reports
- Maissa Keskes
- Stephane Houri
TEMN TEMENOS AG
LEI LEIFHEIT AG
ITP INTERPARFUMS
IPH INNATE PHARMA SA CLASS A
VOE VOESTALPINE AG
TPE PVA TEPLA AG
SIX2 SIXT SE
WIE WIENERBERGER AG
TEG TAG IMMOBILIEN AG
DLG DE'LONGHI S.P.A.
JUN3 JUNGHEINRICH AG PREF
TKWY JUST EAT TAKEAWAY.COM N.V.
BSGR B&S GROUP S.A.
AG1 AUTO1 GROUP
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
R3NK RENK GROUP AG
- Maissa Keskes
- Stephane Houri
TEMN TEMENOS AG
LEI LEIFHEIT AG
ITP INTERPARFUMS
IPH INNATE PHARMA SA CLASS A
VOE VOESTALPINE AG
TPE PVA TEPLA AG
SIX2 SIXT SE
WIE WIENERBERGER AG
TEG TAG IMMOBILIEN AG
DLG DE'LONGHI S.P.A.
JUN3 JUNGHEINRICH AG PREF
TKWY JUST EAT TAKEAWAY.COM N.V.
BSGR B&S GROUP S.A.
AG1 AUTO1 GROUP
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
R3NK RENK GROUP AG
- Martin Marandon-Carlhian
- Sinan Doganli
AUTO1 : AUTO1 crushes estimates by delivering best quarter in company ...
>Revenue +8.2% and adj. EBITDA +99.4% above consensus estimates - AUTO1 delivered its best quarter in company history, beating consensus estimates on all fronts. The number of cars sold at group level increased by +26% y-o-y to 177k and gross profit per unit (GPU) improved by +11% y-o-y, driving substantial revenue, gross profit and adj. EBITDA growth. Group revenue increased by +23.7% y-o-y to € 1,599.4m which is +8.2% above consensus estimates. Both the merchant and...
EQS-News: AUTO1 Group verkündet bestes Quartal der Firmengeschichte mi...
EQS-News: AUTO1 Group SE / Schlagwort(e): 9-Monatszahlen AUTO1 Group verkündet bestes Quartal der Firmengeschichte mit Rekord-Absatz, höchstem Bruttogewinn und bester Profitabilität 13.11.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. AUTO1 Group verkündet bestes Quartal der Firmengeschichte mit Rekord-Absatz, höchstem Bruttogewinn und bester Profitabilität Berlin, 13. November 2024 – AUTO1 Group SE, Europas führende Plattform für den Kauf und Verkauf von Gebrauchtwagen, gab heute die besten Quartalsergebnisse der Firme...
EQS-News: AUTO1 Group reports best quarter in company history with rec...
EQS-News: AUTO1 Group SE / Key word(s): 9 Month figures AUTO1 Group reports best quarter in company history with record units sold, highest gross profit and best profitability 13.11.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. AUTO1 Group reports best quarter in company history with record units sold, highest gross profit and best profitability Berlin, November 13, 2024 – AUTO1 Group SE, Europe’s leading digital automotive platform for buying and selling used cars, today announced its best-ever quarterly results, setting ne...
- Damien Choplain
- Martial Descoutures
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/05/2024
European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercussion...
- Damien Choplain
- Martial Descoutures
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/11/2024
Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin du 5...
- Benoit Valleaux
- Steven Gould
Millennium BCP : The (robust) Q3 2024 results and medium-term strategi...
>Outperform rating maintained – target price raised to € 0.56 (vs € 0.48) - The Q3/9M 2024 results, and more importantly the medium-term strategic update, support our positive call on BCP against the backdrop of 1/ a significant recovery in operations/profitability; and 2/ a notable improvement in shareholder returns (thanks to increasingly comfortable solvency) in the short and medium term. Despite the share’s significant rerating (+64% YTD, +38pp vs sector), we stil...
