reports
- Delphine Brault
- Emmanuel Matot
- Quentin Borie
OUT1V OUTOKUMPU OYJ
LSS LECTRA SA
FAE FAES FARMA S.A.
BRNL BRUNEL INTERNATIONAL N.V.
SEFER SERGEFERRARI GROUP SA
SPIE SPIE SA
CASH PROSEGUR CASH SA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
PLX PLUXEE NV
CO CASINO GUICHARD-PERRACHON
VIRI VIRIDIEN
- Delphine Brault
- Emmanuel Matot
- Quentin Borie
OUT1V OUTOKUMPU OYJ
LSS LECTRA SA
FAE FAES FARMA S.A.
BRNL BRUNEL INTERNATIONAL N.V.
SEFER SERGEFERRARI GROUP SA
SPIE SPIE SA
CASH PROSEGUR CASH SA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
PLX PLUXEE NV
CO CASINO GUICHARD-PERRACHON
VIRI VIRIDIEN
- Juan Ros-Padilla
Faes Farma : Q3 EBITDA a touch above. FY 2024 guidance nuanced to the ...
>Improving sales momentum is partially offset by SG&A inflation - Total Q3 revenues reached € 119m (+9% y-o-y vs 9% sales growth registered in Q2), a touch ahead of our estimate and the consensus. By division, sales of traditional products in Spain posted some sequential improvement (10% y-o-y in Q3 2024 vs 4% in Q2 and 14% in Q1), reflecting the positive impact that new formats are having in Bilastine that are offsetting the price reductions (+11% in Q3 vs -2% in Q2 ...
- Charlotte Vaisse
- Juan Ros-Padilla
NK IMERYS SA
NXI NEXITY SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
MRN MERSEN SA
MTU MANITOU BF SA
ALTA ALTAREA SCA
MBB MBB INDUSTRIES SE
BIG BIGBEN INTERACTIVE SA
FAE FAES FARMA S.A.
ECV ENCAVIS AG
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AED AEDIFICA SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
TLGO TALGO SA
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
CGG CGG
TKWY JUST EAT TAKEAWAY.COM N.V.
TMV TEAMVIEWER AG
VRLA VERALLIA SAS
NACON NACON SASU
ZEL PHARMA MAR SA
AG1 AUTO1 GROUP
EBUS EBUSCO HLDG NV
AELIS AELIS FARMA SA
EAPI EUROAPI
BRE BREMBO S.P.A.
- Charlotte Vaisse
- Juan Ros-Padilla
NK IMERYS SA
NXI NEXITY SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
MRN MERSEN SA
MTU MANITOU BF SA
ALTA ALTAREA SCA
ATE ALTEN SA
MBB MBB INDUSTRIES SE
BIG BIGBEN INTERACTIVE SA
FAE FAES FARMA S.A.
ECV ENCAVIS AG
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AED AEDIFICA SA
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
TLGO TALGO SA
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
CGG CGG
TKWY JUST EAT TAKEAWAY.COM N.V.
TMV TEAMVIEWER AG
VRLA VERALLIA SAS
NACON NACON SASU
ZEL PHARMA MAR SA
AG1 AUTO1 GROUP
EBUS EBUSCO HLDG NV
AELIS AELIS FARMA SA
EAPI EUROAPI
BRE BREMBO S.P.A.
- Juan Ros-Padilla
Faes Farma : Q2 results a touch ahead but FY 2024 guidance maintained
>Sales lose momentum in Iberia and Animal health but the Exports save the quarter - Total Q2 revenues reached € 134m (+9% y-o-y vs 7% sales growth registered in Q1), a touch ahead of our estimate. By division, sales of traditional products in Spain posted some sequential deterioration (4% y-o-y in Q2 2024 vs 14% in Q1), reflecting a softening of momentum in Bilastine (-2% in Q2 vs +5% in Q1) and flattish Mesalazine which were partially offset by a good evolution of Ca...
