reports
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - Date1
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - 11/14/2024
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
JST JOST WERKE AG
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Saïma Hussain
Q3-24: Navigating 2024 with a thoughtful investment approach
Q3-24: Navigating 2024 with a thoughtful investment approach EARNINGS/SALES RELEASES IDI ended Q3 2024 with minimal activity on the investment front. Including its recent minority stake in TTK, a liquid leak detection specialist, IDI completed only three transactions YTD, compared to 14 in the same period last year. Though IDI’s net income is likely to suffer accordingly, this underlines IDI’s savvy investment approach in persistently uncertain market conditions. With substantial investment ca...
- Amira Manai
IDI : NAV remains stable over 9 months in a tough market environment
>NAV remains flat at end-September at € 91.94 per share - IDI published this morning its NAV at end-September, which stood at € 91.94 per share, stable vs the start of the year (+0.1%), thanks to closer monitoring of the companies in its portfolio and continued acquisitions and build-up deals. Overall, NAV came in at € 697.4m.One deal closed in Q3, three since January - Investment firepower remains solid - While the market environment remains challeng...
- Amira Manai
IDI : ANR toujours stable sur 9 mois dans un contexte de marché diffic...
>ANR à fin septembre flat à 91.94 € par action - IDI publie ce matin son ANR à fin septembre qui s’est établit à 91.94 € / action, stable par rapport au début d’année (+0.1%) soutenu par un suivi renforcé des participations de son portefeuille et par la poursuite des opérations d’acquisitions et de build-up. Au global, l’ANR s’établit à 697.4 M€.1 opération réalisée sur le T3 et 3 opérations depuis janvier – Capacité d’investissement toujours solide - §sep...
Transgene and NEC Present New Data Confirming Clinical Proof of Princi...
Transgene and NEC Present New Data Confirming Clinical Proof of Principle for Neoantigen Cancer Vaccine, TG4050, in Head & Neck Cancer at SITC 2024 Compelling 24.1-month median follow-up data presented at SITC 2024 showed that all patients treated with TG4050 after completion of an adjuvant standard of care remain disease-free TG4050 induced specific and sustained immune responses. A Phase II part is now enrolling patients internationally to build on this promising outcome Strasbourg, France & Tokyo, Japan, November 7, 2024, 5:45 p.m. CET — Transgene (Euronext Paris: TNG), a b...
Transgene et NEC présentent de nouvelles données confirmant la preuve ...
Transgene et NEC présentent de nouvelles données confirmant la preuve de principe clinique pour son vaccin thérapeutique TG4050, dans les cancers de la tête et du cou au SITC 2024 Les données de suivi médian à 24,1 mois présentées au SITC 2024 montrent que tous les patients traités avec TG4050 en situation adjuvante après chirurgie et chimiothérapie standard sont toujours en rémission clinique et sans récidive TG4050 induit des réponses immunitaires persistantes et spécifiques. Une partie Phase II inclut actuellement des patients dans plusieurs pays pour confirmer ces données prometteu...
Transgene Reports Business, Pipeline and Financial Update for Q3 2024
Transgene Reports Business, Pipeline and Financial Update for Q3 2024 TG4050: Promising Phase I data to be presented at SITC 2024 providing clinical proof of principle in adjuvant head and neck cancer setting Financial visibility confirmed into Q4 2025 Strasbourg, France, November 7, 2024, 5:45 p.m. CET – Transgene (Euronext Paris: TNG), a biotech company that designs and develops virus-based immunotherapies for the treatment of cancer, today provides its business update and financial position for the quarter ending September 30, 2024. Key events and upcoming milestones ...
- Jamila El Bougrini
- Thibaut Voglimacci-Stephanopoli
Transgene and ProBioGen Join Forces to Advance Individualized Cancer V...
Transgene and ProBioGen Join Forces to Advance Individualized Cancer Vaccine Development Strasbourg (France), Berlin (Germany), November 5, 2024, 7:30 a.m. CET—Transgene (Euronext Paris: TNG), a biotech company that designs and develops virus-based immunotherapies for the treatment of cancer, and ProBioGen, a leading CDMO in biologics, vaccines and viral vectors, announce that the companies have entered into a license agreement for ProBioGen’s AGE1.CR.pIX® suspension cell line. This partnership aims to add value by combining ProBioGen’s specific production technology with the manufacturing ...
