reports
- Chaima Ferrandon
- Sven Edelfelt
VINCI : Trees can reach to the sky
>Ambitious but realistic targets for VINCI Energies - Today, VINCI is to host a CMD in Paris dedicated to its Energies division, during which it will present its targets out to 2030. VINCI Energies notably forecasts: Annual revenue growth in the mid- to high single digits on average between 2024 and 2030 (consensus at low to mid-single digits for the time being). International revenue up to 65% of total revenue in 2030 (vs 58% in 2023) An operating mar...
- Emmanuel Matot
- Marc Lavaud
- Michael B. Schäfer
- Marc Lavaud
- Michael B. Schäfer
- Chaima Ferrandon
- Sven Edelfelt
VINCI : Les arbres peuvent monter jusqu’au ciel
>Perspectives VINCI Energies ambitieuses mais réalistes - VINCI tient aujourd’hui à Paris un CMD dédié à sa division Energies, au cours duquel il présentera les perspectives à horizon 2030. VINCI Energies prévoit notamment : Une croissance annuelle de son chiffre d’affaires mid-to-high single digit en moyenne entre 2024 et 2030 (consensus, à ce stade low-to-mid single digit). Un chiffre d’affaires à l’international porté à 65% du total en 2030 (vs 58% en 20...
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
Michelin : MICHELIN – ESG road show feedback: a convincing company in ...
>Convincing ESG road show with the CFO, head of sustainable development and investor relations team - On Thursday 12 November, we organised an ESG road show with Michelin. The company was represented by Yves Chapot, CFO & General Manager, Pierre-Martin Huet, Senior Vice President Sustainable Development and Impact, Guillaume Jullienne, Head of investor relations, and Flavien Huet, investor relations. The meetings were held with ESG analysts (sometimes specialists in b...
- Michael B. Schäfer
BASF : Feedback from mgmt. dinner - good October volumes, primarily in...
>Make or break € 8bn 2024 EBITDA guidance? 'Tight race', says mgmt; consensus already cautious at € 7.86bn, good 'Verbund' volume trends seen continuing in October - BASF hosted a sell-side/investors dinner with the executive board. BASF’s management confirmed a 'tight race' to make/break its FY 24 guidance, while the good volume trends seen primarily in the core 'Verbund' (Q3 24 +6.8% y-o-y vs 4.9% at group level) continued in October. The CEO indicated that this is ...
- Damien Choplain
- Martial Descoutures
Novartis : Reassuring CMD on the medium to long-term outlook
>Prefer quality over quantity - At its CMD in London yesterday, Novartis confirmed its pure player positioning in innovative medicine and its strategy focused on four therapeutic areas (cardiovascular/renal, oncology, neuroscience and immunology), five technological platforms and four geographical regions (US, China, Germany, Japan). We note the ambition to continue to improve R&D productivity by reducing the time-to-market (in part thanks to the use of AI) and focus...
- Andreas Riemann
CTS Eventim AG & Co. KGaA : Q3 a mixed bag, outlook confirmed, we lowe...
>Double-digit top-line growth but sharp profit decline - Yesterday, CTS Eventim released mixed Q3 2024 results. In Q3 2024, revenue rose 13% y-o-y to € 825m, 8% above the consensus despite a very tough base. The Ticketing business was up 19%, supported by major artists including Ed Sheeran, Iron Maiden, Gilberto Gil and Vasco Rossi. Live Entertainment sales grew 11%. Adjusted EBITDA decreased 30% y-o-y to € 121m, 16% below consensus. Last year’s payment from autoticke...
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
Michelin : Michelin - Feedback roadshow ESG : une société convaincante...
>Roadshow ESG convaincant avec CFO, direction du développement durable et équipe des relations investisseurs - Nous avons organisé le jeudi 14 novembre un roadshow ESG avec la société Michelin. Celle-ci était représentée par son Directeur Financier & Gérant Yves Chapot, son Directeur Développement Durable et Impact Pierre-Martin Huet, son Directeur des Relations Investisseurs Guillaume Jullienne, et son Chargé de Relations Investisseurs Flavien Huet. Alors que l...
- Damien Choplain
- Martial Descoutures
Novartis : CMD rassurant sur les perspectives MT/LT
>Privilégier la qualité à la quantité - Dans le cadre de son CMD qui s’est tenu hier à Londres, Novartis a confirmé son positionnement pure player médecine innovante et sa stratégie centrée sur 4 aires thérapeutiques (cardiovasculaire/rénal, oncologie, neuroscience et immunologie), 5 plateformes technologiques et 4 zones géographiques (US, Chine, Allemagne, Japon). Nous notons une volonté de continuer à améliorer la productivité de la R&D en réduisant le time-to-mark...
