A director at Rheinmetall AG bought 620 shares at 485.800EUR and the significance rating of the trade was 53/100. 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 ...
Van Lanschot Kempen is hosting a CMD on 20 June. We expect it to focus on three angles: (1) growth strategy; with separate reporting for the first time in Belgium and a higher of pace M&A, we expect more granularity on growth and fee margins; (2) costs; we expect the target to be lowered below 70% and adjust our estimates accordingly; and (3) capital; distribution of special dividends to continue at lower levels but conditional on M&A. For 2H24F, we expect a special dividend of €1.50 per share. ...
The formation of alliances to Macron's left and right reduces his leeway and increases the risk of a cohabitation, a priori probably with a Prime Minister from the Rassemblement National (National Rally). Equity markets are more visibly affected by these developments. Reduce positions in French names linked to government intervention, the most heavily indebted sectors. We are adjusting our vision of sector risks flagged on Monday morning. The sectors most at risk are: banks, construct...
La constitution d’alliances à gauche et à droite de Macron réduit sa marge de manœuvre politique et augmente le risque d’une cohabitation, a priori plutôt avec un Premier Ministre issu du Rassemblement National. Les marchés actions accusent davantage le coup. Alléger ses positions sur les noms français liés à l’intervention étatique, les secteurs les plus endettés. Nous ajustons notre vision des risques sectoriels de lundi matin. Les secteurs les plus à risque sont : Banques, Construc...
>E-mobility business divested to Mengtai Group - Montana Aerospace has just announced the divestment of its e-mobility business, Alu Menziken Group (a manufacturer of lightweight components from aluminium, including solutions for e-battery systems, structural components, and crash management systems), to Mengtai Germany, a wholly-owned subsidiary of Mengtai Group (a Chinese privately-owned company with a main focus on energy generation and distribution, agriculture, a...
>E-mobility business divested to Mengtai Group - Montana Aerospace has just announced the divestment of its e-mobility business, Alu Menziken Group (a manufacturer of lightweight components from aluminium, including solutions for e-battery systems, structural components, and crash management systems), to Mengtai Germany, a wholly-owned subsidiary of Mengtai Group (a Chinese privately-owned company with a main focus on energy generation and distribution, agriculture, a...
>A thin month in May (53 aircraft delivered, down -15.9% vs May 2023) - Airbus delivered just 53 aircraft in May (-15.9% vs May 2023) with 6 A220s, 41 in the A320 family, 2 A330s and 4 A350s. This is the smallest volume in the last three months since 61 aircraft were delivered in April and 63 in March. The most surprising thing is certainly the fall-off in the volume of A321s, since May brought to an end a gradual rise in production rates that had seen deliveries incr...
>Un maigre mois de mai (53 livraisons -15.9% vs mai 2023) - Airbus a livré seulement 53 appareils sur le mois de mai (-15.9% vs mai 2023) dont 6 A220, 41 famille A320, 2 A330 et 4 A350. Ce volume est le plus faible de ces 3 derniers mois puisque 61 avions avaient été livrés en avril et 63 en mars. Le plus surprenant est certainement le décrochage du volume des A321 puisque le mois de mai met fin à une montée progressive de la cadence qui avait vu passer les livraisons...
>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...
>Feedback de 52 sociétés présentes le 3ème jour - Notre 13ème édition du ODDO BHF Nextcap Forum a lieu les 4 et 5 juin en physique à Paris et le 6 juin en virtuel. Suite à la troisième journée qui a eu lieu hier en virtuel avec 53 de sociétés présentes, nous publions ci-après un feedback pour chacune des sociétés couvertes :Aedas HomesLhyfeAfyrenMaisons Du MondeAltamirMcphy EnergyAltriMister SpexAtresmediaNeinor Homes§...
Market update : FOCUS-27 transformation project financing Press release Paris – June 6, 2024 – EUROAPI informs that it has decided to be assisted by a mandataire ad hoc in its discussions initiated in February 2024 regarding the mid-term and long-term financing of its FOCUS-27 strategic transformation project. The mandat ad hoc is an amicable procedure launched at the company's initiative and conducted within a confidential and legally secured framework. EUROAPI has appointed such an independent third party proactively to accelerate the outcome of the negotiations and converge to an app...
Information marché Financement du projet de transformation FOCUS-27 Communiqué de presse Paris – Le 6 juin 2024 – EUROAPI informe avoir décidé de se faire accompagner par un mandataire ad hoc dans les discussions entamées en février 2024 concernant le financement à moyen et long terme de son projet de transformation stratégique FOCUS-27. Le mandat ad hoc est une procédure amiable lancée à l'initiative d’EUROAPI et conduite dans un cadre confidentiel et juridiquement sécurisé. EUROAPI a fait appel à ce tiers indépendant de manière proactive afin d’accélérer les discussions et converger...
EUROAPI reaches major Health IPCEI milestone with official notification from European Commission Press Release Paris – June 6, 2024 – EUROAPI has received official notification from the European Commission that the Company has been selected as one of the 13 companies eligible to share up to EUR 1 billion in total public funding under the Important Project of Common European Interest (IPCEI) dedicated to the pharmaceutical sector, “IPCEI Med4Cure”. This IPCEI had been jointly notified by six Member States of the European Union, i.e. France, Belgium, Hungary, Italy, Slovakia a...
EUROAPI franchit une étape majeure du PIIEC Santé avec la notification officielle de la Commission européenne Communiqué de presse Paris – Le 6 juin 2024 – EUROAPI a reçu la notification officielle de la Commission européenne selon laquelle l’entreprise fait partie des 13 sélectionnées pour se partager jusqu’à 1 milliard d’euros de financement public, dans le cadre du Projet Important d'Intérêt Européen Commun (PIIEC) consacré au secteur pharmaceutique, appelé « Med4Cure ». Ce PIIEC, notifié conjointement par six Etats membres de l’Union européenne (France, Belgique, Hongrie, Italie, ...
>Feedback from the 12 companies present on day one - 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 first day, which took place yesterday at our Paris office with around a dozen companies in attendance, we publish hereafter feedback for each of the companies covered:ArcureCarbiosEkinopsEskerEUROAPIForsee PowerPullup EntertainmentPVA TeplaRoche Bobo...
Feedback de 12 sociétés présentes le 1er jour - >Notre 13ème édition du ODDO BHF Nextcap Forum a lieu les 4 et 5 juin en physique à Paris et le 6 juin en virtuel. Suite à la première journée qui a eu lieu hier dans nos locaux avec une douzaine de sociétés présentes, nous publions ci-après un feedback pour chacune des sociétés couvertes. - Arcure - Carbios - Ekinops - Esker - EUROAPI - Forsee Power - Pullup Entertainment - PVA Tepla - Roche Bobois - Séché Environnement - Thermador Groupe - Waga E...
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