reports
EQS-News: HENSOLDT mit erfolgreicher Hauptversammlung 2024: Anteilseig...
EQS-News: HENSOLDT AG / Schlagwort(e): Hauptversammlung HENSOLDT mit erfolgreicher Hauptversammlung 2024: Anteilseigner stimmen allen Tagesordnungspunkten zu 17.05.2024 / 15:46 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. HENSOLDT mit erfolgreicher Hauptversammlung 2024: Anteilseigner stimmen allen Tagesordnungspunkten zu Taufkirchen, 17. Mai 2024 – Die HENSOLDT AG hat heute ihre ordentliche jährliche Hauptversammlung abgehalten. Die Veranstaltung wurde in Präsenz in der Wappenhalle in München durchgeführt. Auf der Hauptversa...
- Julian Dobrovolschi
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/17/2024
As the world leader in logistics, DHL operates in 220 countries via 5 main activities (post and parcels in Germany, Express, freight forwarding, supply chain and e-commerce). Despite buoyant structural trends (global trade, e-commerce, outsourcing of logistics chains), we are initiating coverage with a Neutral rating and target price of € 43 in the absence of short-term visibility on the global macro environment and due to the risk of a consensus downgrade. - ...
- Bruno Cavalier
- Julian Dobrovolschi
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: Walmart 1Q24/25 results. Azelis: Share placement by EQT and PSP. Belgian telcos: Digi mobile prices to be well below competition, targets 10% mkt share. EVS: Slow start, sales guidance held on strong pipeline, EBIT guidance below consensus. Exmar: Stable start to the year. Prosus: Fabricio Bloisi (CEO iFood) appointed as group CEO. Sif Group: 1Q24 pretty much in line, timing shifts a bit
- Olfa Taamallah
- Yan Derocles
Rheinmetall AG : Headed for an abundant H2 2024
>Still on track for record order intake in FY 2024 - After € 3.9bn in Q1, Rheinmetall, confirmed that nominations in FY 2024 should stand at the upper end of the range announced previously of € 28-36bn, nonetheless with a delay in the finalisation of some orders. The highly anticipated framework contract for ammunition for the German army is still expected for an amount of around € 10bn, but should be separated into several contracts with a first call for c.€ 1bn (thi...
- Olfa Taamallah
- Yan Derocles
Rheinmetall AG : Vers un dense S2 2024
>Toujours en route pour un record de prises de commande en FY 24 - Après 3.9 Md€ sur le T1, Rheinmetall a confirmé que les nominations pour FY 24 devraient s’établir dans le haut de fourchette dévoilé précédemment de 28 à 36 Md€ avec toutefois un décalage dans la finalisation de certaines commandes. Le très attendu contrat cadre de munitions pour l’armée allemande est toujours anticipé dans une enveloppe d’environ 10 Md€ mais devrait être séparé en plusieurs contrats ...
- Jean-François Granjon
LISI : Aerospace takes off, target price raised to € 35 from € 30
Growth momentum remains solid, and the publication of Q1 sales bodes well for the future (12.5% organic growth, including 27% for Aerospace). Margins are set to pick up in 2024 (by an estimated 110bp), with the underlying operating profit expected to jump 33%. With good visibility for Aerospace, medium-term potential for Automotive and profitable growth for Medical, we estimate the potential for margin improvement at no less than 500bp in the medium term. We are raising our under...
- Jean-François Granjon
LISI : Envol de l’Aéronautique – OC révisé en hausse à 35 € (vs 30 €)
La dynamique de croissance reste solide et la publication du CA T1 est de bon augure (croissance organique de 12.5% dont 27% pour l’Aerospace). 2024 devrait voir un redressement des marges (+110 pb estimés) pour un ROC attendu en hausse de 33%. A l’appui d’une bonne visibilité pour l’aéronautique, d’un potentiel MT pour l’automobile et d’une croissance profitable pour le Médical, nous estimons le potentiel d’amélioration des marges à au moins 500 pb à MT. Nous relevons nos estima...
ERAMET - Informations relatives au nombre total de droits de vote et d...
ERAMET - Informations relatives au nombre total de droits de vote et d’actions au 30 avril 2024 Dénomination sociale de l'émetteur : ERAMET SA10 boulevard de Grenelle75015 Paris632 045 381 RCS PARIS Informations relatives au nombre total de droits de vote et d’actions prévues par l’article L. 223-8 II du code de commerce et l’article 223-16 du règlement général de l’Autorité des marchés financiers N° LEI : 549300LUH78PG2MP6N64 Date d'arrêté des informationsNombre total d'actions composant le capitalNombre total de droits de vote 30 avril 2024 28 755 047Nombre de droits de vote théoriqu...
