reports
- Ben Harwood
- Pierre FerraguÊ
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: 1Q24 Preview. ABN AMRO: Press reports on sale of French Life Neuflize JV with AXA. Agfa-Geveart: A miss on every line. ASR: Dutch residential rental income risk insignificant. B&S Group: Solid start to the year, costs under control. DEME Group: 1Q solidifies FY24 revenue outlook. GBL: Accelerating its share buybacks. Just Eat Takeaway.com: M&A appetite. OCI: Improving 1Q24 performance at RemainCo assets, strategic update due on 2Q24
- Wedbush Research
BLUE BLUEBIRD BIO INC.
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
AXTI AXT INC.
OSTK OVERSTOCK.COM INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
AVGO BROADCOM INC.
STRO SUTRO BIOPHARMA
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DELL DELL TECHNOLOGIES INC CLASS C
GBIO GENERATION BIO
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
IKNA IKENA ONCOLOGY INC
AVTE AEROVATE THERAPEUTICS INC
DBD DIEBOLD NIXDORF INCORPORATED
- Michael Roeg
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Pierre FerraguÊ
- Wedbush Research
TXRH TEXAS ROADHOUSE INC.
RNG RINGCENTRAL INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
IMAX IMAX CORPORATION
GLPI GAMING AND LEISURE PROPERTIES INC.
DIN DINE BRANDS GLOBAL INC.
CXW CORECIVIC INC.
CTMX CYTOMX THERAPEUTICS INC.
CAKE CHEESECAKE FACTORY INCORPORATED
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
BJRI BJ'S RESTAURANTS INC.
DRI DARDEN RESTAURANTS INC.
OKTA OKTA INC. CLASS A
RCUS ARCUS BIOSCIENCES
ZS ZSCALER INC.
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
IGMS IGM BIOSCIENCES
DDOG DATADOG INC CLASS A
RVMD REVOLUTION MEDICINES
ABNB AIRBNB INC. CLASS A
PHVS PHARVARIS NV
RMBL RUMBLEON INC
APP APPLOVIN CORP
BIRD ALLBIRDS INC
JANX JANUX THERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
CART MAPLEBEAR INC.
- Daniel Ives
- John Katsingris
- Matthew Weiss
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
- Pierre FerraguÊ
- Daniel Ives
- John Katsingris
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Daniel Ives
- John Katsingris
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Wedbush Research
SIVB SVB FINANCIAL GROUP
USB U.S. BANCORP
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WING WINGSTOP INC.
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
SBNY SIGNATURE BANK
RF REGIONS FINANCIAL CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
PPBI PACIFIC PREMIER BANCORP INC.
PB PROSPERITY BANCSHARES INC.(R)
NYCB NEW YORK COMMUNITY BANCORP INC.
KEY KEYCORP
JACK JACK IN THE BOX INC.
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
COLB COLUMBIA BANKING SYSTEM INC.
CHUY CHUY'S HOLDINGS INC.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BZH BEAZER HOMES USA INC.
BXP BOSTON PROPERTIES INC.
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
GRBK GREEN BRICK PARTNERS
CFR CULLEN/FROST BANKERS INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
EA ELECTRONIC ARTS INC.
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
ZNGA ZYNGA INC. CLASS A
HOPE HOPE BANCORP INC.
CVNA CARVANA CO. CLASS A
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
ZG ZILLOW GROUP INC. CLASS A
TENB TENABLE HOLDINGS
AX AXOS FINANCIAL INC.
UBER UBER TECHNOLOGIES INC.
LC LENDINGCLUB CORP
SI SILVERGATE CAPITAL
U UNITY SOFTWARE
DASH DOORDASH
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
NAPA DUCKHORN PORTFOLIO INC (THE)
BROS DUTCH BROS INC
CAVA CAVA GROUP INC
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Wedbush Research
MTB M&T BANK CORPORATION
LOGN LOGITECH INTERNATIONAL S.A.
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MGPI MGP INGREDIENTS INC.
IMAX IMAX CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
EXPE EXPEDIA GROUP INC.
EPAM EPAM SYSTEMS INC.
DECK DECKERS OUTDOOR CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OSTK OVERSTOCK.COM INC.
TMHC TAYLOR MORRISON HOME CORPORATION
HOPE HOPE BANCORP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
AMZN AMAZON.COM INC.
AAPL APPLE INC.
NKE NIKE INC. CLASS B
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PRPL PURPLE INNOVATION
TENB TENABLE HOLDINGS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
SOFI SOFI TECHNOLOGIES INC
YOU CLEAR SECURE INC
BROS DUTCH BROS INC
- Michael Roeg
Just Eat Takeaway - Rectification: reaffirm coverage
This morning we accidentally sent out a one-pager in which it was incorrectly stated that we dropped coverage on Just Eat Takeaway.com.We reaffirm our coverage on Just Eat Takeaway.com, with a target price of EUR 30 and a Buy rating (Preference List).
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Marc Hesselink
- CFA
- Thymen Rundberg
Just Eat Takeaway.com/Building trust/BUY
JET reported a mixed 1Q24 trading update. There was, again, good performance in its core European stronghold, Northern Europe & UK. There was continued weak performance in North America and Southern Europe & Australia. We have small upward revisions to our estimates. We remain positive on the overall investment case as we believe the business is at the inflection point to both grow and improve profitability. In our view, the positives strongly outweigh the negatives, and we reiterate our BUY rat...
- Clement Genelot
Food Delivery: diverging growth/FCF profiles
Post TKWY and ROO's Q1 figures and ahead of DHER's publication, we note an improving growth trend in Q1. This growth will nevertheless have to rebalance towards orders as out-of-home food is also set to face disinflation this year. The ability to recreate HSD% growth will be the name of the 2024-25
- ING Helpdesk
Benelux Morning Notes
Azelis: Bloomberg report citing M&A interest. BE Semiconductor Industries: 1Q24 preview, focus on order intake. Greenyard: Crème de la Crème acquisition. Just Eat Takeaway.com: Deliveroo reports 1Q24 trading. Melexis: 1Q24 Preview, focus on pricing. NSI: Guidance confirmed, LTV improves, small but interesting investments might come. Sligro: 1Q24 results in line with expectations Vastned: Key €100m single asset disposal achieved
- Michiel Declercq
Just Eat Takeaway 1Q24 Conference call feedback
1Q24 GTV decreased by 2% at constant fx to € 6547m (kbcse: € 6519m, css: € 6559m), but was up 3% at constant fx when excluding for N-A, or in line with the +2% to +6% FY24 guidance. Although order volumes of 214.2m came in slightly below expectations (kbcse: 215.1m, css: 216.7m), this was offset by a strong ATV growth 4.5% to € 30.6 per order (kbcse: € 30.3, css: € 30.2m), especially in N-E, the UK & IRE. We are pleased that performance in JET's core geographies continued to improve in 1Q24, eve...
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