reports
- Emmanuel Matot
- Marc Lavaud
- Michael B. Schäfer
- Marc Lavaud
- Michael B. Schäfer
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
Michelin : MICHELIN – ESG road show feedback: a convincing company in ...
>Convincing ESG road show with the CFO, head of sustainable development and investor relations team - On Thursday 12 November, we organised an ESG road show with Michelin. The company was represented by Yves Chapot, CFO & General Manager, Pierre-Martin Huet, Senior Vice President Sustainable Development and Impact, Guillaume Jullienne, Head of investor relations, and Flavien Huet, investor relations. The meetings were held with ESG analysts (sometimes specialists in b...
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
Michelin : Michelin - Feedback roadshow ESG : une société convaincante...
>Roadshow ESG convaincant avec CFO, direction du développement durable et équipe des relations investisseurs - Nous avons organisé le jeudi 14 novembre un roadshow ESG avec la société Michelin. Celle-ci était représentée par son Directeur Financier & Gérant Yves Chapot, son Directeur Développement Durable et Impact Pierre-Martin Huet, son Directeur des Relations Investisseurs Guillaume Jullienne, et son Chargé de Relations Investisseurs Flavien Huet. Alors que l...
- Damien Choplain
- Martial Descoutures
- Damien Choplain
- Martial Descoutures
RHM RHEINMETALL AG
BLND BRITISH LAND COMPANY PLC
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
TLX TALANX AG
UCG UNICREDIT S.P.A.
CABK CAIXABANK SA
GRF.P GRIFOLS S.A. PREF CLASS B
ARGX ARGEN-X SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
- Olfa Taamallah
- Yan Derocles
Rheinmetall AG : Numerous sources of new growth but cash conversion a ...
>Electronic solutions and vehicle systems, to a lesser extent, new growth drivers - At its CMD in Rome, Rheinmetall unveiled its targets for FY 2027 for an EBIT margin >18% and sales of c.€ 20bn, i.e. EBIT at around 14% above the Visible Alpha consensus. The difference was primarily due to electronic solutions (for the top line and margins) which should benefit from the stronger-than-anticipated acceleration of air defence sales and digitisation programmes. Strong sal...
- Anthony Dick
- Michael Foundoukidis
Michelin : October volumes trends in line with September with Europe R...
>October unlikely to surprise, PIRC & CON better positioned than ML near term - Overall, October volumes continued the trend of September, with global replacement volumes positive (mostly linked to Europe with winter/all season in PLT) and OE volumes (strongly) negative, both for light vehicles and trucks. These figures are in line with most tyre manufacturers' messages during the Q3 earnings season and should come as no surprise, with Michelin less favourably positio...
- Anthony Dick
- Michael Foundoukidis
Michelin : October volumes trends in line with September with Europe R...
>October unlikely to surprise, PIRC & CON better positioned than ML near term - Overall, October volumes continued the trend of September, with global replacement volumes positive (mostly linked to Europe with winter/all season in PLT) and OE volumes (strongly) negative, both for light vehicles and trucks. These figures are in line with most tyre manufacturers' messages during the Q3 earnings season and should come as no surprise, with Michelin less favourably positio...
- Olfa Taamallah
- Yan Derocles
Rheinmetall AG : De nombreux relais de croissance mais une conversion ...
>Electronic Solutions et dans une moindre mesure VS prennent le relais - Lors de son CMD organisé à Rome, Rheinmetall a dévoilé des objectifs FY 27 de marge d'EBIT >18% pour un CA de c.20 Md€, soit un niveau d'EBIT environ 14% au-delà des attentes du consensus VA. L'écart s'explique essentiellement par Electronic Solutions (en top line comme en marge) qui bénéficiera de l'accélération plus forte qu'attendue des ventes de défense anti-aérienne et des programmes de numé...
- Carole Braudeau
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Carole Braudeau
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Klaus Ringel
thyssenkrupp : FY 2023-24 earnings and FCF ahead, FY 2024-25 guidance ...
>FY 2023-24 adj. EBIT and operational FCF better than expected - Thyssenkrupp’s FY 2023-24 group sales were down -7% y-o-y to € 35.0bn, which is in line with the company compiled consensus. The y-o-y sales decline is mainly attributable to weaker demand and lower prices at Materials Services and Steel Europe. Automotive Technology also saw a downward trend in the construction machinery business, in automotive assembly lines and in parts of the automotive OE business. ...
- Oliver Metzger
Sonova Holding AG : H1 review – Hearing aids strong but bottom-line mi...
>H1 review – Slight beat on top line, bottom-line miss - Sonova’s H1 revenues of CHF 1,833m (+4.6% y-o-y , 1% ahead of ODDO BHF/consensus) were driven by solid organic growth of 4.5% (vs 4.6%/3.8%% expected). Forex created a headwind of 130bp. Group adj. EBITA of CHF 325m (-7.1% y-o-y, margin 17.7%) was -4%/-5% compared to ODDO BHF/consensus. EPS reached CHF 3.74, which is -7%/-4% vs expectations.Hearing instruments segment – hearing instruments with str...
Pernod-Ricard: 1 director
A director at Pernod-Ricard bought 44,763 shares at 111.697EUR and the significance rating of the trade was 67/100. 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 years clearl...
- Chaima Ferrandon
- Sven Edelfelt
FGR EIFFAGE SA
ALV ALLIANZ SE
TEP TELEPERFORMANCE SE
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
DTE DEUTSCHE TELEKOM AG
TIT TELECOM ITALIA S.P.A.
HLAG HAPAG-LLOYD AG
SIE SIEMENS AG
ASML ASML HOLDING NV
ALG ALLEGRO.EU SA
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
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