Rheinmetall AG: 2 directors
A director at Rheinmetall AG bought 100 shares at 509.420EUR and the significance rating of the trade was 55/100. 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 ...
- ING Helpdesk
Benelux Morning Notes
AEGON: 1Q24, new unexpected SBB, underlying OCG better, strong ratios across. Belgian telecoms: Digi to start with mobile. CFE: Preview - forecasting revenue numbers… D'Ieteren: Belron US peer Boyd 1Q24 below consensus, warns on 2Q24 growth. Econocom: Joins consortium formed by Onepoint and Butler Industries to acquire Atos. KBC: 1Q24 better across, special dividend, capital distribution pushed back to 1H25. Syensqo: 1Q24 a touch better, positive earnings momentum confirmed. Umicore:...
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 05/15/2024 Date Performance sin...
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
ETL EUTELSAT COMMUNICATIONS SA
PBB DEUTSCHE PFANDBRIEFBANK AG
TNG TRANSGENE SA
F3C SFC ENERGY AG
FGA FIGEAC AERO SA
PSM PROSIEBENSAT.1 MEDIA SE
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
DEQ DEUTSCHE EUROSHOP AG
PAT PATRIZIA AG
WLN WORLDLINE SA
DKG DEUTSCHE KONSUM REIT-AG
NHH NH HOTEL GROUP SA
CGG CGG
BSGR B&S GROUP S.A.
MEDCL MEDINCELL SA
NEXI NEXI S.P.A.
INPST INPOST S.A.
NA9 NAGARRO
HGEA HGEARS AG
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
ORP ORPEA
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 15/05/2024 Date Performance dep...
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
ETL EUTELSAT COMMUNICATIONS SA
PBB DEUTSCHE PFANDBRIEFBANK AG
TNG TRANSGENE SA
F3C SFC ENERGY AG
FGA FIGEAC AERO SA
PSM PROSIEBENSAT.1 MEDIA SE
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
DEQ DEUTSCHE EUROSHOP AG
PAT PATRIZIA AG
WLN WORLDLINE SA
DKG DEUTSCHE KONSUM REIT-AG
NHH NH HOTEL GROUP SA
CGG CGG
BSGR B&S GROUP S.A.
MEDCL MEDINCELL SA
NEXI NEXI S.P.A.
INPST INPOST S.A.
NA9 NAGARRO
HGEA HGEARS AG
TUI TUI AG
SCHOTT PHARMA AG
R3NK RENK GROUP AG
ORP ORPEA
- Carole Braudeau
- Olfa Taamallah
- Yan Derocles
Figeac Aero : The A350 brings FY 23-24 sales 3.2% beyond our estimates...
>Sales for 2023-24 3.2% ahead of our forecasts, driven by the A350 - Figeac reported sales for the year ending March 2023 of € 397.2m, 3.2% above our forecasts. The organic growth at 19.3% (17.5% in Q4 alone, a ramp-up relative to the 14.3% posted in Q3) can be explained notably by the ramped-up pace for the A350, which represents 29% of group sales with growth of around 25%e vs the previous year. The average pace reached is around 5 aircraft per month, which leaves w...
- Olfa Taamallah
- Yan Derocles
Figeac Aero : L’A350 porte le CA FY23-24 3.2% au-delà de nos attentes ...
>Un CA 2023-24 3.2% au-delà de nos attentes porté par l’A350 - Figeac a publié un CA pour son exercice clôturant en mars 2023 de 397.2 M€, ressortant 3.2% au-delà de nos attentes. La croissance organique de 19.3% (17.5% sur le seul T4, en accélération par rapport au 14.3% affiché au T3) s’explique notamment par la hausse des cadences sur l’A350 qui pèse pour 29% dans le CA du groupe avec une progression de l’ordre de 25%e par rapport à l’exercice précédent. La cadence...
- ING Helpdesk
Benelux Morning Notes
Aalberts: Preview - steady in difficult markets. ABN AMRO: 1Q24 overshadowed by weaker capital, even if a strong set. AEGON: 1Q24 Preview (trading update). Alfen: Preview - clarity on one-off Pacto costs crucial. B&S Group: Bolt-on acquisition in Personal Care. Belgian telcos: BIPT notes that fibre cooperation negotiations not ready by 15 May. EVS: 1Q24 preview. Euronext: Another record, with Beats by Boujnah. Montea: €12m acquisition in the Port of Ghent. Staffing: Dutch Perio...
PROX PROXIMUS SA DE DROIT PUBLIC
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
RAND RANDSTAD NV
MONT MONTEA SCA
AALB AALBERTS N.V.
BRNL BRUNEL INTERNATIONAL N.V.
TWEKA TKH GROUP N.V. CERT
OBEL ORANGE BELGIUM SA
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
AGN AEGON N.V.
- Stephane Beyazian
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.