reports
- Thomas Vranken
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 10/10/2024
Burckhardt Compression is a leading global supplier of compression solutions with a unique product offering (full range of reciprocating compressor technologies and services). It targets profitable growth with a 2022-2027e sales CAGR of 7.7% and a 2022-2027e EBIT CAGR of 12.1%. These prospects seem adequately discounted at our TP of CHF 612 reflecting historical and peer multiples. We initiate the coverage with a Neutral rating. - ...
- Jean-François Granjon
HRS : Confirmation of the previous guidance
>Full-year results publication in line (year to end-June) - Based on full-year sales (already published) of € 24.7m (cf. our first take of 26 July 2024) down 17.6%, HRS has published full-year results in line with our forecasts. The group therefore reported an underlying EBITDA loss of -€ 8.7m (-€ 8.4m estimated and -€ 8.3m for the consensus) vs -€ 2m a year earlier, unsurprisingly reflecting a marked deterioration vs 2023 with a more or less equivalent loss from one ...
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 10/10/2024
Burckhardt Compression is a leading global supplier of compression solutions with a unique product offering (full range of reciprocating compressor technologies and services). It targets profitable growth with a 2022-2027e sales CAGR of 7.7% and a 2022-2027e EBIT CAGR of 12.1%. These prospects seem adequately discounted at our TP of CHF 612 reflecting historical and peer multiples. We initiate the coverage with a Neutral rating. - ...
- Jean-François Granjon
HRS : Confirmation des guidances précédentes
>Publication des résultats annuels en ligne (clôture le 30 juin) - Sur la base d’un CA annuel déjà publié de 24.7 M€ (cf. notre commentaire du 26 juillet 2024) en repli de 17.6%, HRS publie des résultats en ligne avec nos attentes. L’EBITDA courant ressort ainsi à -8.7 M€ (-8.4 M€ estimé, -8.3m pour le css) vs -2 M€ YoY traduisant sans surprise une nette dégradation vs 2023 avec une perte quasiment équivalente d’un semestre à l’autre. Le ROC ressort pour sa part à -13...
- ING Helpdesk
- Andreas Riemann
About You : Q2 in line, FY guidance detailed, strong September
>Some 2% top line growth, but 250bp margin enhancement - Today, Online fashion retailer About You reported results for Q2 24 to end-August. Sales increased 2% y-o-y to € 450m (consensus: € 458m, ODDO BHFe: € 456m), or 2% below the Visible Alpha consensus. DACH grew 9% whereas Rest of Europe was flat. While the number of active customers was down 1%, the average basket was up 6%. Adjusted EBITDA came in at -€ 2m (consensus: -€ 5m, ODDO BHFe: -€ 1m), slightly beating t...
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Robert Jan Vos
- Usama Tariq
Fagron N.V. : Another strong quarter as results top expectations
>Fagron reported another strong set of results - Fagron reported a strong set of Q3 results where group sales for the quarter came at €214.5m, 12.1% higher year on year (yoy) and up 3% from company compiled consensus (css) and around 7% higher than our estimate of €201m. On a regional level, EMEA reported sales of €73.6m, up 11.2% yoy, 1% higher than consensus and 8.5% higher than AA-OB estimate of €68m. For Latin America, sales came at €44.1m, down 2.6% yoy, 5% above...
- Thomas Vranken
Fagron FIRST LOOK: 3Q24 beats expectations across the board
3Q24 results outperformed our and CSS expectations across all regions on the back of sustained high growth in N-Am's CS activities and strong CER performance in LatAm. The company reiterates its FY24 topline guidance of 11-14% y/y growth, hence we maintain our € 24 TP and Buy rating.
- Hela Zarrouk
- Johanna Jourdain
Voyageurs du monde : Good start to the year. Slowdown in business expe...
>Good results in H1: revenues +10.6%; EBIT at € 6.0m (ODDO BHF: € 4.3m est.) - Voyageurs du Monde reported good results for H1 2024, slightly exceeding expectations, with:Revenues of € 289m up 10.6% relative to H1 2023 (ODDO BHF: € 275.6m est.) which is a good performance given the uncertain economic and geopolitical climate. We note particularly dynamic activity in the tailor-made travel segment (~50% of group revenues), +12.8%, while growth in adventure travel ...
- Chaima Ferrandon
- Sven Edelfelt
Imerys : What is the light for if your eyes are closed
>Set for healthy Q3 2024 figures despite negative TQC impact - Q3 release on 30 October after trading. The group is set to report a fresh improvement in its sales volumes, in line with Q2. This improvement should be driven by a gradual recovery in end markets in Europe and market share gains in the US. We forecast volume sales growth of 2% in Q3 after 2.7% in Q2 and -3.4% in Q1 and a stable price effect after -0.6% in Q2 and -1.9% in Q1. The price/ cost differential i...
EQS-News: ABOUT YOU Holding SE: ABOUT YOU hebt den Ausblick für das b...