- Martin Marandon-Carlhian
- Stephane Houri
ATO ATOS SE
BFIT BASIC-FIT NV
LPE LAURENT-PERRIER SA
ACX ACERINOX SA
DEQ DEUTSCHE EUROSHOP AG
SHA SCHAEFFLER AG
FAE FAES FARMA S.A.
AIXA AIXTRON SE
WAF SILTRONIC AG
GCO GRUPO CATALANA OCCIDENTE S.A.
CSM CORBION NV
COFA COFACE SA
CASH PROSEGUR CASH SA
ALFEN ALFEN NV
FUR FUGRO NV
- Martin Marandon-Carlhian
- Stephane Houri
ATO ATOS SE
BFIT BASIC-FIT NV
LPE LAURENT-PERRIER SA
ACX ACERINOX SA
DEQ DEUTSCHE EUROSHOP AG
SHA SCHAEFFLER AG
FAE FAES FARMA S.A.
AIXA AIXTRON SE
WAF SILTRONIC AG
GCO GRUPO CATALANA OCCIDENTE S.A.
CSM CORBION NV
COFA COFACE SA
CASH PROSEGUR CASH SA
ALFEN ALFEN NV
FUR FUGRO NV
- Juan Ros-Padilla
Faes Farma : Q1 EBITDA in line. FY 2024 guidance reiterated
>Momentum mirage before the SG&A and R&D hump expected from Q2 onwards - Total Q1 2024 revenues reached € 139m (+7% y-o-y vs 4% sales growth registered in Q4), a touch ahead of our estimate. By division, sales of traditional products in Spain posted some sequential improvement (14% y-o-y in Q1 2024 vs 4% in Q4), reflecting improving momentum in Bilastine (ophthalmic and ODT versions recently launched partially offsetting the generic competition in the regular version)...
- Nicolas David
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
BFIT BASIC-FIT NV
ALCLA CLASQUIN SA
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
ALTR ALTRI SGPS SA
SWP SWORD GROUP SE
NRG NRJ GROUP SA
GBT GUERBET SA
ATE ALTEN SA
ERA ERAMET SA
CAP CAPGEMINI SE
FAE FAES FARMA S.A.
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
PAT PATRIZIA AG
LFDE LA FRANCAISE DE L'ENERGIE SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
VOS VOSSLOH AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
ECMPA EUROCOMMERCIAL PROPERTIES NV
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Nicolas David
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
BFIT BASIC-FIT NV
ALCLA CLASQUIN SA
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
ALTR ALTRI SGPS SA
SWP SWORD GROUP SE
NRG NRJ GROUP SA
GBT GUERBET SA
ATE ALTEN SA
ERA ERAMET SA
CAP CAPGEMINI SE
FAE FAES FARMA S.A.
VRNL VERNEUIL PARTICIPATIONS
ORDI ORDINA N.V.
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
PAT PATRIZIA AG
LFDE LA FRANCAISE DE L'ENERGIE SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
VOS VOSSLOH AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
FQT FREQUENTIS AG WIENER
NA9 NAGARRO
ECMPA EUROCOMMERCIAL PROPERTIES NV
EXN EXCLUSIVE NETWORKS SA
OVH OVH GROUPE
IOS IONOS GROUP SE
- Juan Ros-Padilla
Faes Farma : Investor day highlights. Dull FY 2024 outlook
>FY 2024 likely to be, yet another, transition year with limited earnings growth - FY 2023 was a record year in terms of earnings, but total shareholder return was negative (-5%). The year was marked by post-patent decline in Europe of its key product Bilastine and weak trends for its animal health unit (sales -17% in Q4 2023), impacted by the lower swine livestock in Europe because of the swine flu, factors that were offset by market expansion in LatAm and the resi...
- Benoit Valleaux
- Steven Gould
OSE OSE IMMUNOTHERAPEUTICS SA
MMB LAGARDERE SCA
LXS LANXESS AG
ITP INTERPARFUMS
ALTA ALTAREA SCA
TPE PVA TEPLA AG
G24 SCOUT24 AG
BCP BANCO COMERCIAL PORTUGUES S.A.
