € 12.1bn, ODDO BHF € 11.8bn), driven by price/mix effects as unit sales were flat during the quarter (88.7k). Adj. EBIT came in at € 1.11bn, +55% y-o-y, +15% q-o-q, also ahead of expec...
- Anthony Dick
- Michael Foundoukidis
TRATON : Strong Q4 results ahead of expectations and confident guidanc...
>Q4 results ahead of expectations, especially on FCF - TRATON reported this morning Q4 2023 results that came in solid and ahead of expectations (+8% vs css EBIT, 2.9x on FCF).In detail, the group reported Q4 revenues of € 12.7bn, +8% y-o-y, +12% q-o-q, ahead of expectations (css € 12.1bn, ODDO BHF € 11.8bn), driven by price/mix effects as unit sales were flat during the quarter (88.7k). Adj. EBIT came in at € 1.11bn, +55% y-o-y, +15% q-o-q, also ahead of expec...
EQS-News: TRATON very successful in 2023: sales revenue up to around €...
EQS-News: TRATON SE / Key word(s): Annual Report TRATON very successful in 2023: sales revenue up to around €47 billion, earnings per share more than doubled 05.03.2024 / 08:55 CET/CEST The issuer is solely responsible for the content of this announcement. Press release / Presse Info / Comunicado de imprensa / 新闻稿 / プレスリリース / Comunicado de prensa / Communiqué de presse / Informacja prasowa TRATON very successful in 2023: sales revenue up to around €47 billion, earnings per share more than doubled The TRATON GROUP grew its sales revenue in 2023 by 16% to €46.9 bil...
- Ahmed Ben Salem
HEIA HEINEKEN NV
IPN IPSEN SA
WCH WACKER CHEMIE AG
JMT JERONIMO MARTINS SGPS S.A.
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
DAI DAIMLER AG
SW SODEXO SA
GLE SOCIETE GENERALE S.A. CLASS A
RHM RHEINMETALL AG
REP REPSOL SA
FDR FLUIDRA S.A.
ASSA B ASSA ABLOY AB CLASS B
WLN WORLDLINE SA
SAN BANCO SANTANDER S.A.
BIM BIOMERIEUX SA
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
8TRA TRATON SE
DSY DASSAULT SYSTEMES SA
ATCO A ATLAS COPCO AB
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Ahmed Ben Salem
HEIA HEINEKEN NV
IPN IPSEN SA
WCH WACKER CHEMIE AG
JMT JERONIMO MARTINS SGPS S.A.
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
DAI DAIMLER AG
SW SODEXO SA
GLE SOCIETE GENERALE S.A. CLASS A
RHM RHEINMETALL AG
REP REPSOL SA
FDR FLUIDRA S.A.
ASSA B ASSA ABLOY AB CLASS B
WLN WORLDLINE SA
SAN BANCO SANTANDER S.A.
BIM BIOMERIEUX SA
STM STMICROELECTRONICS NV
DWS DWS GROUP GMBH & CO. KGAA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
8TRA TRATON SE
DSY DASSAULT SYSTEMES SA
ATCO A ATLAS COPCO AB
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Anthony Dick
- Michael Foundoukidis
TRATON : Transformation exceeding expectations and to continue deliver...
>Another very good quarter; market scenario more than confirmed - TRATON released a solid set of Q3 results yesterday morning, beating expectations (+3% vs the consensus EBIT, +9% for EPS and +40% for FCF). The group’s revenue came out roughly stable (+2% y-o-y, -3% q-o-q) and margins remained very solid (EBIT margin of 8.6%, +340bp y-o-y and -30bp q-o-q, despite unfavourable seasonal effects), confirming the group’s strong recovery. Going forward, management raised ...
- Anthony Dick
- Michael Foundoukidis
TRATON : La transformation suit son cours et devrait continuer à déliv...
>Encore un très bon trimestre ; scénario plus que confirmé - TRATON a publié hier matin des résultats T3 solides et supérieurs aux attentes (+3% vs css d’EBIT, +9% sur le BPA, +40% sur le FCF). Le groupe affiche un CA globalement stable (+2% y-o-y, -3% q-o-q) et des marges toujours très solides (8,6% sur l’EBIT, +340 pb y-o-y, -30 pb q-o-q malgré la saisonnalité défavorable) qui confirment le redressement. Au niveau des perspectives, le groupe relève sa guidance de m...
- Carole Braudeau
Credit Morning 10/25/2023
Orano: signing of a memorandum of understanding with Stellantis to recycle electric vehicle batteriesClariane : Q3 23 sales. The net debt/EBITDA ratio will be higher than expected in DecemberWorldline: slowdown of organic growth in Q3 and profit warningMahle: Brazilian subsidiary launches primary and secondary share sales offer>...
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