reports
Brenntag SE: 1 director
A director at Brenntag SE bought 700 shares at 71.277EUR 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 show...
- 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
EQS-News: E.ON erhöht Dividende zum neunten Mal in Folge
EQS-News: E.ON SE / Schlagwort(e): Hauptversammlung E.ON erhöht Dividende zum neunten Mal in Folge 16.05.2024 / 15:50 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Heute fand die ordentliche Hauptversammlung der E.ON SE im virtuellen Format statt. Beschlossen wurde unter anderem die Ausschüttung einer Dividende in Höhe von 53 Cent pro Aktie für das Geschäftsjahr 2023. Dies entspricht einer Steigerung von vier Prozent gegenüber dem Vorjahr und darüber hinaus der neunten Dividendenerhöhung in Folge. Vom Wachstumskurs des Unternehmens ...
EQS-News: E.ON increases dividend for ninth time in a row
EQS-News: E.ON SE / Key word(s): AGM/EGM E.ON increases dividend for ninth time in a row 16.05.2024 / 15:50 CET/CEST The issuer is solely responsible for the content of this announcement. The Annual General Meeting of E.ON SE took place today in virtual format. The resolutions included the payment of a dividend of 53 cents per share for the 2023 financial year. This represents an increase of four percent compared with the prior year and is also the ninth dividend increase in a row. Shareholders are to continue to benefit from the company's growth agenda. E.ON CEO Leonhard...
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2024
We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2024
Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Emna Ben Bdira
- Maxime Kogge
voestalpine : On track for a decent Q4 despite one-offs; still unfavou...
>On track for a robust Q4 despite high one-offs - voestalpine is due to publish its Q4 2023-24 results on 5 June (closing 31 March). Despite a sluggish European backdrop, we think the quarter should post robust activity driven by favourable seasonality and resilient end-markets (energy, rail systems and, to a lesser extent, automotive). We are forecasting EBITDA of € 361m, down 2% on Q4 which puts us 4% below the below the Visible Alpha consensus of.€ 373m. Excluding ...
- Louis Boujard
- CFA
- Philippe Ourpatian
E.ON : La croissance auto-financée se met en place
>Résultats T1 2024 légèrement supérieurs aux attentes - E.ON a publié hier des résultats T1 2024 légèrement supérieurs à nos attentes. L'EBITDA est ressorti à 2 745 M€ (+1% y-o-y) contre 2 640 M€ attendus par ODDO BHF et 2 585 M€ par le consensus. L'EBIT est ressorti à 2 005 M€ (-2% y-o-y), supérieur aux attentes à 1 890 M€ et le résultat net ajusté s'est établi à 1 047 M€ (+2% y-o-y) (vs ODDO BHF à 1 011 M€ / css à 983 M€). En ce qui concerne l'EBITDA, l'EBIT et le r...
- Louis Boujard
- CFA
- Philippe Ourpatian
E.ON : Self-financed growth taking shape
>Q1 2024 results a shade above expectations - E.ON reported Q1 2024 results that came in a shade higher than we expected. EBITDA came to € 2,745m (+1% y-o-y) versus € 2,640m expected by ODDO BHF and € 2,585m forecast by the consensus. EBIT came to € 2,005m (-2% y-o-y), beating expectations at € 1,890m, and adjusted net income amounted to € 1,047m (+2% y-o-y, and vs ODDO BHF at € 1,011m / consensus at € 983m). Where EBITDA, EBIT and net income are concerned, the perfor...
- Robert Jan Vos
Ahold Delhaize N.V. : Upcoming strategy days likely to focus on improv...
>Ahold Delhaize’s strategy days set across two days in the Netherlands - Ahold Delhaize will host strategy days on 22 and 23 May. On the first day, there are two options. Option one is tours of the Mechanised Albert Heijn Home Shop Centre in Barendrecht and the BOL fulfilment Centre in Waalwijk (09:45-18:00). Option two is a sustainability event (14:00-16:30). The second day consists of tours of the Albert Heijn Distribution Centre in Zaandam and the Albert Heijn XL ...