FAE FAES FARMA S.A.
GLB GLANBIA PLC
EDR EDREAMS ODIGEO SA
TWEKA TKH GROUP N.V. CERT
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
ADOC ADOCIA SA
COFA COFACE SA
FTG111 FLATEXDEGIRO AG
TKWY JUST EAT TAKEAWAY.COM N.V.
MVC METROVACESA SA
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
GRE GRENERGY RENOVABLES
AG1 AUTO1 GROUP
ALLFG ALLFUNDS (UK) LTD
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
DEME DEME GROUP NV
- Benoit Valleaux
- Steven Gould
OSE OSE IMMUNOTHERAPEUTICS SA
MMB LAGARDERE SCA
LXS LANXESS AG
ITP INTERPARFUMS
ALTA ALTAREA SCA
TPE PVA TEPLA AG
G24 SCOUT24 AG
BCP BANCO COMERCIAL PORTUGUES S.A.
FAE FAES FARMA S.A.
GLB GLANBIA PLC
EDR EDREAMS ODIGEO SA
TWEKA TKH GROUP N.V. CERT
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
ADOC ADOCIA SA
COFA COFACE SA
FTG111 FLATEXDEGIRO AG
TKWY JUST EAT TAKEAWAY.COM N.V.
MVC METROVACESA SA
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
GRE GRENERGY RENOVABLES
AG1 AUTO1 GROUP
ALLFG ALLFUNDS (UK) LTD
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
DEME DEME GROUP NV
- Juan Ros-Padilla
Faes Farma : Q4 2023 EBITDA in line, unenthusiastic FY 2023 outlook me...
>Modest sales momentum, slightly softer margins - Total Q4 2023 revenues reached € 108m (+4% y-o-y vs 4% sales growth registered in Q3), broadly in line with our estimates. By division, sales of traditional products in Spain posted some sequential deterioration yet remained in positive territory y-o-y (4% y-o-y in Q4 2023 vs 6% in Q3), reflecting improving momentum in Bilastine (ophthalmic and ODT versions recently launched partially offsetting the generic competition...
- Anthony Dick
- Michael Foundoukidis
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
MF WENDEL SE
TFI TELEVISION FRANCAISE 1 SA
SBS STRATEC SE
POM PLASTIC OMNIUM SE
STF STEF
ASY ASSYSTEM SA
CGM CEGEDIM SA
VETO VETOQUINOL SA
MTU MANITOU BF SA
FII LISI SA
FNAC FNAC DARTY SA
ATE ALTEN SA
FR VALEO SE
ELIS ELIS SA
AF AIR FRANCE-KLM SA
FAE FAES FARMA S.A.
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
TIETO TIETOEVRY OYJ
SESL SES-IMAGOTAG SA
MONT MONTEA SCA
SIGHT GENSIGHT BIOLOGICS SA
ONTEX ONTEX GROUP N.V.
LIGHT SIGNIFY NV
XIL XILAM ANIMATION SA
GCO GRUPO CATALANA OCCIDENTE S.A.
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
BFSA BEFESA SA
VOS VOSSLOH AG
SAB BANCO DE SABADELL SA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
FPE3 FUCHS PETROLUB SE
SPM SAIPEM S.P.A.
- Anthony Dick
- Michael Foundoukidis
PROX PROXIMUS SA DE DROIT PUBLIC
ATO ATOS SE
MF WENDEL SE
TFI TELEVISION FRANCAISE 1 SA
SBS STRATEC SE
POM PLASTIC OMNIUM SE
STF STEF
ASY ASSYSTEM SA
CGM CEGEDIM SA
VETO VETOQUINOL SA
MTU MANITOU BF SA
FII LISI SA
FNAC FNAC DARTY SA
ATE ALTEN SA
FR VALEO SE
ELIS ELIS SA
AF AIR FRANCE-KLM SA
FAE FAES FARMA S.A.
