reports
- Felix Fischer
PFD PREMIER FOODS PLC
AMS AMS AG
RR. ROLLS-ROYCE HOLDINGS PLC
CO CASINO GUICHARD-PERRACHON SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
NEMAKA NEMAK S.A.B. DE C.V.
SPIE SPIE SA
CEXA CEMEX SAB DE CV (ADR)
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
CDR CODERE S.A.
GAME GAMENET GROUP SPA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
TIFS TI FLUID SYSTEMS
NEXI NEXI S.P.A.
AXA AXACTOR SE
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
TopBuild to Acquire Metro Supply Company
TopBuild to Acquire Metro Supply Company Mechanical Insulation Distributor Expands TopBuild’s Commercial and Industrial Offerings and Builds on Metro Supply’s Strong Customer Relationships; Approximately $35 Million in Annual Revenue DAYTONA BEACH, Fla., Nov. 20, 2024 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE:BLD), a leading installer and specialty distributor of insulation and building material products to the construction industry in the United States and Canada, has entered into an agreement to acquire Metro Supply Company, a leading commercial and industrial mechanical insulation dist...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Constellium SE and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 4 November 2024 in which we reassessed the appropriateness of the ratings in the context of ...
TopBuild Reports Third Quarter Results
TopBuild Reports Third Quarter Results Third quarter sales of $1.37 billion driven by 4.2% Installation growth and 5.1% Specialty Distribution growth Delivered gross margin of 30.7% and adjusted EBITDA margin of 20.8% Narrows 2024 guidance to $5.3 to $5.35 billion in revenue and $1.055 to $1.085 billion in adjusted EBITDA DAYTONA BEACH, Fla., Nov. 05, 2024 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE:BLD) a leading installer and specialty distributor of insulation and building material products to the construction industry in the United States and Canada today reported results ...
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: SPIE, Teva, Digi Communications, Altice France (SFR), Telenet, Sunrise, Air France-KLM, Axactor, Victoria, Ineos, Stada, Oriflame, Casino Guichard-Perrachon, Boparan, Synthomer, NewDay
TopBuild to Acquire Shannon Global Energy Solutions
TopBuild to Acquire Shannon Global Energy Solutions Thermal Acoustic Blanket Insulation Fabricator Strengthens TopBuild’sMechanical Insulation Offerings for Commercial and Industrial Customers;Approximately $11 Million in Annual Revenue DAYTONA BEACH, Fla., Oct. 30, 2024 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE:BLD), a leading installer and specialty distributor of insulation and building material products to the construction industry in the United States and Canada, has entered into an agreement to acquire Shannon Global Energy Solutions, based in North Tonawanda, N.Y., with approximate...
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Chaima Ferrandon
- Sven Edelfelt
Sika : Headed for the low end of 2024 guidance
>Q3 EBITDA 2% below expectations - This morning Sika reported Q3 EBITDA of CHF 609m, 2% lower than forecast (consensus CHF 621m and ODDO BHF estimate: CHF 633m) i.e. a 19.8% margin, down 30bp. Free cash flow came to CHF 849.5m (vs CHF 896.5m) and the gross margin improved to 54.2% vs 53.1% (ODDO BHF estimate: 54.1%).Q3 2024 sales dipped 0.7% to CHF 3,080m (+1.7% LFL), close to the consensus (CHF 3,091m) and our estimate (CHF 3,082m). Q3 organic sales growth of ...
- Chaima Ferrandon
- Sven Edelfelt
Sika : En route pour le bas de fourchette de la guidance 2024
>EBITDA T3 2% inférieur aux attentes - Le groupe a publié ce matin un EBITDA T3 à 609 MCHF, 2% inférieur aux attentes, (consensus 621 MCHF et ODDO BHF à 633 MCHFe), soit une marge de 19.8% en recul de 30 pb. Le FCF ressort à 849.5 MCHF (vs 896.5 MCHF) et la marge brute s’améliore à 54.2% contre 53.1% (54.1%e pour ODDO BHF).Le CA du T3 2024 ressort à 3 080 MCHF (+1.7% à pcc et -0.7% en réel), proche du consensus (3 091 MCHFe) et nos estimations (3 082 MCHFe). Su...
TopBuild to Release Third Quarter 2024 Results Tuesday, November 5
TopBuild to Release Third Quarter 2024 Results Tuesday, November 5 Conference Call at 9:00 A.M. ET DAYTONA BEACH, Fla., Oct. 09, 2024 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE:BLD), a leading installer and specialty distributor of insulation and building material products to the construction industry in the United States and Canada, will release its third quarter results prior to 7:00 a.m. on Tuesday, November 5. The Company will host a conference call at 9:00 a.m. Eastern time that same day to review its financial results. To participate in the live call, dial 1-877-407-9037 or interna...
- Ahmed Ben Salem
- Jean Danjou
- Chaima Ferrandon
- Sven Edelfelt
Sika : For things to stay as they are, things must change
>Gradual improvement in trends, roll on 2025 - Sika is set to report its Q3 2024 results on 25 October before the start of trading and will hold a conference call the same day. We look for Q3 sales of CHF 3.1bn (-0.7% reported and +1.4% l-f-l with a 0.3% price effect). The company-compiled consensus has not been published for the time being, but the Visible Alpha consensus is forecasting sales of CHF 3.1bn. Volumes are likely to show signs of improvement and come in v...
- Chaima Ferrandon
- Sven Edelfelt
Sika : Il faut que tout change pour que rien ne change
>Amélioration graduelle des tendances, vivement 2025 - Sika publiera ses résultats le 25 octobre prochain avant bourse et tiendra une conférence téléphonique le même jour. Nous tablons sur un CA T3 de 3.1 MdCHF (-0.7% en réel et +1.4% à pcc dont 0.3% en prix). Le consensus de la société n’a pas été publié à ce stade mais Visible Alpha table sur un CA de 3.1 MdCHF. Les volumes devraient montrer des signes d’amélioration et ressortir quasi stables et proches des tendanc...
- Ahmed Ben Salem
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/10/2024
Le lock-up de Wendel sur ses titres BVI expire le 6 octobre. Une cession d’actions BVI serait bénéfique à tous, selon nous : i/ pour BVI (Surperformance, OC 33 €), il augmenterait le flottant et la liquidité pour se rapprocher du CAC 40 (2025e) ; ii/ pour Wendel (Surperformance, OC relevé à 110 € vs 100 €), il lui donnerait les moyens de ses ambitions (AM pour tiers, mais aussi investissement direct et soutien M&A au portefeuille) et iii/ pour Wendel-Participations, il permettrait d’e...
- Ahmed Ben Salem
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/04/2024
Wendel's lock-up period for BVI expires on October 6th. As we see it, disposing a block of BVI shares would be a win-win deal. i/ For BVI (Outperform, TP € 33), it would increase the free float and push liquidity closer to the CAC 40 (2025 est.); ii/ for Wendel (Outperform, TP raised to € 110 vs € 100), it would give it the means to meet its ambitions (third-party AM platform, direct investment, and M&A support to its portfolio) and iii/ for Wendel-Participations, it would enable it t...
- Chaima Ferrandon
- Sven Edelfelt
Sika : Going the extra mile
>2028 targets unchanged - Yesterday, Sika organised a CMD “Unlock growth” in Zurich to address the themes of durability and circularity Management continues to express a degree of optimism regarding future growth in construction chemicals and the solutions proposed by Sika. Ambitious 2028 maintained: revenue growth of 6-9% per annum (of which 2% for the market), an EBITDA margin of between 20-23% (vs 18.2% in 2023), an EBIT margin of between 16-20% (vs 13.8% in 2...
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.