reports
- Markus Schmitt
IHO / Schaeffler : We adopt Buy recommendations on the new IHO PIK tog...
Our Credit Opinion on IHO and Schaeffler is Negative (vs. Stable) given the expected downgrades (Schaeffler would become a BB-range risk – at least temporary) and the weak automotive market. Other items which we need to follow up on include: - 1/ the Conti reorganisation and the planned automotive group spin-off, - 2/ competition with Asian peers and how market shares will be trending, - 3/ changing political framework and landscape (tariffs policy, outcome of US election, ICE ban), - 4/...
- Markus Schmitt
IHO / Schaeffler : We adopt Buy recommendations on the new IHO PIK tog...
Our Credit Opinion on IHO and Schaeffler is Negative (vs. Stable) given the expected downgrades (Schaeffler would become a BB-range risk – at least temporary) and the weak automotive market. Other items which we need to follow up on include: - 1/ the Conti reorganisation and the planned automotive group spin-off, - 2/ competition with Asian peers and how market shares will be trending, - 3/ changing political framework and landscape (tariffs policy, outcome of US election, ICE ban), - 4/...
EQS-News: Verschmelzung der Vitesco Technologies Group AG auf dieSchae...
EQS-News: Schaeffler AG / Schlagwort(e): Firmenzusammenschluss Verschmelzung der Vitesco Technologies Group AG auf dieSchaeffler AG erfolgreich vollzogen 01.10.2024 / 10:33 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Verschmelzung der Vitesco Technologies Group AG auf dieSchaeffler AG erfolgreich vollzogen Verschmelzung von Vitesco Technologies Group AG auf Schaeffler AG und Umwandlung der Vorzugsaktien in stimmberechtigte Stammaktien abgeschlossen Vitesco-Aktien werden im Verhältnis 1:11,4 in neue stimmberechtigte ...
EQS-News: Merger of Vitesco Technologies Group AG into Schaeffler AG s...
EQS-News: Schaeffler AG / Key word(s): Merger Merger of Vitesco Technologies Group AG into Schaeffler AG successfully completed 01.10.2024 / 10:33 CET/CEST The issuer is solely responsible for the content of this announcement. Merger of Vitesco Technologies Group AG into Schaeffler AG successfully completed Merger of Vitesco Technologies Group AG into Schaeffler AG and conversion of non-voting common shares into common shares with full voting rights completed Vitesco shares exchanged for new Schaeffler common shares with full voting rights at a ratio of 1:11...
- Juan Ros-Padilla
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALCAR CARMAT SA
ALO ALSTOM SA
TRI TRIGANO SA
NEX NEXANS SA
01913 PRADA S.P.A.
SHA SCHAEFFLER AG
MONC MONCLER SPA
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
WAGA WAGA ENERGY SA
FLOW FLOW TRADERS LTD
- Juan Ros-Padilla
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALCAR CARMAT SA
ALO ALSTOM SA
TRI TRIGANO SA
NEX NEXANS SA
01913 PRADA S.P.A.
SHA SCHAEFFLER AG
MONC MONCLER SPA
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
WAGA WAGA ENERGY SA
FLOW FLOW TRADERS LTD
- Klaus Ringel
- Michael Foundoukidis
Schaeffler AG : Changes to Schaeffler AG Executive Board
>Preparing to close merger with Vitesco - Schaeffler has announced a couple of changes and new promotions in its Executive Board ahead of the merger with Vitesco, which becomes effective on 1 October: Mr. Thomas Stierle, who is currently CEO of the Electrification Solutions division at VTSC was appointed as CEO of the new E-Mobility division and a full member of the Executive Board of Schaeffler AG with effect from 1 October 2024. As previously communicated, Dr. Joche...
EQS-News: Mitteilung zu Einstellung und Aufnahme des Handels der Schae...