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
TIETO TIETOEVRY OYJ
SESL SES-IMAGOTAG SA
MONT MONTEA SCA
SIGHT GENSIGHT BIOLOGICS SA
ONTEX ONTEX GROUP N.V.
LIGHT SIGNIFY NV
XIL XILAM ANIMATION SA
GCO GRUPO CATALANA OCCIDENTE S.A.
TEC TECHNIPFMC PLC
XFAB X-FAB SILICON FOUNDRIES SE
BFSA BEFESA SA
VOS VOSSLOH AG
SAB BANCO DE SABADELL SA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
FPE3 FUCHS PETROLUB SE
SPM SAIPEM S.P.A.
- Juan Ros-Padilla
Faes Farma : Q3 earnings a touch below. FY 2023 outlook maintained
>Sales momentum improves slightly while margins post a modest deterioration - Q3 2023 sales reached € 107m (+5% y-o-y vs +3% in Q2 2023, +2% in Q1 2023 and +2% in Q4 2022). By division, sales of traditional products in Spain posted a material sequential improvement and returned to growth territory (+6% y-o-y vs -1% in Q2 2023, -4% in Q1 2023 and -7% in Q4 2022), reflecting higher dynamism in Bilastine (ophthalmic and ODT versions recently launched partially offsetting...
- Sinan Doganli
CEC CECONOMY AG
ZIL2 ELRINGKLINGER AG
NXI NEXITY SA CLASS A
CEN GROUPE CRIT SA
SDG SYNERGIE SA
EXE EXEL INDUSTRIES SA
INF INFOTEL SA
SWP SWORD GROUP SE
MRN MERSEN SA
LSS LECTRA SA
PGS PGS ASA
A1XA4J CARBIOS SA
BB SOCIETE BIC SA
XIOR XIOR STUDENT HOUSING N.V.
ERA ERAMET SA
FAE FAES FARMA S.A.
VRNL VERNEUIL PARTICIPATIONS
VASTN VASTNED RETAIL NV
CTAC CTAC N.V.
AIXA AIXTRON SE
ARCAD ARCADIS NV
SHOT SCANDIC HOTELS GROUP
WAF SILTRONIC AG
NVG NAVIGATOR COMPANY SA
SMHN SUESS MICROTEC AG
CSM CORBION NV
VLTSA VOLTALIA
LFDE LA FRANCAISE DE L'ENERGIE SA
SOW SOFTWARE AG
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
ATRY ATRYS HEALTH
DSC1 DUTCH STAR C SHAR
LOCAL SOLOCAL GROUP
FUR FUGRO NV
OVH OVH GROUPE
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
- Sinan Doganli
CEC CECONOMY AG
ZIL2 ELRINGKLINGER AG
NXI NEXITY SA CLASS A
CEN GROUPE CRIT SA
SDG SYNERGIE SA
EXE EXEL INDUSTRIES SA
INF INFOTEL SA
SWP SWORD GROUP SE
MRN MERSEN SA
LSS LECTRA SA
PGS PGS ASA
A1XA4J CARBIOS SA
BB SOCIETE BIC SA
XIOR XIOR STUDENT HOUSING N.V.
ERA ERAMET SA
FAE FAES FARMA S.A.
VRNL VERNEUIL PARTICIPATIONS
VASTN VASTNED RETAIL NV
CTAC CTAC N.V.
AIXA AIXTRON SE
ARCAD ARCADIS NV
SHOT SCANDIC HOTELS GROUP
WAF SILTRONIC AG
NVG NAVIGATOR COMPANY SA
SMHN SUESS MICROTEC AG
CSM CORBION NV
VLTSA VOLTALIA
LFDE LA FRANCAISE DE L'ENERGIE SA
SOW SOFTWARE AG
SMCP SMCP SA
BFSA BEFESA SA
VOS VOSSLOH AG
ATRY ATRYS HEALTH
DSC1 DUTCH STAR C SHAR
LOCAL SOLOCAL GROUP
FUR FUGRO NV
OVH OVH GROUPE
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
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.