- Benoit Valleaux
- Steven Gould
Millennium BCP : Le T3 2024 (solide) et l’update stratégique MT suggèr...
>Opinion Surperformance maintenue. OC porté à 0.56 € (vs 0.48 €) - Les résultats T3/9M 2024 et surtout l’update stratégique MT confortent notre call positif sur BCP sur fond 1/ de redressement significatif de l’opérationnel/rentabilité et 2/ d’amélioration notable du retour à l’actionnaire (grâce à une solvabilité de plus en plus confortable) à CMT. Malgré le rerating significatif du titre (+64% YTD, +38 pp vs secteur) nous identifions encore du potentiel de revaloris...
EQS-News: AUTO1 Group expands its inhouse Merchant Financing solution ...
EQS-News: AUTO1 Group SE / Key word(s): Product Launch AUTO1 Group expands its inhouse Merchant Financing solution to Belgium and the Netherlands 31.10.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. AUTO1 Group expands its inhouse Merchant Financing solution to Belgium and the Netherlands AUTO1 Financing is now available to partner dealers in Belgium and the Netherlands after the remarkable success in Germany, France, Spain, and Austria. Increased availability is driving further growth and profitability for AUTO1 Group. ...
EQS-News: AUTO1 Group weitet digitale Händlerfinanzierung auf Belgien ...
EQS-News: AUTO1 Group SE / Schlagwort(e): Produkteinführung AUTO1 Group weitet digitale Händlerfinanzierung auf Belgien und die Niederlande aus 31.10.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. AUTO1 Group weitet digitale Händlerfinanzierung auf Belgien und die Niederlande aus Die AUTO1 Finanzierung steht nun auch Partnerhändlern in Belgien und den Niederlanden zur Verfügung, nachdem sie in Deutschland, Frankreich, Spanien und Österreich bereits große Erfolge verzeichnet hat. Die erweiterte Verfügbarkeit treibt ...
Banco Comercial Portugues: 1 director
A director at Banco Comercial Portugues bought 68,970 shares at 0.390EUR and the significance rating of the trade was 68/100. 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 ye...
- Klaus Breitenbach
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 08/02/2024
The Stoxx 600 gained just 1.1% in July after shedding 1.3% in June, driven by the SMI (+2.5%) and the Footsie 100 (+2.7%). With business sentiment indicators continuing to weaken, defensive stocks outperformed cyclicals in July, and many healthcare stocks were among the best performers of the Stoxx 600. Long-term interest rates have fallen sharply (probably too much), but this has not benefited tech and luxury goods stocks, penalised by their disappointing results publications. - ...
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
ATO ATOS SE
TPE PVA TEPLA AG
WIZZ WIZZ AIR HOLDINGS PLC
BON BONDUELLE SCA
BCP BANCO COMERCIAL PORTUGUES S.A.
NEX NEXANS SA
GLB GLANBIA PLC
INH INDUS HOLDING AG
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
GLPG GALAPAGOS NV
ALKAL KALRAY SA
CLA CLARANOVA SE
TE TECHNIP ENERGIES NV
AG1 AUTO1 GROUP
BLV BELIEVE SA
FUR FUGRO NV
EBUS EBUSCO HLDG NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Klaus Breitenbach
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 02/08/2024
Le Stoxx 600 ne progresse que de 1,1% en juillet après sa baisse de 1,3% en juin, tiré par le SMI (+2,5%) et le Footsie 100 (+2,7%). Avec la poursuite du fléchissement des indicateurs de climat des affaires, les défensives ont surperformé les cycliques en juillet, et de nombreuses valeurs Santé sont présentes parmi les meilleures performances du Stoxx 600. Les taux d’intérêt longs ont nettement reflué (sans doute trop) sans que cela profite aux valeurs de la Tech ou du Luxe qui ont s...
