reports
Quadient S.A. - 2023 dividend payment timeline
Quadient S.A. - 2023 dividend payment timeline Quadient – 2023 dividend payment timeline Paris, 27 June 2024, Quadient Annual General Meeting, held on 14 June 2024, approved the amount of dividends for financial year 2023. The amount of dividends is €0.65 per share and will be paid in cash, in one instalment, on 7 August 2024. The dividend payment timeline will be as follows: Ex-dividend: 5 August 2024;Record date: 6 August 2024;Payment date: 7 August 2024. *** About Quadient® Quadient is a global automation platform provider powering secure and sustainable business connections...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Downgrading Europe to Market Weight Not much has changed since our latest Int'l Compass from May 31, 2024 titled "Buy the Pullback." As the title suggested, we were buyers of the pullback in global equities (MSCI ACWI, ACWI ex-US, EAFE, EM, Europe, Japan, Taiwan, etc.) due to important short-term supports holding, combined with ongoing healthy market dynamics. Supports are holding, and our bullish outlook (since early-November 2023) remains intact. Continue to buy dips. Downgrading Europe to M...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious!
PFAS refers to a large group of forever chemicals. Pressure from regulators, investors, consumers and ESG rating agencies is contributing to the materialisation of the reputational risk incurred by companies, first and foremost producers (the chemical companies Arkema, BASF, Solvay) and, to a lesser extent, some past users of regulated PFAS (SGO and SEB for PFOA). In contrast, we have identified eight stocks in our coverage for which PFAS decontamination constitutes an opportunit...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious !
Les PFAS, désignent une famille nombreuse de polluants éternels. La pression des régulateurs, investisseurs, consommateurs et des agences de notations ESG participe à la matérialisation du risque réputationnel encouru par les sociétés, au premier rang desquels figurent les producteurs (les chimistes Arkema, BASF, Solvay) et dans une moindre mesure, certains utilisateurs passés de PFAS réglementés (SGO et SEB pour le PFOA). A l'inverse, nous identifions huit valeurs de notre unive...
- Guy Sips
DEME If you want to move mountains tomorrow, you must move rocks today
We increase our Target Price for DEME from € 170 to € 190, in line with our updated model, while maintaining our Accumulate rating. The title of our note refers to DEME's new addition to its fleet : a fall pipe vessels 'Yellowstone', showcasing its commitment to enhancing its high-tech fleet to meet the evolving demands of its global customers. With a payload capacity of 37,000 tonnes, ‘Yellowstone' reinforces DEME's leadership in ‘Offshore Energy'.
- Guy Sips
- Hilde Van Boxstael
- Wim Lewi
Quadient Expands its Open Locker Network in New High Traffic Locations...
Quadient Expands its Open Locker Network in New High Traffic Locations in Japan, Leveraging Existing JR East Smart Logistics Lockers For the first time, Quadient is expanding its network with a new approach of third-party network integration, highlighting its agility in deploying open and interoperable logistics ecosystems The expanded offer enhances logistics efficiency, proximity, customer convenience, and environmental sustainability across Japan’s extensive railway network Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections...
Quadient étend son réseau ouvert de consignes colis sur de nouveaux si...
Quadient étend son réseau ouvert de consignes colis sur de nouveaux sites à forte fréquentation au Japon, en intégrant les consignes de JR East Smart Logistics Pour la première fois, Quadient étend son réseau avec une nouvelle approche d'intégration de réseaux tiers, soulignant son agilité dans le déploiement d'écosystèmes logistiques ouverts et interopérablesCette offre élargie améliore l'efficacité logistique, la proximité, la commodité pour les clients et l’empreinte environnementale à travers le vaste réseau ferroviaire japonais Quadient (Euronext Paris : QDT), une plateforme mondiale ...
- Emira Sagaama
- Thijs Berkelder
- Jean-François Granjon
Quadient : A severe sanction disconnected from the group's fundamental...
