reports
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : Prudence maintenue malgré l’annonce d’un pla...
>Annonce d’un plan de restructuration visant 150 à 200 M€ d’économie de couts - SMA a annoncé qu’il a décidé de lancer, compte tenu d'un environnement de marché toujours difficile, un programme de restructuration et de transformation visant à accroître l'efficacité et à se concentrer sur la stratégie. Ce programme compte réaliser des économies de coûts estimées par la société entre 150 et 200 M€. Dans le cadre de ce programme, des mesures doivent être prises dans les...
- Fehmi Ben Naamane
ODDO BHF Small & MIDCAP MORNING NEWS - 27/09/2024
Bystronic est un groupe suisse spécialisé dans les machines de découpe laser et de pliage, avec un business model hybride entre vente d’équipements, services récurrents et logiciels. Alors que ses commandes pâtissent d’un momentum difficile depuis plusieurs trimestres, nous n’anticipons pas d’amélioration au S2 et la visibilité reste réduite pour 2025. En parallèle, le plan de restructuration initié cette année devrait surtout être visible à compter du S1 2025. Dans ce contexte, Bystr...
OSE OSE IMMUNOTHERAPEUTICS SA
WTB WHITBREAD PLC
CGM CEGEDIM SA
GBT GUERBET SA
TRI TRIGANO SA
BAMNB KONINKLIJKE BAM GROEP NV
MBWS MARIE BRIZARD WINE & SPIRITS SA
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
S92 SMA SOLAR TECHNOLOGY AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
S30 SOLUTIONS 30 SE
SOL SOLTEC POWER HOLDINGS
ENER GRUPO ECOENER S.A.
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 09/27/2024
Bystronic is a Swiss group specialising in laser cutting and bending machines, with a hybrid business model combining equipment sales, recurring services, and software. The group has seen its orders dampened by a challenging environment over the past quarters with no signs of an upsurge in H2, and visibility remains limited over 2025. The restructuring plan initiated this year should really start paying off in H1 2025. Bystronic should nonetheless retain a substantial net cash surplus...
- Anis Zgaya
- Louis Boujard
- CFA
SMA Solar Technology AG : Cautious stance maintained despite the restr...
>Announcement of a restructuring plan aimed at generating € 150-200m in cost savings - SMA announced that, given the still challenging market environment, it had decided to launch a restructuring and transformation programme aimed at boosting efficiency and focusing on strategy. With this programme, the company expects to generate cost savings that it estimates at between € 150m and € 200m. As part of this programme, measures are to be taken in the following fields: ...
EQS-News: SMA initiates company-wide restructuring and transformation ...
EQS-News: SMA Solar Technology AG / Key word(s): Restructure of Company SMA initiates company-wide restructuring and transformation program 25.09.2024 / 21:43 CET/CEST The issuer is solely responsible for the content of this announcement. SMA initiates company-wide restructuring and transformation program Against the backdrop of a persistently challenging market environment, the Managing Board of SMA Solar Technology AG has decided to initiate a company-wide restructuring and transformation program aimed at increasing efficiency and strategic focusing. At the same time...
EQS-News: SMA initiiert konzernweites Restrukturierungs- und Transform...
EQS-News: SMA Solar Technology AG / Schlagwort(e): Unternehmensrestrukturierung SMA initiiert konzernweites Restrukturierungs- und Transformationsprogramm 25.09.2024 / 21:43 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. SMA initiiert konzernweites Restrukturierungs- und Transformationsprogramm Der Vorstand der SMA Solar Technology AG hat vor dem Hintergrund eines anhaltend herausfordernden Marktumfeldes die Initiierung eines konzernweiten Restrukturierungs- und Transformationsprogramms beschlossen, das eine Effizienzsteigerung und ...
Enphase Brings IQ Battery to India, Offering Energy Independence Amid ...
Enphase Brings IQ Battery to India, Offering Energy Independence Amid Outages FREMONT, Calif., Sept. 24, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, announced today the launch of its most powerful Enphase® Energy System™ to-date, featuring the new IQ® Battery 5P™ and IQ8™ Microinverters, for customers in India. India’s power grid is among the most challenging in the world, with frequent outages disrupting daily life for many households. The new Enphase Energy System trans...
- Martin Huseby Karlsen
Petrobras deepwater awards at decent dayrates
Following a lengthy tender process, Constellation announced it has been awarded contracts for two rigs for the Roncador development with Petrobras for 2.5 years starting in mid-2025. One of the awards is for a stranded newbuild (Tidal Action), while the second award is for an incumbent 2012-built 6G drillship (Laguna Star). With current uncertainty among investors related to deepwater, we consider the dayrate levels (around USD450k) solid, in particular for the incumbent 6G rig. For companies u...
Sunrun Inc: 1 director
A director at Sunrun Inc sold 50,000 shares at 20.195USD 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 clearly show...