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
ATO ATOS SE
TPE PVA TEPLA AG
WIZZ WIZZ AIR HOLDINGS PLC
BON BONDUELLE SCA
BCP BANCO COMERCIAL PORTUGUES S.A.
NEX NEXANS SA
GLB GLANBIA PLC
INH INDUS HOLDING AG
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
GLPG GALAPAGOS NV
ALKAL KALRAY SA
CLA CLARANOVA SE
TE TECHNIP ENERGIES NV
AG1 AUTO1 GROUP
BLV BELIEVE SA
FUR FUGRO NV
EBUS EBUSCO HLDG NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Benoit Valleaux
- Steven Gould
Millennium BCP : Q2 2024 confirms operating/balance sheet recovery
>Outperform rating confirmed. Target price raised to € 0.48 (vs € 0.47) - BCP’s Q2/H1 2024 results support our positive stance on the group, with confirmation of the prospect of a significant recovery in underlying operating momentum/profitability in the short to medium term and a substantial strengthening of its solvency (with the possibility of a sizeable improvement in shareholder returns as well). Despite the stock’s strong performance since April (+42% YTD, +20p ...
- Benoit Valleaux
- Steven Gould
Millennium BCP : Le T2 2024 confirme le redressement opérationnel/bila...
>Opinion Surperformance confortée. OC porté à 0.48 € (vs 0.47 €) - Les résultats T2/S1 2024 confortent notre call positif sur BCP avec la validation des perspectives de redressement significatif de l’opérationnel underlying/rentabilité à CMT et de renforcement notable de la solvabilité (avec en toile de fond l’idée d’une amélioration notable également du retour à l’actionnaire). Malgré la jolie performance boursière du titre depuis avril (+42% YTD, +20 pp vs secteur),...
- Martin Marandon-Carlhian
- Sinan Doganli
AUTO1 : Increasing operating leverage drives profitability
>Another earnings beat warrants upgrade to Neutral - After delivering Q1 results that were above expectations, AUTO1 delivered Q2 results that were once again above expectations. As a result, we raise our top line and gross profit estimates for 2024e, 2025e and 2026e while keeping our opex expectations stable. This leads to increased operating leverage and a disproportional increase in adj. EBITDA. Hence, we upgrade our recommendation from Underperform to Neutral and ...
- Charlotte Vaisse
- Juan Ros-Padilla
NK IMERYS SA
NXI NEXITY SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
MRN MERSEN SA
MTU MANITOU BF SA
ALTA ALTAREA SCA
MBB MBB INDUSTRIES SE
BIG BIGBEN INTERACTIVE SA
FAE FAES FARMA S.A.
ECV ENCAVIS AG
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AED AEDIFICA SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
TLGO TALGO SA
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
CGG CGG
TKWY JUST EAT TAKEAWAY.COM N.V.
TMV TEAMVIEWER AG
VRLA VERALLIA SAS
NACON NACON SASU
ZEL PHARMA MAR SA
AG1 AUTO1 GROUP
EBUS EBUSCO HLDG NV
AELIS AELIS FARMA SA
EAPI EUROAPI
BRE BREMBO S.P.A.
- Charlotte Vaisse
- Juan Ros-Padilla
NK IMERYS SA
NXI NEXITY SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
MRN MERSEN SA
MTU MANITOU BF SA
ALTA ALTAREA SCA
ATE ALTEN SA
MBB MBB INDUSTRIES SE
BIG BIGBEN INTERACTIVE SA
FAE FAES FARMA S.A.
ECV ENCAVIS AG
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AED AEDIFICA SA
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
TLGO TALGO SA
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
CGG CGG
TKWY JUST EAT TAKEAWAY.COM N.V.
TMV TEAMVIEWER AG
VRLA VERALLIA SAS
NACON NACON SASU
ZEL PHARMA MAR SA
AG1 AUTO1 GROUP
EBUS EBUSCO HLDG NV
AELIS AELIS FARMA SA
EAPI EUROAPI
BRE BREMBO S.P.A.
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