reports
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2024
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
LHN LAFARGEHOLCIM LTD.
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/04/2024
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
LHN LAFARGEHOLCIM LTD.
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Michael B. Schäfer
Symrise : Q1 sales with better 10.9% organic growth (cons 9.1%) incl. ...
>Group sales of € 1,292m in Q1 2024, in line with consensus - Symrise reported group sales of €1,292m in Q1 2024, in line with the consensus forecast of € 1,282m (ODDO BHF € 1,273m) and up 5% y-o-y with a 5.6% FX headwind weighing. Organic growth of 10.9% y-o-y was ahead of the consensus at 9.1% (ODDO BHF 8.3%) and compares to the Q4 2023 level of 9.5%, but includes a 4pp FX-based pricing (Argentina) component baked into -1% price vs +11.9% volume against a light comp...
EQS-News: Symrise startet erfolgreich in das Geschäftsjahr 2024
EQS-News: Symrise AG / Schlagwort(e): Quartals-/Zwischenmitteilung/Umsatzentwicklung Symrise startet erfolgreich in das Geschäftsjahr 2024 (News mit Zusatzmaterial) 25.04.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Umsatzentwicklung Januar - März 2024 Holzminden, 25. April 2024 Symrise startet erfolgreich in das Geschäftsjahr 2024 — Organisches Wachstum von 10,9 % — Umsatzwachstum von 5,0 % in Berichtswährung — Konzernumsatz steigt auf 1,3 Mrd. € im ersten Quartal — Ziele 2024 und Langfristziele bis 202...
EQS-News: Symrise sees successful start into the 2024 fiscal year
EQS-News: Symrise AG / Key word(s): Quarterly / Interim Statement/Development of Sales Symrise sees successful start into the 2024 fiscal year (news with additional features) 25.04.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Trading Update, January – March 2024 Holzminden, Germany, April 25, 2024Symrise sees successful start into the 2024 fiscal year — Organic growth of 10.9 % — Sales growth of 5.0 % in reporting currency — Group sales increase to € 1.3 billion in the first quarter — 2024 targets and long-term targets thro...
- Michael B. Schäfer
ODDO : Glass half full – Volume recovery started after almost 2 years ...
As Spring approaches, we see industry-wide destocking coming to an end, emerging recovery trends in China gaining momentum and European spot energy cost relief rolling in, all helping to restore plant utilisation and earnings. We add more cyclicality to our preferred names, upgrading BASF to Outperform (Neutral). Momentum being regained in specialties chemicals distribution triggers our upgrade of IMCD to Outperform (Neutral). ‘From record to record’ remains our mantra at FUCHS. ...
1COV COVESTRO AG
AI AIR LIQUIDE SA
WCH WACKER CHEMIE AG
LXS LANXESS AG
SDF K+S AG
BAS BASF SE
SOLB SOLVAY SA
BAYN BAYER AG
SY1 SYMRISE AG
KWS KWS SAAT SE & CO KGAA
EVK EVONIK INDUSTRIES AG
BNR BRENNTAG SE
INX IMCD N.V.
2HRA H&R GMBH & CO KGAA
AKZA AKZO NOBEL N.V.
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
LIN LINDE PUBLIC LIMITED COMPANY
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
Symrise AG: 1 director
A director at Symrise AG bought 500 shares at 101.150EUR 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...
- Oliver Metzger
- Olfa Taamallah
- Yan Derocles
- Michael B. Schäfer
Symrise : Better organic growth of 9.5% in Q4, adj. EBITDA 2023 of € 9...
>7.9% 2023 organic sales growth better than flagged 'over 7%' in mid-December, exceeding consensus of 7.2%, good implied 9.5% organic growth in Q4 - Symrise already warned mid-December on a weaker than initially expected adj. EBITDA margin of 19-19.5%, with consensus moving to 19.4% or € 916m. Final results reported € 904m or 19.1% of sales. Today's finals show better than initially expected 'over 7%' organic sales growth in FY 2023, reporting 7.9% vs 7.2% at consensu...
EQS-News: Symrise AG erzielt 2023 erneut deutliches Umsatzplus
EQS-News: Symrise AG / Schlagwort(e): Jahresergebnis/Jahresergebnis Symrise AG erzielt 2023 erneut deutliches Umsatzplus (News mit Zusatzmaterial) 06.03.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Symrise erzielt 2023 erneut deutliches Umsatzplus Konzernumsatz steigt um 2,4 % auf 4.730 Mio. € (2022: 4.618 Mio. €), organisches Wachstum von 7,9 % Bereinigtes EBITDA mit 903 Mio. € leicht unter Vorjahreswert (2022: 922 Mio. € ) Bereinigte EBITDA-Marge von 19,1 % Symrise plant 14. Dividendenerhöhung in Folge Symrise b...
