reports
- Marc Zwartsenburg
- CEFA
Brunel International/Comforting 1Q24/BUY
We reiterate our BUY rating and leave our TP of €15.50 unchanged. Brunel reported a comforting set of 1Q24 results with a beat of 5% on EBIT. Germany was a positive surprise being more resilient than feared while offshore wind perm also recovered sharply. We do leave our estimates unchanged given that we remain cautious with regard to some expected gross margin pressure when new contract terms kick in as from 1 April while Brunel sees some phasing of (large) projects into FY25F. We thus see limi...
Brunel AGM 2024
Brunel AGM 2024 Amsterdam, 16 May 2024 – Brunel International N.V. (Brunel; BRNL), a global provider of flexible workforce solutions and expertise, today announced the voting results of the Annual General Meeting of Shareholders (AGM) of 16 May 2024. On 16 May 2024, the AGM approved all voting items that were on the agenda. As a result, Ms Margret Kleinsman was appointed as a member of the Supervisory Board for a term of four years. The shareholders adopted the financial statements for the financial year 2023 and approved the proposal to distribute a dividend of € 0.55 per share for the f...
Publicis Groupe : Le Comité de Nomination émet ses recommandations dan...
PARIS--(BUSINESS WIRE)-- Regulatory News: Dans le cadre de l'évolution de la gouvernance de la Société, proposée par le Conseil de Surveillance, le Comité de Nomination de Publicis Groupe (Paris:PUB) [Euronext Paris FR0000130577, CAC 40] s'est réuni, ce jour, sous la présidence de Madame Elisabeth Badinter, afin de recommander les nominations suivantes : André Kudelski en tant qu'Administrateur Référent. A ce titre, il aura pour principales missions de s’assurer du bon fonctionnement des organes de gouvernance de la Société aux côtés du Président du Conseil d'Administration, de présider d...
- 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.
Nannette LaFond-Dufour rejoint Publicis Groupe en tant que Chief Impac...
PARIS--(BUSINESS WIRE)-- Regulatory News: Publicis Groupe (Paris:PUB) [Euronext Paris FR0000130577, CAC 40] annonce la nomination de Nannette LaFond-Dufour en tant que Chief Impact Officer. Dans ce rôle global nouvellement créé, Nannette LaFond-Dufour aura la responsabilité de tous les engagements ESG du Groupe : des objectifs climatiques ambitieux de Publicis approuvés par le SBTi, à son plan d’actions concret en termes de diversité, d’égalité et d’inclusion, en passant par ses initiatives emblématiques telles que Working with Cancer et le Women’s Forum for the Economy & Society. Derniè...
Nannette LaFond-Dufour joins Publicis Groupe as Chief Impact Officer
Nannette LaFond-Dufour joins Publicis Groupe as Chief Impact Officer Nannette LaFond-Dufour joins Publicis Groupeas Chief Impact Officer May 14, 2024 - Paris – Publicis Groupe [Euronext Paris FR0000130577, CAC 40] today announced the appointment of Nannette LaFond-Dufour as Chief Impact Officer. In this newly created global role, Nannette will be responsible for driving immediate impact across the Groupe’s long-term ESG commitments. These include Publicis’ ambitious SBTI-approved climate goals, its concrete diversity, equity and inclusion action plans, as well as ...
Nannette LaFond-Dufour rejoint Publicis Groupe en tant que Chief Impac...
Nannette LaFond-Dufour rejoint Publicis Groupe en tant que Chief Impact Officer Nannette LaFond-Dufour rejoint Publicis Groupe en tant que Chief Impact Officer Paris, le 14 mai 2024 - Paris – Publicis Groupe [Euronext Paris FR0000130577, CAC 40] annonce la nomination de Nannette LaFond-Dufour en tant que Chief Impact Officer. Dans ce rôle global nouvellement créé, Nannette LaFond-Dufour aura la responsabilité de tous les engagements ESG du Groupe : des objectifs climatiques ambitieux de Publicis approuvés par le SBTi, à son plan d’actions concret en termes de dive...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 03/05/2024
Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...
