reports
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.
- Martin Marandon-Carlhian
- Sinan Doganli
AUTO1 : Q2 results above expectations on all fronts
>Gross profit increases at high double digits leading to adj. EBITDA beat - Overall, Q2 results are above expectations. Group revenue increased by 13.3% y-o-y to € 1,518.2m which is 8.2% above consensus expectations of € 1,403.1m. Sales in the merchant segment (C2B/B2B) increased by +10.2% y-o-y to € 1,228.2m and sales in the retail segment (Autohero/B2C) came in at € 290.0m, a y-o-y increase of +28.3%. Merchant and retail sales were +8.6% and +10.1% above consensus e...
EQS-News: AUTO1 Group reports double digit growth and its most profita...
EQS-News: AUTO1 Group SE / Key word(s): Quarter Results AUTO1 Group reports double digit growth and its most profitable quarter 31.07.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. AUTO1 Group reports double digit growth and its most profitable quarter Berlin, July 31, 2024 – AUTO1 Group SE, Europe’s leading digital automotive platform for buying and selling used cars, today reported strong results across all metrics, delivering double digit unit growth, its highest ever adjusted EBITDA and record gross profit. Res...
EQS-News: AUTO1 Group meldet zweistelliges Wachstum und profitabelstes...
EQS-News: AUTO1 Group SE / Schlagwort(e): Quartalsergebnis AUTO1 Group meldet zweistelliges Wachstum und profitabelstes Quartal 31.07.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. AUTO1 Group meldet zweistelliges Wachstum und profitabelstes Quartal Berlin, 31. Juli 2024 – AUTO1 Group SE, Europas führende Plattform für den Kauf und Verkauf von Gebrauchtwagen, gab heute starke Ergebnisse für alle Kennzahlen bekannt. Das Unternehmen verzeichnete ein zweistelliges Wachstum der verkauften Einheiten, das bislang höchst...
EQS-News: AUTO1 Group successfully prices debut public market German c...
EQS-News: AUTO1 Group SE / Key word(s): Bond AUTO1 Group successfully prices debut public market German consumer car loan ABS 18.07.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. AUTO1 Group successfully prices debut public market German consumer car loan ABS The portfolio includes EUR 223 million of German consumer car loans originated by Autohero, the Group’s Retail segment The transaction comprises 4 classes of notes successfully placed in the public market with a blended spread of 87bps This milestone transaction giv...
EQS-News: AUTO1 Group: Erfolgreiche Erstemission von Verbriefung deuts...
EQS-News: AUTO1 Group SE / Schlagwort(e): Anleihe AUTO1 Group: Erfolgreiche Erstemission von Verbriefung deutscher Ratenkaufverträge am Kapitalmarkt 18.07.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. AUTO1 Group: Erfolgreiche Erstemission von Verbriefung deutscher Ratenkaufverträge am Kapitalmarkt Das Portfolio beinhaltet 223 Mio. EUR deutscher Ratenkaufverträge von Autohero, dem Retail-Segment der Gruppe Die Transaktion umfasst 4 Klassen von Anleihen, die erfolgreich am öffentlichen Markt mit einem kombinierten S...
EQS-News: Claudia Frese und Christian Miele zu neuen Mitgliedern des A...
EQS-News: AUTO1 Group SE / Schlagwort(e): Personalie Claudia Frese und Christian Miele zu neuen Mitgliedern des Aufsichtsrats der AUTO1 Group gewählt, Hakan Koç neuer Vorsitzender des Aufsichtsrats 07.06.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Claudia Frese und Christian Miele zu neuen Mitgliedern des Aufsichtsrats der AUTO1 Group gewählt, Hakan Koç neuer Vorsitzender des Aufsichtsrats Claudia Frese (52) und Christian Miele (37) sind neue Mitglieder des Aufsichtsrats der AUTO1 Group Hakan Koç (40) und Sylvie...
EQS-News: Claudia Frese and Christian Miele elected as new AUTO1 Group...
EQS-News: AUTO1 Group SE / Key word(s): Personnel Claudia Frese and Christian Miele elected as new AUTO1 Group Supervisory Board members and Hakan Koç appointed as Chairman of the Supervisory Board 07.06.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Claudia Frese and Christian Miele elected as new AUTO1 Group Supervisory Board members and Hakan Koç appointed as Chairman of the Supervisory Board Claudia Frese (52) and Christian Miele (37) are new members of the AUTO1 Group Supervisory Board Hakan Koç (40) and Sylvie Mutsc...
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
Millennium BCP : Solid Q1 2024 numbers support further significant re-...
>Outperform rating maintained – target price raised to € 0.47 (vs € 0.43) - BCP’s Q1 2024 results lend weight to our positive call on the bank, which is based on a significant recovery in its underlying operating momentum and profitability in the short to medium term, coupled with sizeable solvency strengthening (and the related prospect of a solid improvement in shareholder returns). Despite the upturn in the re-rating since April (+28% YTD, +2 pp vs the sector) and ...
- Martin Marandon-Carlhian
- Sinan Doganli
AUTO1 : Target price raised to € 5.00 on increased assumptions
>Q1 beat driven by better-than-expected profitability in the merchant segment - AUTO1 delivered Q1 results that beat consensus expectations, driven by higher-than-expected profitability in the merchant segment. AUTO1 managed to deliver merchant gross profit of € 129.1m, a +20.7% y-o-y increase and +14.2% above consensus estimates of € 113.0m. The increase in merchant gross profit was driven by an average gross profit per unit (GPU) of € 881, which was +12.2% above our...
- Benoit Valleaux
- Steven Gould
Millennium BCP : La copie solide au T1 2024 valide le potentiel de rer...
>Opinion Surperformance maintenue – OC porté à 0.47 € (vs 0.43 €) - Les résultats T1 2024 confortent notre call positif sur BCP, axé pour rappel sur le redressement significatif de l’opérationnel underlying et de la rentabilité à CMT couplé au renforcement notable de la solvabilité (et in fine la perspective associée d’amélioration notable du retour à l’actionnaire). En dépit de la reprise notable du processus de rerating du titre depuis avril (+28% YTD, +2 pp vs sect...
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