EQS-News: Symrise AG again raises sales significantly in 2023
EQS-News: Symrise AG / Key word(s): Annual Results/Annual Results Symrise AG again raises sales significantly in 2023 (news with additional features) 06.03.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Symrise AG again raises sales significantly in 2023 Group sales increase by 2.4 % to € 4,730 million (2022: € 4,618 million); organic growth of 7.9 % Adjusted EBITDA of € 903 million slightly below previous year’s figure (2022: € 922 million1) Adjusted EBITDA margin of 19.1 % Symrise plans 14th consecutive dividend increase...
EQS-News: Press Release: Dr Jean-Yves Parisot assumes CEO position fro...
EQS-News: Symrise AG / Key word(s): Personnel/Personnel Press Release: Dr Jean-Yves Parisot assumes CEO position from Dr Heinz-Jürgen Bertram 29.02.2024 / 13:00 CET/CEST The issuer is solely responsible for the content of this announcement. Holzminden, February 29, 2024 Dr Jean-Yves Parisot assumes CEO position from Dr Heinz-Jürgen Bertram - Tenure of Dr Heinz-Jürgen Bertram ends after 15 successful years as CEO - Dr Jean-Yves Parisot, an internationally experienced executive from within the company, takes over - Trustful and smooth transition until end of March 2024 ens...
EQS-News: Dr. Jean-Yves Parisot übernimmt Vorstandsvorsitz der Symrise...
EQS-News: Symrise AG / Schlagwort(e): Personalie/Personalie Dr. Jean-Yves Parisot übernimmt Vorstandsvorsitz der Symrise AG von Dr. Heinz-Jürgen Bertram 29.02.2024 / 13:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Holzminden, 29. Februar 2024 Dr. Jean-Yves Parisot übernimmt Vorstandsvorsitz der Symrise AG von Dr. Heinz-Jürgen Bertram - Amtszeit von Dr. Heinz-Jürgen Bertram endet nach erfolgreichen 15 Jahren - Mit Dr. Jean-Yves Parisot übernimmt ein international erfahrener Manager aus eigenen Reihen - Vertrauensvoller und reibu...
- Ana Arjona-Martinez
- Antonio Rodriguez Vicens
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Marc Lavaud
- Ana Arjona-Martinez
- Antonio Rodriguez Vicens
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Marc Lavaud
- Michael B. Schäfer
Symrise : Profit warning: adj. EBITDA margin guidance lowered to 19.0-...
>Better organic sales growth 'over 7%' (cons 6.9%) in 2023, FX headwinds contain sales at € 4.7bn - Symrise issued a profit warning on FY 2023. This comes despite better-than-expected 'over 7%' organic sales growth (was 5-7%, cons 6.9%) in FY 23. FX headwinds contain sales growth to around € 4.7bn from € 4.62bn in 2022, slightly below consensus forecast of € 4.78bn. We now project FY 2023 organic sales growth of 7.4%, implying 7.1% in Q4 2023 compared to 6.5% reported...
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
EDEN EDENRED SA
ZURN ZURICH INSURANCE GROUP LTD
SW SODEXO SA
AGN AEGON NV
BRBY BURBERRY GROUP PLC
ISP INTESA SANPAOLO S.P.A.
SY1 SYMRISE AG
WPP WPP PLC
ANA ACCIONA SA
UCG UNICREDIT S.P.A.
LEG LEG IMMOBILIEN AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SIE SIEMENS AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/17/2023
The conflict in the Middle East inevitably results in pressure on fossil fuel markets (oil and gas). Since the withdrawal of gas volumes from Russia, offset to some extent by LNG imports from the US, Australia and Qatar, the risk is that the current geopolitical situation might lead to a second gas shock, which could trigger a fresh rise in gas prices with a knock-on effect on electricity prices. In this scenario, the sensitivity of each group to prices would confirm our sector hierar...
- Michael B. Schäfer
Symrise : CEO meeting: 'Cautiousness' dominates H1 2024; on track for ...
>On track for FY 2023 - We joined a 'Tea&Coffee with CEO' event organised by Symrise, confirming that Q4, in terms of organic sales growth, may look no different to the 6.5% reported in Q3 (css Q4: 6.7%) and that they see themselves on track for 'around 20% adj. EBITDA margin', also in line with the current consensus of 20.0% or € 954m (ODDO BHF € 949m, 19.7%). Note that our adjusted EBITDA accounts for a € 31m one-off burden primarily related to a fire at a US site. ...
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