reports
- Bruno Cavalier
- Ghada Ben Sedrine
- Nicolas David
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ACN ACCENTURE PLC CLASS A
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
INF INFOTEL SA
ASY ASSYSTEM SA
EL ESSILORLUXOTTICA SA
FAGR FAGRON SA
SWP SWORD GROUP SE
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
01913 PRADA S.P.A.
SAVE SAVENCIA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AGR AGRANA BETEILIGUNGS-AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
FUR FUGRO NV
HDF HYDROGENE DE FRANCE
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
IOS IONOS GROUP SE
ATO ATOS SE
TRIO TRIODOS BANK N.V.
- Bruno Cavalier
- Ghada Ben Sedrine
- Nicolas David
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ACN ACCENTURE PLC CLASS A
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
INF INFOTEL SA
ASY ASSYSTEM SA
EL ESSILORLUXOTTICA SA
FAGR FAGRON SA
SWP SWORD GROUP SE
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
01913 PRADA S.P.A.
SAVE SAVENCIA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AGR AGRANA BETEILIGUNGS-AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
FUR FUGRO NV
HDF HYDROGENE DE FRANCE
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
IOS IONOS GROUP SE
ATO ATOS SE
TRIO TRIODOS BANK N.V.
- Jean-François Granjon
- Louis Boujard
- CFA
- Michael B. Schäfer
- Michael B. Schäfer
- Jean-François Granjon
- Louis Boujard
- CFA
- Jean-François Granjon
- Louis Boujard
- CFA
- Jean-François Granjon
- Louis Boujard
- CFA
- Jean-François Granjon
- Louis Boujard
- CFA
- Jean-François Granjon
- Louis Boujard
- CFA
HDF Energy : Results still under pressure
>H1 2024 earnings release - HDF Energy's H1 2024 results reflect the group’s continued development. On H1 revenues of € 0.5m vs € 1.43m, the net loss came to -€ 5.1m vs -€ 3m for the comparative period. The lack of EBITDA and EBIT figures is regrettable. In light of the net loss, our EBITDA and EBIT estimates could prove slightly optimistic. The cash position came to € 48m, compared to € 62.6m at end-2023, or cash burn of close to € 15m for H1 compared to € 25m for ...
- Jean-François Granjon
- Louis Boujard
- CFA
HDF Energy : Des résultats toujours sous pression
>Publication des résultats semestriels - HDF Energy publie des résultats semestriels qui traduisent la poursuite du développement de la société. Sur la base d’un CA S1 de 0.5 M€ vs 1.43 M€, la perte nette ressort à -5.1 M€ vs -3 M€ pour le semestre de référence. Nous regrettons l’absence de publication de l’EBITDA et du ROC. A la lecture de la perte nette, nos estimations d’EBITDA et de ROC pourraient s’avérer un peu optimistes. La trésorerie ressort à 48 M€ à compar...
- Jeremy Garnier
ODDO : ODDO BHF Nextcap Forum: Feedback from day three
>Feedback from 52 companies present on day three - Our 13th edition of the ODDO BHF Nextcap Forum takes place on June 4 and 5 in Paris, and on June 6 virtually. Following the third day, which took place yesterday virtually at our Paris office with 52 companies in attendance, we publish hereafter feedback for those companies present:Aedas HomesLhyfeAfyrenMaisons Du MondeAltamirMcPhy EnergyAltriMister SpexAtresmediaNein...
A1XEH4 CROSSJECT SA
TNG TRANSGENE SA
FGA FIGEAC AERO SA
BLC BASTIDE LE CONFORT MEDICAL SA
KCO KLOECKNER & CO SE
ALTR ALTRI SGPS SA
SWP SWORD GROUP SE
SRP SRP GROUPE SA
AUB AUBAY SA
NTG NETGEM SA
VLS VALNEVA SE
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
FNAC FNAC DARTY SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
BAMNB KONINKLIJKE BAM GROEP NV
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
GREEN GREENYARD NV
MCPHY MCPHY ENERGY SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
LTA ALTAMIR ACT PORTEUR
INSD VERIMATRIX SA
SIFG SIF HOLDING NV
LRE LAR ESPANA REAL ESTATE SOCIMI SA
VLTSA VOLTALIA
HBH HORNBACH HOLDING AG & CO. KGAA
FFARM FORFARMERS
TRE TECNICAS REUNIDAS SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
HOME NEINOR HOMES SA
MDM MAISONS DU MONDE SA
SMCP SMCP SA
AVTX AVANTIUM NV
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALKAL KALRAY SA
AEDAS AEDAS HOMES SA
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
THEP THERMADOR HOLDING SA
ALCUR ARCURE SA
TOM2 TOMTOM NV
CLA CLARANOVA SE
S30 SOLUTIONS 30 SE
ZEL PHARMA MAR SA
SOL SOLTEC POWER HOLDINGS
BLV BELIEVE SA
MRX MISTER SPEX SE
ALAFY AFYREN
FORSE FORSEE POWER SA
HDF HYDROGENE DE FRANCE
ALVGO VOGO SA
WAGA WAGA ENERGY SA
ALHAF HAFFNER ENERGY SA
EAPI EUROAPI
GVOLT GREENVOLT - ENERGIAS RENOVAVEIS S.A.