EQS-News: Schaeffler AG / Schlagwort(e): Sonstiges Mitteilung zu Einstellung und Aufnahme des Handels der Schaeffler-Aktie 27.09.2024 / 16:05 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Mitteilung zu Einstellung und Aufnahme des Handels der Schaeffler-Aktie Herzogenaurach | 27. September 2024 | Die Schaeffler AG (Stammaktien: ISIN DE000SHA0019 / WKN: SHA001) erwartet, dass die Verschmelzung der Vitesco Technologies Group AG (ISIN: DE000VTSC017 / WKN: VTSC01) auf die Schaeffler AG im Wege der Verschmelzung durch Au...
EQS-News: Announcement on the suspension and resumption of trading in ...
EQS-News: Schaeffler AG / Key word(s): Miscellaneous Announcement on the suspension and resumption of trading in Schaeffler shares 27.09.2024 / 16:05 CET/CEST The issuer is solely responsible for the content of this announcement. Announcement on the suspension and resumption of trading in Schaeffler shares Herzogenaurach, Germany | September 27, 2024 | Schaeffler AG (Common shares: ISIN DE000SHA0019 / WKN: SHA001) expects the merger of Vitesco Technologies Group AG (ISIN: DE000VTSC017 / WKN: VTSC01) with Schaeffler AG by means of merger by absorption in e...
EQS-News: Veränderungen im Executive Board der Schaeffler AG
EQS-News: Schaeffler AG / Schlagwort(e): Personalie Veränderungen im Executive Board der Schaeffler AG 27.09.2024 / 13:29 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Veränderungen im Executive Board der Schaeffler AG Führung der neuen Sparte E-Mobility liegt bei Thomas Stierle von Vitesco Technologies Dr. Jochen Schröder übernimmt Rolle des CEO der Region Europa Christophe Hannequin tritt im nächsten Jahr Nachfolge von Claus Bauer als CFO an Herzogenaurach | 27. September 2024 | Der Aufsichtsrat der Schaeffler AG ha...
EQS-News: Changes in the Executive Board of Schaeffler AG
EQS-News: Schaeffler AG / Key word(s): Personnel Changes in the Executive Board of Schaeffler AG 27.09.2024 / 13:29 CET/CEST The issuer is solely responsible for the content of this announcement. Changes in the Executive Board of Schaeffler AG Thomas Stierle from Vitesco Technologies to head new E-Mobility division Dr. Jochen Schröder to assume the role of Regional CEO Europe Christophe Hannequin to succeed Claus Bauer as CFO next year Herzogenaurach | September 27, 2024 | In its meeting yesterday, the Supervisory Board of Schaeffler AG made two appointments...
- Julian Dobrovolschi
- Julian Dobrovolschi
- Klaus Ringel
- Michael Foundoukidis
Schaeffler AG : Full Q2 2024 release in line with the pre-released KPI...
>Q2 2024 results in line with pre-released KPIs - Schaeffler’s full Q2 2024 release was in line with the KPI’s that were pre-released alongside the profit warning for FY 2024 on 22 July: Schaeffler’s Q2 2024 group sales were +3% y-o-y at € 4.19bn (organic growth +4.2%) and group adj. EBIT was down -29% y-o-y to € 204m with an adj. EBIT margin of 4.9% over the period under review (H1 2024: 6.3%; Q2 2023: 7.1%). Looking at the difference in divisional performance vs our...
EQS-News: Schaeffler grows in challenging market environment
EQS-News: Schaeffler AG / Key word(s): Half Year Results Schaeffler grows in challenging market environment 06.08.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. Schaeffler grows in challenging market environment Schaeffler Group increases revenue for the first six months by 2.0 percent at constant currency to 8,276 million euros (prior year: 8,208 million euros) EBIT margin before special items declines to 6.3 percent (prior year: 7.6 percent) Automotive Technologies generates double-digit growth at E-Mobility, Vehicle Li...