Capital Markets Day dedicated to VINCI Energies “Strategic positioning...
Capital Markets Day dedicated to VINCI Energies “Strategic positioning to capture megatrends” Nanterre, 22 November 2024 Capital Markets Day dedicated to VINCI Energies“Strategic positioning to capture megatrends” VINCI Energies: a key contributor to the Group’s strategic positioning in the buoyant energy transition and digital transformation marketsVINCI Energies’ outlook for 2030: annual revenue growth in the mid-to-high single digit on average between 2024 and 2030; operating margin1 of at least 7.5% in 2030; and cash conversion2 of at least 100% on average over the periodEnterprise va...
Capital Markets Day dedicated to VINCI Energies “Strategic positioning...
Capital Markets Day dedicated to VINCI Energies “Strategic positioning to capture megatrends” Nanterre, 22 November 2024 Capital Markets Day dedicated to VINCI Energies“Strategic positioning to capture megatrends” VINCI Energies: a key contributor to the Group’s strategic positioning in the buoyant energy transition and digital transformation marketsVINCI Energies’ outlook for 2030: annual revenue growth in the mid-to-high single digit on average between 2024 and 2030; operating margin1 of at least 7.5% in 2030; and cash conversion2 of at least 100% on average over the periodEnterprise va...
- Martin Marandon-Carlhian
- Stephane Houri
- Andreas Riemann
CTS Eventim AG & Co. KGaA : Q3 earnings: top line above, profits below...
>Double-digit top line growth in Q3, but sharp decline in EBITDA - In Q3 2024, revenue increased 13% y-o-y to € 825m (consensus: € 765m, ODDO BHFe: € 763m) 8% above the consensus despite a very tough base. The Ticketing business was up 19% and Live Entertainment sales grew 11%. Adjusted EBITDA decreased 30% y-o-y to € 121m (consensus: € 144m, ODDO BHFe: € 143m), 16% below consensus. Last year’s payment from autoticket (€ 38m) inflated adjusted EBITDA in Q3 2023. Bu...
- Martin Marandon-Carlhian
- Stephane Houri
EQS-News: CTS EVENTIM: Umsatz durchbricht 2-Milliarden-Euro-Schallmaue...
EQS-News: CTS Eventim AG & Co. KGaA / Schlagwort(e): Quartals-/Zwischenmitteilung/9-Monatszahlen CTS EVENTIM: Umsatz durchbricht 2-Milliarden-Euro-Schallmauer erstmals nach neun Monaten (News mit Zusatzmaterial) 21.11.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Pressemitteilung CTS EVENTIM: Umsatz durchbricht 2-Milliarden-Euro-Schallmauer erstmals nach neun Monaten Starkes Wachstum in den ersten neun Monaten: Konzernumsatz +15,8 Prozent auf 2,027 Milliarden Euro, Adjusted EBITDA +12,1 Prozent auf 322,7 Millionen Euro...
EQS-News: CTS EVENTIM: revenue breaks through the EUR 2 billion barrie...
EQS-News: CTS Eventim AG & Co. KGaA / Key word(s): Quarterly / Interim Statement/9 Month figures CTS EVENTIM: revenue breaks through the EUR 2 billion barrier for the first time in a nine-month period (news with additional features) 21.11.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. Press Release CTS EVENTIM: revenue breaks through the EUR 2 billion barrier for the first time in a nine-month period Strong growth in the first three quarters of 2024: consolidated revenue rises by 15.8% to EUR 2.027 billion and adjusted EBITD...
- Damien Choplain
- Martial Descoutures
- Damien Choplain
- Martial Descoutures
RHM RHEINMETALL AG
BLND BRITISH LAND COMPANY PLC
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
TLX TALANX AG
UCG UNICREDIT S.P.A.
CABK CAIXABANK SA
GRF.P GRIFOLS S.A. PREF CLASS B
ARGX ARGEN-X SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
- Anthony Dick
- Michael Foundoukidis
Michelin : October volumes trends in line with September with Europe R...
>October unlikely to surprise, PIRC & CON better positioned than ML near term - Overall, October volumes continued the trend of September, with global replacement volumes positive (mostly linked to Europe with winter/all season in PLT) and OE volumes (strongly) negative, both for light vehicles and trucks. These figures are in line with most tyre manufacturers' messages during the Q3 earnings season and should come as no surprise, with Michelin less favourably positio...
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