- Jerôme Bodin
ODDO BHF Small & MIDCAP MORNING NEWS - 05/03/2024
Founded in 1959, Leifheit AG is one of the leading European brand suppliers of household items. The group divides its operating business into the household, wellbeing and private label segments. In view of its growing turnover (CAGR of +2.8% for 2023 to 2026e) and EBIT margins (+290bp to 5.2% in 2026e vs 2023), as well as its solid financial profile (equity ratio of about 50%, average net cash position of c. € 40m for 2024e to 2026e, average positive FCF of c. € 11m for 2024e to 2026e...
- ING Helpdesk
Benelux Morning Notes
Aperam: In-line 1Q24 EBITDA, FCF marked by WC build, 2Q24 guidance below consensus. Ayvens: Taking the brakes off. BAM: Not the best start to the year. bpost: 1Q24 in line with consensus but beat vs INGF, no outlook yet. Brunel International: good set of 1Q24 results – 5% beat on EBIT, comforting trends. B&S Group: Preview - should be a non-event. DEME Group: Preview - should be a non-event. D'Ieteren: Febiac April registrations flat YoY, VW brands up 8.4%. GBL: NAV per share in ...
- Konrad Zomer
Brunel : One day…one day….but probably not today
>13% organic revenue growth, fewer working days but perm recovering - Brunel reported 13% organic revenue growth in Q1, with EBIT down 9% at €14.3m, compared with our forecast of €13.7m. Organic EBIT growth was 14% but two fewer working days in Germany and one less working day in the Netherlands impacted EBIT growth by 24%, some €2m. Revenue growth was driven by growth in renewable energy (11% of group), conventional energy (40%), mining (10%) and life science (6%). P...
Brunel Q1: strong performance in key verticals supports continued grow...
Brunel Q1: strong performance in key verticals supports continued growth Amsterdam, 3 May 2024 – Brunel International N.V. (Brunel; BRNL), a global provider of flexible workforce solutions and expertise, today announced its first quarter (Q1) 2024 results. Key points Q1 2024 Revenue of EUR 349.2 million, up 10% (up 13% organically) driven by the four global verticals renewable energy, conventional energy, mining and life science Revenue per working day in DACH region and NL up, despite continued challenging marketsRecovery of perm market in renewable energyAustralasia, Middle East &...
Prosegur Compania De Securidad: 1 director
A director at Prosegur Compania De Securidad sold 43,602,149 shares at 1.630EUR and the significance rating of the trade was 70/100. 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...
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 30/04/2024 Date Performance dep...
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...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 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). - ...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Aurelien Sivignon
Bigben Interactive : Unsurprising Q4
>As usual, Nacon lifted growth, even though Audio/Telco did slightly better - Bigben Interactive published yesterday evening Q4 (January-March) revenues up 7% YoY to € 69.7m, in line with our expectations (€ 68.9m est.). FY revenues were up 3% YoY to € 291.9m. In detail: Audio/Telco (41% of Q4 revenues) came in slightly up by 2% at € 28.8m (€ 26.2m est.), driven by a resilient Mobile Accessories business (81% of the division's revenues), up 8% to € 23.3m, desp...
- Maxime Dubreil
- Maxime Dubreil
- Aurelien Sivignon
Nacon : Q4 in line and outlook for 2024-25 unchanged
>A more positive trend in H2 - Yesterday, Nacon published Q4 revenue that was close to our estimates at € 41m (vs € 42.6m est.), i.e. up 10% y-o-y which confirms the more favourable momentum in H2 (+37% vs -6% in H1). For 2023-24, full-year revenue was therefore € 168m, representing growth of 10%. The games division (64% of Q4 revenue) posted € 26m for Q4 up 8% with i/ catalogue revenues up 16% thanks to a line-up of five new games in Q4. For the full-year, the catalo...
- Aurelien Sivignon
Bigben Interactive : T4 2023/2024 sans surprise
>Nacon tire comme d’habitude la croissance même si la division audio/telco est légèrement mieux orientée - Bigben Interactive a publié hier soir un CA T4 (janvier-mars) en progression de 7% y-o-y à 69.7 M€, en ligne avec nos attentes (68.9 M€e). Sur l’ensemble de l’exercice, le CA ressort en hausse de 3% y-o-y à 291.9 M€. Dans le détail : La branche Audio/Telco (41% du CA T4) ressort à 28.8 M€ (26.2 M€e) en légère hausse de 2% tirée par la résilience des Accesso...
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