EQS-News: Schaeffler wächst in herausforderndem Marktumfeld
EQS-News: Schaeffler AG / Schlagwort(e): Halbjahresergebnis Schaeffler wächst in herausforderndem Marktumfeld 06.08.2024 / 08:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Schaeffler wächst in herausforderndem Marktumfeld Schaeffler Gruppe steigert Umsatz im ersten Halbjahr um währungsbereinigt 2,0 Prozent auf 8.276 Millionen Euro (Vorjahr: 8.208 Millionen Euro) EBIT-Marge vor Sondereffekten geht auf 6,3 Prozent (Vorjahr: 7,6 Prozent) zurück Automotive Technologies erreicht zweistelliges Wachstum in der E-Mobilität, Vehi...
- Baptiste Salaville
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Marc Lavaud
- Oddo Sustainability Team
ODDO BHF Small & MIDCAP MORNING NEWS - 23/07/2024
Oerlikon, leader in attractive niche markets with technology entry barriers, is about to enter the final chapter of its group transition into a Surface Solutions pure play via the planned separation of Polymer Processing Solutions (OPP) in the next 12-36 months. After the strong performance YTD, we are seeing no further significant upside from here for now. We are rating Oerlikon’s shares Neutral with a TP of CHF 5.2. - ...
DKSH DKSH HOLDING AG
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
BEN BENETEAU SA
WHA WERELDHAVE N.V.
SHA SCHAEFFLER AG
DLG DE'LONGHI S.P.A.
CIE CIE AUTOMOTIVE S.A.
SHOT SCANDIC HOTELS GROUP
NVG NAVIGATOR COMPANY SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
IHG INTERCONTINENTAL HOTELS GROUP PLC
DSC1 DUTCH STAR C SHAR
VTSC VITESCO TECHNOLOGIES GRP AG
- Baptiste Salaville
- Fehmi Ben Naamane
- Jean-Baptiste Rouphael
- Marc Lavaud
- Oddo Sustainability Team
ODDO BHF Small & MIDCAP MORNING NEWS - 07/23/2024
Oerlikon, leader in attractive niche markets with technology entry barriers, is about to enter the final chapter of its group transition into a Surface Solutions pure play via the planned separation of Polymer Processing Solutions (OPP) in the next 12-36 months. After the strong performance YTD, we are seeing no further significant upside from here for now. We are rating Oerlikon’s shares Neutral with a TP of CHF 5.2. - ...
DKSH DKSH HOLDING AG
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
BEN BENETEAU SA
WHA WERELDHAVE N.V.
SHA SCHAEFFLER AG
DLG DE'LONGHI S.P.A.
CIE CIE AUTOMOTIVE S.A.
SHOT SCANDIC HOTELS GROUP
NVG NAVIGATOR COMPANY SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
IHG INTERCONTINENTAL HOTELS GROUP PLC
DSC1 DUTCH STAR C SHAR
VTSC VITESCO TECHNOLOGIES GRP AG
- Klaus Ringel
- Michael Foundoukidis
Schaeffler AG : Weak Q2 2024 earnings and cutting their FY 2024 guidan...
>Preliminary Q2 2024 earnings below expectations - Schaeffler’s Q2 2024 group sales are +3% y-o-y to € 4.19bn (organic growth +4.2%), which is +1% vs our expectation and c. 3% ahead of the recently updated Vara consensus. Schaeffler says their group adj. EBIT margin came at 4.9% in the period under review (ODDO BHF& cons.: 6.6%; Q2 2023: 7.1%), which implies an adj. EBIT of c. € 204m in Q2 2024 (-26% vs ODDO BHF; -23% vs cons.). Schaeffler blames a weaker-than-expect...
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 07/09/2024
SES, the world’s third-largest satellite group, chose to double in size and to reinvigorate its growth thanks to satellite connectivity markets, with the acquisition of Intelsat (EV of € 4.6bn). This report addresses the challenges facing SES shareholders: (1) the current discount on the stock in connection with the satellite capacity currently being deployed (+800%) by Starlink and new low orbit constellations (LEO), (2) the valuation and growth outlook following the acquisition; an...
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