>A rather surprising warning about summer air fares - According to Reuters, Ryanair’s CEO Michael O’Leary has said that summer air fares are likely to be lower than initially expected. O'Leary expected summer air fares to rise by between 5% and 10% but his projections are now more moderate, with growth now seen coming out flat to 5% higher (the Visible Alpha consensus expects yields to rise by +3-4% over the summer). The CEO added that this downward revision was unex...
>Un warning sur les prix de l’été assez surprenant - Selon Reuters, Michael O’Leary, PDG de Ryanair, a déclaré que les prix des billets sur l’été devraient être inférieurs aux prévisions initiales. O'Leary pensait que les prix augmenteraient entre 5 % et 10 % sur l’été mais les prévisions aujourd’hui sont plus modérées avec une croissance attendue entre stable et +5% (le consensus Visible Alpha table sur une hausse des yield de +3-4 % sur l’été). Le CEO ajoute que ce...
Monte has published a solid Q1 2024 results, above expectationsClariane has received a put option agreement for its HAD/SSIAD activities in FranceZalando: FY targets confirmed following a better-than-expected Q1, plans to buy back up to € 100m of convertible bonds due 2025Banco Sabadell rejects BBVA’s proposal>...
Monte publie un T1 2024 solide, au-dessus des attentesZalando : objectifs confirmés à l’issue d’un T1 supérieur aux attentes, envisage des rachats d’obligations convertibles 2025 pour 100 m EUR maximumClariane a reçu une offre pour la cession de ses activités HAD/SSIAD en FranceBanco Sabadell rejette la proposition de fusion de BBVA>...
Information on share capital and voting rights - April 2024 Information on share capital and voting rights April 2024 Statement made in accordance with article L. 233-8 II of the French commercial Code and articles 221-1 2 ° f) and 223-16 of the AMF Regulations. May 2nd, 2024 Statement made by: Nexans S.A.Registered office : 4 Allée de l’Arche - 92400 CourbevoieRCS Nanterre 393 525 852Regulated market of Euronext Paris (Compartment A) Date Total number of shares Total number of...
Information mensuelle relative au nombre d'actions et de droits de vote - Avril 2024 Information mensuelle relative au nombre d’actions et de droits de voteAvril 2024 Déclaration faite en application de l'article L. 233-8 II du code de commerce et des articles 221-1 2° f) et 223-16 du règlement général de l’AMF. Le 2 mai 2024 Société déclarante : Nexans S.A.Siège social : 4 Allée de l’Arche – 92400 CourbevoieRCS Nanterre 393 525 852Marché réglementé d’Euronext Paris (Compartiment A) Date Nombre d’acti...
Two Directors at Kering Sa bought 135,294 shares at between 327.936EUR and 337.639EUR. The significance rating of the trade was 67/100. 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 l...
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 ...
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) ...
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we take a closer look at TikTok's weight in the US advertising market ahead of its l
>GMV up 8% and revenue up 21% - Last week Delivery Hero reported top-line numbers for Q1 2024. GMV increased 8% y-o-y on healthy order growth while segment revenue rose 21% (both excluding FX) driven by AdTech revenues, service and subscription fees, higher commission from own delivery as well as increasing Dmarts contribution. The revenue growth was broad-based with all regions contributing. Fastest growing segments were MENA (+29%), Integrated Verticals (+27%) and E...
>Topic of the week: the good, the not good and the worrying - From the batch of Q1 results, one outstanding performance stands out, the one of Miu Miu that again grew in excess of 80% this quarter. Astutely combining quiet luxury with fantasy, the sister brand of Prada together with Loewe - part of LVMH F&L - are probably the franchises encapsulating the most the current zeitgeist among young luxury shoppers. It stands for only 22% of the group sales and the reaction ...
EQS-News: Delivery Hero SE / Key word(s): Personnel Delivery Hero announces nominees for election to the Supervisory Board at Annual General Meeting 29.04.2024 / 08:20 CET/CEST The issuer is solely responsible for the content of this announcement. Delivery Hero announces nominees for election to the Supervisory Board at Annual General Meeting Berlin, 29 April 2024 – Delivery Hero SE (“Delivery Hero” or the “Company”), the world’s leading local delivery platform, today announced that the Supervisory Board’s Nomination Committee, following a thorough evaluation of the S...
EQS-News: Delivery Hero SE / Schlagwort(e): Personalie Delivery Hero gibt Kandidaten zur Wahl in den Aufsichtsrat auf Hauptversammlung bekannt 29.04.2024 / 08:20 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Delivery Hero gibt Kandidaten zur Wahl in den Aufsichtsrat auf Hauptversammlung bekannt Berlin, 29. April 2024 - Delivery Hero SE („Delivery Hero“ oder die „Gesellschaft“), die weltweit führende lokale Lieferplattform, hat heute bekannt gegeben, dass der Nominierungsausschuss des Aufsichtsrats im Anschluss an eine umfasse...
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.