Sunrun CEO Mary Powell Named a 2024 Forbes’ Sustainability Leader
Sunrun CEO Mary Powell Named a 2024 Forbes’ Sustainability Leader Forbes honors Sunrun CEO for her vision and inspiration to reduce fossil fuel dependence while strengthening the grid with customer-focused, distributed clean energy solutions SAN FRANCISCO, Sept. 19, 2024 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), the nation’s leading provider of clean energy as a subscription service, announced today that CEO Mary Powell has been named to Forbes’ inaugural list of . The list highlights 50 of the world’s most inspiring leaders who are catalyzing a sustainable future through innovation and...
HA Sustainable Infrastructure Capital Inc: 1 director
A director at HA Sustainable Infrastructure Capital Inc sold 146,000 shares at 34.878USD and the significance rating of the trade was 74/100. 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...
Sunrun Prices $365 million Senior Securitization of Residential Solar ...
Sunrun Prices $365 million Senior Securitization of Residential Solar & Battery Systems SAN FRANCISCO, Sept. 17, 2024 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), the nation’s leading provider of clean energy as a subscription service, today announced it has priced a securitization of leases and power purchase agreements. The securitization is Sunrun’s twelfth securitization since 2015 and third issuance in 2024. “Sunrun continues to demonstrate strong execution in the capital markets; our latest securitization again highlights our industry-leading cost of capital. We believe our strong exe...
Enphase Energy Launches IQ Battery 5P and IQ Energy Management Softwar...
Enphase Energy Launches IQ Battery 5P and IQ Energy Management Software in Belgium FREMONT, Calif., Sept. 16, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, announced today that it has started shipping its most powerful home battery to-date, the IQ® Battery 5P™, in Belgium. Enphase also introduced IQ® Energy Management, its new artificial intelligence (AI) based energy management software to enable support for dynamic electricity rates and the integration of third-party EV char...
- Martin Huseby Karlsen
Supply-side discipline remains key
With uncertainty among investors due to flattish near-term deepwater demand and increasing availability of tier-2 deepwater rigs, we highlight that supply-side discipline has been a key driver this upcycle. As the industry is even more consolidated, we expect the high-end of the deepwater market to remain strong while lower-end units are likely to face greater day-rate volatility. We still see value chain bottlenecks (FPSO, subsea) unfolding, effectively putting a cap on drilling demand, as expl...
- Martin Huseby Karlsen
Enphase Energy Begins Shipments of IQ8 Microinverters with Higher Dome...
Enphase Energy Begins Shipments of IQ8 Microinverters with Higher Domestic Content FREMONT, Calif., Sept. 10, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, today announced initial shipments of IQ8HC™ Microinverters supplied from manufacturing facilities in the United States with higher domestic content than previous models. The microinverters have SKUs with a “DOM” suffix, indicating the increased amount of domestic content. Enphase previously in July 2024 that certain IQ8 M...
- Martin Huseby Karlsen
ADES building international footprint
ADES announced it has acquired two working premium jackups from Vantage Drilling for USD190m (Soehanah USD85m, Topaz Driller USD105m). Both are on long-term contracts in Southeast Asia, marking a strategic move for ADES in further increasing its presence in the region. Compared to consensus, we find the transaction metrics accretive on asset values and earnings multiples. For international drillers in our coverage, Borr Drilling is trading at USD138m per rig (has a more modern fleet of premium j...
- Martin Huseby Karlsen
- Oliver Metzger
- Sinan Doganli
ODDO : First feedback – DAY 2
We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - >Accelor Mittal (=) – Heading for better H2 despite still soft underlying markets, no change on VallourecAdesso (=) – IT-solutions segment will continue to be a drag on profitability in H2 2024Aurubis (+) – Announced disposal for its US-based finished ...
CON CONTINENTAL AKTIENGESELLSCHAFT
FRA FRAPORT AG
MT ARCELORMITTAL SA
DAI DAIMLER AG
SZG SALZGITTER AG
VNA VONOVIA SE
RWE RWE AG
NDA AURUBIS AG
WIE WIENERBERGER AG
RAA RATIONAL AG
ADN1 ADESSO AG
BFSA BEFESA SA
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STM STABILUS SE
TUI TUI AG
R3NK RENK GROUP AG
- Martin Huseby Karlsen
Petrobras deepwater tenders progressing
Over the next weeks and months, we expect to see more news flow related to Petrobras’ deepwater tenders, as bids on Sepia and Atapu (3-rigs) closed late last week, the Roncador tender (2-rigs) is believed to be nearing conclusion and the rig pool (4-rigs) tender is scheduled to take bids late this month. Although outside rigs are seen participating, we believe rigs already in Brazil are likely to secure most of the jobs. As there currently is some investor uncertainty related to the deepwater ma...
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