LHYFE LHYFE S.A.
- Baptiste Lebacq
FP TOTAL SE
AMS AMS AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
GNFT GENFIT SA
SIGHT GENSIGHT BIOLOGICS SA
WAF SILTRONIC AG
XIL XILAM ANIMATION SA
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WOLF SOCIETE LDC SOCIETE ANONYME
ALKAL KALRAY SA
JEN JENOPTIK AG
TMV TEAMVIEWER AG
INPST INPOST S.A.
HDF HYDROGENE DE FRANCE
SHEL SHELL PLC
FLOW FLOW TRADERS LTD
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
- Baptiste Lebacq
- Emmanuel Matot
FP TOTAL SE
AMS AMS AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
GNFT GENFIT SA
SIGHT GENSIGHT BIOLOGICS SA
WAF SILTRONIC AG
XIL XILAM ANIMATION SA
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WOLF SOCIETE LDC SOCIETE ANONYME
ALKAL KALRAY SA
JEN JENOPTIK AG
TMV TEAMVIEWER AG
INPST INPOST S.A.
HDF HYDROGENE DE FRANCE
SHEL SHELL PLC
FLOW FLOW TRADERS LTD
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
- Jean-François Granjon
- Louis Boujard
- CFA
HDF Energy : Confirmation of the medium-term targets
>Full-year results publication - HDF Energy reported full-year results that showed losses bigger than we expected at the operating and attributable net result levels. Revenues came to € 3.9m (€ 3.5m estimated) vs € 3.4m with € 3.2m in project management assistance mainly including the contribution from the RSB project (€ 2.9m). The net loss was € 7.8m (vs -€ 3.3m the previous year), higher than we anticipated (-€ 5.9m estimated). Continuation of developme...
- Jean-François Granjon
- Louis Boujard
- CFA
HDF Energy : Confirmation des objectifs MT
>Publication des résultats annuels - HDF Energy publie des résultats annuels qui traduisent des pertes supérieures à nos attentes pour le RO et le RNpg Le CA ressort à 3.9 M€ (3.5 M€ estimés) vs 3.4 M€ dont 3.2 M€ d’Assistance à Maîtrise d’Ouvrage (AMO) dont principalement la contribution du projet RSB (2.9 M€). La perte nette ressort à 7.8 M€ (vs -3.3 M€ YoY) supérieure à nos attentes (-5.9 M€ estimés). Poursuite des développements et des objectifs 2027...
- Jean-Baptiste Rouphael
AMS AMS AG
ALCLA CLASQUIN SA
LXS LANXESS AG
CDA COMPAGNIE DES ALPES SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
VID VIDRALA SA
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
WAVE WAVESTONE SA
HDF HYDROGENE DE FRANCE
ARM ARM HOLDINGS PLC
- Jean-François Granjon
- Louis Boujard
- CFA
HDF Energy : 2025 targets pushed back to 2027
>Projects need more time to be implemented - Management has confirmed the state of progress of the projects underway as well as of the investment in its fuel cell production unit. Although the company is experiencing some delays, the delivery of the new unit is expected in January 2024 (vs end-2023) and is scheduled to come into service in summer 2024. The ramp-up will be gradual and mass production could begin in 2025. Note that this project was deemed an IPCEI (Impo...
- Jean-Baptiste Rouphael
AMS AMS AG
ALCLA CLASQUIN SA
LXS LANXESS AG
CDA COMPAGNIE DES ALPES SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
VID VIDRALA SA
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
WAVE WAVESTONE SA
HDF HYDROGENE DE FRANCE
ARM ARM HOLDINGS PLC
- Jean-François Granjon
- Louis Boujard
- CFA
HDF Energy : Décalage des objectifs 2025 à 2027
>Une mise en œuvre des projets qui nécessite plus de temps - Le management confirme l’état d’avancement des projets en cours ainsi que le déroulement de l’investissement dans son unité de production de piles à combustible. Même si la société a dû faire face à quelques retards, la livraison de la nouvelle unité est prévue pour janvier 2024 (vs fin 2023) et la mise en service est programmée à l’été 2024. Le ramp up sera progressif et la production en série pourra démarr...
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