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Michael B. Schäfer
FUCHS SE (pref) : On track for records – part VII – more broad-based v...
>More broad-based volume growth in 9M 2024 vs EMEA-driven 2023 - FUCHS indicated around 4% volume growth y-o-y in Q3 2024, up from 3% in Q2 2024 and flat Q1. CFO indicated on the conference call that estimated c. 2% volume growth in 9M 2024 was regionally broad-based in contrast to EMEA-driven 2023, including pick-up in specialties (medical, semi, wind power plants among others) as an example for good execution of its ‘leveraging global segments’ strategy. First fill/...
- Jean-François Granjon
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 10/30/2024
The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...
ETL EUTELSAT COMMUNICATIONS SA
OUT1V OUTOKUMPU OYJ
ALCLA CLASQUIN SA
TYRES NOKIAN RENKAAT OYJ
ACX ACERINOX SA
TRI TRIGANO SA
NEX NEXANS SA
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
CIE CIE AUTOMOTIVE S.A.
AED AEDIFICA SA
MCPHY MCPHY ENERGY SA
SHOT SCANDIC HOTELS GROUP
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
CSM CORBION NV
LFDE LA FRANCAISE DE L'ENERGIE SA
IBG IBERPAPEL GESTION S.A.
IDR INDRA SISTEMAS S.A. CLASS A
MVC METROVACESA SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
ORP ORPEA
- Jean-François Granjon
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 30/10/2024
Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...
ETL EUTELSAT COMMUNICATIONS SA
OUT1V OUTOKUMPU OYJ
ALCLA CLASQUIN SA
TYRES NOKIAN RENKAAT OYJ
ACX ACERINOX SA
TRI TRIGANO SA
NEX NEXANS SA
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
CIE CIE AUTOMOTIVE S.A.
AED AEDIFICA SA
MCPHY MCPHY ENERGY SA
SHOT SCANDIC HOTELS GROUP
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
CSM CORBION NV
LFDE LA FRANCAISE DE L'ENERGIE SA
IBG IBERPAPEL GESTION S.A.
IDR INDRA SISTEMAS S.A. CLASS A
MVC METROVACESA SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
ORP ORPEA
- Michael B. Schäfer
FUCHS SE (pref) : Q3 EBIT in line with css on restructuring provision....
>4% y-o-y volume growth in Q3 2024 (Q2 2024: c. 3%) - encouraging - 4% y-o-y volume growth in Q3 2024 (Q2 2024: c. 3%); pass-through pricing leaves organic sales growth at 2% y-o-y (ODDO BHF: +2%) and 1% scope grows sales by 3% y-o-y to € 902m (css/ODDO BHF € 895m/€ 886m). -2% y-o-y estimated price erosion (Q2 2024: -2%) mirrors raw materials pass-through clauses partially baked into contracts.Another record gross profit with better than expected gross ma...
EQS-News: FUCHS mit starkem Neunmonatsergebnis in herausforderndem Mar...
EQS-News: FUCHS SE / Schlagwort(e): Quartals-/Zwischenmitteilung/9-Monatszahlen FUCHS mit starkem Neunmonatsergebnis in herausforderndem Marktumfeld 30.10.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. FUCHS mit starkem Neunmonatsergebnis in herausforderndem Marktumfeld Umsatzrückgang um 1% auf 2.666 Mio EUR aufgrund negativer Währungseffekte EBIT verbessert sich um 7% oder 21 Mio EUR auf 334 Mio EUR Ergebnis je Aktie steigt um 10% (Vorzugsaktie) bzw. 11% (Stammaktie) Ausblick für das Gesamtjahr bestätigt FUCHS auf e...
EQS-News: FUCHS with strong nine-month result in challenging market en...
EQS-News: FUCHS SE / Key word(s): Quarterly / Interim Statement/9 Month figures FUCHS with strong nine-month result in challenging market environment 30.10.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. FUCHS with strong nine-month result in challenging market environment Decline in sales revenues of 1% to EUR 2,666 million due to negative currency effects EBIT improved by 7% or EUR 21 million to EUR 334 million Earnings per share increase by 10% (preference share) or 11% (ordinary share) Full-year outlook 2024 confirmed ...
- Emmanuel Matot
- Marc Lavaud
- Emmanuel Matot
- Marc Lavaud
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.