Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
>Ex disposals, Q1 results roughly in-line with expectations - Revenues in 24Q1 have fallen to $ 240.4m, down from $ 340m in 23Q1. Net revenues (after voyage expense) in 24Q1 have fallen to $ 203.5m (AAOB $ 197.9m) from $ 305.1m in 23Q1.EBITDA is reported at $ 550.5m but excluding disposal gain of $ 407.6m amounts to $ 142.9m (BB consensus $ 150m), down from $ 258.5m in 23Q1Net profit in 24Q1 has jumped to $ 495.0m (AAOB $ 492.6m) primarily thanks to the $ 40...
A director at Airbus SE bought 14,880 shares at 154.620EUR and the significance rating of the trade was 84/100. 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 clearly sh...
>An optimistic tone after a faltering start for the year - Although Q1 is traditionally not representative of the overall momentum for the year (representing 7.4% of full-year adjusted EBITDA on average for the last 4 years), the start to the year is nonetheless faltering excluding pass-through only stable vs Q1 2023. However, the company has clearly indicated that growth should accelerate as of Q2 for the sensors segment, particularly thanks to the delivery of 3 TRML...
>Good Q1 2024 results - Montana Aerospace has just released a good set of Q1 2024 results. Adjusted EBITDA was reported at € 38.2m on sales of € 396m leading to a margin of 9.7% (vs 6.7% the previous year). This performance was mainly driven by Aerostructures which reported an adjusted EBITDA of € 29.4m on sales of € 207.8m leading to a margin expansion to 14.1% vs 9.1% in Q1 2023 (despite supply chain issues challenges within at ASCO). However, the E-Mobility busine...
>Good Q1 2024 results - Montana Aerospace has just released a good set of Q1 2024 results. Adjusted EBITDA was reported at € 38.2m on sales of € 396m leading to a margin of 9.7% (vs 6.7% the previous year). This performance was mainly driven by Aerostructures which reported an adjusted EBITDA of € 29.4m on sales of € 207.8m leading to a margin expansion to 14.1% vs 9.1% in Q1 2023 (despite supply chain issues challenges within at ASCO). However, the E-Mobility busine...
AB InBev: Busy BEES. Ahold Delhaize: Small beat, comforting confirmation of 2024 guidance. AMG: 1Q24 better than expected, FY guidance intact, strategic projects on schedule. Bekaert: Soft start to the year with 7% sales miss, FY guidance maintained. Euronav: Transformation at full speed. Marel: Another lacklustre quarter. Montea: 2025 guidance raised, valuations moving into positive territory. SBM Offshore: In-line Q1 trading update. Sif Group: Preview - normal quarter e...
>Q1 EBITA 9% > css for the quarter, the weakest of the year - Leonardo reported solid Q1 figures, driven by the Defence Electronics segment across all areas. EBITA came in 9% ahead of expectations at € 182m (ODDO BHF: € 159m, company-compiled consensus: € 167m), +67% pro forma, for revenues of € 3.664bn (+15.3% pro forma), or a margin of 5%. Nearly all the gap with our estimates stems from the DES division and particularly the European portion (+38.2% at the EBITA lev...
EQS-News: OHB SE / Schlagwort(e): Quartalsergebnis OHB SE: 3-Monats-Zwischenbericht 2024 08.05.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. OHB SE: 3-Monats-Zwischenbericht 2024 Gesamtleistung erreicht mit EUR 207 Mio. historischen Höchstwert Eigenkapitalquote auf 35 % erhöht (+7 % gegenüber Vorjahrzeitraum) Bremen, 8. Mai 2024. Der OHB-Konzern (ISIN: DE0005936124, Prime Standard) erzielte nach drei Monaten eine gegenüber dem Vorjahreszeitraum gesteigerte (2 %) Gesamtleistung von EUR 206,7 Mio. (Vorjahr: EUR 202,4 Mi...
EQS-News: OHB SE / Key word(s): Quarter Results OHB SE: 3-month interim report 2024 08.05.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. OHB SE: 3-month interim report 2024 Total revenues of EUR 207 million mark all-time high Equity ratio increased to 35 % (+7 % compared to the same period of the previous year) Bremen, May 8, 2024. The OHB Group (ISIN: DE0005936124, Prime Standard) generated total revenues of EUR 206.7 million in the first three months, up 2 % on the previous year (EUR 202.4 million). The operating result (EB...
>EBITA T1 9% > css pour le trimestre le moins contributeur de l’exercice - Leonardo a publié un solide T1 notamment porté par le segment Defence Electronics sur l’ensemble des domaines. L’EBITA ressort 9% au-delà des attentes à 182 M€ (ODDO BHF : 159 M€, css compilé par la société : 167 M€), +67% en pro forma, pour un CA de 3 664 M€ (+15.3% en pro forma), soit une marge de 5%. L’écart avec nos estimations provient quasi exclusivement de la division DES et notam...
>Focus to shift from cost-cutting towards return to growth - Yesterday, About You reported results for FY 2023-24 which ended in February. FY 2023-24 sales increased 2% y-o-y to € 1,935m in line with consensus expectations. DACH was flat while Rest of Europe increased 3%. The TME business decreased 3%. Adjusted EBITDA came in at € 3m also in line with consensus expectations. This implies a margin of 0.2% which is an improvement of 740bp y-o-y. The gross margin rose 8...
>Un ton optimiste après un démarrage de l’exercice poussif - Si le T1 est traditionnellement peu représentatif de la dynamique de l’ensemble de l’exercice (représentant 7.4% de l’EBITDA Ajusté annuel en moyenne sur les 4 derniers exercices), le démarrage de l’année n’en est pas moins poussif avec un CA hors pass-through seulement stable par rapport au T1 2023. Toutefois, la société a clairement indiqué que la croissance accélèrerait dès le T2 pour le segment Sensors e...
EQS-News: Vitesco Technologies Group AG / Schlagwort(e): Quartals-/Zwischenmitteilung/Quartalsergebnis Vitesco Technologies startet mit einem soliden Quartalsergebnis ins Geschäftsjahr 2024 08.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Vitesco Technologies startet mit einem soliden Quartalsergebnis ins Geschäftsjahr 2024 Quartalsumsatz liegt bei rund 1,99 Milliarden Euro (Q1 2023: 2,31 Milliarden Euro) Bereinigtes EBIT: 33,0 Millionen Euro (Q1 2023: 30,8 Millionen Euro) bei einer bereinigten EBIT-Marge von 1,7 P...
EQS-News: Vitesco Technologies Group AG / Key word(s): Quarterly / Interim Statement/Quarter Results Vitesco Technologies starts with solid quarterly results into fiscal year 2024 08.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Vitesco Technologies starts with solid quarterly results into fiscal year 2024 Quarterly sales of around €1.99 billion (Q1 2023: €2.31 billion) Adjusted EBIT: €33.0 million (Q1 2023: €30.8 million) with an adjusted EBIT margin of 1.7 percent (Q1 2023: 1.4 percent) Order intake of €708 million, o...
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