reports
- Olfa Taamallah
- Yan Derocles
VLS VALNEVA SE
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
ELIS ELIS SA
SHA SCHAEFFLER AG
KRN KRONES AG
PSPN PSP SWISS PROPERTY AG
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
ASS APPLUS SERVICES S.A.
COFA COFACE SA
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
TMV TEAMVIEWER AG
HAG HENSOLDT AG
- Olfa Taamallah
- Yan Derocles
VLS VALNEVA SE
ELG ELMOS SEMICONDUCTOR SE
NOEJ NORMA GROUP SE
ELIS ELIS SA
SHA SCHAEFFLER AG
KRN KRONES AG
PSPN PSP SWISS PROPERTY AG
SIGHT GENSIGHT BIOLOGICS SA
BEZ BERENTZEN GRUPPE
ASS APPLUS SERVICES S.A.
COFA COFACE SA
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
TMV TEAMVIEWER AG
HAG HENSOLDT AG
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Solid order intake but Q1 EBITDA only representing 8% of...
>Solid order intake – EBITDA broadly in line - Q1 2024 came in broadly in line with the consensus estimates with a sluggish start to the year at P&L level and, on the other hand, a dynamic order intake. The importance of Q1 needs to be put into perspective, as the quarter represents only 8% of the expected EBITDA based on the middle of the guidance range. Adjusted EBITDA was up 10.7% to € 33m thanks to favourable project mix effects (ODDO BHF: € 32.3m; compan...
- Olfa Taamallah
- Yan Derocles
Hensoldt AG : Solid order intake but Q1 EBITDA only representing 8% of...
>Solid order intake – EBITDA broadly in line - Q1 2024 came in broadly in line with the consensus estimates with a sluggish start to the year at P&L level and, on the other hand, a dynamic order intake. The importance of Q1 needs to be put into perspective, as the quarter represents only 8% of the expected EBITDA based on the middle of the guidance range. Adjusted EBITDA was up 10.7% to € 33m thanks to favourable project mix effects (ODDO BHF: € 32.3m; compan...
EQS-News: HENSOLDT continues positive business development in the firs...
EQS-News: HENSOLDT AG / Key word(s): Quarter Results HENSOLDT continues positive business development in the first quarter of 2024 and benefits from strong order intake 07.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. HENSOLDT continues positive business development in the first quarter of 2024 and benefits from strong order intake Order intake grows by 91.8% year over year to EUR 665 million with major orders in the Sensors segment Revenue on track at EUR 329 million Order backlog at record high of EUR 5,879 millio...
EQS-News: HENSOLDT setzt positive Geschäftsentwicklung im ersten Quart...
EQS-News: HENSOLDT AG / Schlagwort(e): Quartalsergebnis HENSOLDT setzt positive Geschäftsentwicklung im ersten Quartal 2024 konsequent fort und profitiert von starkem Auftragseingang 07.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. HENSOLDT setzt positive Geschäftsentwicklung im ersten Quartal 2024 konsequent fort und profitiert von starkem Auftragseingang Auftragseingang wächst um 91,8% gegenüber Vorjahreszeitraum auf 665 Millionen EUR dank Großaufträgen im Segment Sensors Umsatzerlöse liegen mit 329 Millionen...
Safran S.A.: 1 director
A director at Safran S.A. sold 2,095 shares at 208.000EUR and the significance rating of the trade was 83/100. 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 sho...
- Carole Braudeau
Credit Morning 04/30/2024
Iliad Holding plans to issue new bonds to fund the investment in Tele2 and a tender on Iliad Holding 2026 notesIsabel Marant: well preserved liquidity but further deep fall in the wholesale order bookVerisure markets new bonds with two special covenants linked to a potential IPOBUT/Mobilux: new bond offering with the inclusion of Conforama into the scope>...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Carole Braudeau
Morning Crédit 30/04/2024
Isabel Marant : liquidité supérieure aux attentes mais nouvelle chute du carnet de commandesBUT/Mobilux : Nouvelle émission obligataire avec intégration de Conforama dans le périmètreIliad Holding compte émettre des de nouvelles obligations pour financer l’investissement dans Tele2 et un tender sur la souche Iliad Holding 2026Verisure commercialise des nouvelles obligations avec deux covenants spéciaux liés à une potentielle IPO>...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Olfa Taamallah
- Yan Derocles
MTU Aero Engines : A slightly disappointing release
>Spares parts down by around 5% organically in Q1 - MTU (Neutral, TP -€190) has just reported its Q1 2024 results slightly disappointing with FCF coming slightly below consensus estimates and a lower performance at spares parts vs our estimates. EBITA is reported at € 218m, up 3% y-o-y (ODDO BHF: € 209m consensus: € 214m) and the margin stood at 13% vs 13.7% in Q1 2023, factoring in a negative mix effect (around 5% decline spares vs -3%e offset partially by higher spa...
- Olfa Taamallah
- Yan Derocles
MTU Aero Engines : A slightly disappointing release
>Spares parts down by around 5% organically in Q1 - MTU (Neutral, TP -€190) has just reported its Q1 2024 results slightly disappointing with FCF coming slightly below consensus estimates and a lower performance at spares parts vs our estimates. EBITA is reported at € 218m, up 3% y-o-y (ODDO BHF: € 209m consensus: € 214m) and the margin stood at 13% vs 13.7% in Q1 2023, factoring in a negative mix effect (around 5% decline spares vs -3%e offset partially by higher spa...
Moody's Ratings affirms Airbus A2 rating; changes outlook to positive ...
Moody's Ratings (Moody's) has today affirmed Airbus SE's (Airbus) senior unsecured and short term issuer ratings at A2 and P-1 respectively. Concurrently, Moody's has affirmed Airbus SE's senior unsecured MTN program rating at (P)A2, its Commercial Paper rating at P-1, the backed senior unsecured ra...
Figeac Aero: 1 director
A director at Figeac Aero maiden bought 8,000 shares at 5.500EUR and the significance rating of the trade was 54/100. 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 clea...
- Olfa Taamallah
- Yan Derocles
Thales : Impressive start to the year in Defence & Security (13.4% l-f...
>Q1 2024 sales 1.5% above css thanks to impressive Defence & Security start to the year - Thales just released a solid start to the year with sales 1.5% above expectations and order intake well ahead of street forecasts thanks to more orders in excess of € 100m than initially expected.Sales of € 4,421m were 1.5% above consensus expectations (ODDO BHF: € 4,383m, company compiled consensus: € 4,357m) with organic growth of 7.9%. This was mainly driven by i/ impres...
- Olfa Taamallah
- Yan Derocles
Thales : Impressive start to the year in Defence & Security (13.4% l-f...
>Q1 2024 sales 1.5% above css thanks to impressive Defence & Security start to the year - Thales just released a solid start to the year with sales 1.5% above expectations and order intake well ahead of street forecasts thanks to more orders in excess of € 100m than initially expected.Sales of € 4,421m were 1.5% above consensus expectations (ODDO BHF: € 4,383m, company compiled consensus: € 4,357m) with organic growth of 7.9%. This was mainly driven by i/ impres...
- Marc Lavaud
- Maxime Kogge
ODDO : The Copper Rush
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - >Our copper ...
- Marc Lavaud
- Maxime Kogge
ODDO : La ruée vers le cuivre
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) ...
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