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Deutsche Pfandbriefbank AG: 4 directors
Four Directors at Deutsche Pfandbriefbank AG bought 32,013 shares at between 5.410EUR and 5.559EUR. The significance rating of the trade was 56/100. 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 directo...
- ING Helpdesk
- Thomas J. Schiessle
Weak economy delays "Profitability Restart" - 25 guidance correction -...
The Q2/25 KPIs show a deterioration in revenue and EBITDA margins - contrary to management and market expectations (revenue -6% YoY to €171.2m / margin: -4.08%; EPS €-0.25), but these are exaggerated due to phasing effects and reset savings. Revenue and margins in the "restart phase" starting Q3/25 are expected to expand. However, the necessary revival of customer demand in the pharma and biotech industry is still lacking (contractionary US R&D and industrial policy, hesitant investments). There...
- Thomas J. Schiessle
Schwache Konjunktur verzögert „Profitability Restart“ - 25er Guidance-...
Die Q2/25-KPIs zeigen - entgegen der Management- und Markt-Erwartung - eine Umsatz- und EBITDA Margen-Verschlechterung (Umsatz -6% YoY auf € 171,2 Mio./Marge: -4,08 %; EPS € -0,25), doch sind diese durch Phasing-Effekte und Reset-Einsparungen überzeichnet. Umsatz und Margen in der „Restart-Phase“ ab Q3/25 sollen ausgeweitet werden. Doch die dafür nötige wiederauflebende Kundennachfrage in Pharma- und Biotech-Industrie bleibt bis heute aus (kontraktive US-R&D- und Industriepolitik, zögerliche Inv...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Maissa Keskes
- Stephane Houri
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FTON FEINTOOL INTERNATIONAL HOLDING AG
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KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
DTE DEUTSCHE TELEKOM AG
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
CVC CVC CAPITAL PARTNERS PLC
TRIO TRIODOS BANK N.V.
- Steven Gould
BRE MBANK SA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BRBY BURBERRY GROUP PLC
NRG NRJ GROUP SA
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
PNL POSTNL NV
BON BONDUELLE SCA
BCP BANCO COMERCIAL PORTUGUES S.A.
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
GMM GRAMMER AG
ERG ERG S.P.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CSM CORBION NV
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
FUR FUGRO NV
ALLFG ALLFUNDS (UK) LTD
STM STABILUS SE
CVC CVC CAPITAL PARTNERS PLC
ATO ATOS SE
TRIO TRIODOS BANK N.V.
BRE MBANK SA
AXA AXA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
PEO BANK POLSKA KASA OPIEKI SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
UBSN UBS GROUP AG
JMT JERONIMO MARTINS SGPS S.A.
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
CVC CVC CAPITAL PARTNERS PLC
TRIO TRIODOS BANK N.V.
- Steven Gould
BRE MBANK SA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BRBY BURBERRY GROUP PLC
NRG NRJ GROUP SA
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
PNL POSTNL NV
BON BONDUELLE SCA
BCP BANCO COMERCIAL PORTUGUES S.A.
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
GMM GRAMMER AG
ERG ERG S.P.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CSM CORBION NV
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
FUR FUGRO NV
ALLFG ALLFUNDS (UK) LTD
STM STABILUS SE
CVC CVC CAPITAL PARTNERS PLC
ATO ATOS SE
TRIO TRIODOS BANK N.V.
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
BRE MBANK SA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
OTP OTP BANK NYRT
CABK CAIXABANK SA
ALR ALIOR BANK SA
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALLFG ALLFUNDS (UK) LTD
CVC CVC CAPITAL PARTNERS PLC
TRIO TRIODOS BANK N.V.
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
BRE MBANK SA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
OTP OTP BANK NYRT
CABK CAIXABANK SA
ALR ALIOR BANK SA
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALLFG ALLFUNDS (UK) LTD
CVC CVC CAPITAL PARTNERS PLC
TRIO TRIODOS BANK N.V.
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Dominic Rose
- Naresh Chouhan
Evotec - Another Warning – PT Cut to €5.40 (SELL, TP EUR5.40 [7], 9pgs...
Following yesterday's cut to sales guidance, we cut our PT to €5.40 and L-T revenues by 10-15%. We are 40% below consensus EBITDA in 2028 despite including significantly more cost savings. We show the base business is loss making this year & could just break even in 2026. We are most concerned about the reliance on single lumpy contracts. The SDZ milestones will mostly disappear by 2028 & the commercial revenues required to offset them imply biosimilar sales of €550m by 2030 for drugs that will ...
- ING Helpdesk
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