>Growth markets for digital and lockers (+10%) - At the CMD, the heads of the different divisions presented the growth potential in the various market and confirmed the outlook for the digital (formerly ICA) and lockers activities. For the digital activity, average growth in the market is estimated at +10% for the 2023-2027 period and the group possesses the necessary tools/products to take advantage of this growth without the need for any new and costly acquisitions...
- Emira Sagaama
- Thijs Berkelder
- ING Helpdesk
- Jerôme Bodin
NRJ Group : Point sur la tendance du marché radio au T2 2024, favorabl...
>Un marché bien orienté au T2 pour la radio - Nous faisons un point préliminaire sur le T2 pour le marché de la radio en France. Certes le trimestre n’est pas terminé mais il nous semble que la tendance publicitaire des radios a été bonne ces derniers mois et que cette tendance devrait se poursuivre sur le T2. La durée d’écoute de la radio en France est en amélioration depuis l’été 2023. Elle a ainsi été en hausse d’environ 4% au T4 2023 et T1 2024. Cette situation e...
- Jerôme Bodin
NRJ Group : Update on trends in the radio market in Q2 2024, favourabl...
>Market on a positive trend in Q2 for radio - We propose a preliminary update for the radio market in France for Q2. Granted, the quarter is not yet over but it looks like the advertising trend for radio over recent months has been positive and that this trend is set to continue in Q2. Radio listening time in France has been improving since the summer of 2023. It was therefore up by around 4% in Q4 2023 and Q1 2024. This is a relatively favourable situation because t...
- Guy Sips
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Cor Kluis
Van Lanschot Kempen : CMD implicit profit target higher, capital retur...
>Conclusion: CMD profit target higher, capital return more/faster than expected - The VLK cash net profit target after coupons of implicitly > € 143m is mid-single digit higher than our estimates. The capital return policy is somewhat higher than we expected. And the return of excess capital will go faster than expected. We expect share to outperform today. We have an Outperform recommendation on the stock.More ambitious updated financial targets - Th...
- Christophe Chaput
BIC : Sales guidance revised down due to an unfavourable lighters mark...
>Downward adjustment to 2024 sales prospects - In a press release published yesterday after the market close, the BIC group’s management announced that it is revising downwards its sales outlook for its 2024 financial year. While it initially expected an increase in sales at constant currency excl. Argentina of between +5% and +7%, it is now forecasting "low single digit" growth. This adjustment is explained by a sharper than initially estimated decline in the li...
- Christophe Chaput
BIC : Une guidance de CA revue en baisse en raison d’un marché des Bri...
>Ajustement à la baisse des perspectives de CA 2024 - Dans un communiqué publié hier après clôture, le management du Groupe BIC a annoncé qu’il révise en baisse ses perspectives de chiffre d’affaires au titre de son exercice 2024. Alors qu’il s’attendait initialement à une hausse du CA à taux de change constants hors Argentine comprise entre 5% et 7%, celle-ci est désormais attendue en croissance « low single digit ». Cet ajustement s’explique par une baisse plus...
- Jean-François Granjon
Quadient : Une sanction sévère déconnectée des fondamentaux du groupe
>Des marchés en croissance pour Digital et Lockers (+10%) - Au cours du CMD, les responsables des différentes divisions ont présenté le potentiel de croissance des divers marchés et confirmé le potentiel pour le pôle Digital (ex-ICA) et Lockers. Pour l’activité Digital, la croissance moyenne du marché est estimée à 10% pour la période 2023/27 et le groupe dispose des outils/produits nécessaires pour bénéficier de cette croissance sans nouvelle importante et coûteuse a...
- Thijs Berkelder
DEME Group : Filling backlog with two new large offshore wind projects
>€ 300m cable lay contract for Belgian energy island in 2027 - TSO (transmission system operator) Elia Transmission Belgium (ETB) yesterday evening announced the award of the contracts for the high-voltage alternating current (HVAC) parts of the future Princess Elisabeth Island. The contracts relate to the installation of 330 km of HVAC cables and the installation of HVAC substations on the island. This HVAC equipment will form the connection point for receiving an in...
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