reports
- Oliver Metzger
- Oliver Metzger
- Oliver Metzger
Straumann Holding AG : Investment case becomes leaner again
>Divestment of DrSmile makes investment case leaner again - Straumann announced the divestment of DrSmile to the Spanish Impress Group and will receive in return a minority shareholding of 20% in the group. The Impress Group is the leading provider of clear aligners in Europe and operates a network of clinics in Europe. Straumann will continue to be a major supplier to the Impress Group with its ClearCorrect offering. We like the divestment of DrSmile and the revertin...
- Oliver Metzger
- Roy Külter
- Oliver Metzger
- Roy Külter
- Oliver Metzger
Straumann Holding AG : Q2 review – Beat of expectations and divestment...
>Q2 revenues – Return to double-digit growth in Europe - Straumann’s Q2 2024 revenues came to CHF 655m (+5.4% y-o-y excluding restatements), in line with our and the consensus’ expectations. Organic growth was 14.8%, significantly higher vs our forecast of 9.3% and the consensus of 9.5%. External growth contributed by 140bp, while forex effects created a headwind of 240bp.From a regional perspective, organic growth returned to double-digit growth in Europe with 1...
Invitation: Straumann Group 2024 half-year results webcast
Straumann Holding AG / Key word(s): Half Year Results/Sales Result Invitation: Straumann Group 2024 half-year results webcast 05.08.2024 / 13:30 CET/CEST Date: Wednesday, August 14, 2024 Time: 09:30 – 10:30 a.m. CEST Straumann Group will publish its 2024 half-year results on Wednesday, August 14, 2024, at approximately 7:00 a.m. CEST through the usual channels. The live audio webcast is aimed at investors, financial analysts and journalists. The Group’s top management will review the performance and answer questions. The presentation and Q&A session will be held in Engli...
Einladung: Straumann Group Webcast – Halbjahres-Ergebnisse 2024
Straumann Holding AG / Schlagwort(e): Halbjahresergebnis/Vertriebsergebnis Einladung: Straumann Group Webcast – Halbjahres-Ergebnisse 2024 05.08.2024 / 13:30 CET/CEST Datum: Mittwoch, 14. August 2024 Zeit: 09.30 – 10.30 Uhr MESZ Die Straumann Group wird am Mittwoch, 14. August 2024 gegen 07.00 Uhr (MESZ) die Halbjahres-Ergebnisse 2024 über die üblichen Kanäle veröffentlichen. Der Live-Audio-Webcast richtet sich an Investorinnen und Investoren, Finanzanalysten und Finanzanalystinnen und Medienschaffende. Die Geschäftsleitung der Gruppe wird einen Überbl...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 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). - ...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024
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...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Oliver Metzger
Straumann Holding AG : Q1 review – Strong organic growth driven by Chi...
>Q1 2024 review – Beat but only driven by China - Straumann’s Q1 2024 revenues of CHF 644m (+8.1% y-o-y) were 1% ahead of our and 4% ahead of the consensus’ expectations. Organic growth came in at a strong 15.1%, 2 percentage points ahead of our 13.5% and of the consensus’ 13.3%. External growth contributed by 140bp; forex effects created a headwind of 840bp. From a regional perspective, Europe achieved 5.2% organic growth and was 0%/-2% vs ODDO BHF/consensus, North A...
Invitation: Straumann Group 2024 first-quarter sales report webcast
Straumann Holding AG / Key word(s): Quarter Results Invitation: Straumann Group 2024 first-quarter sales report webcast 18.04.2024 / 08:00 CET/CEST Date: Tuesday, 30 April, 2024 Time: 10:30 – 11:30 a.m. CEST Straumann Group will publish its 2024 first-quarter sales report on Tuesday, 30 April, 2024, at approximately 7:00 a.m. CEST through the usual channels. The live audio webcast is aimed at investors, financial analysts and journalists. The Group’s top management will review the performance and answer participants’ questions. The presentation and Q&A session wi...
Einladung: Straumann Group Webcast – Umsatzzahlen 1. Quartal 2024
Straumann Holding AG / Schlagwort(e): Quartalsergebnis Einladung: Straumann Group Webcast – Umsatzzahlen 1. Quartal 2024 18.04.2024 / 08:00 CET/CEST Datum: Dienstag, 30. April 2024 Zeit: 10.30 – 11.30 Uhr MESZ Die Straumann Group wird am Dienstag, 30. April 2024 gegen 07.00 Uhr (MESZ) die Umsatzzahlen des 1. Quartals 2024 über die üblichen Kanäle veröffentlichen. Der Live-Audio-Webcast richtet sich an Investorinnen und Investoren, Finanzanalysten und Finanzanalystinnen und Medienschaffende. Die Geschäftsleitung der Gruppe wird einen Überblick über die Geschäftsent...
Straumann Group shareholders approve all proposals and elect Xiaoqun C...
Straumann Holding AG / Key word(s): AGMEGM Straumann Group shareholders approve all proposals and elect Xiaoqun Clever-Steg and Stefan Meister as new Board Members 12.04.2024 / 13:33 CET/CEST Basel, 12 April 2024 – Today at the Annual General Meeting (AGM) of Straumann Holding AG, the Straumann shareholders approved all the proposals put forward by the Board of Directors by a large majority. The meeting was attended by 265 shareholders, who together with the independent voting representative, represented 70.6% of the total share capital. The shareholders approved the foll...
Die Aktionärinnen und Aktionäre der Straumann Group genehmigen alle An...
Straumann Holding AG / Schlagwort(e): Generalversammlung Die Aktionärinnen und Aktionäre der Straumann Group genehmigen alle Anträge und wählen Xiaoqun Clever-Steg und Stefan Meister als neue Verwaltungsratsmitglieder 12.04.2024 / 13:33 CET/CEST Basel, 12 April 2024 – An der heutigen Generalversammlung genehmigten die Aktionärinnen und Aktionäre der Straumann Holding AG alle Anträge des Verwaltungsrats mit grosser Mehrheit. An der Versammlung nahmen 265 Aktionärinnen und Aktionäre teil, die zusammen mit den vom unabhängigen Stimmrechtsvertreter vertretenen Aktien 70.6% des...
- Oliver Metzger
- Olfa Taamallah
- Yan Derocles
- Oliver Metzger
Straumann Holding AG : Strong momentum to continue
>Resilient dental implant market - Straumann’s Q4 2023 revenues of CHF 624m (+5.4% y-o-y) were driven by a strong organic growth of 13.2%, which was boosted by NVP in China. Consequently, APAC soared by 40.5% organically. Simultaneously, Europe’s organic growth of 5.8% was impacted by a slow performance of DrSmile on the back of softened consumer demand. Hence, North America was up by just 7.2% organically, with inflation continuing to create soft demand for full-arch...
- Oliver Metzger
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/27/2024
The start of the earnings season has halted EPS erosion, which was marked in Europe and more limited in the US. In 2024, EPS should grow twice as fast on the S&P 500 (+10%) vs the Stoxx 600 (+5%). In Europe, the fastest-growing sectors are travel & leisure, banks and industrials. - ...
- Oliver Metzger
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/02/2024
L’ouverture de la saison des résultats a mis fin à l’érosion des BPA, qui était forte en Europe et plus limitée aux Etats-Unis. Les BPA devraient ainsi croître en 2024 deux fois plus vite sur le S&P 500 (+10%) que le sur le Stoxx 600 (+5%). En Europe, les secteurs ayant la meilleure dynamique sont le Travel & Leisure, les Banques et l’Industrie. - ...
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.