- Emna Ben Bdira
- Maxime Kogge
voestalpine : Vers un T4 correct malgré les exceptionnels, le contexte...
>Vers un T4 solide malgré des one offs élevés - voestalpine publiera le 5 juin ses résultats T4 2023-24 (clos au 31 mars). Malgré un contexte difficile en Europe, le trimestre devrait voir, selon nous, une activité solide tirée par la saisonnalité favorable et la résilience de certains débouchés (énergie, systèmes ferroviaires et dans une moindre mesure l’automobile). Nous tablons sur un EBITDA de 361 M€ en baisse de 2% sur le T3 ce qui nous place 4% sous le consensus...
Novo Nordisk AS: 1 director
A director at Novo Nordisk AS sold 9,000 shares at 915.500DKK and the significance rating of the trade was 100/100. 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 clearl...
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2024
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...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2024
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. - ...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Louis Boujard
- CFA
- Philippe Ourpatian
E.ON : Good set of results in the first quarter. All guidance confirme...
>Results a shade above our forecast - E.ON released this morning Q1 2024 figures a shade above our forecast. EBITDA came in at € 2,745m (+1% y-o-y) vs € 2,640m expected by ODDO BHF and € 2,585m by the consensus. EBIT totalled € 2,005m (-2% y-o-y), above expectations at € 1,890m and adjusted net income came in at € 1,047m (+2%y-o-y) (vs ODDO BHF at € 1,011m / Css at € 983m). By division, the Energy networks business stood at € 1,783m (-6%) vs ODDO BHF at € 1,715m and ...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Louis Boujard
- CFA
- Philippe Ourpatian
E.ON : Good set of results in the first quarter. All guidance confirme...
>Results a shade above our forecast - E.ON released this morning Q1 2024 figures a shade above our forecast. EBITDA came in at € 2,745m (+1% y-o-y) vs € 2,640m expected by ODDO BHF and € 2,585m by the consensus. EBIT totalled € 2,005m (-2% y-o-y), above expectations at € 1,890m and adjusted net income came in at € 1,047m (+2%y-o-y) (vs ODDO BHF at € 1,011m / Css at € 983m). By division, the Energy networks business stood at € 1,783m (-6%) vs ODDO BHF at € 1,715m and ...
EQS-News: Delivery Hero schließt die Umwandlung seines EUR-Darlehen au...
EQS-News: Delivery Hero SE / Schlagwort(e): Finanzierung Delivery Hero schließt die Umwandlung seines EUR-Darlehen auf den südkoreanischen Won erfolgreich ab 15.05.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Delivery Hero schließt die Umwandlung seines EUR-Darlehen auf den südkoreanischen Won erfolgreich ab Delivery Hero optimiert seine Kapitalstruktur weiter durch die erfolgreiche Umwandlung der bestehenden Term-Fazilität von EUR 540 Mio. auf südkoreanische Won Durch die Transaktion wird Delivery Heros Schuldenwähr...
EQS-News: Delivery Hero successfully completes the redenomination of i...
EQS-News: Delivery Hero SE / Key word(s): Financing Delivery Hero successfully completes the redenomination of its EUR term loan into South Korean won 15.05.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. Delivery Hero successfully completes the redenomination of its EUR term loan into South Korean won Delivery Hero further optimizes its capital structure by successfully redenominating its existing EUR 540 million term facility to South Korean won The transaction aligns Delivery Hero’s debt currency mix more closely with its ...
EQS-News: E.ON startet mit robustem Ergebnis ins neue Geschäftsjahr un...
EQS-News: E.ON SE / Schlagwort(e): Quartalsergebnis E.ON startet mit robustem Ergebnis ins neue Geschäftsjahr und treibt Investitionen voran 15.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. E.ON startet mit robustem Ergebnis ins neue Geschäftsjahr und treibt Investitionen voran E.ON setzt Wachstumsstrategie im ersten Quartal 2024 weiter konsequent um und steigert Investitionen um knapp 25 Prozent gegenüber Vorjahr; der Großteil der Investitionen von rund 1,3 Milliarden Euro entfiel auf die Netzinfrastruktur Bereini...
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.