EQS-News: ABOUT YOU Holding SE / Schlagwort(e): Halbjahresbericht ABOUT YOU Holding SE: ABOUT YOU hebt den Ausblick für das bereinigte EBITDA im Geschäftsjahr 2024/2025 an 10.10.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PRESSEMITTEILUNG ABOUT YOU HEBT DEN AUSBLICK FÜR DAS BEREINIGTE EBITDA IM GESCHÄFTSJAHR 2024/2025 AN Umsatzsteigerung um 2,4% ggü. Vorjahr auf 450,1 Mio. EUR im zweiten Quartal mit starkem Wachstum von 8,6% in DACH, unterstützt durch nahezu zweistelliges Plus in Deutschland Erfolgreicher Auftakt d...
EQS-News: ABOUT YOU Holding SE: ABOUT YOU Raises Outlook for Adjusted ...
EQS-News: ABOUT YOU Holding SE / Key word(s): Half Year Report ABOUT YOU Holding SE: ABOUT YOU Raises Outlook for Adjusted EBITDA in FY 2024/2025 10.10.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. PRESS RELEASE ABOUT YOU RAISES OUTLOOK FOR ADJUSTED EBITDA IN FY 2024/2025 Revenue grew by 2.4% year-on-year to EUR 450.1 million in Q2 2024/2025 with strong growth of 8.6% in DACH, supported by almost double-digit growth in Germany Fall/winter season successfully started with double-digit growth rates in September Adjusted EBITD...
- Luis de Toledo Heras
Vidrala : Q3 earnings preview: organic growth still subdued by volume ...
>Organic growth constrained by price adjustments and weak demand - Vidrala will release 9M 2024 figures on 25 October. We expect a continuation of the trends observed in H1 2024 with weak volumes, mostly in Iberia which could still reflect a decline on a y-o-y basis (-1%e in H1 2024), and stable prices (-7.5%e y-o-y) resulting in very limited organic growth in revenues (+0.3%e vs +0.7% in H1 2024), complemented by scope change effects (+2.8% in H1 2024) and favourabl...
- Chaima Ferrandon
- Sven Edelfelt
Imerys : A quoi sert la lumière si on a les yeux fermés
>Un T3 2024 bien orienté malgré un TQC dépressif - Publication du T3 le 30 octobre prochain après Bourse. Le groupe devrait publier une nouvelle amélioration de ses volumes de ventes dans la continuité du T2. Cette amélioration s’explique par la reprise progressive des marchés finaux en Europe et des gains de parts de marché aux Etats-Unis. Nous tablons sur une hausse de l’activité en volume de 2% sur le T3 après 2.7% sur le T2 et -3.4% au T1 et un effet prix stable...
- Hela Zarrouk
- Johanna Jourdain
Voyageurs du monde : Bon début d’exercice. Ralentissement de l’activit...
>Bons résultats au S1 : CA +10.6% ; EBIT à 6.0 M€ (ODDO BHF : 4.3 M€e) - Voyageurs du Monde a publié de bons résultats au S1 2024, légèrement supérieurs aux attentes, qui se caractérisent par :Un CA à 289 M€ en progression de 10.6% par rapport au S1 2023 (ODDO BHF : 275.6 M€e) ce qui est une bonne performance compte tenu d’un contexte économique et géopolitique incertain. Nous notons une activité particulièrement dynamique sur le segment sur-mesure (~50% CA group...
Fagron rapporteert uitstekende resultaten in het derde kwartaal 2024 m...
Fagron rapporteert uitstekende resultaten in het derde kwartaal 2024 met een omzetgroei van 12,1% en bevestigt de vooruitzichten voor het volledige jaar 2024 Gereglementeerde informatie - voorwetenschapNazareth (België)/Rotterdam (Nederland), 10 oktober 2024 – 7u CET Fagron rapporteert uitstekende resultaten in het derde kwartaal 2024 met een omzetgroei van 12,1% en bevestigt de vooruitzichten voor het volledige jaar 2024 Fagron, de toonaangevende wereldspeler in farmaceutische bereidingen, publiceert vandaag haar kwartaalresultaten voor de periode eindigend op 30 september 2024. Kernpun...
Disclosure of notification received from AOC Pharma S.à r.l.
Disclosure of notification received from AOC Pharma S.à r.l. Regulated information Nazareth (Belgium)/Rotterdam (The Netherlands), 8 October 2024 – 9:00 PM CET Disclosure of notification received from AOC Pharma S.à r.l. Pursuant to the Belgian law of 2 May 2007 regarding the disclosure of major shareholdings in listed companies, Fagron received a notification from AOC Pharma S.à r.l. Notification by AOC Pharma S.à r.l. On 3 October 2024, Fagron received a notification that changes took place in the chain of controlled undertakings through which the shares in Fagron NV are effectively h...
Openbaarmaking van kennisgeving ontvangen van AOC Pharma S.à r.l.
Openbaarmaking van kennisgeving ontvangen van AOC Pharma S.à r.l. Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 8 oktober 2024 – 21u CET Openbaarmaking van kennisgeving ontvangen van AOC Pharma S.à r.l. Fagron heeft een kennisgeving ontvangen op grond van de Belgische Wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in beursgenoteerde vennootschappen van AOC Pharma S.à r.l. Kennisgeving van AOC Pharma S.à r.l. Op 3 oktober 2024 heeft Fagron een kennisgeving ontvangen dat er wijzigingen waren in de keten van controlerende ondernemingen achter he...
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